Fulton Breakefield Broenniman LLC Decreases Stock Position in Lowe’s Companies, Inc. $LOW

Fulton Breakefield Broenniman LLC trimmed its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 3.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,239 shares of the home improvement retailer’s stock after selling 2,507 shares during the quarter. Lowe’s Companies accounts for 1.0% of Fulton Breakefield Broenniman LLC’s holdings, making the stock its 21st largest holding. Fulton Breakefield Broenniman LLC’s holdings in Lowe’s Companies were worth $16,810,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Swiss RE Ltd. acquired a new position in shares of Lowe’s Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies in the fourth quarter valued at approximately $27,000. OLD Second National Bank of Aurora lifted its stake in Lowe’s Companies by 52.5% in the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 42 shares during the last quarter. Sankala Group LLC purchased a new position in Lowe’s Companies in the fourth quarter worth approximately $33,000. Finally, Triumph Capital Management acquired a new position in Lowe’s Companies during the 3rd quarter worth approximately $34,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Trading Down 0.0%

Lowe’s Companies stock opened at $218.19 on Friday. The stock has a 50 day moving average of $216.00 and a two-hundred day moving average of $234.87. Lowe’s Companies, Inc. has a twelve month low of $199.40 and a twelve month high of $293.06. The stock has a market capitalization of $122.34 billion, a price-to-earnings ratio of 18.44, a PEG ratio of 2.79 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the previous year, the company posted $2.92 earnings per share. The company’s revenue for the quarter was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Equities analysts predict that Lowe’s Companies, Inc. will post 12.44 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were paid a $1.25 dividend. The ex-dividend date of this dividend was Wednesday, July 22nd. This represents a $5.00 annualized dividend and a yield of 2.3%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s dividend payout ratio is presently 42.27%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on LOW shares. Weiss Ratings lowered shares of Lowe’s Companies from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. BTIG Research lowered Lowe’s Companies to a “reduce” rating in a report on Tuesday, May 12th. UBS Group reduced their price objective on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Raymond James Financial downgraded shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 12th. Finally, HSBC decreased their price target on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $262.63.

Insider Buying and Selling at Lowe’s Companies

In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Margrethe R. Vagell sold 2,500 shares of the company’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 transaction, the executive vice president owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by company insiders.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s is described as trading at its lowest forward price-to-earnings multiple in more than two years. Its status as a Dividend King, along with a recent dividend increase, strengthens the long-term income-investment case. 1 Number That Makes Lowe’s Stock an Obvious Buy Before Aug. 19
• Positive Sentiment: Several analysts remain moderately optimistic despite the recent underperformance. Citigroup retained a “buy” rating while lowering its price target to $267 from $285, and Wells Fargo’s reduced target of $245 still implies meaningful upside from recent levels. Citigroup Lowe’s Price Target Update
• Positive Sentiment: Investor articles argue that a series of downward Q2 EPS estimate revisions may have lowered expectations and created the potential for a favorable earnings surprise. The longer-term bull case remains tied to Lowe’s brand strength, home-improvement demand and operating potential. Lowe’s Q2 EPS Revisions
• Neutral Sentiment: Wall Street projections for the quarter ended July 2026 are focusing on key operating metrics beyond revenue and EPS. The Aug. 19 report is the next major catalyst and could determine the near-term direction of the shares. Insights Into Lowe’s Q2 Wall Street Projections
• Neutral Sentiment: Lowe’s has completed a five-year, $100 million hometown revitalization commitment and announced additional community investments. These efforts may support brand reputation but are unlikely to materially affect near-term earnings. Is Lowe’s Companies Undervalued As Its Earnings Call Nears?
• Negative Sentiment: Royal Bank of Canada lowered its expectations for Lowe’s, adding to concerns about near-term performance ahead of earnings. The company also faces elevated expectations around its upcoming results despite recent estimate reductions. Royal Bank of Canada Lowe’s Expectations

Lowe’s Companies Profile

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.