Nisa Investment Advisors LLC Sells 6,999 Shares of Lowe's Companies, Inc. $LOW

Key Points

• Nisa Investment Advisors reduced its Lowe’s stake by 3.6%, selling 6,999 shares and retaining 186,738 shares valued at approximately $34.4 million. Institutional investors collectively own 74.06% of the company.
• Lowe’s reported adjusted quarterly EPS of $4.40, above the $4.22 consensus, while revenue rose 8.3% year over year to $25.96 billion but narrowly missed estimates.
• The stock carries a “Moderate Buy” consensus rating with a $254.29 average price target, but management lowered its fiscal 2026 comparable-sales outlook to roughly flat. Lowe’s also declared a quarterly dividend of $1.25 per share, representing a 2.5% annualized yield.

Nisa Investment Advisors LLC lowered its stake in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 186,738 shares of the home improvement retailer's stock after selling 6,999 shares during the quarter. Nisa Investment Advisors LLC's holdings in Lowe's Companies were worth $34,414,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Markowski Investments bought a new stake in Lowe's Companies in the second quarter worth about $33,000. IAG Wealth Partners LLC grew its position in shares of Lowe's Companies by 178.6% during the 1st quarter. IAG Wealth Partners LLC now owns 156 shares of the home improvement retailer's stock valued at $37,000 after acquiring an additional 100 shares during the period. Miller Global Investments LLC bought a new position in shares of Lowe's Companies during the 3rd quarter valued at approximately $40,000. Lodestone Wealth Management LLC grew its position in shares of Lowe's Companies by 95.6% during the 3rd quarter. Lodestone Wealth Management LLC now owns 221 shares of the home improvement retailer's stock valued at $41,000 after acquiring an additional 108 shares during the period. Finally, Provenance Wealth Advisors LLC increased its stake in shares of Lowe's Companies by 416.7% during the 1st quarter. Provenance Wealth Advisors LLC now owns 186 shares of the home improvement retailer's stock worth $44,000 after purchasing an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company's stock.

Key Headlines Impacting Lowe's Companies

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

• Positive Sentiment: Lowe’s outperformed the broader market in the latest session, supported by its recent quarterly earnings beat: adjusted EPS was $4.40 versus the $4.22 analyst consensus. Revenue increased 8.3% year over year, although it was slightly below expectations. Lowe’s Beats Stock Market Upswing
• Positive Sentiment: Melius Research established a $244 price target, implying meaningful potential upside from current levels and providing a positive analyst signal. Melius Research Sets Lowe’s Price Target
• Positive Sentiment: The company declared a quarterly dividend of $1.25 per share, reinforcing Lowe’s appeal to income-focused investors and its long record of returning capital to shareholders. Lowe’s Declares Dividend
• Neutral Sentiment: At roughly 16.9 times earnings, Lowe’s trades at a lower valuation than Home Depot’s approximately 22.1 times, which may offer relative value but also reflects more restrained growth expectations. Lowe’s Valuation Compared With Home Depot
• Negative Sentiment: Lowe’s reduced its fiscal 2026 comparable-sales outlook from 1% growth to roughly flat sales. Management cited cautious homeowners delaying do-it-yourself projects, raising concerns about near-term store traffic and revenue momentum. Lowe’s Comparable-Sales Outlook

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on LOW shares. Weiss Ratings cut shares of Lowe's Companies from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, August 17th. Evercore set a $190.00 price objective on Lowe's Companies in a research note on Tuesday, October 6th. Gordon Haskett lowered Lowe's Companies from a "buy" rating to a "hold" rating and set a $200.00 price objective for the company. in a report on Thursday, September 24th. JPMorgan Chase & Co. reduced their price objective on Lowe's Companies from $279.00 to $252.00 and set an "overweight" rating for the company in a report on Friday, July 31st. Finally, Piper Sandler decreased their target price on Lowe's Companies from $276.00 to $274.00 and set an "overweight" rating for the company in a research report on Thursday, August 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Lowe's Companies has an average rating of "Moderate Buy" and a consensus target price of $254.29.

Lowe's Companies Stock Up 1.4%

NYSE LOW opened at $198.63 on Wednesday. The company has a market cap of $111.44 billion, a PE ratio of 16.79, a price-to-earnings-growth ratio of 1.64 and a beta of 0.89. Lowe's Companies, Inc. has a 52 week low of $178.45 and a 52 week high of $293.06. The firm's 50-day simple moving average is $198.55 and its two-hundred day simple moving average is $214.16.

Lowe's Companies (NYSE:LOW - Get Free Report) last issued its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share for the quarter, topping analysts' consensus estimates of $4.22 by $0.18. The firm had revenue of $25.96 billion during the quarter, compared to analyst estimates of $26.13 billion. Lowe's Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company's quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the business earned $4.33 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.250 EPS. As a group, equities research analysts anticipate that Lowe's Companies, Inc. will post 12.26 EPS for the current year.

Lowe's Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Investors 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 is Wednesday, October 21st. Lowe's Companies's dividend payout ratio is presently 42.27%.

Lowe's Companies 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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