Lombard Odier Asset Management Switzerland SA Increases Stake in Lowe’s Companies, Inc. $LOW

Posted by Brian Himes on Jul 26th, 2026

Lowe's Companies logo Lombard Odier Asset Management Switzerland SA increased its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 15.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,806 shares of the home improvement retailer’s stock after purchasing an additional 3,772 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Lowe’s Companies were worth $6,806,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Norges Bank acquired a new position in Lowe’s Companies during the 4th quarter valued at approximately $1,993,697,000. Price T Rowe Associates Inc. MD lifted its stake in shares of Lowe’s Companies by 45.2% during the fourth 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 during the period. J. Stern & Co. LLP lifted its stake in shares of Lowe’s Companies by 7,814.9% during the fourth 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 during the period. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Lowe’s Companies during the fourth quarter worth $308,683,000. Finally, Vanguard Group Inc. grew its holdings in shares of Lowe’s Companies by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after buying an additional 924,625 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on LOW. Wells Fargo & Company cut their target price on Lowe’s Companies from $260.00 to $255.00 and set an “overweight” rating on the stock in a research report on Thursday, May 21st. The Goldman Sachs Group lowered their price target on Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. TD Cowen dropped their price target on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating on the stock in a research note on Thursday, May 21st. Raymond James Financial lowered Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Finally, Jefferies Financial Group reduced their price objective on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $264.57.

Read Our Latest Research Report on LOW

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction dated 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 in the company, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s 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 sale, the executive vice president directly owned 20,220 shares in the company, valued at approximately $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 25,980 shares of company stock worth $5,796,937. Insiders own 0.29% of the company’s stock.

Lowe’s Companies Price Performance

NYSE:LOW opened at $207.35 on Friday. The firm has a market capitalization of $116.26 billion, a P/E ratio of 17.53, a PEG ratio of 2.62 and a beta of 0.86. Lowe’s Companies, Inc. has a 1-year low of $199.40 and a 1-year high of $293.06. The company’s fifty day moving average price is $215.22 and its 200-day moving average price is $240.22.

Lowe’s Companies (NYSE:LOW – Get Free Report) last issued its earnings results 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 during the quarter, compared to analysts’ expectations 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 revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the company posted $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Equities analysts anticipate that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be paid a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Wednesday, July 22nd. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s dividend payout ratio (DPR) 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.