Montag A & Associates Inc. Sells 2,578 Shares of Lowe’s Companies, Inc. $LOW

Montag A & Associates Inc. cut its position in Lowe’s Companies, Inc. (NYSE:LOW) by 14.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,496 shares of the home improvement retailer’s stock after selling 2,578 shares during the quarter. Montag A & Associates Inc.’s holdings in Lowe’s Companies were worth $3,417,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Parr Mcknight Wealth Management Group LLC grew its position in shares of Lowe’s Companies by 9.2% during the 2nd quarter. Parr Mcknight Wealth Management Group LLC now owns 37,072 shares of the home improvement retailer’s stock valued at $8,174,000 after purchasing an additional 3,129 shares in the last quarter. Janney Montgomery Scott LLC increased its holdings in shares of Lowe’s Companies by 0.3% in the second quarter. Janney Montgomery Scott LLC now owns 309,831 shares of the home improvement retailer’s stock worth $68,315,000 after purchasing an additional 785 shares during the period. Juno Financial Group LLC raised its position in shares of Lowe’s Companies by 5.7% in the second quarter. Juno Financial Group LLC now owns 12,566 shares of the home improvement retailer’s stock worth $2,771,000 after buying an additional 677 shares in the last quarter. Golden Reserve Retirement LLC raised its position in shares of Lowe’s Companies by 113.4% in the second quarter. Golden Reserve Retirement LLC now owns 2,708 shares of the home improvement retailer’s stock worth $597,000 after buying an additional 1,439 shares in the last quarter. Finally, Investment Research Partners LLC boosted its stake in Lowe’s Companies by 5.9% during the second quarter. Investment Research Partners LLC now owns 5,609 shares of the home improvement retailer’s stock valued at $1,237,000 after buying an additional 310 shares during the period. 74.06% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

LOW has been the subject of several recent analyst reports. Sanford C. Bernstein reduced their target price on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. BNP Paribas Exane lowered their price target on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a report on Thursday, May 21st. Weiss Ratings downgraded Lowe’s Companies from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 4th. Telsey Advisory Group dropped their price target on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Finally, Evercore cut their price objective on Lowe’s Companies from $250.00 to $230.00 in a report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Lowe’s Companies has an average rating of “Moderate Buy” and a consensus price target of $262.63.

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $218.19 on Friday. The firm has a market capitalization of $122.34 billion, a PE ratio of 18.44, a price-to-earnings-growth ratio of 2.79 and a beta of 0.86. Lowe’s Companies, Inc. has a 52-week low of $199.40 and a 52-week high of $293.06. The firm has a fifty day moving average of $216.00 and a 200 day moving average of $234.87.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the business posted $2.92 earnings per share. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, sell-side analysts forecast that Lowe’s Companies, Inc. will post 12.43 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were given 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 annualized dividend and a dividend yield of 2.3%. Lowe’s Companies’s dividend payout ratio is currently 42.27%.

Insider Activity

In related news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total value of $559,575.00. Following the completion of the sale, the executive vice president owned 20,220 shares in the company, valued at $4,525,842.60. The trade was a 11.00% decrease in their position. The transaction 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 that occurred on 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 completion of the sale, the executive vice president directly owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. This represents a 36.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 25,980 shares of company stock worth $5,796,937. 0.29% of the stock is currently owned by insiders.

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

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.