Lowe's Companies, Inc. $LOW Shares Newly Bought by Sawyer & Company Inc

Key Points

• Sawyer & Company acquired 6,646 Lowe’s shares during the third quarter, worth approximately $1.225 million. Institutional investors and hedge funds collectively own 74.06% of the company.
• Lowe’s recently traded at $196.86, well below its 52-week high of $293.06. Analysts maintain a “Moderate Buy” consensus with an average price target of $254.29, though several firms have reduced their targets.
• The company exceeded quarterly EPS expectations and reported 8.3% year-over-year revenue growth, while offering a $1.25 quarterly dividend, or $5.00 annually. However, management’s fiscal 2026 outlook calls for roughly flat comparable sales amid cautious homeowner demand.

Sawyer & Company Inc acquired a new position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 6,646 shares of the home improvement retailer's stock, valued at approximately $1,225,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of LOW. Juno Financial Group LLC increased its position in shares of Lowe's Companies by 0.4% during the 1st quarter. Juno Financial Group LLC now owns 11,889 shares of the home improvement retailer's stock valued at $2,809,000 after purchasing an additional 43 shares during the period. TSG Advice Partners LLC lifted its holdings in shares of Lowe's Companies by 3.3% in the first quarter. TSG Advice Partners LLC now owns 1,373 shares of the home improvement retailer's stock valued at $324,000 after buying an additional 44 shares during the period. Ameliora Wealth Management Ltd. lifted its holdings in shares of Lowe's Companies by 2.5% in the first quarter. Ameliora Wealth Management Ltd. now owns 1,834 shares of the home improvement retailer's stock valued at $433,000 after buying an additional 45 shares during the period. Livet Wealth LLC boosted its stake in Lowe's Companies by 4.9% during the first quarter. Livet Wealth LLC now owns 962 shares of the home improvement retailer's stock valued at $227,000 after buying an additional 45 shares in the last quarter. Finally, Davidson Trust Co. boosted its stake in Lowe's Companies by 0.8% during the first quarter. Davidson Trust Co. now owns 5,662 shares of the home improvement retailer's stock valued at $1,338,000 after buying an additional 47 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company's stock.

Lowe's Companies Price Performance

NYSE:LOW traded down $1.67 during mid-day trading on Wednesday, reaching $196.86. The stock had a trading volume of 681,299 shares, compared to its average volume of 2,957,607. The stock has a market cap of $110.45 billion, a P/E ratio of 16.62, a PEG ratio of 1.64 and a beta of 0.89. The business's 50 day moving average is $198.55 and its 200 day moving average is $214.16. Lowe's Companies, Inc. has a fifty-two week low of $178.45 and a fifty-two week high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last posted its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $25.96 billion during the quarter, compared to analysts' expectations of $26.13 billion. During the same period in the previous year, the company earned $4.33 earnings per share. The company's revenue was up 8.3% compared to the same quarter last year. Lowe's Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Equities analysts expect that Lowe's Companies, Inc. will post 12.26 EPS for the current year.

Lowe's Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Wednesday, October 21st will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $5.00 dividend on an annualized basis and a yield of 2.5%. Lowe's Companies's payout ratio is 42.27%.

Lowe's Companies News Roundup

Here are the key news stories impacting Lowe's Companies this week:

• Positive Sentiment: Lowe’s valuation remains comparatively attractive, with a price-to-earnings ratio of about 16.9 versus roughly 22.1 for Home Depot. This discount could support the stock if earnings stabilize. Lowe's stock valuation compared with Home Depot
• Positive Sentiment: Melius Research set a $244 price target for Lowe’s, indicating meaningful upside from recent trading levels and offering a positive analyst signal. Melius Research Lowe's price target
• Positive Sentiment: Investors are watching Lowe’s dividend profile, including its income appeal and potential for future dividend growth relative to Home Depot. Lowe's dividend analysis
• Neutral Sentiment: Expansion among professional customers is part of Lowe’s investment case. Separately, Pine Tree’s purchase of a $644 million portfolio containing Lowe’s-anchored retail centers has renewed attention on the value of the company’s store footprint. Lowe's pro expansion and real estate analysis
• Neutral Sentiment: Lowe’s recently outperformed the broader market in the latest session, but that move appears to be a short-term rebound rather than a resolution of longer-term demand concerns. Lowe's market performance
• Negative Sentiment: Management’s fiscal 2026 outlook calls for roughly flat comparable sales, reduced from its earlier growth forecast, as cautious homeowners delay do-it-yourself projects. The possibility of shrinking store sales remains a key risk. Lowe's store sales outlook

Wall Street Analyst Weigh In

Several equities research analysts have commented on LOW shares. DA Davidson reiterated a "neutral" rating and issued a $245.00 price target on shares of Lowe's Companies in a research report on Wednesday, August 19th. Wells Fargo & Company cut their price target on shares of Lowe's Companies from $255.00 to $245.00 and set an "overweight" rating for the company in a report on Tuesday, August 11th. UBS Group cut their target price on shares of Lowe's Companies from $285.00 to $275.00 and set a "buy" rating for the company in a research note on Thursday, August 20th. Gordon Haskett lowered shares of Lowe's Companies from a "buy" rating to a "hold" rating and set a $200.00 target price for the company. in a research note on Thursday, September 24th. Finally, Citigroup reduced their target price on shares of Lowe's Companies from $267.00 to $260.00 and set a "buy" rating for the company in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $254.29.

Lowe's Companies Company Profile

Lowe's Companies, Inc is a home improvement retailer serving do-it-yourself customers, professional contractors and commercial customers across the United States. The company sells products for home construction, maintenance, repair, remodeling and improvement through its stores and digital platforms.

Its merchandise includes appliances, tools, hardware, lumber, building materials, electrical and plumbing supplies, paint, flooring, kitchen and bathroom products, outdoor living items, lawn and garden products, and seasonal merchandise.

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