Lowe's Companies, Inc. filings document the financial reporting, governance, capital structure, and material events of a large home improvement retailer. Periodic 8-K reports furnish quarterly operating results, comparable sales, earnings measures, outlook information, and related investor materials.
The company's SEC record also includes proxy disclosures covering annual meeting matters, board governance, shareholder voting, executive compensation, equity awards, and pay-versus-performance data. Material-event filings document acquisition activity, credit agreements, revolving and term loan facilities, commercial paper support, risk factors, and other financing arrangements that affect Lowe's capital structure and corporate obligations.
Lowe’s Companies reported first-quarter 2026 results showing strong sales growth but flat profits. Net sales rose 10.3% to $23.1 billion, driven by contributions from the 2025 acquisitions of Artisan Design Group (ADG) and Foundation Building Materials (FBM) and growth in Pro, online and home services.
Comparable sales increased 0.6%, with a 1.5% gain in average ticket offset by a 0.9% drop in customer transactions. Net earnings were $1.6 billion, similar to a year ago, and diluted EPS edged down to $2.90 from $2.92 as gross margin and operating margin contracted due mainly to the cost structure and intangible amortization from the new businesses.
Operating cash flow was a solid $3.35 billion, funding $521 million of capital spending, $674 million of dividends and $365 million of share repurchases. Lowe’s ended the quarter with $0.8 billion in cash, $4.6 billion of revolver availability and continued deleveraging after issuing $5.0 billion of notes and a $2.0 billion term loan in late 2025.
Lowe’s Companies, Inc. reported solid first quarter 2026 results, with net sales of $23.1 billion, up from $20.9 billion a year earlier, and net earnings of $1.6 billion. Diluted EPS was $2.90, slightly below $2.92 last year, but adjusted diluted EPS, which excludes $96 million of acquisition-related amortization, rose 3.8% to $3.03.
Comparable sales increased 0.6%, supported by strong spring demand, 15.5% online sales growth, and continued strength in appliances, home services and Pro customers. Operating margin was 11.1%, and adjusted operating margin was 11.5%. Lowe’s operated 1,759 stores totaling 196.0 million square feet and returned $674 million to shareholders through dividends.
For full year 2026, the company affirmed its outlook, targeting total sales of $92.0–$94.0 billion, flat to 2% comparable sales growth, operating margin of 11.2–11.4%, adjusted operating margin of 11.6–11.8%, and diluted EPS of $11.75–$12.25, or $12.25–$12.75 on an adjusted basis.
FMR LLC reports beneficial ownership of 31,780,950.85 shares of LOWES COS INC common stock, representing 5.7% as of 03/31/2026.
The filing shows sole voting power of 27,009,634.70 shares and sole dispositive power of 31,780,950.85 shares. Filing signatures reference a power of attorney and an attached Exhibit 99 agreement.
Lowe's Cos Inc: Schedule 13G filing by Vanguard Capital Management reporting ownership. Vanguard Capital Management beneficially owned 42,022,528 shares of Common Stock, representing 7.5% of the class as of 03/31/2026. The filing reports sole voting power: 5,567,065 shares and sole dispositive power: 42,022,528 shares. The statement attributes holdings to Vanguard Capital Management and specified affiliates under SEC Release No. 34-39538. The filing is signed on 04/30/2026.
Lowe’s Companies, Inc. is asking shareholders to vote at its online-only 2026 Annual Meeting on May 29, 2026 to elect 12 directors, approve 2025 executive pay on an advisory basis, ratify Deloitte & Touche as auditor for 2026, and consider three shareholder proposals on board chair independence, plastics reporting and data privacy reporting.
Management highlights 2025 performance with $86.3 billion in sales, operating margin of 11.8%, adjusted operating margin of 12.1%, and $2.6 billion returned in dividends. Over the last five years, Lowe’s generated $46.3 billion in operating cash flow, achieved a 2025 Return on Invested Capital of 26.1%, increased the annual dividend per share by 4.4%, paid $12.1 billion in dividends and repurchased $37.4 billion of shares.
The proxy emphasizes the company’s “Total Home” strategy, including 2025 acquisitions of Artisan Design Group and Foundation Building Materials to expand offerings to large professional customers, and extensive sustainability and workforce initiatives overseen by the Board. Executive pay is described as heavily performance-based and long term, with the CEO having 73% of target compensation at-risk and 79% in long-term incentives, and other named executive officers at 58% at-risk and 75% long term. The Board underscores governance practices such as a largely independent, diverse board, mandatory retirement age guidelines, majority voting, proxy access and robust shareholder engagement.
Lowe's Companies executive Quonta D. Vance reported routine equity compensation activity. He received a grant of 4,793 shares of common stock as a restricted stock award under the 2006 Long Term Incentive Plan, with these shares scheduled to fully vest on April 1, 2029.
On the same date, 327 shares were delivered to cover withholding taxes due upon vesting of restricted shares granted on April 1, 2023, a tax-withholding disposition rather than an open-market sale. After these transactions, Vance directly holds 26,116 shares of Lowe's common stock.
LOWE'S Companies executive Margrethe R. Vagell reported routine equity compensation and related tax withholding in company stock. On April 1, 2026, she received a grant of 4,653 shares of common stock as a restricted stock award under the 2006 Long Term Incentive Plan, with these shares scheduled to fully vest on April 1, 2029. On the same date, 214 shares were delivered back to the company to satisfy withholding taxes due upon vesting of restricted shares granted on April 1, 2023, a non‑market "F" code tax‑withholding disposition. Following these transactions, she directly holds 23,117 shares, which include 106 shares acquired through the Lowe's Employee Stock Purchase Plan, and indirectly holds 890.6466 shares through a 401(k) plan. The filing shows no open‑market purchases or sales, reflecting standard compensation and tax-settlement activity rather than discretionary trading.
LOWES COMPANIES INC Executive Vice President and Chief Financial Officer Brandon J. Sink reported routine equity compensation activity in company common stock. He received a grant of 8,349 shares at no cost as a restricted stock award. To cover tax obligations from previously granted restricted shares that vested, 1,518 shares were delivered back to the company, a tax-withholding disposition rather than an open-market sale. After these transactions, he directly holds 27,148.896 shares of common stock, including 48 shares acquired through the Lowe's Employee Stock Purchase Plan. The newly granted restricted stock is scheduled to fully vest on April 1, 2029.
PRYOR JULIETTE WILLIAMS reported acquisition or exercise transactions in this Form 4 filing.
Lowe's Companies executive Juliette Williams Pryor received a grant of 5,141 shares of common stock as restricted stock under the 2006 Long Term Incentive Plan. The grant is a compensation-related award with no purchase price. These shares will fully vest on April 1, 2029, and her direct holdings total 35,240 shares after the grant.