Proficio Capital Partners LLC Makes New $619,000 Investment in Lowe’s Companies, Inc. $LOW

Proficio Capital Partners LLC bought a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,806 shares of the home improvement retailer’s stock, valued at approximately $619,000.

A number of other large investors have also made changes to their positions in LOW. Brighton Jones LLC boosted its stake in Lowe’s Companies by 119.7% during the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after buying an additional 17,413 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after buying an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after acquiring an additional 280 shares during the last quarter. United Bank increased its stake in shares of Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after acquiring an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after acquiring an additional 275 shares during the period. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies News Summary

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

• Positive Sentiment: Lowe’s Foundation launched the “Building Futures Skilled Trades Coalition” with more than 75 corporate and nonprofit partners, including NVIDIA, Bank of America and General Motors. The initiative aims to train and certify 1 million skilled-trades workers by 2035, potentially supporting Lowe’s brand, contractor relationships and future demand for home-improvement services. Morning Business Report: Lowe’s launches initiative to train 1 million skilled tradespeople
• Positive Sentiment: Management continues to highlight growth in its Pro customer business, digital sales and Home Services as longer-term offsets to softer DIY demand. The latest reported quarter also showed revenue growth of 8.3% year over year, while earnings per share exceeded analysts’ expectations. Can Lowe’s Pro Growth Justify Its Valuation Despite DIY Weakness?
• Neutral Sentiment: Some Zacks Research quarterly estimates were modestly raised, including Q2 2028 EPS to $4.56 from $4.55 and Q2 2029 EPS to $4.89 from $4.88. However, these small increases do not change the broader cautious estimate trend.
• Negative Sentiment: Zacks lowered several future forecasts, including FY2028 EPS to $12.94 from $13.60 and FY2029 EPS to $13.90 from $14.62. Estimates were also reduced for multiple 2027–2029 quarters, signaling weaker expected earnings momentum. Lowe’s Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines
• Negative Sentiment: The company’s reduced fiscal 2026 outlook reflects pressure from weak DIY spending and housing conditions. Although Pro and services are growing, investors remain concerned that these businesses may not fully offset sluggish consumer project demand. Dividend-focused investors are also scrutinizing Lowe’s payout coverage and the sustainability of future dividend increases. Home Depot vs. Lowe’s: One Dividend Looks Much Stronger Under the Hood

Insider Buying and Selling at Lowe’s Companies

In related news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s 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 sale, the executive vice president owned 20,220 shares in the company, valued at $4,525,842.60. The trade was a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the company’s 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 completion of the transaction, the executive vice president directly owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This trade represents a 36.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,980 shares of company stock valued at $5,796,937 over the last quarter. 0.29% of the stock is owned by company insiders.

Lowe’s Companies Trading Down 0.2%

Shares of NYSE:LOW opened at $199.65 on Thursday. The company has a market capitalization of $112.02 billion, a price-to-earnings ratio of 16.88, a PEG ratio of 2.66 and a beta of 0.85. Lowe’s Companies, Inc. has a 12-month low of $199.34 and a 12-month high of $293.06. The business has a 50-day moving average price of $214.20 and a 200 day moving average price of $228.69.

Lowe’s Companies (NYSE:LOW) last posted its earnings results 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. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company had revenue of $25.96 billion for the quarter, compared to analysts’ expectations of $26.13 billion. During the same quarter in the prior year, the company posted $4.33 earnings per share. Lowe’s Companies’s revenue for the quarter was up 8.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities research analysts predict that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current fiscal year.

Lowe’s Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Wednesday, October 21st will be issued a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 2.5%. The ex-dividend date is Wednesday, October 21st. Lowe’s Companies’s dividend payout ratio (DPR) is 42.27%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. William Blair initiated coverage on shares of Lowe’s Companies in a report on Tuesday, May 12th. They issued an “overweight” rating for the company. Guggenheim reduced their target price on shares of Lowe’s Companies from $300.00 to $275.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. The Goldman Sachs Group decreased 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 report on Thursday, May 21st. Weiss Ratings cut shares of Lowe’s Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, August 17th. Finally, Oppenheimer cut their price target on shares of Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a report on Monday, May 18th. Twenty-three investment 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. Based on data from MarketBeat.com, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus price target of $258.53.

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.