207,682 Shares in Lowe’s Companies, Inc. $LOW Purchased by Nykredit A S

Nykredit A S bought a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the second quarter, Holdings Channel reports. The fund bought 207,682 shares of the home improvement retailer’s stock, valued at approximately $45,792,000.

A number of other institutional investors also recently made changes to their positions in LOW. Swiss RE Ltd. bought a new position in Lowe’s Companies during the 4th quarter valued at $25,000. Wilkerson Advisory Group LLC bought a new position in Lowe’s Companies during the fourth quarter valued at about $27,000. Sankala Group LLC acquired a new position in Lowe’s Companies during the fourth quarter worth about $33,000. Triumph Capital Management bought a new stake in Lowe’s Companies in the third quarter worth about $34,000. Finally, IAG Wealth Partners LLC lifted its holdings in Lowe’s Companies by 178.6% in the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock valued at $37,000 after acquiring an additional 100 shares during the last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on LOW shares. The Goldman Sachs Group reduced their target price on shares of Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating for the company in a report on Thursday, May 21st. KeyCorp reissued an “overweight” rating and set a $275.00 price objective on shares of Lowe’s Companies in a research note on Thursday, August 20th. Jefferies Financial Group reduced their target price on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a report on Thursday, May 21st. William Blair began coverage on Lowe’s Companies in a research note on Tuesday, May 12th. They issued an “overweight” rating on the stock. Finally, TD Cowen reaffirmed a “hold” rating and set a $235.00 price objective on shares of Lowe’s Companies in a research note on Thursday, August 20th. 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’s stock. According to MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and an average price target of $258.53.

Insider Transactions at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the sale, the executive vice president directly owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This trade represents a 11.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value 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 approximately $8,828,291.50. The trade was a 26.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 25,980 shares of company stock valued at $5,796,937 in the last three months. Corporate insiders own 0.29% of the company’s stock.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Lowe’s Foundation launched the “Building Futures Skilled Trades Coalition” with more than 75 corporate and nonprofit partners, including NVIDIA, Bank of America and General Motors. The initiative aims to train and certify 1 million skilled-trades workers by 2035, potentially supporting Lowe’s brand, contractor relationships and future demand for home-improvement services. Morning Business Report: Lowe’s launches initiative to train 1 million skilled tradespeople
• Positive Sentiment: Management continues to highlight growth in its Pro customer business, digital sales and Home Services as longer-term offsets to softer DIY demand. The latest reported quarter also showed revenue growth of 8.3% year over year, while earnings per share exceeded analysts’ expectations. Can Lowe’s Pro Growth Justify Its Valuation Despite DIY Weakness?
• Neutral Sentiment: Some Zacks Research quarterly estimates were modestly raised, including Q2 2028 EPS to $4.56 from $4.55 and Q2 2029 EPS to $4.89 from $4.88. However, these small increases do not change the broader cautious estimate trend.
• Negative Sentiment: Zacks lowered several future forecasts, including FY2028 EPS to $12.94 from $13.60 and FY2029 EPS to $13.90 from $14.62. Estimates were also reduced for multiple 2027–2029 quarters, signaling weaker expected earnings momentum. Lowe’s Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines
• Negative Sentiment: The company’s reduced fiscal 2026 outlook reflects pressure from weak DIY spending and housing conditions. Although Pro and services are growing, investors remain concerned that these businesses may not fully offset sluggish consumer project demand. Dividend-focused investors are also scrutinizing Lowe’s payout coverage and the sustainability of future dividend increases. Home Depot vs. Lowe’s: One Dividend Looks Much Stronger Under the Hood

Lowe’s Companies Price Performance

NYSE LOW opened at $199.65 on Thursday. The firm has a market capitalization of $112.02 billion, a price-to-earnings ratio of 16.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.85. The company has a 50 day simple moving average of $214.20 and a 200-day simple moving average of $228.69. Lowe’s Companies, Inc. has a 52-week low of $199.34 and a 52-week high of $293.06.

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

Lowe’s Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Stockholders of record on Wednesday, October 21st will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Wednesday, October 21st. Lowe’s Companies’s payout ratio is currently 42.27%.

Lowe’s Companies Company 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.