Mitsubishi UFJ Trust & Banking Corp Purchases 3,084 Shares of Lowe’s Companies, Inc. $LOW

Mitsubishi UFJ Trust & Banking Corp increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 1.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 238,286 shares of the home improvement retailer’s stock after acquiring an additional 3,084 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Lowe’s Companies were worth $52,540,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Swiss RE Ltd. purchased a new stake in Lowe’s Companies in the fourth quarter worth $25,000. Wilkerson Advisory Group LLC bought a new stake in shares of Lowe’s Companies during the fourth quarter valued at about $27,000. Sankala Group LLC bought a new stake in Lowe’s Companies during the 4th quarter worth approximately $33,000. Triumph Capital Management purchased a new position in shares of Lowe’s Companies during the 3rd quarter valued at $34,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Lowe’s Companies during the 4th quarter valued at $36,000. Institutional investors own 74.06% of the company’s stock.

Wall Street Analyst Weigh In

LOW has been the topic of several research analyst reports. Mizuho decreased their price target on shares of Lowe’s Companies from $294.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Wells Fargo & Company dropped their price objective on Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating for the company in a research note on Tuesday, August 11th. JPMorgan Chase & Co. reduced their target price on Lowe’s Companies from $279.00 to $252.00 and set an “overweight” rating for the company in a research report on Friday, July 31st. Stifel Nicolaus decreased their target price on 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. Finally, Jefferies Financial Group lowered their price target on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $262.63.

Insider Transactions at Lowe’s Companies

In related news, EVP Janice Dupre sold 14,150 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 20,220 shares of the company’s stock, valued at $4,525,842.60. The trade was a 11.00% 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 worth $5,796,937. 0.29% of the stock is currently owned by corporate insiders.

Lowe’s Companies News Roundup

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

Lowe’s Companies Stock Performance

Lowe’s Companies stock opened at $218.19 on Monday. Lowe’s Companies, Inc. has a fifty-two week low of $199.40 and a fifty-two week high of $293.06. The stock 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. The firm’s fifty day moving average price is $216.00 and its 200-day moving average price is $234.57.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.06. The company had revenue of $23.08 billion during the quarter, compared to analyst estimates of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the business earned $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, 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 declared a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.3%. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend was Wednesday, July 22nd. Lowe’s Companies’s dividend payout ratio is presently 42.27%.

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.