Glenview Trust Co Grows Stake in Lowe’s Companies, Inc. $LOW

Glenview Trust Co grew its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 4.9% during the second quarter, HoldingsChannel reports. The firm owned 230,389 shares of the home improvement retailer’s stock after buying an additional 10,735 shares during the period. Glenview Trust Co’s holdings in Lowe’s Companies were worth $50,798,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC lifted its position in Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after acquiring an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after acquiring an additional 259 shares in the last quarter. Sivia Capital Partners LLC grew its position in Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after acquiring an additional 280 shares in the last quarter. United Bank raised its stake in shares of Lowe’s Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in shares of Lowe’s Companies by 13.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on LOW. The Goldman Sachs Group reduced their target price on shares of Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. HSBC decreased their price objective on shares of 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. Bank of America lowered their target price on Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a research note on Thursday, May 21st. Weiss Ratings lowered Lowe’s Companies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, August 17th. Finally, Citigroup cut their price target on Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $258.53.

Lowe’s Companies News Roundup

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

Lowe’s Companies Trading Down 1.6%

Shares of NYSE:LOW opened at $206.98 on Friday. The firm has a market cap of $116.05 billion, a PE ratio of 17.50, a price-to-earnings-growth ratio of 2.80 and a beta of 0.86. The company has a fifty day simple moving average of $215.38 and a 200 day simple moving average of $230.95. 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 posted its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. The firm had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The firm’s revenue was up 8.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities research analysts forecast that Lowe’s Companies, Inc. will post 12.26 EPS for the current fiscal year.

Insider Activity

In related news, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total value of $2,097,477.30. Following the completion of the transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. This trade represents a 36.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Janice Dupre sold 14,150 shares of the business’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 completion of the sale, the executive vice president directly owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 25,980 shares of company stock worth $5,796,937. 0.29% of the stock is currently owned by corporate insiders.

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.