Clifford Swan Investment Counsel LLC Has $45.65 Million Stock Holdings in Lowe’s Companies, Inc. $LOW

Posted by Brenda Bartman on Jul 18th, 2026

Lowe's Companies logo Clifford Swan Investment Counsel LLC decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 193,222 shares of the home improvement retailer’s stock after selling 2,846 shares during the period. Lowe’s Companies comprises approximately 1.6% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 12th largest holding. Clifford Swan Investment Counsel LLC’s holdings in Lowe’s Companies were worth $45,654,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Swiss RE Ltd. bought a new stake in shares of Lowe’s Companies during the fourth quarter valued at approximately $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies during the fourth quarter worth $27,000. OLD Second National Bank of Aurora lifted its holdings in shares of Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 42 shares during the period. Sankala Group LLC acquired a new stake in shares of Lowe’s Companies during the 4th quarter valued at about $33,000. Finally, Triumph Capital Management acquired a new stake in Lowe’s Companies during the third quarter valued at approximately $34,000. Institutional investors own 74.06% of the company’s stock.

Insider Activity at Lowe’s Companies

In related news, EVP Margrethe R. Vagell sold 2,500 shares of Lowe’s Companies stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $223.83, for a total value of $559,575.00. Following the completion of the transaction, the executive vice president directly owned 20,220 shares of the company’s stock, 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 filing with the SEC, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president owned 16,142 shares in the company, valued at approximately $3,628,883.02. This trade represents a 36.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,980 shares of company stock valued at $5,796,937 over the last ninety days. 0.29% of the stock is owned by insiders.

Lowe’s Companies Price Performance

NYSE LOW opened at $208.57 on Friday. The firm has a market cap of $116.95 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 2.73 and a beta of 0.86. Lowe’s Companies, Inc. has a one year low of $203.40 and a one year high of $293.06. The stock’s 50 day simple moving average is $217.04 and its 200 day simple moving average is $241.57.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share 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 firm had revenue of $23.08 billion during the quarter, compared to analysts’ expectations of $22.98 billion. During the same period last year, the firm posted $2.92 EPS. The business’s revenue was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, equities 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 paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost 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 is 40.57%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Mizuho dropped their target price on Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Sanford C. Bernstein decreased their price target on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research note on Thursday, May 14th. Citigroup upgraded Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price target on the stock in a research report on Tuesday, May 12th. Morgan Stanley cut their price objective on Lowe’s Companies from $292.00 to $277.00 and set an “overweight” rating for the company in a report on Thursday, May 21st. Finally, Jefferies Financial Group reduced their target price on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies currently has an average rating of “Moderate Buy” and a consensus price target of $264.57.

View Our Latest Analysis on Lowe’s Companies

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.