Jefferies Financial Group Inc. Increases Stock Position in Lowe’s Companies, Inc. $LOW

Posted by Stanley Muller on Aug 28th, 2026

Lowe's Companies logo Jefferies Financial Group Inc. boosted its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 176.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,150 shares of the home improvement retailer’s stock after buying an additional 32,023 shares during the period. Jefferies Financial Group Inc.’s holdings in Lowe’s Companies were worth $11,058,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Swiss RE Ltd. purchased a new stake in shares of Lowe’s Companies during the fourth quarter worth $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies during the 4th quarter valued at $27,000. Sankala Group LLC bought a new stake in shares of Lowe’s Companies during the 4th quarter valued at $33,000. Triumph Capital Management bought a new stake in shares of Lowe’s Companies during the 3rd quarter valued at $34,000. Finally, IAG Wealth Partners LLC lifted its holdings in Lowe’s Companies by 178.6% during the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock worth $37,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Down 1.6%

Shares of Lowe’s Companies stock opened at $206.98 on Friday. The company’s fifty day simple moving average is $215.38 and its two-hundred day simple moving average is $230.95. The firm has a market cap of $116.05 billion, a PE ratio of 17.50, a price-to-earnings-growth ratio of 2.80 and a beta of 0.86. Lowe’s Companies, Inc. has a 12-month low of $199.40 and a 12-month high of $293.06.

Lowe’s Companies (NYSE:LOW – Get Free Report) last posted its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. The firm had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current fiscal year.

Trending Headlines about Lowe’s Companies

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

Positive Sentiment: Professional and online sales are key growth drivers. Lowe’s said Pro-customer demand and e-commerce growth helped offset weakness in DIY-related purchases, providing support while housing turnover remains subdued. Lowe’s Q2 2027 Earnings Call Transcript
Positive Sentiment: Valuation may be attractive for long-term investors. Morningstar reportedly estimates Lowe’s shares trade at roughly a 15% discount to fair value and sees stronger long-term prospects, supporting the stock’s housing-recovery thesis. Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper
Positive Sentiment: Dividend support remains an important part of the investment case. Recent commentary suggests Lowe’s long dividend history is backed by a more durable position than some other retailers, although investors are monitoring balance-sheet leverage and payout coverage. Target or Lowe’s: Whose Dividend Streak Cracks First?
Neutral Sentiment: Recent earnings were mixed. Lowe’s exceeded consensus earnings expectations with $4.40 per share versus $4.22 expected, but revenue of $25.96 billion fell short of the $26.13 billion estimate. Revenue still increased 8.3% year over year. Lowe’s Just Reported Earnings
Negative Sentiment: DIY weakness and frozen housing activity remain the main overhangs. Fewer home transactions and limited remodeling activity are pressuring discretionary projects, making Lowe’s increasingly dependent on Pro customers and online channels for growth. Home Depot vs. Lowe’s: One Housing Recovery Play Stands Out
Negative Sentiment: Tariffs are adding cost pressure. Lowe’s and other big-box retailers are using tariff refunds and other measures to offset higher costs, but the need to absorb or manage those expenses could weigh on margins if inflation persists. How Big Box Retailers Are Using Tariff Refunds

Insider Activity

In related news, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies 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 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 position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the sale, the executive vice president directly owned 20,220 shares in the company, valued at $4,525,842.60. The trade was a 11.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 25,980 shares of company stock worth $5,796,937. Corporate insiders own 0.29% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on LOW shares. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. Truist Financial lowered their price target on shares of Lowe’s Companies from $255.00 to $254.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. Gordon Haskett cut their price objective on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. UBS Group decreased their target price on shares of Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. Finally, Jefferies Financial Group lowered 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 investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $258.53.

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.