Lowe’s Companies, Inc. $LOW Stock Holdings Boosted by Sei Investments Co.

Sei Investments Co. lifted its position in Lowe’s Companies, Inc. (NYSE:LOW) by 0.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 628,664 shares of the home improvement retailer’s stock after buying an additional 2,655 shares during the period. Sei Investments Co.’s holdings in Lowe’s Companies were worth $157,986,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Howard Hughes Medical Institute bought a new position in Lowe’s Companies during the second quarter valued at about $27,000. Activest Wealth Management raised its holdings in shares of Lowe’s Companies by 78.5% in 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 in the last quarter. Traub Capital Management LLC acquired a new stake in Lowe’s Companies during the second quarter valued at approximately $30,000. Vermillion & White Wealth Management Group LLC lifted its stake 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 last quarter. Finally, Guerra Advisors Inc bought a new stake in Lowe’s Companies during the third quarter worth approximately $35,000. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of NYSE:LOW opened at $239.45 on Friday. The firm has a 50 day simple moving average of $268.57 and a 200 day simple moving average of $254.32. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06. The company has a market cap of $134.32 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 5.36 and a beta of 0.98.

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, topping the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The firm had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same period in the previous year, the company posted $1.93 EPS. The company’s quarterly revenue was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have issued reports on LOW shares. Wells Fargo & Company lifted their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Oppenheimer reduced their price objective on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research note on Friday, December 5th. The Goldman Sachs Group lifted their target price on Lowe’s Companies from $283.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. KGI Securities started coverage on Lowe’s Companies in a research report on Tuesday. They set a “neutral” rating and a $255.00 target price on the stock. Finally, Royal Bank Of Canada upped their target price on Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a report on Monday, February 23rd. Twenty-one investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $289.76.

Lowe’s Companies News Summary

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

• Positive Sentiment: Bazaarvoice visual syndication — Lowe’s joined the Bazaarvoice Visual Syndication Network, which can increase high‑impact user photos/videos on product pages and improve conversion and marketing effectiveness. This is a modest operational positive for merchandising and e‑commerce. Bazaarvoice Partnership
• Positive Sentiment: Zacks raised some longer‑term estimates — the firm bumped a few Q4 and FY2029 estimates (FY2029 to $14.78), suggesting Zacks still sees longer‑term earnings upside even as it trims nearer‑term forecasts. This supports a constructive medium‑term earnings thesis (no link available).
• Neutral Sentiment: KGI initiates coverage with a Neutral rating — new coverage can increase liquidity and attention but the Neutral stance is unlikely to provide a near‑term catalyst. KGI Coverage
• Negative Sentiment: Zacks cut multiple near‑term estimates and trimmed FY2027/FY2028 — the research team lowered several quarterly forecasts (Q1–Q3 2027 and Q1–Q3 2028 items) and reduced FY2027 (to $12.62 from $13.10) and FY2028 (to $13.87 from $14.08). Those downward revisions weaken near‑term earnings visibility and likely pressured the stock today (no link available).
• Negative Sentiment: Sector / housing weakness — broader headwinds for renovation spending (persistent high mortgage rates, low housing turnover) are weighing on the home‑improvement group and have pulled rival Home Depot lower; that sector pressure is spilling over to Lowe’s and is a key reason for the recent share weakness (no link available).

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the 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 completion of the sale, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

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.