Jacobs Equity LLC Takes Position in Lowe’s Companies, Inc. $LOW

Posted by Francis Steltz on Jun 19th, 2026

Lowe's Companies logo Jacobs Equity LLC bought a new position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,560 shares of the home improvement retailer’s stock, valued at approximately $617,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LOW. Brighton Jones LLC boosted its position in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after purchasing an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Lowe’s Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Lowe’s Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after purchasing an additional 280 shares in the last quarter. United Bank increased its holdings in shares of Lowe’s Companies by 1.3% during the 2nd 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 in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Lowe’s Companies by 13.1% in the 2nd 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. 74.06% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the completion of the sale, the executive vice president owned 16,142 shares of the company’s stock, valued at $3,628,883.02. The trade was 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 available at this link. Also, EVP Janice Dupre sold 14,150 shares of the business’s stock in a transaction dated 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.29% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on LOW. Truist Financial lowered their price target on shares of Lowe’s Companies from $280.00 to $255.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Telsey Advisory Group cut their price objective on shares of Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Weiss Ratings downgraded shares of Lowe’s Companies from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 4th. BNP Paribas Exane lowered their target price on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research note on Thursday, May 21st. Finally, Mizuho dropped their target price on Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a research report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $264.57.

Get Our Latest Research Report on LOW

Lowe’s Companies Price Performance

Shares of NYSE:LOW opened at $222.10 on Friday. Lowe’s Companies, Inc. has a 1 year low of $203.40 and a 1 year high of $293.06. The firm has a market capitalization of $124.53 billion, a price-to-earnings ratio of 18.77, a price-to-earnings-growth ratio of 2.74 and a beta of 0.86. The business’s 50 day moving average price is $227.46 and its 200-day moving average price is $245.69.

Lowe’s Companies (NYSE:LOW – Get Free Report) last issued 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 company had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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 12.48 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be given a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date is Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio (DPR) is 40.57%.

Lowe’s Companies Company Profile

(Free Report)

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.