Lowe’s Companies, Inc. $LOW Position Reduced by OMERS ADMINISTRATION Corp

Posted by George Bondi on Jul 26th, 2026

Lowe's Companies logo OMERS ADMINISTRATION Corp reduced its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 39.6% in the first quarter, HoldingsChannel.com reports. The firm owned 342,900 shares of the home improvement retailer’s stock after selling 224,642 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Lowe’s Companies were worth $81,020,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of LOW. Lombard Odier Asset Management Switzerland SA raised its stake in shares of Lowe’s Companies by 15.1% in the 1st quarter. Lombard Odier Asset Management Switzerland SA now owns 28,806 shares of the home improvement retailer’s stock worth $6,806,000 after buying an additional 3,772 shares in the last quarter. Lombard Odier Asset Management USA Corp bought a new position in Lowe’s Companies during the first quarter valued at about $338,000. Waverly Advisors LLC boosted its stake in Lowe’s Companies by 2.1% during the first quarter. Waverly Advisors LLC now owns 38,961 shares of the home improvement retailer’s stock valued at $9,206,000 after buying an additional 784 shares in the last quarter. TCM Advisors LLC boosted its stake in Lowe’s Companies by 2.1% during the first quarter. TCM Advisors LLC now owns 4,876 shares of the home improvement retailer’s stock valued at $1,152,000 after buying an additional 100 shares in the last quarter. Finally, Healthcare of Ontario Pension Plan Trust Fund grew its holdings in Lowe’s Companies by 142.4% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,033,232 shares of the home improvement retailer’s stock worth $244,132,000 after acquiring an additional 607,046 shares during the period. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on LOW shares. Benchmark assumed coverage on shares of Lowe’s Companies in a research report on Tuesday, May 12th. They issued a “hold” rating on the stock. Jefferies Financial Group lowered their price objective 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. DA Davidson reiterated a “neutral” rating and issued a $275.00 target price on shares of Lowe’s Companies in a report on Wednesday, May 20th. KeyCorp cut their target price on shares of Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating for the company in a research note on Thursday, May 21st. Finally, Gordon Haskett reduced their target price on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating for the company in a report 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and a consensus price target of $264.57.

View Our Latest Stock Analysis on LOW

Insider Transactions at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total transaction of $559,575.00. Following 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 legal filing with the Securities & Exchange Commission, which can be accessed 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 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 approximately $3,628,883.02. This trade represents a 36.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 25,980 shares of company stock valued at $5,796,937 over the last ninety days. Corporate insiders own 0.29% of the company’s stock.

Lowe’s Companies Stock Up 2.7%

Shares of NYSE LOW opened at $207.35 on Friday. Lowe’s Companies, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06. The company has a market cap of $116.26 billion, a price-to-earnings ratio of 17.53, a P/E/G ratio of 2.62 and a beta of 0.86. The business has a fifty day simple moving average of $215.22 and a 200-day simple moving average of $240.22.

Lowe’s Companies (NYSE:LOW – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.06. The firm had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The company 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 2.4%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. Lowe’s Companies’s payout ratio is 42.27%.

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.