Timonier Family Office LTD. Purchases New Shares in Lowe’s Companies, Inc. $LOW

Timonier Family Office LTD. acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 25,127 shares of the home improvement retailer’s stock, valued at approximately $5,540,000. Lowe’s Companies comprises approximately 1.6% of Timonier Family Office LTD.’s investment portfolio, making the stock its 5th biggest holding.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Lowe Brockenbrough & Co. Inc. boosted its stake in Lowe’s Companies by 0.6% in the second quarter. Lowe Brockenbrough & Co. Inc. now owns 39,548 shares of the home improvement retailer’s stock worth $8,720,000 after purchasing an additional 251 shares in the last quarter. Jennison Associates LLC increased its stake in shares of Lowe’s Companies by 22.1% in the second quarter. Jennison Associates LLC now owns 341,388 shares of the home improvement retailer’s stock valued at $75,273,000 after buying an additional 61,839 shares in the last quarter. First Community Trust NA increased its stake in shares of Lowe’s Companies by 46.7% in the second quarter. First Community Trust NA now owns 625 shares of the home improvement retailer’s stock valued at $138,000 after buying an additional 199 shares in the last quarter. Butensky & Cohen Financial Security Inc. raised its holdings in shares of Lowe’s Companies by 3.7% in the second quarter. Butensky & Cohen Financial Security Inc. now owns 22,747 shares of the home improvement retailer’s stock valued at $5,015,000 after buying an additional 806 shares during the last quarter. Finally, Whitener Capital Management Inc. raised its holdings in shares of Lowe’s Companies by 4.7% in the second quarter. Whitener Capital Management Inc. now owns 21,343 shares of the home improvement retailer’s stock valued at $4,706,000 after buying an additional 966 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Insider Buying and Selling

In other Lowe’s Companies news, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the sale, the executive vice president directly owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This represents a 36.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,980 shares of company stock valued at $5,796,937 over the last ninety days. Insiders own 0.29% of the company’s stock.

Lowe’s Companies Stock Down 0.0%

Shares of LOW stock opened at $218.19 on Friday. The stock has a 50-day moving average price of $216.00 and a 200 day moving average price of $234.87. The firm has a market cap 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, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $23.08 billion during the quarter, compared to analysts’ expectations of $22.98 billion. During the same period in the previous year, the business posted $2.92 EPS. The company’s quarterly revenue 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. Sell-side analysts predict that Lowe’s Companies, Inc. will post 12.44 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

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

Analyst Ratings Changes

Several brokerages recently issued reports on LOW. Citigroup reduced their price target on shares of Lowe’s Companies from $285.00 to $267.00 and set a “buy” rating on the stock in a research report on Thursday. Jefferies Financial Group dropped their target price on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. DA Davidson reaffirmed a “neutral” rating and issued a $275.00 target price on shares of Lowe’s Companies in a research note on Wednesday, May 20th. Mizuho reduced their target price on shares of Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a research report on Thursday, May 21st. Finally, Truist Financial decreased their price target on shares of Lowe’s Companies from $280.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Twenty-three equities research 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $262.63.

Key Lowe’s Companies News

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

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.