Equitable Holdings Inc. Sells 6,834 Shares of Lowe’s Companies, Inc. $LOW

Equitable Holdings Inc. reduced its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 19.8% during the 2nd quarter, Holdings Channel reports. The firm owned 27,732 shares of the home improvement retailer’s stock after selling 6,834 shares during the period. Equitable Holdings Inc.’s holdings in Lowe’s Companies were worth $6,115,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Swiss RE Ltd. bought a new position in Lowe’s Companies during the fourth quarter worth about $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies in the 4th quarter valued at about $27,000. Sankala Group LLC bought a new stake in shares of Lowe’s Companies in the 4th quarter valued at about $33,000. Triumph Capital Management acquired a new stake in shares of Lowe’s Companies in the 3rd quarter valued at approximately $34,000. Finally, IAG Wealth Partners LLC boosted its stake in Lowe’s Companies by 178.6% during the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock worth $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.

Insider Transactions at Lowe’s Companies

In related news, EVP Juliette Williams Pryor sold 9,330 shares of the stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the completion of the transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. This trade represents a 36.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Margrethe R. Vagell sold 2,500 shares of Lowe’s Companies stock in a transaction that occurred on Thursday, June 18th. The shares were 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 directly owned 20,220 shares in the company, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,980 shares of company stock valued at $5,796,937 over the last three months. Company insiders own 0.29% of the company’s stock.

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

Analyst Ratings Changes

LOW has been the topic of a number of recent analyst reports. Gordon Haskett reduced their price target on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. BNP Paribas Exane lowered their price objective on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating for the company in a research report on Thursday, May 21st. Wolfe Research set a $254.00 price objective on Lowe’s Companies in a research note on Thursday, May 21st. Weiss Ratings lowered Lowe’s Companies from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, August 17th. Finally, HSBC lowered their price target on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a report on Thursday, May 21st. Twenty-three equities 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 stock. Based on data from MarketBeat.com, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus price target of $258.53.

Lowe’s Companies Stock Down 1.6%

Shares of NYSE:LOW opened at $206.98 on Friday. The firm has a market cap of $116.05 billion, a price-to-earnings ratio of 17.50, a PEG ratio of 2.80 and a beta of 0.86. Lowe’s Companies, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06. The company’s fifty 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a negative return on equity of 75.67% and a net margin of 7.34%.The firm had revenue of $25.96 billion during the quarter, compared to analysts’ expectations of $26.13 billion. During the same quarter in the prior year, the company earned $4.33 EPS. The company’s revenue was up 8.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Research analysts expect that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current fiscal year.

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.