Timonier Family Office LTD. purchased a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 25,127 shares of the home improvement retailer’s stock, valued at approximately $5,540,000. Lowe’s Companies comprises approximately 1.6% of Timonier Family Office LTD.’s investment portfolio, making the stock its 5th largest holding.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Natixis Advisors LLC lifted its holdings in shares of Lowe’s Companies by 3.5% during the fourth quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock worth $152,161,000 after buying an additional 21,119 shares during the last quarter. Bridges Investment Management Inc. increased its position in Lowe’s Companies by 6.1% during the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock worth $107,664,000 after acquiring an additional 25,609 shares during the period. Kathmere Capital Management LLC raised its stake in Lowe’s Companies by 133.9% during the 1st quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after purchasing an additional 5,383 shares during the last quarter. Glenview Trust Co boosted its holdings in Lowe’s Companies by 9.0% in the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after purchasing an additional 17,225 shares during the period. Finally, LPL Financial LLC grew its position in Lowe’s Companies by 2.3% in the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock worth $239,552,000 after purchasing an additional 22,175 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of research analysts have recently commented on the stock. William Blair began coverage on shares of Lowe’s Companies in a research report on Tuesday, May 12th. They set an “overweight” rating for the company. TD Cowen cut their price target on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating for the company in a report on Thursday, May 21st. HSBC decreased their price objective on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating on the stock in a report on Thursday, May 21st. KeyCorp cut their target price on 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, Bank of America decreased their price target on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. Twenty-three equities 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. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $262.63.
Lowe’s Companies News Summary
Here are the key news stories impacting Lowe’s Companies this week:
- Positive Sentiment: Lowe’s is described as trading at its lowest forward price-to-earnings multiple in more than two years. Its status as a Dividend King, along with a recent dividend increase, strengthens the long-term income-investment case. 1 Number That Makes Lowe’s Stock an Obvious Buy Before Aug. 19
- Positive Sentiment: Several analysts remain moderately optimistic despite the recent underperformance. Citigroup retained a “buy” rating while lowering its price target to $267 from $285, and Wells Fargo’s reduced target of $245 still implies meaningful upside from recent levels. Citigroup Lowe’s Price Target Update
- Positive Sentiment: Investor articles argue that a series of downward Q2 EPS estimate revisions may have lowered expectations and created the potential for a favorable earnings surprise. The longer-term bull case remains tied to Lowe’s brand strength, home-improvement demand and operating potential. Lowe’s Q2 EPS Revisions
- Neutral Sentiment: Wall Street projections for the quarter ended July 2026 are focusing on key operating metrics beyond revenue and EPS. The Aug. 19 report is the next major catalyst and could determine the near-term direction of the shares. Insights Into Lowe’s Q2 Wall Street Projections
- Neutral Sentiment: Lowe’s has completed a five-year, $100 million hometown revitalization commitment and announced additional community investments. These efforts may support brand reputation but are unlikely to materially affect near-term earnings. Is Lowe’s Companies Undervalued As Its Earnings Call Nears?
- Negative Sentiment: Royal Bank of Canada lowered its expectations for Lowe’s, adding to concerns about near-term performance ahead of earnings. The company also faces elevated expectations around its upcoming results despite recent estimate reductions. Royal Bank of Canada Lowe’s Expectations
Lowe’s Companies Trading Down 0.0%
LOW stock opened at $218.19 on Friday. Lowe’s Companies, Inc. has a 1-year low of $199.40 and a 1-year high of $293.06. The firm has a market cap of $122.34 billion, a P/E ratio of 18.44, a P/E/G ratio of 2.79 and a beta of 0.86. The business’s 50 day moving average is $216.00 and its 200-day moving average is $234.87.
Lowe’s Companies (NYSE:LOW – Get Free Report) last posted its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, topping the consensus estimate of $2.97 by $0.06. The business had revenue of $23.08 billion during 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%.Lowe’s Companies’s revenue was up 10.3% on a year-over-year basis. During the same quarter last year, the company earned $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Sell-side analysts forecast that Lowe’s Companies, Inc. will post 12.44 EPS for the current year.
Lowe’s Companies Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were paid a dividend of $1.25 per share. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 2.3%. The ex-dividend date was Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is currently 42.27%.
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 shares were 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. This represents a 26.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Margrethe R. Vagell sold 2,500 shares of the 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 owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This trade represents a 11.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is currently owned by company insiders.
Lowe’s Companies Profile
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.
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