Lowe’s Companies, Inc. $LOW Stake Increased by Invesco Ltd.

Invesco Ltd. increased its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 5.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,830,373 shares of the home improvement retailer’s stock after buying an additional 240,123 shares during the quarter. Invesco Ltd. owned 0.86% of Lowe’s Companies worth $1,213,921,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies during the 2nd quarter valued at about $27,000. Activest Wealth Management increased its holdings in shares of Lowe’s Companies by 78.5% in the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares during the period. Traub Capital Management LLC purchased a new stake in shares of Lowe’s Companies in the second quarter worth approximately $30,000. Vermillion & White Wealth Management Group LLC lifted its position in shares of Lowe’s Companies by 128.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock worth $30,000 after purchasing an additional 76 shares in the last quarter. Finally, Guerra Advisors Inc acquired a new stake in shares of Lowe’s Companies during the third quarter worth approximately $35,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Stock Performance

Shares of NYSE LOW opened at $239.45 on Friday. The business’s 50-day simple moving average is $268.57 and its 200-day simple moving average is $254.32. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06. The firm has a market cap of $134.32 billion, a price-to-earnings ratio of 20.21, a P/E/G ratio of 5.36 and a beta of 0.98.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the prior year, the business earned $1.93 earnings per share. The company’s revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, equities research analysts forecast that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Insider Buying and Selling at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction 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 directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

Lowe’s Companies News Summary

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

• Positive Sentiment: Bazaarvoice visual syndication — Lowe’s joined the Bazaarvoice Visual Syndication Network, which can increase high‑impact user photos/videos on product pages and improve conversion and marketing effectiveness. This is a modest operational positive for merchandising and e‑commerce. Bazaarvoice Partnership
• Positive Sentiment: Zacks raised some longer‑term estimates — the firm bumped a few Q4 and FY2029 estimates (FY2029 to $14.78), suggesting Zacks still sees longer‑term earnings upside even as it trims nearer‑term forecasts. This supports a constructive medium‑term earnings thesis (no link available).
• Neutral Sentiment: KGI initiates coverage with a Neutral rating — new coverage can increase liquidity and attention but the Neutral stance is unlikely to provide a near‑term catalyst. KGI Coverage
• Negative Sentiment: Zacks cut multiple near‑term estimates and trimmed FY2027/FY2028 — the research team lowered several quarterly forecasts (Q1–Q3 2027 and Q1–Q3 2028 items) and reduced FY2027 (to $12.62 from $13.10) and FY2028 (to $13.87 from $14.08). Those downward revisions weaken near‑term earnings visibility and likely pressured the stock today (no link available).
• Negative Sentiment: Sector / housing weakness — broader headwinds for renovation spending (persistent high mortgage rates, low housing turnover) are weighing on the home‑improvement group and have pulled rival Home Depot lower; that sector pressure is spilling over to Lowe’s and is a key reason for the recent share weakness (no link available).

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on LOW shares. Morgan Stanley boosted their price objective on shares of Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Barclays upgraded shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price for the company in a research report on Wednesday, January 7th. Rothschild & Co Redburn boosted their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, February 26th. UBS Group dropped their price target on shares of Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, DA Davidson reiterated a “neutral” rating and set a $275.00 price objective on shares of Lowe’s Companies in a report on Thursday, February 26th. Twenty-one equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $289.76.

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.