Sigma Planning Corp Raises Stock Holdings in Lowe’s Companies, Inc. $LOW

Sigma Planning Corp lifted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 20.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,140 shares of the home improvement retailer’s stock after acquiring an additional 3,350 shares during the period. Sigma Planning Corp’s holdings in Lowe’s Companies were worth $5,061,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. Maj Invest Holding A S grew 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 buying an additional 108,813 shares during the period. Bridges Investment Management Inc. lifted its holdings in shares of Lowe’s Companies by 13.4% during the 3rd quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after acquiring an additional 49,858 shares during the period. Facet Wealth Inc. acquired a new stake in shares of Lowe’s Companies in the third quarter worth approximately $558,000. Prudential Financial Inc. grew its holdings in Lowe’s Companies by 0.7% in 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 period. Finally, Jennison Associates LLC increased its position 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 purchasing an additional 89,839 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Key Stories Impacting Lowe’s Companies

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 Activity at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the firm’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 approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Trading Up 0.8%

Shares of NYSE LOW opened at $280.31 on Monday. The stock has a fifty day moving average price of $264.63 and a 200 day moving average price of $253.65. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06. The company has a market cap 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.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Gordon Haskett lifted their price target on shares of Lowe’s Companies from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Stifel Nicolaus increased their target price on Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research report on Monday, December 1st. Barclays upgraded Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price on the stock in a report on Wednesday, January 7th. Telsey Advisory Group restated an “outperform” rating and set a $285.00 price target on shares of Lowe’s Companies in a research note on Wednesday, February 18th. Finally, UBS Group reduced their price objective on Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Twenty analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $289.41.

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.