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

Ontario Teachers Pension Plan Board increased its position in Lowe’s Companies, Inc. (NYSE:LOW) by 197.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 10,167 shares of the home improvement retailer’s stock after purchasing 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.

Several other institutional investors have also added to or reduced their stakes in LOW. Brighton Jones LLC raised its position in shares of Lowe’s Companies by 119.7% in the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after purchasing an additional 17,413 shares during the period. Revolve Wealth Partners LLC grew its stake in Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after buying an additional 259 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Lowe’s Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after acquiring an additional 280 shares during the period. United Bank raised its holdings in Lowe’s Companies by 1.3% during the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after acquiring an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in shares of Lowe’s Companies by 13.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after acquiring an additional 275 shares in the last quarter. 74.06% of the stock is owned by hedge funds and other institutional investors.

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 Upgrades and Downgrades

Several equities analysts have recently weighed in on LOW shares. TD Cowen lifted their price target on Lowe’s Companies from $250.00 to $295.00 and gave the company a “hold” rating in a research report on Tuesday, January 20th. Bank of America reduced their target price on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, November 20th. JPMorgan Chase & Co. upped their price target on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Morgan Stanley raised 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. Finally, Gordon Haskett upped their target price on shares of Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Twenty equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $289.41.

Insider Transactions 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 value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.27% of the company’s stock.

Lowe’s Companies Price Performance

Shares of LOW opened at $282.10 on Thursday. Lowe’s Companies, Inc. has a 1-year low of $206.38 and a 1-year high of $293.06. The company has a market capitalization of $158.24 billion, a P/E ratio of 23.39, a P/E/G ratio of 4.38 and a beta of 0.97. The firm’s 50 day simple moving average is $263.37 and its 200 day simple moving average is $252.94.

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

Lowe’s Companies 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.