LOW at a glance
Lowe's (LOW, SEC CIK 60667) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 30, 2026 (FY2026), Lowe's (LOW) reported revenue of $86.3 billion (up 3.1% from FY2025) and net income of $6.7 billion. Diluted EPS was $11.85.
- As of June 30, 2026, 63 institutional investment managers tracked by SignalX reported holding Lowe's (LOW) shares worth $56.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $86.3B
- +3.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 63 funds
- $56.4B · +2 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Q2 revenue $25.956B, up 8.3% YoY from $23.959B; comparable sales up 0.2%
- Gross margin 33.04% vs 33.81%; operating margin 13.67% vs 14.48% YoY
- Best categories Rough Plumbing, Electrical, and Tools & Hardware; nine of 13 categories posted positive comparable sales
- Operating cash flow $7.009B vs $7.610B; capital expenditures $1.063B and debt repayments $2.397B
- Headwinds: cautious DIY demand, weather, fuel costs, economic uncertainty, and tariff volatility; fiscal 2026 capital-expenditure guidance approximately $2.5B
Risk Factors
- No risk-factors section provided in the submitted 10-Q excerpt
- No newly added, updated, regulatory, operational, competitive, market, or financial risk identifiable from the excerpt
- Share-repurchase authorization: $10.486 billion remaining under the December 7, 2022 program
- Insider trading compliance: no directors or executive officers adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the LOW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Five executive appointments effective September 1, 2026, reshaping leadership across core growth functions
- Joseph M. McFarland III elevated to Executive Vice President, Pro and Home Services
Item 2.02: Results of Operations and Financial Condition
- Lowe’s reported fiscal second-quarter results for the period ended July 31, 2026
- Press release and infographic furnished as Exhibits 99.1 and 99.2, containing the financial results
Item EX-99.1: Item EX-99.1
- Q2 sales $26.0B, up from $24.0B, but comparable sales rose only 0.2% amid persistent DIY pressure
- Adjusted diluted EPS $4.40, up 1.6%; reported EPS $4.27 included $96M of acquisition-related amortization
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 12 director nominees elected, with votes withheld highest for Richard Dreiling and Raul Alvarez at roughly 20.7 million each
- Executive compensation plan approved, with 402.3 million votes for versus 20.5 million against
AI summaries of LOW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LOW
Don't miss the next LOW filing
- Alerts as it files. A push when LOW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LOW, by share count.
- Ask anything. An AI agent that reads every LOW filing and answers with sources.
LOW alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ROGERS BRIAN C | A | Sep 30, 2026 | 135.656 | $184.29 |
| Simkins Lawrence | A | Sep 30, 2026 | 135.656 | $184.29 |
| Taylor Colleen | A | Sep 30, 2026 | 67.828 | $184.29 |
| DREILING RICHARD W | A | Sep 30, 2026 | 298.443 | $184.29 |
| DOUGLAS LAURIE Z | A | Sep 30, 2026 | 81.393 | $184.29 |
| Vance Quonta D | F | Sep 15, 2026 | 848 | $194.61 |
| Wilson Jennifer Elizabeth | A | Sep 15, 2026 | 2,891 | - |
| Godbole Seemantini | A | Sep 15, 2026 | 396 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $83.7B | $86.3B |
| Gross Profit | - | $27.9B | $28.9B |
| Operating Income | - | $10.5B | $10.2B |
| Net Income | - | $7.0B | $6.7B |
| Gross Margin | - | 33.3% | 33.5% |
| Op. Margin | - | 12.5% | 11.8% |
| Net Margin | - | 8.3% | 7.7% |
| Balance Sheet | |||
| Total Assets | $41.8B | $43.1B | $54.1B |
| Equity | - | -$14.2B | -$9.9B |
| ROE | - | -48.9% | -67.1% |
| Per Share | |||
| EPS | - | $12.23 | $11.85 |
| Cash Flow | |||
| Operating CF | - | $9.6B | $9.9B |
| CapEx | $2.0B | $1.9B | $2.2B |
Source: XBRL data in Lowe's (LOW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LOW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 63 | $56.45B |
| Q1 2026 | 61 | $59.92B |
| Q4 2025 | 61 | $61.50B |
| Q3 2025 | 63 | $74.43B |
| Q2 2025 | 64 | $56.24B |
| Q1 2025 | 59 | $48.11B |
| Q4 2024 | 56 | $36.95B |
| Q3 2024 | 51 | $17.83B |
- FMR LLC (Fidelity)+5.41M (+17%)
- State Street Corp+880.8K (+4%)
- BlackRock+852.7K (+2%)
- Citigroup+398.1K (+51%)
- Millennium Management+383.4K (+2236%)
- T. Rowe Price Group−2.50M (-38%)
- Morgan Stanley−1.07M (-10%)
- JPMorgan Chase & Co−908.3K (-2%)
- Goldman Sachs Group−629.7K (-13%)
- Franklin Resources−451.7K (-11%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 478 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LOW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 10-Q | Aug 27, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - |
Related Consumer Discretionary companies
- HD · Home Depot (The)Retail-Lumber & Other Building Materials Dealers
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
- ASLE · AerSale CorpWholesale-Machinery, Equipment & Supplies
LOW SEC filings: frequently asked questions
Which institutions hold LOW stock?
As of June 30, 2026, the largest Lowe's (LOW) holders among the 13F filers tracked by SignalX were BlackRock ($8.9 billion), FMR LLC (Fidelity) ($8.2 billion), Vanguard Capital Management LLC ($8.1 billion), JPMorgan Chase & Co ($8.0 billion), State Street Corp ($5.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LOW's revenue in fiscal year 2026?
For the fiscal year ended January 30, 2026 (FY2026), Lowe's (LOW) reported revenue of $86.3 billion (up 3.1% from FY2025) and net income of $6.7 billion. Diluted EPS was $11.85. The figures come from the XBRL data in the 10-K.
What did LOW report in its latest 8-K?
Lowe's (LOW) filed an 8-K on September 2, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Five executive appointments effective September 1, 2026, reshaping leadership across core growth functions.
What are the latest LOW SEC filings?
Lowe's (LOW) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on October 1, 2026.
What is LOW's SEC CIK number?
Lowe's (LOW)'s SEC Central Index Key (CIK) is 60667. EDGAR lists every LOW filing under that number.
Ask anything about LOW
The research agent reads LOW's filings, financials, insider trades and 13F holders, then answers with sources.