Lowe’s Companies, Inc. $LOW Holdings Trimmed by Chilton Capital Management LLC

Chilton Capital Management LLC reduced its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 89.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 13,692 shares of the home improvement retailer’s stock after selling 118,870 shares during the period. Chilton Capital Management LLC’s holdings in Lowe’s Companies were worth $3,019,000 as of its most recent SEC filing.

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

Lowe’s Companies Stock Performance

LOW opened at $218.19 on Friday. The business has a 50 day moving average price of $216.00 and a 200 day moving average price of $234.87. Lowe’s Companies, Inc. has a twelve month low of $199.40 and a twelve month high of $293.06. The firm has a market cap of $122.34 billion, a P/E ratio of 18.44, a price-to-earnings-growth ratio of 2.79 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS for the quarter, beating the consensus estimate 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 company had revenue of $23.08 billion for the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the company posted $2.92 earnings per share. The company’s revenue for the quarter was up 10.3% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, analysts anticipate that Lowe’s Companies, Inc. will post 12.43 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd were issued a dividend of $1.25 per share. The ex-dividend date of this dividend was Wednesday, July 22nd. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. 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

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on LOW. Benchmark began coverage on Lowe’s Companies in a report on Tuesday, May 12th. They issued a “hold” rating on the stock. Wolfe Research set a $254.00 price target on shares of Lowe’s Companies in a report on Thursday, May 21st. Gordon Haskett lowered their price objective on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Mizuho dropped their price objective on shares of Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. Finally, Stifel Nicolaus dropped their price objective on shares of Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating on the stock in a research note on Monday, May 18th. 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 company’s stock. Based on data from MarketBeat.com, Lowe’s Companies currently has a consensus rating of “Moderate Buy” and an average price target of $262.63.

Insider Buying and Selling

In related news, EVP Juliette Williams Pryor sold 9,330 shares of the firm’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 transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. This trade represents a 36.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies 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 completion of the transaction, the executive vice president owned 39,785 shares in the company, valued at $8,828,291.50. This trade represents a 26.24% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 25,980 shares of company stock valued at $5,796,937. Company insiders own 0.29% of the company’s stock.

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.