Proficio Capital Partners LLC Makes New Investment in Lowe’s Companies, Inc. $LOW

Proficio Capital Partners LLC acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,806 shares of the home improvement retailer’s stock, valued at approximately $619,000.

Several other large investors also recently modified their holdings of LOW. Swiss RE Ltd. acquired a new stake in shares of Lowe’s Companies during the fourth quarter worth approximately $25,000. Wilkerson Advisory Group LLC acquired a new stake in Lowe’s Companies in the fourth quarter valued at $27,000. Sankala Group LLC bought a new position in Lowe’s Companies during the 4th quarter valued at $33,000. Triumph Capital Management bought a new position in Lowe’s Companies during the 3rd quarter valued at $34,000. Finally, IAG Wealth Partners LLC boosted its stake in Lowe’s Companies by 178.6% during the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer’s stock valued at $37,000 after acquiring an additional 100 shares during the last quarter. 74.06% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the transaction, the executive vice president owned 20,220 shares of the company’s stock, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction that occurred 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 transaction, 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 25,980 shares of company stock worth $5,796,937 over the last quarter. 0.29% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on LOW shares. Truist Financial dropped their target price on shares of Lowe’s Companies from $255.00 to $254.00 and set a “buy” rating for the company in a research report on Thursday, August 20th. BNP Paribas Exane reduced their price target on shares of 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. Evercore decreased their price target on Lowe’s Companies from $250.00 to $230.00 in a research note on Thursday, May 21st. Oppenheimer lowered their price objective on Lowe’s Companies from $315.00 to $275.00 and set an “outperform” rating for the company in a report on Monday, May 18th. Finally, Bank of America cut their price objective on Lowe’s Companies from $260.00 to $257.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average price target of $258.53.

Lowe’s Companies Price Performance

LOW stock opened at $206.98 on Friday. The firm 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 1-year low of $199.40 and a 1-year high of $293.06. The firm has a fifty day moving average price of $215.38 and a two-hundred day moving average price of $230.95.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.22 by $0.18. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company had revenue of $25.96 billion for the quarter, compared to the consensus estimate of $26.13 billion. During the same period last year, the firm posted $4.33 EPS. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, analysts expect that Lowe’s Companies, Inc. will post 12.26 EPS for the current fiscal year.

Trending Headlines about Lowe’s Companies

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 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.