Lowe’s Companies, Inc. $LOW Shares Sold by Premier Fund Managers Ltd

Premier Fund Managers Ltd cut its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 49.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 100,612 shares of the home improvement retailer’s stock after selling 100,227 shares during the quarter. Premier Fund Managers Ltd’s holdings in Lowe’s Companies were worth $25,483,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in LOW. Maj Invest Holding A S lifted its holdings in Lowe’s Companies by 15.7% in the 3rd quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock valued at $201,801,000 after acquiring an additional 108,813 shares during the last quarter. Bridges Investment Management Inc. grew its stake in shares of Lowe’s Companies by 13.4% in the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after purchasing an additional 49,858 shares during the last quarter. Facet Wealth Inc. bought a new stake in shares of Lowe’s Companies in the 3rd quarter worth approximately $558,000. Prudential Financial Inc. lifted its stake in Lowe’s Companies by 0.7% during the second quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock valued at $183,344,000 after purchasing an additional 5,820 shares during the last quarter. Finally, Jennison Associates LLC boosted its holdings in Lowe’s Companies by 22.0% during the second quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock worth $110,409,000 after buying an additional 89,839 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on LOW shares. Telsey Advisory Group restated an “outperform” rating and issued a $285.00 price target on shares of Lowe’s Companies in a research report on Wednesday. Citigroup lifted their target price on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a report on Thursday, February 12th. The Goldman Sachs Group boosted their target price on Lowe’s Companies from $280.00 to $283.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Gordon Haskett increased their price target on Lowe’s Companies from $310.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Finally, Robert W. Baird lifted their price target on Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 17th. Twenty 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $289.41.

Lowe’s Companies Stock Up 0.8%

Shares of Lowe’s Companies stock opened at $280.31 on Friday. The stock has a market cap of $157.24 billion, a PE ratio of 23.24, a price-to-earnings-growth ratio of 4.37 and a beta of 0.97. The business has a fifty day simple moving average of $264.63 and a 200-day simple moving average of $253.55. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share for the quarter, beating the consensus estimate 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 negative return on equity of 55.86% and a net margin of 8.05%.Lowe’s Companies’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period in the previous year, the firm earned $2.89 earnings per share. Analysts expect that Lowe’s Companies, Inc. will post 11.9 EPS for the current fiscal year.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
• Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
• Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
• Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?

Insiders Place Their Bets

In other news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $261.17, for a total value of $4,701,060.00. Following the transaction, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is currently owned by company 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.