MASTERINVEST Kapitalanlage GmbH Purchases 3,704 Shares of Lowe’s Companies, Inc. $LOW

MASTERINVEST Kapitalanlage GmbH lifted its position in Lowe’s Companies, Inc. (NYSE:LOW) by 26.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,656 shares of the home improvement retailer’s stock after buying an additional 3,704 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Lowe’s Companies were worth $3,893,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of LOW. Natixis Advisors LLC lifted its holdings in shares of Lowe’s Companies by 3.5% during the 4th quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock valued at $152,161,000 after purchasing an additional 21,119 shares during the last quarter. Bridges Investment Management Inc. boosted its position in shares of Lowe’s Companies by 6.1% in the 4th quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock worth $107,664,000 after purchasing an additional 25,609 shares in the last quarter. Kathmere Capital Management LLC grew its stake in Lowe’s Companies by 133.9% during the 1st quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock worth $2,222,000 after buying an additional 5,383 shares during the last quarter. Glenview Trust Co increased its position in Lowe’s Companies by 9.0% during the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after buying an additional 17,225 shares in the last quarter. Finally, LPL Financial LLC increased its position in Lowe’s Companies by 2.3% during the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock valued at $239,552,000 after buying an additional 22,175 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Insiders Place Their Bets

In other Lowe’s Companies news, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction that occurred on Tuesday, June 16th. The shares were 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 in the company, valued at approximately $8,828,291.50. The trade was a 26.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible 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 transaction of $2,097,477.30. Following the completion of the sale, the executive vice president directly owned 16,142 shares in the company, valued at $3,628,883.02. This trade represents a 36.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by insiders.

Lowe’s Companies Stock Performance

Shares of LOW stock opened at $206.98 on Friday. Lowe’s Companies, Inc. has a fifty-two week low of $199.40 and a fifty-two week high of $293.06. The firm has a market capitalization of $116.05 billion, a PE ratio of 17.50, a P/E/G ratio of 2.80 and a beta of 0.86. The stock’s 50-day simple moving average is $215.38 and its 200-day simple moving average is $230.95.

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

Analysts Set New Price Targets

Several equities research analysts have weighed in on LOW shares. Benchmark initiated coverage on Lowe’s Companies in a report on Tuesday, May 12th. They issued a “hold” rating for the company. Bank of America lowered their target price on shares of Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating for the company in a research note on Thursday, May 21st. 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. Guggenheim dropped their target price on shares of Lowe’s Companies from $300.00 to $275.00 and set a “buy” rating on the stock in a research report on Friday, August 21st. Finally, Wolfe Research set a $254.00 price target on shares of Lowe’s Companies in a report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $258.53.

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

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.