Twin Capital Management Inc. Grows Stake in Lowe’s Companies, Inc. $LOW

Posted by Geri Gentry on Jul 17th, 2026

Lowe's Companies logo Twin Capital Management Inc. increased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 317.4% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,171 shares of the home improvement retailer’s stock after purchasing an additional 3,932 shares during the quarter. Twin Capital Management Inc.’s holdings in Lowe’s Companies were worth $1,222,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Lowe’s Companies in the fourth quarter valued at $1,993,697,000. Price T Rowe Associates Inc. MD boosted 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 buying an additional 2,039,343 shares in the last quarter. J. Stern & Co. LLP boosted its position in shares of Lowe’s Companies by 7,814.9% in the 4th quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock worth $359,417,000 after buying an additional 1,471,539 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in Lowe’s Companies in the 4th quarter valued at about $308,683,000. Finally, Vanguard Group Inc. grew its stake in Lowe’s Companies by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after acquiring an additional 924,625 shares during the last quarter. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction 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 completion of the sale, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Janice Dupre sold 14,150 shares of the company’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 sale, 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 in the last quarter. 0.29% of the stock is owned by insiders.

Lowe’s Companies Price Performance

Shares of LOW stock opened at $216.00 on Friday. The firm has a market cap of $121.11 billion, a P/E ratio of 18.26, a PEG ratio of 2.65 and a beta of 0.86. Lowe’s Companies, Inc. has a 1-year low of $203.40 and a 1-year high of $293.06. The firm’s 50-day simple moving average is $217.45 and its 200-day simple moving average is $241.80.

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

Lowe’s Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders 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. The ex-dividend date is Wednesday, July 22nd. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. Lowe’s Companies’s dividend payout ratio (DPR) is 40.57%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Jefferies Financial Group dropped their target price on shares of Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a report on Thursday, May 21st. BTIG Research lowered shares of Lowe’s Companies to a “reduce” rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. dropped their price objective on shares of Lowe’s Companies from $325.00 to $279.00 and set an “overweight” rating for the company in a research note on Thursday, May 21st. Benchmark started coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They set a “hold” rating for the company. Finally, Bank of America cut their price objective on Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a research report on Thursday, May 21st. Twenty-three 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. Based on data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average target price of $264.57.

Get Our Latest Analysis on LOW

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.