Harold Davidson & Associates Inc. Grows Stake in Lowe’s Companies, Inc. $LOW

Harold Davidson & Associates Inc. lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 37.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 8,803 shares of the home improvement retailer’s stock after buying an additional 2,396 shares during the period. Lowe’s Companies accounts for 1.0% of Harold Davidson & Associates Inc.’s investment portfolio, making the stock its 24th biggest holding. Harold Davidson & Associates Inc.’s holdings in Lowe’s Companies were worth $2,212,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. MJP Associates Inc. ADV raised its holdings in Lowe’s Companies by 20.5% during the third quarter. MJP Associates Inc. ADV now owns 1,181 shares of the home improvement retailer’s stock worth $297,000 after purchasing an additional 201 shares in the last quarter. Syon Capital LLC grew its position in shares of Lowe’s Companies by 26.0% in the 3rd quarter. Syon Capital LLC now owns 10,443 shares of the home improvement retailer’s stock valued at $2,624,000 after buying an additional 2,152 shares during the last quarter. Jacobi Capital Management LLC raised its stake in Lowe’s Companies by 1.1% during the 3rd quarter. Jacobi Capital Management LLC now owns 10,710 shares of the home improvement retailer’s stock worth $2,692,000 after acquiring an additional 119 shares in the last quarter. Waycross Partners LLC raised its stake in Lowe’s Companies by 22.1% during the 3rd quarter. Waycross Partners LLC now owns 130,927 shares of the home improvement retailer’s stock worth $32,903,000 after acquiring an additional 23,735 shares in the last quarter. Finally, First National Bank of Omaha purchased a new stake in Lowe’s Companies in the third quarter valued at $8,015,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Key Lowe’s Companies News

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

Analyst Ratings Changes

Several brokerages have issued reports on LOW. Bank of America dropped their price objective on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Wells Fargo & Company dropped their price target on Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 11th. Evercore boosted their price objective on Lowe’s Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Wolfe Research decreased their price objective on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a report on Wednesday, February 4th. Finally, The Goldman Sachs Group lifted 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. Twenty analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $289.41.

Insiders Place Their Bets

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Stock Performance

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

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

Lowe’s Companies Company Profile

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.