Jefferies Financial Group Inc. Buys 32,023 Shares of Lowe’s Companies, Inc. $LOW

Jefferies Financial Group Inc. raised its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 176.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 50,150 shares of the home improvement retailer’s stock after acquiring an additional 32,023 shares during the period. Jefferies Financial Group Inc.’s holdings in Lowe’s Companies were worth $11,058,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Natixis Advisors LLC raised its holdings in Lowe’s Companies by 3.5% in the 4th quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock worth $152,161,000 after acquiring an additional 21,119 shares during the last quarter. Bridges Investment Management Inc. boosted its holdings in Lowe’s Companies by 6.1% in the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock worth $107,664,000 after purchasing an additional 25,609 shares during the last quarter. Kathmere Capital Management LLC increased its position in shares of Lowe’s Companies by 133.9% during the 1st quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after purchasing an additional 5,383 shares during the last quarter. Glenview Trust Co grew its holdings in Lowe’s Companies by 9.0% during the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after buying an additional 17,225 shares in the last quarter. Finally, LPL Financial LLC raised its stake in Lowe’s Companies by 2.3% during the fourth quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock valued at $239,552,000 after purchasing an additional 22,175 shares in the last quarter. 74.06% of the stock is currently owned by institutional investors.

Lowe’s Companies Price Performance

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

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

Lowe’s Companies News Summary

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

Insider Transactions at Lowe’s Companies

In related news, EVP Juliette Williams Pryor sold 9,330 shares of the stock in a transaction that occurred 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 owned 16,142 shares in the company, valued at approximately $3,628,883.02. This represents a 36.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,980 shares of company stock worth $5,796,937 over the last three months. 0.29% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on LOW. Bank of America decreased their price objective on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. DA Davidson reaffirmed a “neutral” rating and set a $245.00 target price on shares of Lowe’s Companies in a research report on Wednesday, August 19th. Sanford C. Bernstein lowered their target price on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. Robert W. Baird cut their price objective on shares of Lowe’s Companies from $320.00 to $270.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Finally, Truist Financial lowered their target price on Lowe’s Companies from $255.00 to $254.00 and set a “buy” rating for the company in a report on Thursday, August 20th. Twenty-three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $258.53.

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.