MASTERINVEST Kapitalanlage GmbH Raises Holdings in Lowe’s Companies, Inc. $LOW

MASTERINVEST Kapitalanlage GmbH increased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 26.5% during the 2nd quarter, Holdings Channel reports. The fund owned 17,656 shares of the home improvement retailer’s stock after purchasing an additional 3,704 shares during the quarter. MASTERINVEST Kapitalanlage GmbH’s holdings in Lowe’s Companies were worth $3,893,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Swiss RE Ltd. acquired a new stake in shares of Lowe’s Companies during the 4th quarter worth approximately $25,000. Wilkerson Advisory Group LLC acquired a new position in shares of Lowe’s Companies in the 4th quarter valued at $27,000. Sankala Group LLC acquired a new position in shares of Lowe’s Companies in the 4th quarter valued at $33,000. Triumph Capital Management purchased a new stake in Lowe’s Companies during the third quarter worth $34,000. Finally, IAG Wealth Partners LLC boosted its holdings in Lowe’s Companies by 178.6% during the first quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock worth $37,000 after buying an additional 100 shares in the last quarter. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

More Lowe’s Companies News

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 Trading Down 1.6%

LOW stock opened at $206.98 on Friday. The company 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 firm has a 50-day moving average of $215.38 and a two-hundred day moving average of $230.95.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion for 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%.The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.33 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities analysts forecast that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on LOW. Raymond James Financial cut shares of Lowe’s Companies from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 12th. Guggenheim lowered 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 note on Friday, August 21st. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a research report on Tuesday, May 12th. KeyCorp restated an “overweight” rating and issued a $275.00 price target on shares of Lowe’s Companies in a research note on Thursday, August 20th. Finally, JPMorgan Chase & Co. reduced their price target on Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating for the company in a report on Friday, July 31st. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $258.53.

Insider Buying and Selling

In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 9,330 shares of the company’s stock in a transaction 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 in the company, valued at $3,628,883.02. This represents a 36.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 25,980 shares of company stock worth $5,796,937. 0.29% of the stock is owned by corporate insiders.

About Lowe’s Companies

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.