Cvfg LLC Acquires New Position in Lowe’s Companies, Inc. $LOW

09 Jul 2026, 07:35 by Tristan Rich · The Markets Daily

Cvfg LLC acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,751 shares of the home improvement retailer’s stock, valued at approximately $1,122,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Lowe’s Companies by 119.7% during the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock worth $7,889,000 after acquiring an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Lowe’s Companies by 31.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after buying an additional 259 shares during the period. Sivia Capital Partners LLC raised its stake in Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after buying an additional 280 shares in the last quarter. United Bank raised its stake in Lowe’s Companies by 1.3% in the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after buying an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Lowe’s Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after buying an additional 275 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Insider Transactions at Lowe’s Companies

In related news, EVP Janice Dupre sold 14,150 shares of Lowe’s Companies stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 39,785 shares in the company, valued at approximately $8,828,291.50. This trade represents a 26.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Margrethe R. Vagell sold 2,500 shares of the firm’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 transaction of $559,575.00. Following the sale, the executive vice president directly owned 20,220 shares in the company, 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. Insiders have sold 25,980 shares of company stock worth $5,796,937 over the last 90 days. 0.29% of the stock is currently owned by company insiders.

Lowe’s Companies Price Performance

Shares of LOW opened at $212.81 on Thursday. Lowe’s Companies, Inc. has a 1-year low of $203.40 and a 1-year high of $293.06. The firm has a market capitalization of $119.32 billion, a PE ratio of 17.99, a price-to-earnings-growth ratio of 2.79 and a beta of 0.86. The company’s fifty day moving average price is $220.18 and its 200-day moving average price is $243.14.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released its earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 EPS 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 the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The company’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, research analysts anticipate that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.

Lowe’s Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be issued a $1.25 dividend. This is an increase from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. Lowe’s Companies’s payout ratio is currently 40.57%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on LOW shares. BNP Paribas Exane dropped their target price on Lowe’s Companies from $228.00 to $202.00 and set an “underperform” rating on the stock in a research report on Thursday, May 21st. Morgan Stanley reduced their price target on Lowe’s Companies from $292.00 to $277.00 and set an “overweight” rating for the company in a research report on Thursday, May 21st. Jefferies Financial Group decreased their price objective on Lowe’s Companies from $305.00 to $278.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Sanford C. Bernstein dropped their price objective on Lowe’s Companies from $303.00 to $281.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Finally, Citigroup upgraded shares of Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price objective for the company in a research note on Tuesday, May 12th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $264.57.

View Our Latest Analysis on LOW

Lowe’s Companies Company Profile

(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.