North Star Asset Management Inc. Sells 4,153 Shares of Lowe’s Companies, Inc. $LOW

North Star Asset Management Inc. lowered its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 5.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,658 shares of the home improvement retailer’s stock after selling 4,153 shares during the quarter. North Star Asset Management Inc.’s holdings in Lowe’s Companies were worth $16,902,000 at the end of the most recent quarter.

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

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $206.98 on Friday. The company’s 50-day moving average is $215.38 and its 200 day moving average is $230.95. The company has a market capitalization 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 fifty-two week low of $199.40 and a fifty-two week high of $293.06.

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 (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The business had revenue of $25.96 billion during the quarter, compared to the consensus estimate of $26.13 billion. During the same quarter last year, the company posted $4.33 earnings per share. The firm’s quarterly 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. As a group, research analysts predict that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts recently weighed in on LOW shares. Royal Bank Of Canada restated a “sector perform” rating and set a $231.00 price target on shares of Lowe’s Companies in a report on Thursday, August 20th. TD Cowen reissued a “hold” rating and set a $235.00 target price on shares of Lowe’s Companies in a research report on Thursday, August 20th. Truist Financial dropped their target price on shares of Lowe’s Companies from $255.00 to $254.00 and set a “buy” rating on the stock in a research report on Thursday, August 20th. HSBC cut their target price on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating on the stock in a research note on Thursday, May 21st. Finally, Evercore reduced their target price on Lowe’s Companies from $250.00 to $230.00 in a report on Thursday, May 21st. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average target price of $258.53.

Insider Buying and Selling at Lowe’s Companies

In other Lowe’s Companies news, EVP Janice Dupre sold 14,150 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was 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 in the company, valued at $8,828,291.50. The trade was a 26.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares in the company, valued at $3,628,883.02. This represents a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 over the last three months. 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: 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

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.