Oppenheimer Asset Management Inc. Grows Position in Lowe’s Companies, Inc. $LOW

Posted by George Bondi on Aug 15th, 2026

Lowe's Companies logo Oppenheimer Asset Management Inc. lifted its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.4% during the 2nd quarter, Holdings Channel reports. The firm owned 164,372 shares of the home improvement retailer’s stock after acquiring an additional 3,837 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Lowe’s Companies were worth $36,242,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after buying an additional 17,413 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after acquiring an additional 259 shares during the period. Sivia Capital Partners LLC increased its position in shares of Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after acquiring an additional 280 shares during the period. United Bank raised its stake in shares of Lowe’s Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after acquiring an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Lowe’s Companies by 13.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after acquiring an additional 275 shares during the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

More Lowe’s Companies News

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

Insider Transactions 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 directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This represents a 26.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the stock in a transaction dated Wednesday, June 17th. The stock was 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 owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 25,980 shares of company stock valued at $5,796,937 in the last three months. 0.29% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Telsey Advisory Group cut their target price on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. KeyCorp lowered their price target on Lowe’s Companies from $300.00 to $275.00 and set an “overweight” rating for the company in a research report on Thursday, May 21st. DA Davidson reiterated a “neutral” rating and issued a $275.00 price objective on shares of Lowe’s Companies in a report on Wednesday, May 20th. Sanford C. Bernstein cut their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Finally, Royal Bank Of Canada cut their price objective on Lowe’s Companies from $232.00 to $231.00 and set a “sector perform” rating on the stock in a research report on Wednesday. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $262.63.

Get Our Latest Stock Report on LOW

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $218.19 on Friday. Lowe’s Companies, Inc. has a 52-week low of $199.40 and a 52-week high of $293.06. The firm has a market capitalization 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 stock has a 50 day moving average price of $216.00 and a 200-day moving average price of $234.87.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. The company had revenue of $23.08 billion during the quarter, compared to analysts’ expectations of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The firm’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter last year, the business posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, equities analysts forecast that Lowe’s Companies, Inc. will post 12.44 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date was 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 presently 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.