United Capital Financial Advisors LLC Lowers Stock Position in Lowe’s Companies, Inc. $LOW

United Capital Financial Advisors LLC trimmed its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 2.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 148,595 shares of the home improvement retailer’s stock after selling 3,291 shares during the quarter. United Capital Financial Advisors LLC’s holdings in Lowe’s Companies were worth $32,764,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of LOW. Norges Bank purchased a new position in Lowe’s Companies during the 4th quarter worth $1,993,697,000. Price T Rowe Associates Inc. MD boosted its stake in shares of Lowe’s Companies by 45.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,555,565 shares of the home improvement retailer’s stock worth $1,580,941,000 after buying an additional 2,039,343 shares during the period. J. Stern & Co. LLP grew its holdings in shares of Lowe’s Companies by 7,814.9% during the fourth quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock worth $359,417,000 after buying an additional 1,471,539 shares during the last quarter. Eurizon Capital SGR S.p.A. purchased a new position in shares of Lowe’s Companies during the fourth quarter worth about $308,683,000. Finally, Viking Global Investors LP acquired a new position in Lowe’s Companies in the 4th quarter valued at about $219,948,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analysts Forecast Growth

LOW has been the subject of a number of recent research reports. Raymond James Financial cut Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 12th. Telsey Advisory Group cut their price target on Lowe’s Companies from $280.00 to $260.00 and set an “outperform” rating for the company in a research note on Thursday, August 20th. Craig Hallum raised Lowe’s Companies to a “buy” rating in a report on Tuesday, May 12th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $231.00 price objective on shares of Lowe’s Companies in a research report on Thursday, August 20th. Finally, Benchmark initiated coverage on shares of Lowe’s Companies in a research note on Tuesday, May 12th. They issued a “hold” rating on the stock. Twenty-three equities 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 stock. Based on data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average price target of $258.53.

Lowe’s Companies Price Performance

Lowe’s Companies stock opened at $206.98 on Friday. The stock’s 50 day moving average price is $215.38 and its 200 day moving average price is $230.95. Lowe’s Companies, Inc. has a 1-year low of $199.40 and a 1-year high of $293.06. The company has a market cap of $116.05 billion, a PE ratio of 17.50, a price-to-earnings-growth ratio of 2.80 and a beta of 0.86.

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

Key Stories Impacting Lowe’s Companies

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

Insider Activity at Lowe’s Companies

In related news, EVP Juliette Williams Pryor sold 9,330 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of the business’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 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. The SEC filing for this sale provides additional information. Insiders sold 25,980 shares of company stock worth $5,796,937 over the last 90 days. Company insiders own 0.29% of the company’s stock.

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.