Lowe’s Companies, Inc. $LOW Holdings Trimmed by Corient Private Wealth LP

Corient Private Wealth LP reduced its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 6.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 290,000 shares of the home improvement retailer’s stock after selling 21,372 shares during the period. Corient Private Wealth LP’s holdings in Lowe’s Companies were worth $63,942,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Swiss RE Ltd. bought a new stake in shares of Lowe’s Companies in the 4th quarter worth approximately $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies during the fourth quarter valued at approximately $27,000. Sankala Group LLC bought a new stake in Lowe’s Companies during the fourth quarter worth approximately $33,000. Triumph Capital Management bought a new stake in Lowe’s Companies during the third quarter worth approximately $34,000. Finally, IAG Wealth Partners LLC grew its position in Lowe’s Companies by 178.6% in the first quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock worth $37,000 after buying an additional 100 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on LOW. Telsey Advisory Group dropped their price target on Lowe’s Companies from $280.00 to $260.00 and set an “outperform” rating on the stock in a report on Thursday, August 20th. Evercore reduced their price objective on Lowe’s Companies from $250.00 to $230.00 in a research note on Thursday, May 21st. Piper Sandler decreased their target price on Lowe’s Companies from $276.00 to $274.00 and set an “overweight” rating on the stock in a report on Thursday, August 13th. KeyCorp reaffirmed an “overweight” rating and set a $275.00 target price on shares of Lowe’s Companies in a research report on Thursday, August 20th. Finally, Stifel Nicolaus reduced their target price on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a report on Monday, May 18th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $258.53.

Lowe’s Companies Stock Down 1.6%

Shares of NYSE:LOW opened at $206.98 on Friday. The company’s fifty day moving average is $215.38 and its two-hundred day moving average is $230.95. The company has a market cap of $116.05 billion, a P/E ratio of 17.50, a price-to-earnings-growth ratio of 2.80 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.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 EPS for the quarter, topping the consensus estimate of $4.22 by $0.18. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The business had revenue of $25.96 billion during the quarter, compared to analysts’ expectations of $26.13 billion. During the same quarter last year, the firm posted $4.33 earnings per share. Lowe’s Companies’s revenue was up 8.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities research analysts anticipate that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current year.

Lowe’s Companies News Roundup

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Professional and online sales are key growth drivers. Lowe’s said Pro-customer demand and e-commerce growth helped offset weakness in DIY-related purchases, providing support while housing turnover remains subdued. Lowe’s Q2 2027 Earnings Call Transcript
• Positive Sentiment: Valuation may be attractive for long-term investors. Morningstar reportedly estimates Lowe’s shares trade at roughly a 15% discount to fair value and sees stronger long-term prospects, supporting the stock’s housing-recovery thesis. Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper
• Positive Sentiment: Dividend support remains an important part of the investment case. Recent commentary suggests Lowe’s long dividend history is backed by a more durable position than some other retailers, although investors are monitoring balance-sheet leverage and payout coverage. Target or Lowe’s: Whose Dividend Streak Cracks First?
• Neutral Sentiment: Recent earnings were mixed. Lowe’s exceeded consensus earnings expectations with $4.40 per share versus $4.22 expected, but revenue of $25.96 billion fell short of the $26.13 billion estimate. Revenue still increased 8.3% year over year. Lowe’s Just Reported Earnings
• Negative Sentiment: DIY weakness and frozen housing activity remain the main overhangs. Fewer home transactions and limited remodeling activity are pressuring discretionary projects, making Lowe’s increasingly dependent on Pro customers and online channels for growth. Home Depot vs. Lowe’s: One Housing Recovery Play Stands Out
• Negative Sentiment: Tariffs are adding cost pressure. Lowe’s and other big-box retailers are using tariff refunds and other measures to offset higher costs, but the need to absorb or manage those expenses could weigh on margins if inflation persists. How Big Box Retailers Are Using Tariff Refunds

Insider Buying and Selling

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total value of $2,097,477.30. Following the transaction, the executive vice president owned 16,142 shares in the company, valued at $3,628,883.02. This represents a 36.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Janice Dupre sold 14,150 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the completion of the sale, the executive vice president directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This trade represents a 26.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 25,980 shares of company stock valued at $5,796,937. Corporate insiders own 0.29% of the company’s stock.

About Lowe’s Companies

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.