Lowe’s Companies, Inc. $LOW Shares Sold by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC lowered its position in Lowe’s Companies, Inc. (NYSE:LOW) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 148,595 shares of the home improvement retailer’s stock after selling 3,291 shares during the quarter. United Capital Financial Advisors LLC’s holdings in Lowe’s Companies were worth $32,764,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in LOW. Swiss RE Ltd. purchased a new position in Lowe’s Companies during the 4th quarter valued at about $25,000. Wilkerson Advisory Group LLC purchased a new stake in shares of Lowe’s Companies in the fourth quarter valued at about $27,000. Sankala Group LLC purchased a new stake in shares of Lowe’s Companies in the fourth quarter valued at about $33,000. Triumph Capital Management acquired a new stake in shares of Lowe’s Companies in the third quarter valued at approximately $34,000. Finally, IAG Wealth Partners LLC grew its position in shares of Lowe’s Companies by 178.6% in the first quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock valued at $37,000 after purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on LOW. Morgan Stanley restated an “overweight” rating on shares of Lowe’s Companies in a research report on Thursday, August 20th. Truist Financial dropped their price target on Lowe’s Companies from $255.00 to $254.00 and set a “buy” rating for the company in a research report on Thursday, August 20th. UBS Group cut their price target on Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating for the company in a report on Thursday, August 20th. BNP Paribas Exane reduced their price objective on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research report on Thursday, May 21st. Finally, Gordon Haskett decreased their price objective on Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $258.53.

Insider Transactions at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the sale, the executive vice president owned 20,220 shares in the company, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the completion of the transaction, the executive vice president owned 39,785 shares of the company’s stock, valued at $8,828,291.50. The trade was a 26.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 25,980 shares of company stock worth $5,796,937 over the last quarter. 0.29% of the stock is currently owned by insiders.

Lowe’s Companies Stock Performance

Shares of LOW opened at $206.98 on Friday. The company has a market capitalization of $116.05 billion, a price-to-earnings ratio of 17.50, a PEG ratio of 2.80 and a beta of 0.86. The company’s 50 day simple moving average is $215.38 and its 200 day simple moving average is $230.95. Lowe’s Companies, Inc. has a 1 year low of $199.40 and a 1 year high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, topping the consensus estimate of $4.22 by $0.18. The firm had revenue of $25.96 billion during the quarter, compared to analysts’ expectations of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. Lowe’s Companies’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the previous year, the company earned $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities analysts expect that Lowe’s Companies, Inc. will post 12.26 EPS for the current fiscal year.

Key Stories Impacting Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Professional and online sales are key growth drivers. Lowe’s said Pro-customer demand and e-commerce growth helped offset weakness in DIY-related purchases, providing support while housing turnover remains subdued. Lowe’s Q2 2027 Earnings Call Transcript
• Positive Sentiment: Valuation may be attractive for long-term investors. Morningstar reportedly estimates Lowe’s shares trade at roughly a 15% discount to fair value and sees stronger long-term prospects, supporting the stock’s housing-recovery thesis. Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper
• Positive Sentiment: Dividend support remains an important part of the investment case. Recent commentary suggests Lowe’s long dividend history is backed by a more durable position than some other retailers, although investors are monitoring balance-sheet leverage and payout coverage. Target or Lowe’s: Whose Dividend Streak Cracks First?
• Neutral Sentiment: Recent earnings were mixed. Lowe’s exceeded consensus earnings expectations with $4.40 per share versus $4.22 expected, but revenue of $25.96 billion fell short of the $26.13 billion estimate. Revenue still increased 8.3% year over year. Lowe’s Just Reported Earnings
• Negative Sentiment: DIY weakness and frozen housing activity remain the main overhangs. Fewer home transactions and limited remodeling activity are pressuring discretionary projects, making Lowe’s increasingly dependent on Pro customers and online channels for growth. Home Depot vs. Lowe’s: One Housing Recovery Play Stands Out
• Negative Sentiment: Tariffs are adding cost pressure. Lowe’s and other big-box retailers are using tariff refunds and other measures to offset higher costs, but the need to absorb or manage those expenses could weigh on margins if inflation persists. How Big Box Retailers Are Using Tariff Refunds

About Lowe’s Companies

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.