Hohimer Wealth Management LLC Buys Shares of 9,079 Lowe’s Companies, Inc. $LOW

Hohimer Wealth Management LLC bought a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 9,079 shares of the home improvement retailer’s stock, valued at approximately $2,282,000.

Several other hedge funds have also made changes to their positions in LOW. Howard Hughes Medical Institute bought a new position in Lowe’s Companies during the 2nd quarter worth $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 buying an additional 51 shares during the last quarter. Traub Capital Management LLC acquired a new position in shares of Lowe’s Companies during the second quarter valued at $30,000. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of 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 acquiring an additional 76 shares during the period. Finally, Guerra Advisors Inc bought a new position in shares of Lowe’s Companies during the third quarter worth about $35,000. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Price Performance

Shares of NYSE:LOW opened at $264.69 on Friday. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06. The stock has a market cap of $148.48 billion, a price-to-earnings ratio of 22.34, a PEG ratio of 4.24 and a beta of 0.97. The stock’s 50 day moving average price is $266.42 and its 200 day moving average price is $254.31.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings results 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. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The firm had revenue of $20.58 billion during the quarter, compared to analyst estimates of $20.34 billion. During the same period last year, the company posted $1.93 EPS. The firm’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. On average, sell-side analysts expect that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

More Lowe’s Companies News

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

• Positive Sentiment: Q4 beat — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58B (+10.9% YoY), driven by Pro, online and Home Services strength; the quarter exceeded Street estimates and shows resilience despite a weak housing market. Lowe’s Q4 Earnings Show Resilience
• Positive Sentiment: Falling mortgage rates could lift future demand — the 30‑year mortgage dipping below 6% is a catalyst for spring home sales and higher renovation activity, a medium-term tailwind for Lowe’s ticket sizes and traffic. Mortgage Rates Fall Below 6%
• Positive Sentiment: Analyst support — several firms raised price targets (Goldman, Guggenheim, Wells Fargo, Rothschild/Telsey) and maintained buy/outperform ratings, signalling investor conviction that Lowe’s execution and Pro pivot justify upside. Analyst Price Target Changes
• Neutral Sentiment: Productivity & AI initiatives — management targets $1B of productivity gains in FY2026 and highlights AI tools easing operational issues; these actions could expand margins over time but require execution. Lowe’s Aims for $1B in Productivity
• Neutral Sentiment: Corporate reset / layoffs — Lowe’s is cutting ~600 corporate roles and reshaping the organization to focus on stores, Pro and digital; cost discipline is positive long term but is a short-term headwind and PR risk. Corporate Restructure Coverage
• Negative Sentiment: Soft FY2026 guidance — management issued conservative full‑year sales/profit outlook (flat-to-higher comps commentary) and flagged continued housing weakness, which triggered the initial post‑earnings selloff and remains the primary near‑term risk. Reuters: Lowe’s Guidance & Reaction
• Negative Sentiment: Short-term bearish signals — elevated put option activity and commentary from some strategists advising caution (multi-factor sell calls) suggest increased hedging and speculative downside pressure in the near term.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies 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 $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on LOW shares. Wolfe Research cut their price objective on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Morgan Stanley raised their price target on shares of Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Sanford C. Bernstein cut their price target on Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating on the stock in a report on Thursday. UBS Group reduced their price objective on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating for the company in a research report on Thursday. Finally, Mizuho lowered 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. Twenty-one investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $290.86.

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.