KBC Group NV Has $35.74 Million Stock Position in Lowe’s Companies, Inc. $LOW

KBC Group NV reduced its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 6.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 162,103 shares of the home improvement retailer’s stock after selling 11,595 shares during the period. KBC Group NV’s holdings in Lowe’s Companies were worth $35,742,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Swiss RE Ltd. purchased a new stake in shares of Lowe’s Companies in the fourth quarter worth approximately $25,000. Wilkerson Advisory Group LLC acquired a new position in Lowe’s Companies in the 4th quarter valued at approximately $27,000. OLD Second National Bank of Aurora increased its stake in Lowe’s Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after buying an additional 42 shares during the period. Sankala Group LLC purchased a new stake in Lowe’s Companies in the 4th quarter worth approximately $33,000. Finally, Triumph Capital Management purchased a new stake in Lowe’s Companies in the 3rd quarter worth approximately $34,000. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Lowe’s Companies Price Performance

Shares of NYSE:LOW opened at $218.19 on Friday. The stock has a market capitalization of $122.34 billion, a P/E ratio of 18.44, a P/E/G ratio of 2.79 and a beta of 0.86. The business has a 50-day moving average of $216.00 and a two-hundred day moving average of $234.87. Lowe’s Companies, Inc. has a fifty-two week low of $199.40 and a fifty-two week high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the prior year, the firm posted $2.92 EPS. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, research analysts expect that Lowe’s Companies, Inc. will post 12.43 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.3%. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date was Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is 42.27%.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction on 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 directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the sale, the executive vice president directly owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 over the last 90 days. Insiders own 0.29% of the company’s stock.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s is described as trading at its lowest forward price-to-earnings multiple in more than two years. Its status as a Dividend King, along with a recent dividend increase, strengthens the long-term income-investment case. 1 Number That Makes Lowe’s Stock an Obvious Buy Before Aug. 19
• Positive Sentiment: Several analysts remain moderately optimistic despite the recent underperformance. Citigroup retained a “buy” rating while lowering its price target to $267 from $285, and Wells Fargo’s reduced target of $245 still implies meaningful upside from recent levels. Citigroup Lowe’s Price Target Update
• Positive Sentiment: Investor articles argue that a series of downward Q2 EPS estimate revisions may have lowered expectations and created the potential for a favorable earnings surprise. The longer-term bull case remains tied to Lowe’s brand strength, home-improvement demand and operating potential. Lowe’s Q2 EPS Revisions
• Neutral Sentiment: Wall Street projections for the quarter ended July 2026 are focusing on key operating metrics beyond revenue and EPS. The Aug. 19 report is the next major catalyst and could determine the near-term direction of the shares. Insights Into Lowe’s Q2 Wall Street Projections
• Neutral Sentiment: Lowe’s has completed a five-year, $100 million hometown revitalization commitment and announced additional community investments. These efforts may support brand reputation but are unlikely to materially affect near-term earnings. Is Lowe’s Companies Undervalued As Its Earnings Call Nears?
• Negative Sentiment: Royal Bank of Canada lowered its expectations for Lowe’s, adding to concerns about near-term performance ahead of earnings. The company also faces elevated expectations around its upcoming results despite recent estimate reductions. Royal Bank of Canada Lowe’s Expectations

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Royal Bank Of Canada lowered their price target on shares of Lowe’s Companies from $232.00 to $231.00 and set a “sector perform” rating on the stock in a report on Wednesday. Mizuho dropped their target price on Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a research report on Thursday, May 21st. Evercore cut their price target on Lowe’s Companies from $250.00 to $230.00 in a research note on Thursday, May 21st. William Blair began coverage on Lowe’s Companies in a report on Tuesday, May 12th. They set an “overweight” rating for the company. Finally, Raymond James Financial cut Lowe’s Companies from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 12th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and a consensus price target of $262.63.

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.