Lowe’s Companies, Inc. $LOW Shares Bought by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. grew its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 23.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,089 shares of the home improvement retailer’s stock after purchasing an additional 3,790 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Lowe’s Companies were worth $5,049,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of LOW. Channing Capital Management LLC acquired a new stake in shares of Lowe’s Companies during the third quarter worth $4,215,000. Bleakley Financial Group LLC raised its holdings in Lowe’s Companies by 1.7% in the third quarter. Bleakley Financial Group LLC now owns 11,403 shares of the home improvement retailer’s stock valued at $2,866,000 after buying an additional 187 shares during the period. Sigma Planning Corp boosted its holdings in Lowe’s Companies by 20.0% in the 3rd quarter. Sigma Planning Corp now owns 20,140 shares of the home improvement retailer’s stock worth $5,061,000 after acquiring an additional 3,350 shares during the period. OneDigital Investment Advisors LLC increased its holdings in Lowe’s Companies by 2.5% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 11,469 shares of the home improvement retailer’s stock worth $2,882,000 after purchasing an additional 285 shares during the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ lifted its position in shares of Lowe’s Companies by 1.7% during the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 175,545 shares of the home improvement retailer’s stock worth $44,116,000 after purchasing an additional 2,884 shares during the last quarter. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

LOW has been the topic of several analyst reports. Royal Bank Of Canada dropped their price target on shares of Lowe’s Companies from $260.00 to $252.00 and set a “sector perform” rating on the stock in a research note on Thursday, November 20th. Robert W. Baird lifted their price objective on Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a research report on Tuesday, February 17th. TD Cowen upped 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. Mizuho decreased 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. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $285.00 target price on shares of Lowe’s Companies in a research report on Wednesday, February 18th. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average price target of $289.41.

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?

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the business’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 sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at $60,341,500.31. The trade was a 7.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.27% of the company’s stock.

Lowe’s Companies Price Performance

Shares of NYSE:LOW opened at $280.31 on Monday. The business’s 50 day simple moving average is $264.63 and its 200 day simple moving average is $253.65. 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 $157.24 billion, a P/E ratio of 23.24, a P/E/G ratio of 4.37 and a beta of 0.97.

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.