Public Employees Retirement System of Ohio Sells 19,989 Shares of Lowe’s Companies, Inc. $LOW

Public Employees Retirement System of Ohio trimmed its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 8.5% in the second quarter, HoldingsChannel reports. The firm owned 215,440 shares of the home improvement retailer’s stock after selling 19,989 shares during the period. Public Employees Retirement System of Ohio’s holdings in Lowe’s Companies were worth $47,502,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LOW. Natixis Advisors LLC boosted its holdings in Lowe’s Companies by 3.5% in the fourth quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock worth $152,161,000 after acquiring an additional 21,119 shares in the last quarter. Bridges Investment Management Inc. raised its position in shares of Lowe’s Companies by 6.1% during the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock worth $107,664,000 after purchasing an additional 25,609 shares during the period. Kathmere Capital Management LLC lifted its holdings in shares of Lowe’s Companies by 133.9% in the 1st quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock worth $2,222,000 after purchasing an additional 5,383 shares in the last quarter. Glenview Trust Co grew its position in Lowe’s Companies by 9.0% in the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after purchasing an additional 17,225 shares during the period. Finally, LPL Financial LLC grew its position in Lowe’s Companies by 2.3% in the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock valued at $239,552,000 after purchasing an additional 22,175 shares during the period. 74.06% of the stock is owned by institutional investors.

Key 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%

Shares of LOW opened at $206.98 on Friday. The company has a market capitalization of $116.05 billion, a price-to-earnings ratio of 17.50, a PEG ratio of 2.80 and a beta of 0.86. The stock has a 50 day moving average of $215.38 and a 200 day moving average of $230.95. Lowe’s Companies, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data 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 was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities research analysts predict that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current year.

Insider Transactions 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 transaction of $2,097,477.30. Following the completion of the sale, the executive vice president 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 SEC, which is accessible through this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of Lowe’s Companies 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 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. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,980 shares of company stock worth $5,796,937 in the last ninety days. Company insiders own 0.29% of the company’s stock.

Wall Street Analysts Forecast Growth

LOW has been the topic of several research reports. UBS Group lowered their price objective on shares of Lowe’s Companies from $285.00 to $275.00 and set a “buy” rating on the stock in a report on Thursday, August 20th. The Goldman Sachs Group lowered their target price on shares of Lowe’s Companies from $300.00 to $293.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Gordon Haskett lowered their price objective on Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Royal Bank Of Canada restated a “sector perform” rating and issued a $231.00 target price on shares of Lowe’s Companies in a report on Thursday, August 20th. Finally, Stifel Nicolaus cut their target price on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating on the stock in a research report on Monday, May 18th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $258.53.

Lowe’s Companies 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.