Lowe’s Companies, Inc. $LOW Shares Sold by TD Asset Management Inc

TD Asset Management Inc lowered its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 4.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 206,890 shares of the home improvement retailer’s stock after selling 10,290 shares during the period. TD Asset Management Inc’s holdings in Lowe’s Companies were worth $45,617,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Norges Bank bought a new stake in Lowe’s Companies in the 4th quarter valued at about $1,993,697,000. Price T Rowe Associates Inc. MD grew its position in Lowe’s Companies by 45.2% in the 4th 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 purchasing an additional 2,039,343 shares during the last quarter. J. Stern & Co. LLP grew its position in Lowe’s Companies by 7,814.9% in the 4th quarter. J. Stern & Co. LLP now owns 1,490,369 shares of the home improvement retailer’s stock worth $359,417,000 after purchasing an additional 1,471,539 shares during the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Lowe’s Companies in the fourth quarter valued at approximately $308,683,000. Finally, Vanguard Group Inc. increased its stake in shares of Lowe’s Companies by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 56,230,787 shares of the home improvement retailer’s stock valued at $13,560,617,000 after purchasing an additional 924,625 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Trading Down 0.0%

LOW stock opened at $218.19 on Friday. The firm’s 50-day moving average is $216.00 and its two-hundred day moving average is $234.87. The company has a market capitalization of $122.34 billion, a price-to-earnings ratio of 18.44, a price-to-earnings-growth ratio of 2.79 and a beta of 0.86. Lowe’s Companies, Inc. has a 52 week low of $199.40 and a 52 week high of $293.06.

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

Lowe’s Companies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 2.3%. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date was Wednesday, July 22nd. Lowe’s Companies’s payout ratio is currently 42.27%.

More Lowe’s Companies News

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

Insiders Place Their Bets

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total value of $559,575.00. Following the sale, the executive vice president owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Juliette Williams Pryor sold 9,330 shares of the company’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 owned 16,142 shares of the company’s stock, valued at approximately $3,628,883.02. This trade represents a 36.63% 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 ninety days. Company insiders own 0.29% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on LOW shares. Oppenheimer cut their price target on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating on the stock in a report on Monday, May 18th. Evercore decreased their price objective on Lowe’s Companies from $250.00 to $230.00 in a report on Thursday, May 21st. BNP Paribas Exane lowered their target price on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research report on Thursday, May 21st. Telsey Advisory Group cut their target price on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. Finally, Morgan Stanley reduced their price target on Lowe’s Companies from $292.00 to $277.00 and set an “overweight” rating for the company in a research report on Thursday, May 21st. Twenty-three equities 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 MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average 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.