Clifford Swan Investment Counsel LLC Has $50.16 Million Stake in Lowe’s Companies, Inc. $LOW

Clifford Swan Investment Counsel LLC cut its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 199,594 shares of the home improvement retailer’s stock after selling 4,093 shares during the quarter. Lowe’s Companies makes up 1.7% of Clifford Swan Investment Counsel LLC’s investment portfolio, making the stock its 10th largest holding. Clifford Swan Investment Counsel LLC’s holdings in Lowe’s Companies were worth $50,160,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LOW. Howard Hughes Medical Institute bought a new stake in Lowe’s Companies in the second quarter worth about $27,000. Activest Wealth Management lifted its stake in Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares during the last quarter. Traub Capital Management LLC purchased a new position in Lowe’s Companies in the second quarter valued at approximately $30,000. Vermillion & White Wealth Management Group LLC grew its holdings in Lowe’s Companies by 128.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock valued at $30,000 after purchasing an additional 76 shares during the period. Finally, Guerra Advisors Inc purchased a new stake in Lowe’s Companies in the third quarter worth $35,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

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 transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, 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 is accessible through this link. Company insiders own 0.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. JPMorgan Chase & Co. increased their price target on Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Wells Fargo & Company reduced their target price on shares of Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating for the company in a research note on Tuesday, November 11th. Citigroup upped their price target on shares of Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Evercore lifted their price objective on shares of Lowe’s Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Finally, HSBC dropped their target price on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a research report on Friday, November 21st. Twenty investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.33.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Q4 beat on core metrics — Adjusted EPS of $1.98 topped Street estimates and revenue rose to $20.58B (+10.9% y/y), with comparable-store sales up ~1.3%, driven by strength in Pro customers and weather-related demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, digital and B2B momentum — Management highlighted growth in Pro, online and Home Services and is deploying digital tools to grow B2B sales, which should stabilize revenue if DIY demand weakens. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY26 guidance is mixed — Lowe’s issued EPS guidance (~$12.25–$12.75) roughly in line with consensus but warned of continued uncertainty in the home-improvement category; revenue guidance figures released by the company have been interpreted variably by analysts. (See company release for full ranges.) Press Release & Guidance
• Negative Sentiment: Management warned homeowners are deferring big-ticket remodels — executives flagged a pressured housing market and that customers are delaying costly renovations, prompting a cautious FY26 outlook; that forward-looking caution is the main driver of the stock pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Near-term profit pressure and restructuring noise — Q4 included one-time charges that reduced reported EPS vs. adjusted EPS, Lowe’s announced ~600 corporate job cuts and a corporate reorg to shift resources to stores/AI, and short-term margin dilution is expected from recent Pro-related acquisitions; elevated put option activity indicates heightened bearish positioning. Lowe’s Resets Corporate Structure And Payments As Valuation Risks Mount CEO Addresses Layoffs & AI

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock opened at $263.41 on Thursday. Lowe’s Companies, Inc. has a 1 year low of $206.38 and a 1 year high of $293.06. The firm has a market cap of $147.76 billion, a PE ratio of 21.84, a PEG ratio of 4.34 and a beta of 0.97. The company has a 50 day simple moving average of $266.08 and a two-hundred day simple moving average of $254.23.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter last year, the company posted $1.93 EPS. The business’s quarterly revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, research analysts anticipate that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

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.