Ontario Teachers Pension Plan Board Purchases 6,754 Shares of Lowe’s Companies, Inc. $LOW

Ontario Teachers Pension Plan Board raised its position in Lowe’s Companies, Inc. (NYSE:LOW) by 197.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 10,167 shares of the home improvement retailer’s stock after acquiring an additional 6,754 shares during the period. Ontario Teachers Pension Plan Board’s holdings in Lowe’s Companies were worth $2,555,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the company. Waterloo Capital L.P. lifted its stake in shares of Lowe’s Companies by 1.2% in the second quarter. Waterloo Capital L.P. now owns 3,455 shares of the home improvement retailer’s stock valued at $767,000 after buying an additional 41 shares in the last quarter. TruWealth Advisors LLC raised its holdings in shares of Lowe’s Companies by 2.7% in the 3rd quarter. TruWealth Advisors LLC now owns 1,580 shares of the home improvement retailer’s stock worth $397,000 after acquiring an additional 42 shares during the last quarter. Cypress Wealth Services LLC lifted its position in Lowe’s Companies by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 2,191 shares of the home improvement retailer’s stock valued at $551,000 after acquiring an additional 42 shares in the last quarter. Hidden Cove Wealth Management LLC lifted its position in Lowe’s Companies by 4.6% in the 3rd quarter. Hidden Cove Wealth Management LLC now owns 960 shares of the home improvement retailer’s stock valued at $241,000 after acquiring an additional 42 shares in the last quarter. Finally, Roble Belko & Company Inc boosted its stake in Lowe’s Companies by 21.4% during the 3rd quarter. Roble Belko & Company Inc now owns 250 shares of the home improvement retailer’s stock valued at $63,000 after purchasing an additional 44 shares during the last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages recently issued reports on LOW. Mizuho cut their target price on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. TD Cowen lifted their price objective on shares of Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a report on Tuesday, January 20th. The Goldman Sachs Group increased their target price on shares of Lowe’s Companies from $280.00 to $283.00 and gave the company a “buy” rating in a report on Friday, February 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research report on Monday, December 29th. Finally, Citigroup upped their price objective on shares of Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $289.41.

Key Headlines Impacting Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Baird raised its price target on LOW to $320 and kept an “outperform” rating, signaling meaningful upside from current levels and lifting investor sentiment. Baird Adjusts Price Target on Lowe’s Companies to $320
• Positive Sentiment: Telsey Advisory Group reaffirmed its “outperform” rating (with a $285 target), providing additional analyst support even if upside is modest. Telsey Reaffirms Outperform on Lowe’s
• Positive Sentiment: Dividend-focused coverage highlights Lowe’s long-term payout growth (dividend up more than fourfold over the past decade), reinforcing appeal to income investors and supporting valuation multiples. Want Decades of Passive Income? 2 Stocks to Buy Now and Hold Forever.
• Positive Sentiment: Lowe’s Community Impact grant program and other PR initiatives are positive for brand goodwill and local engagement, useful for longer-term reputation and customer loyalty. Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Neutral Sentiment: Lowe’s confirmed its fourth-quarter and fiscal 2025 earnings call for Feb. 25 — investors will focus on same-store sales, gross margin cadence, and guidance for FY26. Lowe’s to Host Fourth Quarter & Fiscal 2025 Earnings Call on Feb. 25
• Negative Sentiment: Multiple reports detail significant layoffs across Lowe’s operations (including ~600 planned cuts in North Carolina and heavy impact at corporate HQ and South End Charlotte), which can signal restructuring but also raise near-term execution and morale risks. Ohio workers impacted as hundreds of Lowe’s jobs cut across U.S. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: A Zacks preview warns Lowe’s lacks the setup for an earnings beat next week, which could temper short-term upside if results or guidance miss expectations. Lowe’s Earnings Expected to Grow: What to Know Ahead of Next Week’s Release

Lowe’s Companies Price Performance

NYSE LOW opened at $282.10 on Thursday. The business’s fifty day moving average is $263.37 and its 200-day moving average is $252.94. The stock has a market capitalization of $158.24 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 4.38 and a beta of 0.97. Lowe’s Companies, Inc. has a one year low of $206.38 and a one year high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.97 by $0.09. The business had revenue of $20.81 billion during the quarter, compared to the consensus estimate of $20.88 billion. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same quarter last year, the company posted $2.89 earnings per share. Research analysts expect that Lowe’s Companies, Inc. will post 11.9 EPS for the current fiscal year.

Insider Buying and Selling at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.27% of the stock is owned by corporate insiders.

About Lowe’s Companies

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.