Lowe’s Companies (NYSE:LOW) Stock Unloaded by Rep. Kevin Hern

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Lowe’s Companies, Inc. (NYSE:LOW). In a filing disclosed on October 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Lowe’s Companies stock on September 17th. The trade occurred in the Representative’s “HERN FAMILY REVOCABLE TRUST” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 10/2/2026.
• Sold $15,001 – $50,000 in shares of Lockheed Martin (NYSE:LMT) on 9/23/2026.
• Sold $50,001 – $100,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Starbucks (NASDAQ:SBUX) on 9/23/2026.
• Sold $50,001 – $100,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/23/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of UnitedHealth Group (NYSE:UNH) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Chevron (NYSE:CVX) on 9/23/2026.
• Sold $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 9/23/2026.

Lowe’s Companies Price Performance

Lowe’s Companies stock opened at $195.86 on Friday. Lowe’s Companies, Inc. has a 12-month low of $178.45 and a 12-month high of $293.06. The stock has a market capitalization of $109.89 billion, a P/E ratio of 15.10, a P/E/G ratio of 1.57 and a beta of 0.89. The firm’s 50-day moving average is $199.96 and its two-hundred day moving average is $214.95.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, beating analysts’ consensus estimates of $4.22 by $0.18. The business had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, analysts forecast that Lowe’s Companies, Inc. will post 12.26 EPS for the current year.

Lowe’s Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Wednesday, October 21st. Lowe’s Companies’s dividend payout ratio (DPR) is currently 42.27%.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Unusual options activity suggests increased bullish positioning: traders purchased 13,431 LOW call options, 63% above the typical daily volume of 8,224 contracts. This may be contributing to near-term buying interest, although options activity can be speculative.
• Positive Sentiment: Lowe’s is expanding its Black Friday savings events and adding exclusive rewards-member benefits, which could help drive holiday traffic, customer engagement and seasonal sales. Lowe’s makes major Black Friday changes shoppers should know
• Positive Sentiment: The company’s dividend track record and focus on professional contractors continue to support its appeal to income-oriented investors. Its dividend has doubled since 2021, while its broad store network and customer relationships provide business resilience. Lowe’s Dividend Sustainability Looks Solid, but Returns Face a Test
• Positive Sentiment: A planned 2027 Lowe’s rollout for Traeger products could create an additional merchandising and sales opportunity, though the financial impact is still ahead. Traeger: Waiting For The Lowe’s Rollout In 2027
• Neutral Sentiment: Home Depot’s higher average ticket, resilient professional demand and big-ticket sales growth offer a constructive read-through for the home-improvement sector, but the report also highlights softer customer visits and housing-market pressure. Home Depot’s Rising Average Ticket Offsets Softer Customer Visits
• Negative Sentiment: Analysts continue to flag cautious customers, intensified promotional competition and Lowe’s decision not to fully match competitors’ discounts. A frozen housing market and acquisition-related debt could also pressure cash flow and make continued dividend growth more difficult. What Could Derail Lowe’s Stock? Lowe’s Keeps Raising Its Dividend. A Frozen Housing Market Could Test That Streak

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on LOW shares. Mizuho decreased their target price on shares of Lowe’s Companies from $280.00 to $250.00 and set an “outperform” rating on the stock in a research report on Thursday, August 20th. Gordon Haskett lowered shares of Lowe’s Companies from a “buy” rating to a “hold” rating and set a $200.00 price target for the company. in a research report on Thursday, September 24th. Wells Fargo & Company cut their price target on shares of Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating on the stock in a research note on Tuesday, August 11th. Piper Sandler decreased their price target on shares of Lowe’s Companies from $276.00 to $274.00 and set an “overweight” rating on the stock in a report on Thursday, August 13th. Finally, Citigroup decreased their price target on shares of Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $254.29.

Hedge Funds Weigh In On Lowe’s Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Nykredit A S bought a new stake in shares of Lowe’s Companies in the second quarter worth $42,217,000. Kathmere Capital Management LLC raised its holdings in Lowe’s Companies by 133.9% in the first quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after acquiring an additional 5,383 shares in the last quarter. Econ Financial Services Corp raised its holdings in Lowe’s Companies by 26.2% in the first quarter. Econ Financial Services Corp now owns 19,974 shares of the home improvement retailer’s stock valued at $4,719,000 after acquiring an additional 4,147 shares in the last quarter. Glenview Trust Co raised its holdings in Lowe’s Companies by 4.9% in the second quarter. Glenview Trust Co now owns 230,389 shares of the home improvement retailer’s stock valued at $50,798,000 after acquiring an additional 10,735 shares in the last quarter. Finally, First Citizens Bank & Trust Co. boosted its stake in Lowe’s Companies by 31.8% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 24,068 shares of the home improvement retailer’s stock valued at $4,435,000 after acquiring an additional 5,804 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

About Lowe’s Companies

Lowe’s Companies, Inc is a home improvement retailer serving homeowners, renters, and professional contractors primarily in the United States. The company operates through a network of retail stores and digital channels, offering products and services for home repair, maintenance, remodeling, construction, and outdoor living.

Its merchandise includes appliances, tools, hardware, lumber, building materials, plumbing and electrical supplies, paint, flooring, kitchen and bath products, lighting, home décor, lawn and garden equipment, and seasonal goods.