Ironvine Capital Partners LLC grew its position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 5.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 113,004 shares of the home improvement retailer's stock after buying an additional 6,041 shares during the period. Lowe's Companies makes up 2.2% of Ironvine Capital Partners LLC's holdings, making the stock its 20th biggest position. Ironvine Capital Partners LLC's holdings in Lowe's Companies were worth $24,916,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Providence Wealth Advisors LLC increased its position in Lowe's Companies by 0.5% during the fourth quarter. Providence Wealth Advisors LLC now owns 7,969 shares of the home improvement retailer's stock worth $1,959,000 after acquiring an additional 36 shares during the period. First Command Advisory Services Inc. raised its position in shares of Lowe's Companies by 1.3% in the fourth quarter. First Command Advisory Services Inc. now owns 2,947 shares of the home improvement retailer's stock valued at $711,000 after buying an additional 38 shares in the last quarter. Smithbridge Asset Management Inc. DE boosted its stake in shares of Lowe's Companies by 1.1% in the fourth quarter. Smithbridge Asset Management Inc. DE now owns 3,723 shares of the home improvement retailer's stock valued at $898,000 after buying an additional 39 shares during the period. Sumitomo Life Insurance Co. grew its position in Lowe's Companies by 0.6% during the fourth quarter. Sumitomo Life Insurance Co. now owns 6,140 shares of the home improvement retailer's stock worth $1,481,000 after buying an additional 39 shares in the last quarter. Finally, S&CO Inc. increased its stake in Lowe's Companies by 0.6% during the 4th quarter. S&CO Inc. now owns 6,403 shares of the home improvement retailer's stock worth $1,544,000 after acquiring an additional 40 shares during the period. Institutional investors and hedge funds own 74.06% of the company's stock.
More Lowe's Companies News
Here are the key news stories impacting Lowe's Companies this week:
- Positive Sentiment: Lowe’s Pro business, digital sales and Home Services continue to provide growth potential, supporting the company’s longer-term strategy even as DIY demand remains soft. Can Lowe's Pro Growth Justify Its Valuation Despite DIY Weakness?
- Positive Sentiment: Lowe’s Foundation launched a coalition with Nvidia, General Motors and more than 75 other companies to train and certify 1 million skilled-trades workers by 2035. The initiative could strengthen Lowe’s relationships with professional customers and help address the labor shortage over time, although it is unlikely to materially affect near-term earnings. Lowe's launches major effort to help close America's skilled trades gap
- Positive Sentiment: The company declared a quarterly dividend of $1.25 per share, equivalent to $5.00 annually and a yield of approximately 2.4%, offering continued income support for shareholders.
- Neutral Sentiment: Analysts remain somewhat constructive on Lowe’s longer-term prospects, but the stock has lagged the broader market and consumer-cyclical sector over the past year, reflecting investor concerns about valuation and demand.
- Negative Sentiment: Lowe’s cut its fiscal 2026 outlook as weaker DIY spending and housing pressure challenge growth in its Pro, online and Home Services businesses. The guidance reduction is the clearest near-term pressure on the stock and raises questions about how quickly growth investments can offset softness in the core retail business. Lowe's Cuts 2026 Outlook as DIY Pressure Tests Its Growth Engines
Insider Transactions at Lowe's Companies
In other news, EVP Margrethe R. Vagell sold 2,500 shares of the company's stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Juliette Williams Pryor sold 9,330 shares of the 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 transaction, the executive vice president owned 16,142 shares of the company's stock, valued at $3,628,883.02. The trade was a 36.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 25,980 shares of company stock worth $5,796,937. Corporate insiders own 0.29% of the company's stock.
Analyst Ratings Changes
A number of analysts have recently weighed in on the company. Oppenheimer cut their target price on Lowe's Companies from $315.00 to $275.00 and set an "outperform" rating for the company in a research report on Monday, May 18th. Jefferies Financial Group cut their price objective on shares of Lowe's Companies from $305.00 to $278.00 and set a "buy" rating for the company in a research report on Thursday, May 21st. William Blair assumed coverage on shares of Lowe's Companies in a report on Tuesday, May 12th. They issued an "overweight" rating on the stock. KeyCorp restated an "overweight" rating and issued a $275.00 target price on shares of Lowe's Companies in a research report on Thursday, August 20th. Finally, Royal Bank Of Canada reiterated a "sector perform" rating and set a $231.00 price target on shares of Lowe's Companies in a research report on Thursday, August 20th. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $258.53.
View Our Latest Stock Analysis on LOW
Lowe's Companies Trading Down 2.3%
LOW opened at $200.08 on Wednesday. The company's 50 day moving average is $214.63 and its 200-day moving average is $229.29. Lowe's Companies, Inc. has a 1-year low of $199.39 and a 1-year high of $293.06. The company has a market cap of $112.25 billion, a P/E ratio of 16.91, a PEG ratio of 2.72 and a beta of 0.85.
Lowe's Companies (NYSE:LOW - Get Free Report) last released its quarterly earnings data 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. The business had revenue of $25.96 billion during the quarter, compared to analysts' expectations of $26.13 billion. Lowe's Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The firm's quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the prior year, the company earned $4.33 EPS. Lowe's Companies has set its FY 2026 guidance at 12.250-12.250 EPS. On average, equities analysts forecast that Lowe's Companies, Inc. will post 12.26 EPS for the current year.
Lowe's Companies Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st will be paid a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Wednesday, October 21st. Lowe's Companies's payout ratio is presently 42.27%.
Lowe's Companies Company Profile
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Free Report)
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.
See Also
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