Lowe's Companies, Inc. $LOW Shares Sold by Chilton Capital Management LLC

Key Points

• Chilton Capital Management cut its Lowe’s stake by 89.7% in the second quarter, selling 118,870 shares and retaining 13,692 shares worth approximately $3.0 million. Institutional investors collectively own 74.06% of the company.
• Lowe’s shares opened at $218.19, near the lower end of their 12-month range, while analysts maintain a “Moderate Buy” consensus with an average price target of $262.63 despite several recent target reductions.
• The company raised its quarterly dividend to $1.25 per share, or $5.00 annually, for a 2.3% yield. Its upcoming Aug. 19 earnings report is expected to be a key near-term catalyst following mixed analyst expectations.

Chilton Capital Management LLC trimmed its stake in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 89.7% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 13,692 shares of the home improvement retailer's stock after selling 118,870 shares during the quarter. Chilton Capital Management LLC's holdings in Lowe's Companies were worth $3,019,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in LOW. Swiss RE Ltd. bought a new stake in shares of Lowe's Companies during the fourth quarter valued at approximately $25,000. Wilkerson Advisory Group LLC bought a new position in Lowe's Companies in the 4th quarter worth approximately $27,000. OLD Second National Bank of Aurora increased its position in Lowe's Companies by 52.5% in the 4th quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer's stock valued at $29,000 after acquiring an additional 42 shares during the period. Sankala Group LLC acquired a new stake in Lowe's Companies in the 4th quarter valued at approximately $33,000. Finally, Triumph Capital Management bought a new stake in Lowe's Companies during the 3rd quarter valued at $34,000. 74.06% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the company's stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the sale, the executive vice president directly owned 20,220 shares of the company's stock, valued at $4,525,842.60. This represents a 11.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at 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. This trade represents a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,980 shares of company stock worth $5,796,937 in the last three months. 0.29% of the stock is currently owned by insiders.

Key Headlines Impacting Lowe's Companies

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 Ratings Changes

A number of brokerages have issued reports on LOW. Oppenheimer reduced their price target 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. Telsey Advisory Group lowered their price target on Lowe's Companies from $295.00 to $280.00 and set an "outperform" rating on the stock in a report on Thursday, May 21st. Wells Fargo & Company cut their price objective on shares of Lowe's Companies from $255.00 to $245.00 and set an "overweight" rating on the stock in a research note on Tuesday, August 11th. BNP Paribas Exane reduced their price objective on shares of Lowe's Companies from $228.00 to $202.00 and set an "underperform" rating for the company in a report on Thursday, May 21st. Finally, UBS Group reduced their price objective on shares of Lowe's Companies from $315.00 to $285.00 and set a "buy" rating for the company in a report on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $262.63.

Lowe's Companies Price Performance

NYSE LOW opened at $218.19 on Friday. Lowe's Companies, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06. The company has a market capitalization of $122.34 billion, a P/E ratio of 18.44, a PEG ratio of 2.79 and a beta of 0.86. The company's 50 day simple moving average is $216.00 and its 200 day simple moving average is $234.87.

Lowe's Companies (NYSE:LOW - Get Free Report) last issued its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping analysts' consensus estimates of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to analysts' expectations 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 revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period last year, the firm posted $2.92 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, analysts anticipate that Lowe's Companies, Inc. will post 12.43 earnings per share for the current year.

Lowe's Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd were paid 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 a boost from Lowe's Companies's previous quarterly dividend of $1.20. Lowe's Companies's dividend payout ratio is 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.

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