IFM Investors Pty Ltd Has $29.30 Million Holdings in Lowe’s Companies, Inc. $LOW

Posted by George Bondi on Jul 1st, 2026

Lowe's Companies logo IFM Investors Pty Ltd grew its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.1% in the 1st quarter, Holdings Channel reports. The firm owned 124,004 shares of the home improvement retailer’s stock after acquiring an additional 3,733 shares during the quarter. IFM Investors Pty Ltd’s holdings in Lowe’s Companies were worth $29,300,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Lowe’s Companies in the 4th quarter valued at $1,993,697,000. Wellington Management Group LLP raised its stake in Lowe’s Companies by 102.0% during the third quarter. Wellington Management Group LLP now owns 4,204,311 shares of the home improvement retailer’s stock worth $1,056,585,000 after buying an additional 2,122,622 shares during the last quarter. Price T Rowe Associates Inc. MD raised its position in shares of Lowe’s Companies by 45.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock worth $1,580,941,000 after acquiring an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP lifted its stake in Lowe’s Companies by 7,814.9% in the fourth quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock valued at $359,417,000 after buying an additional 1,471,539 shares during the period. Finally, Victory Capital Management Inc. lifted its position in shares of Lowe’s Companies by 207.2% during the 3rd quarter. Victory Capital Management Inc. now owns 2,058,086 shares of the home improvement retailer’s stock valued at $517,218,000 after acquiring an additional 1,388,133 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on LOW. Evercore cut their price objective on shares of Lowe’s Companies from $250.00 to $230.00 in a research report on Thursday, May 21st. Raymond James Financial cut shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 12th. KGI Securities started coverage on Lowe’s Companies in a research note on Tuesday, March 10th. They set a “neutral” rating and a $255.00 price target for the company. TD Cowen decreased their price objective on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating for the company in a report on Thursday, May 21st. Finally, Telsey Advisory Group lowered their price objective on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a research note on Thursday, May 21st. Twenty-three equities 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. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Get Our Latest Analysis on LOW

Lowe’s Companies Price Performance

LOW opened at $220.37 on Wednesday. Lowe’s Companies, Inc. has a fifty-two week low of $203.40 and a fifty-two week high of $293.06. The firm has a market capitalization of $123.56 billion, a P/E ratio of 18.63, a PEG ratio of 2.77 and a beta of 0.87. The company’s 50-day moving average is $223.18 and its 200 day moving average is $244.22.

Lowe’s Companies (NYSE:LOW – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.06. The business had revenue of $23.08 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, equities research analysts expect that Lowe’s Companies, Inc. will post 12.48 earnings per share for the current year.

Lowe’s Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be issued a $1.25 dividend. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is currently 42.27%.

Insider Activity at Lowe’s Companies

In other Lowe’s Companies news, EVP Janice Dupre sold 14,150 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. The trade was a 26.24% 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 Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction 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 owned 16,142 shares of the company’s stock, valued at $3,628,883.02. This trade represents a 36.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by insiders.

Lowe’s Companies 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.