Vontobel Holding Ltd. Has $56.81 Million Stock Holdings in Lowe’s Companies, Inc. $LOW

Vontobel Holding Ltd. boosted its position in Lowe’s Companies, Inc. (NYSE:LOW) by 1.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 257,667 shares of the home improvement retailer’s stock after acquiring an additional 4,607 shares during the quarter. Vontobel Holding Ltd.’s holdings in Lowe’s Companies were worth $56,813,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Swiss RE Ltd. acquired a new stake in shares of Lowe’s Companies in the 4th quarter valued at $25,000. Wilkerson Advisory Group LLC acquired a new position in shares of Lowe’s Companies during the 4th quarter worth $27,000. OLD Second National Bank of Aurora lifted its position in shares of Lowe’s Companies by 52.5% during the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 42 shares during the last quarter. Sankala Group LLC bought a new stake in shares of Lowe’s Companies during the 4th quarter worth $33,000. Finally, Triumph Capital Management acquired a new stake in Lowe’s Companies in the third quarter valued at about $34,000. 74.06% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Benchmark started coverage on Lowe’s Companies in a research report on Tuesday, May 12th. They issued a “hold” rating on the stock. Telsey Advisory Group dropped their target price on shares of Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. TD Cowen reduced their price target on shares of 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. Weiss Ratings lowered shares of Lowe’s Companies from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Finally, Sanford C. Bernstein dropped their price objective on shares of Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research note on Thursday, May 14th. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $262.63.

Insiders Place Their Bets

In other news, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction on 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 transaction, the executive vice president owned 16,142 shares in the company, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was 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 in the company, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their position. 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 ninety days. 0.29% of the stock is currently owned by insiders.

Key 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

Lowe’s Companies Trading Down 0.0%

Lowe’s Companies stock opened at $218.19 on Friday. The company has a market capitalization of $122.34 billion, a PE ratio of 18.44, a P/E/G ratio of 2.79 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. The stock has a 50-day moving average price of $216.00 and a two-hundred day moving average price of $234.87.

Lowe’s Companies (NYSE:LOW) last announced its quarterly 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 firm had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period last year, the firm posted $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, analysts predict that Lowe’s Companies, Inc. will post 12.44 earnings per share 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. Shareholders of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s payout ratio is presently 42.27%.

Lowe’s Companies Company 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.