CIBC Private Wealth Group LLC Increases Holdings in Lowe’s Companies, Inc. $LOW

CIBC Private Wealth Group LLC lifted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 22.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 157,564 shares of the home improvement retailer’s stock after purchasing an additional 28,914 shares during the period. CIBC Private Wealth Group LLC’s holdings in Lowe’s Companies were worth $39,597,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Howard Hughes Medical Institute purchased a new position in Lowe’s Companies in the second quarter valued at about $27,000. Activest Wealth Management increased its stake in shares of Lowe’s Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 51 shares during the last quarter. Traub Capital Management LLC purchased a new stake in shares of Lowe’s Companies during the 2nd quarter worth approximately $30,000. Vermillion & White Wealth Management Group LLC raised its holdings in shares of Lowe’s Companies by 128.8% in the 2nd 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 during the period. Finally, United Financial Planning Group LLC bought a new stake in shares of Lowe’s Companies in the 3rd quarter worth approximately $31,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Lowe’s launched HomeCare+, a $99/year, associate-powered subscription that bundles seven in-home maintenance services for MyLowe’s members — a push toward recurring revenue and deeper customer engagement that could improve retention and service margins over time. HomeCare+ press release
• Positive Sentiment: Lowe’s expanded its AI-driven supply chain relationship with RELEX (and Accenture) to unify replenishment and allocation platforms — a move that can reduce stockouts, improve inventory turns and lower costs over time, supporting margins. RELEX partnership announcement
• Positive Sentiment: Institutional buying: Achmea Investment Management increased its position by ~6,916 shares, signaling at least some buy-side conviction amid recent volatility. Institutional buying report
• Neutral Sentiment: Zacks / market interest notes: several outlets report heavy investor searches and attention on LOW, indicating elevated retail/institutional focus — useful for liquidity but not a directional catalyst by itself. Zacks investor interest article
• Negative Sentiment: Short-term price pressure and valuation concerns: coverage noting recent share-price weakness (week/month declines) and questions about fair valuation appear to be weighing on sentiment — investors may be taking profits or re-pricing LOW given recent volatility. Valuation / price weakness piece

Lowe’s Companies Price Performance

Lowe’s Companies stock opened at $230.87 on Thursday. Lowe’s Companies, Inc. has a one year low of $206.38 and a one year high of $293.06. The business has a fifty day moving average price of $267.88 and a 200-day moving average price of $253.71. The firm has a market capitalization of $129.51 billion, a P/E ratio of 19.48, a PEG ratio of 5.21 and a beta of 0.98.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. The company had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the previous year, the company posted $1.93 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Sell-side analysts expect that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

LOW has been the subject of several research reports. JPMorgan Chase & Co. increased their price objective on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, February 9th. UBS Group dropped their price target on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Morgan Stanley increased their price target on Lowe’s Companies from $270.00 to $296.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. HSBC decreased their price objective on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a report on Friday, November 21st. Finally, Jefferies Financial Group restated a “buy” rating and issued a $305.00 price objective on shares of Lowe’s Companies in a research note on Wednesday, February 25th. Twenty-one research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $289.76.

Insider Buying and Selling at Lowe’s Companies

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 transaction of $4,701,060.00. Following the sale, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by corporate insiders.

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.