Lowe's Companies stock (US5486611073): Securian Asset Management trims stake by 43.7%

Securian Asset Management Inc. sold 11,813 shares of Lowe's Companies (NYSE:LOW), reducing its position by 43.7% in Q4, per recent SEC 13F filing. The home improvement retailer's stock traded at $229.07 recently amid Moderate Buy consensus.

Securian Asset Management Inc. reduced its holdings in Lowe's Companies, Inc. (NYSE:LOW) by 43.7% during the fourth quarter, selling 11,813 shares, according to its latest Form 13F filing with the SEC on May 11, 2026. The fund now holds 15,250 shares of the home improvement retailer. Lowe's recently reported quarterly EPS of $1.98 on $20.59 billion in revenue, beating expectations, and declared a $1.20 per share dividend, MarketBeat as of May 11, 2026.

Shares of Lowe's dipped 0.1% to open at $229.07 on Monday, while another report noted a 1.34% decline to $226.13 on a recent trading day as the broader market gained, Zacks as of recent trading day. Analysts maintain a Moderate Buy consensus with 20 Buy and 10 Hold ratings, targeting $288.41.

As of: 12.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: Lowe's Companies
• Sector/industry: Home improvement retail
• Headquarters/country: United States
• Core markets: United States
• Key revenue drivers: Home improvement products, appliances, building materials
• Home exchange/listing venue: NYSE (LOW)
• Trading currency: USD

Lowe's Companies: core business model

Lowe's Companies operates as a leading home improvement retailer in the United States, serving approximately 16 million customer transactions weekly across its stores. The company focuses on selling building materials, appliances, tools, and related products to both professional contractors and DIY homeowners. As a Fortune 50 company listed on NYSE under ticker LOW, it competes in the competitive retail sector with emphasis on omnichannel sales, Lowe's careers page as of 2026.

The business model relies on a vast network of physical stores combined with e-commerce platforms, enabling nationwide delivery and in-store pickup options. Lowe's generates revenue primarily from product sales, with a focus on high-margin categories like appliances and outdoor equipment.

Main revenue and product drivers for Lowe's Companies

Key revenue drivers include sales of building materials, appliances, and home decor products. The company reported fiscal year 2025 sales exceeding prior periods, supporting its position in the US home improvement market. Quarterly results showed $20.59 billion in revenue with EPS of $1.98, highlighting resilience amid housing market fluctuations, per recent filings noted on May 11, 2026.

Appliances and closing sales associates underscore focus on high-volume categories. Dividend payments of $1.20 per share provide steady returns for US investors tracking consumer discretionary stocks.

Industry trends and competitive position

The home improvement sector benefits from US housing demand, renovations, and repair activities. Lowe's holds a strong second position behind Home Depot, with exposure to professional and pro customer segments driving growth. Recent analyst consensus of Moderate Buy reflects optimism for recovery in discretionary spending.

Why Lowe's Companies matters for US investors

Lowe's NYSE listing and focus on the US market make it a key holding for investors eyeing consumer spending trends. As a bellwether for housing and renovation activity, its performance signals broader economic health, relevant for retail-focused portfolios.

Conclusion

Recent institutional moves like Securian's stake reduction coincide with Lowe's solid quarterly results and ongoing dividend. The stock's Moderate Buy rating and US market exposure position it amid housing sector dynamics. Investors monitor filings and trading updates for further insights into performance.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.