Global Retirement Partners LLC Takes Position in Lowe’s Companies, Inc. $LOW

Global Retirement Partners LLC purchased a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 19,722 shares of the home improvement retailer’s stock, valued at approximately $4,349,000.

Other large investors also recently bought and sold shares of the company. Swiss RE Ltd. purchased a new stake in Lowe’s Companies in the fourth quarter worth $25,000. Wilkerson Advisory Group LLC bought a new position in shares of Lowe’s Companies in the fourth quarter worth about $27,000. Sankala Group LLC bought a new position in shares of Lowe’s Companies in the fourth quarter worth about $33,000. Triumph Capital Management purchased a new position in Lowe’s Companies in the 3rd quarter worth about $34,000. Finally, Ares Financial Consulting LLC purchased a new position in Lowe’s Companies in the 4th quarter worth about $36,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 39,785 shares in the company, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Margrethe R. Vagell sold 2,500 shares of Lowe’s Companies stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 20,220 shares in the company, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is currently owned by insiders.

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

Lowe’s Companies Stock Down 0.1%

Shares of NYSE:LOW opened at $218.19 on Monday. The firm has a 50 day moving average of $216.00 and a 200 day moving average of $234.57. The company has a market capitalization of $122.34 billion, a price-to-earnings ratio of 18.44, a price-to-earnings-growth ratio of 2.79 and a beta of 0.86. Lowe’s Companies, Inc. has a 52 week low of $199.40 and a 52 week high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, topping the consensus estimate of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period in the previous year, the company posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.43 EPS for the current year.

Lowe’s Companies Increases Dividend

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

Analyst Upgrades and Downgrades

LOW has been the subject of several research reports. Benchmark initiated coverage on shares of Lowe’s Companies in a research report on Tuesday, May 12th. They issued a “hold” rating for the company. BTIG Research downgraded shares of Lowe’s Companies to a “reduce” rating in a research note on Tuesday, May 12th. Oppenheimer lowered their price target on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a report on Monday, May 18th. HSBC reduced their price objective on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating on the stock in a report on Thursday, May 21st. Finally, Jefferies Financial Group dropped their price target on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $262.63.

Lowe’s Companies Company 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.