Abc Arbitrage 13F: Exits Lowe's Companies (LOW) Stake

Abc Arbitrage completely closed out its position in Lowe's Companies, Inc. LOW, selling all 23,963 shares it held. The exit was revealed in a Form 13F regulatory filing with the SEC on October 23, 2026, covering the fund's portfolio adjustments.

LOW Lowe's Companies, Inc.

$198.68 ▼ -17.76% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Abc Arbitrage's Lowe's Companies, Inc. Position

The fund previously held 23,963 shares of the home improvement retailer before liquidating the entire stake. Because the fund sold out completely, the transaction represents a 100% reduction, leaving zero shares remaining in its portfolio.

Other Institutional Activity in Lowe's Companies, Inc.

Other large investors have also been adjusting their exposure to the company. Wells Fargo & Company trimmed its holdings by 440,917 shares, ending the period with 8,307,444 shares valued at about $1,650,522,913.

Lowe's Companies, Inc. Stock Up 1.1%

Lowe's shares recently traded around $198.69 as of October 24, 2026, sitting right near the close of $198.68 on the filing date. The stock has experienced a downward trend relative to longer-term averages, trading below its 200-day moving average of $227.86 and well off its 52-week high of $293.06. On the other end, the shares sit above their 52-week low of $178.45 and close to the 50-day moving average of $198.10.

Recent Earnings

The company generated $90,431,995,900 in trailing-twelve-month revenue alongside earnings of $11.83 per share. Lowe's posted a net profit margin of 7.3% and a year-over-year revenue growth rate of 8.3%. Investors can look ahead to the next earnings report, which is scheduled for November 18, 2026.

Dividend

Lowe's pays an annual dividend rate of $5.00 per share, giving it a dividend yield of 2.45%. The payout is supported by a dividend payout ratio of 41.0%.

Insider Buying and Selling at Lowe's Companies, Inc.

Company insiders have carried out several transactions over the past year. Officer Quonta D. Vance sold 10,369 shares on March 4, 2026, at an average price of $257.54 for a total of $2,670,382. Later, on June 16, 2026, officer Janice M. Dupre disposed of 14,150 shares at $221.90 each, totaling $3,139,885. Officer Juliette Williams Pryor sold 9,330 shares on June 17, 2026, at $224.80 per share for a total value of $2,097,431. Finally, officer Margrethe Raub Vagell parted with 2,500 shares on June 18, 2026, at $223.83 per share, bringing in $559,575.

Analysts Set New Price Targets

Wall Street firms have continued updating their outlooks on the retailer. On September 9, 2026, Evercore ISI Group maintained an In-Line rating while lowering its price target from $230.00 to $220.00. On the same day, Bernstein kept an Outperform rating but trimmed its price target from $261.00 to $254.00. Guggenheim reiterated a Buy rating with a $275.00 price target on September 21, 2026. Evercore ISI Group adjusted its target further on October 6, 2026, moving it from $220.00 to $190.00 while maintaining an In-Line rating, followed by an update on October 20, 2026, raising that target to $200.00. Overall, the stock carries a consensus buy recommendation from analysts with a mean price target of $252.73.

About Lowe's Companies, Inc.

Based in Mooresville, North Carolina, Lowe's operates as a prominent home improvement retailer serving customers across the United States and Canada. The business supplies an extensive catalog of goods for construction, repair, remodeling, and property maintenance. Its retail shelves and distribution networks stock items ranging from major appliances, tools, and lumber to lawn equipment, paint, flooring, and seasonal outdoor living products.

Bottom Line

Abc Arbitrage's complete exit removes Lowe's from its portfolio entirely. Investors will be watching closely when the company releases its next earnings report on November 18, 2026, to gauge demand in the home improvement sector.