Lowe's Gains 0.75% on $0.5 Billion Volume Ranking 198th as Institutional Investors Boost Holdings to 74% Ownership

On September 3, 2025, Lowe's (LOW) traded up 0.75% with a trading volume of $0.5 billion, ranking 198th in market activity. Institutional investors have shown increased confidence in the stock, with The Manufacturers Life Insurance Company boosting its stake by 3.1% to 1.36 million shares, valued at $317.45 million. Vanguard Group and Invesco Ltd. also added to their holdings, with Invesco’s stake rising 10.6% to 5.2 million shares. Institutional ownership now accounts for 74.06% of the company’s shares.

Despite a minor revenue shortfall, Lowe’s reported Q2 earnings of $4.33 per share, exceeding estimates by $0.09. The company raised its quarterly dividend to $1.20 per share but later announced a reduction in the annualized dividend to $0.05, signaling a strategic shift. Executive insider activity included CEO Marvin Ellison selling 40,000 shares, a 13.84% reduction in his holdings, and EVP Juliette Williams Pryor offloading 929 shares. Analysts remain cautiously optimistic, with a “Moderate Buy” consensus and an average price target of $284.13.

Recent backtest results indicate a 2.7% gain over 30 days, 8.9% over 90 days, and 12.4% over a year. The strategy’s maximum drawdown was 15.6%, reflecting volatility typical of the retail sector. These figures align with the company’s focus on long-term value creation amid mixed short-term signals from insiders and dividend adjustments.