Wealthcare Advisory Partners LLC Sells 2,671 Shares of Lowe’s Companies, Inc. $LOW

Wealthcare Advisory Partners LLC lowered its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 8.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 27,240 shares of the home improvement retailer’s stock after selling 2,671 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Lowe’s Companies were worth $6,006,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Providence Wealth Advisors LLC raised its position in shares of Lowe’s Companies by 0.5% in the 4th quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer’s stock valued at $1,959,000 after buying an additional 36 shares in the last quarter. Rather & Kittrell Inc. boosted its position in shares of Lowe’s Companies by 0.4% during the 4th quarter. Rather & Kittrell Inc. now owns 10,379 shares of the home improvement retailer’s stock worth $2,503,000 after acquiring an additional 38 shares in the last quarter. First Command Advisory Services Inc. increased its stake in Lowe’s Companies by 1.3% in the fourth quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer’s stock valued at $711,000 after acquiring an additional 38 shares during the last quarter. Smithbridge Asset Management Inc. DE increased its stake in Lowe’s Companies by 1.1% in the fourth quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer’s stock valued at $898,000 after acquiring an additional 39 shares during the last quarter. Finally, Sumitomo Life Insurance Co. raised its position in Lowe’s Companies by 0.6% during the fourth quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer’s stock valued at $1,481,000 after purchasing an additional 39 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Wells Fargo remains bullish despite a lower target. The firm reduced its price target from $255 to $245 but maintained an “overweight” rating, implying approximately 11% upside from the referenced $220.74 level. The target cut signals more cautious expectations, while the continued bullish rating provides support for LOW. Benzinga analyst note
• Positive Sentiment: Lowe’s announced $20 million in community investments. The company will provide $10 million in grants for 100 large-scale nonprofit and community renovation projects and another $10 million for more than 2,000 associate-led projects. The spending fulfills part of Lowe’s $100 million “big dream” renovation commitment and could strengthen brand reputation and local customer relationships, although the direct earnings impact is likely limited. Lowe’s community investment announcement
• Neutral Sentiment: A former Lowe’s executive is joining Target as its first chief AI officer. Chandhu Nair will leave Lowe’s for Target on August 24. The move highlights the competitive importance of artificial intelligence and digital customer experience, but there is no reported change to Lowe’s strategy or financial outlook. Target names first chief AI officer
• Negative Sentiment: Analysts see Home Depot benefiting more from professional demand than Lowe’s in the second quarter. Bank of America’s view suggests Lowe’s may be comparatively disadvantaged because of its lower exposure to professional contractors, an important customer group during a challenging macroeconomic environment. Home Depot professional demand analysis
• Negative Sentiment: Recent trading and options activity point to elevated uncertainty. LOW declined more than the broader market in the prior session, while implied volatility in its options increased. The stock also remains below its 200-day moving average, suggesting continued investor caution even as some analysts view Lowe’s as a potentially attractive alternative to Home Depot.

Insider Activity

In other news, EVP Margrethe R. Vagell sold 2,500 shares of Lowe’s Companies stock in a transaction on Thursday, June 18th. The shares were 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 in the company, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction that occurred on Tuesday, June 16th. The stock was 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 directly owned 39,785 shares in the company, valued at approximately $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. Over the last three months, insiders have sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is currently owned by corporate insiders.

Lowe’s Companies Stock Performance

NYSE LOW opened at $220.74 on Wednesday. The firm’s fifty day moving average price is $215.49 and its two-hundred day moving average price is $235.81. The stock has a market cap of $123.77 billion, a PE ratio of 18.66, a PEG ratio of 2.77 and a beta of 0.86. Lowe’s Companies, Inc. has a fifty-two week low of $199.40 and a fifty-two week high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 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 company had revenue of $23.08 billion during the quarter, compared to analysts’ expectations of $22.98 billion. During the same period in the prior year, the company earned $2.92 EPS. Lowe’s Companies’s 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. As a group, sell-side analysts predict that Lowe’s Companies, Inc. will post 12.46 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were paid 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 dividend on an annualized basis and a dividend yield of 2.3%. Lowe’s Companies’s payout ratio is 42.27%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Sanford C. Bernstein reduced their target price on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. UBS Group lowered their price target on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating for the company in a report on Thursday, May 21st. HSBC dropped their price objective on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research report on Thursday, May 21st. Oppenheimer reduced their price objective on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating on the stock in a research note on Monday, May 18th. Finally, Stifel Nicolaus decreased their target price on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating on the stock in a research report on Monday, May 18th. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $263.33.

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.