Lowe’s Companies, Inc. $LOW Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 52.1% in the second quarter, Holdings Channel reports. The firm owned 80,707 shares of the home improvement retailer’s stock after purchasing an additional 27,628 shares during the period. Concurrent Investment Advisors LLC’s holdings in Lowe’s Companies were worth $17,795,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Lowe’s Companies by 119.7% in the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after purchasing an additional 17,413 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after buying an additional 259 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after purchasing an additional 280 shares in the last quarter. United Bank raised its stake in Lowe’s Companies by 1.3% during the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after buying an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after buying an additional 275 shares during the last quarter. 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 several recent research reports. Mizuho lowered their target price on shares of Lowe’s Companies from $280.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, August 20th. BNP Paribas Exane cut their target price on shares of Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a report on Thursday, May 21st. HSBC lowered their target price 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. Wells Fargo & Company cut their price target on Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating on the stock in a report on Tuesday, August 11th. Finally, Morgan Stanley restated an “overweight” rating on shares of Lowe’s Companies in a research report on Thursday, August 20th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $258.53.

Lowe’s Companies Stock Performance

Shares of LOW stock opened at $204.45 on Friday. The firm has a market capitalization of $114.71 billion, a PE ratio of 17.28, a price-to-earnings-growth ratio of 2.69 and a beta of 0.85. Lowe’s Companies, Inc. has a 1 year low of $199.34 and a 1 year high of $293.06. The stock has a fifty day moving average of $213.44 and a two-hundred day moving average of $227.92.

Lowe’s Companies (NYSE:LOW) last posted 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 business had revenue of $25.96 billion for the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter last year, the business earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities research analysts predict that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current fiscal year.

Lowe’s Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Wednesday, October 21st will be given a $1.25 dividend. The ex-dividend date is Wednesday, October 21st. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.4%. Lowe’s Companies’s dividend payout ratio (DPR) is 42.27%.

Lowe’s Companies News Summary

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

• Positive Sentiment: Retail earnings point to a “K-shaped” consumer economy, with Lowe’s and Home Depot benefiting from relatively solid home-improvement sales even as lower-income-focused retailers face greater tariff and margin pressure. Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy
• Positive Sentiment: Lowe’s plans to open three additional stores in 2026, supporting its long-term sales footprint and market expansion. Lowe’s opening 3 more stores in these states in 2026
• Positive Sentiment: The Lowe’s Foundation launched a large skilled-trades training coalition with NVIDIA, AT&T, Bank of America, Carrier, General Motors, DEWALT and Duke Energy. The effort could expand the contractor labor pool and support future Pro customer demand. Nvidia Is Now Paying to Train Plumbers
• Neutral Sentiment: Five new executive vice presidents were appointed across Pro, Home Services, stores, information and AI, strategy, and marketing. Lowe’s also maintained its $1.25 quarterly dividend, while expanding online offerings; the new leadership could improve execution, but a shelf registration for 2.5 million shares creates a potential future dilution overhang. Did Lowe’s New EVP Lineup and Shelf Filing Just Quietly Reframe the LOW Investment Narrative?
• Neutral Sentiment: The NFL-focused “Earn Your Sunday” campaign adds new star athletes and may strengthen brand engagement, although its direct financial impact is unclear. Lowe’s Kicks Off Year Two of Earn Your Sunday
• Negative Sentiment: Zacks Research cut its FY2027 EPS estimate for Lowe’s to $12.25 from $12.45, aligning it near the $12.26 consensus and signaling limited expected earnings growth. Zacks Research Issues Negative Estimate for LOW Earnings
• Negative Sentiment: Mortgage rates have reached a one-year high following a global bond sell-off. Higher borrowing costs could discourage housing transactions and large remodeling projects, pressuring demand at Lowe’s and Home Depot. Mortgage Rates Just Hit a 1-Year High

Insider Buying and Selling

In other Lowe’s Companies news, EVP Margrethe Vagell sold 2,500 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were 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 approximately $4,525,842.60. This represents a 11.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Janice Dupré sold 14,150 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. This represents a 26.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 25,980 shares of company stock valued at $5,796,937. 0.29% of the stock is owned by corporate insiders.

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.