Cannell & Spears LLC Sells 10,551 Shares of Lowe’s Companies, Inc. $LOW

Cannell & Spears LLC lowered its position in Lowe’s Companies, Inc. (NYSE:LOW) by 7.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,330 shares of the home improvement retailer’s stock after selling 10,551 shares during the quarter. Cannell & Spears LLC’s holdings in Lowe’s Companies were worth $32,251,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Activest Wealth Management lifted 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 acquiring an additional 51 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Lowe’s Companies in the 2nd quarter valued at $27,000. United Financial Planning Group LLC purchased a new stake in shares of Lowe’s Companies in the 3rd quarter valued at $31,000. Traub Capital Management LLC bought a new position in shares of Lowe’s Companies during the 2nd quarter valued at $30,000. Finally, Vermillion & White Wealth Management Group LLC grew its holdings in shares of Lowe’s Companies by 128.8% during the 2nd 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. 74.06% of the stock is currently owned by institutional investors.

Lowe’s Companies Stock Down 0.7%

Shares of Lowe’s Companies stock opened at $237.67 on Friday. The company’s fifty day simple moving average is $268.39 and its two-hundred day simple moving average is $254.14. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06. The firm has a market cap of $133.32 billion, a PE ratio of 20.06, a price-to-earnings-growth ratio of 5.16 and a beta of 0.98.

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

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.27% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have weighed in on LOW shares. Robert W. Baird boosted their price target on shares of Lowe’s Companies from $290.00 to $320.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 17th. The Goldman Sachs Group raised their price objective on Lowe’s Companies from $283.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. HSBC decreased their price objective on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating on the stock in a report on Friday, November 21st. Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research note on Monday, December 29th. Finally, UBS Group dropped their target price on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Twenty-one investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.76.

Key Lowe’s Companies News

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

• Positive Sentiment: Zacks Research raised select longer-term forecasts—notably lifting Q4 2028 and Q4 2027 quarter estimates and publishing a higher FY2029 EPS projection—supporting the view of continued multi-year earnings growth.
• Positive Sentiment: Publications/analysts continue to flag Lowe’s as a dividend/stability name (included among undervalued dividend aristocrat lists), which supports its defensive appeal to income-focused investors. KGI Securities Initiates Coverage on Lowe’s (LOW) with ‘Neutral’ Rating
• Neutral Sentiment: KGI Securities initiated coverage with a ‘Neutral’ rating—this is not a bullish endorsement and may cap near-term upside until the firm provides a price target or further updates. KGI Securities initiates coverage on Lowe’s (LOW) with ‘neutral’ rating
• Negative Sentiment: Zacks cut several near-term quarter and fiscal-year EPS estimates (multiple Q1–Q3 2027 and Q1–Q2 2028 entries, and reductions to FY2027/FY2028), which directly pressures short-term profit expectations and investor sentiment.
• Negative Sentiment: Broader market weakness after oil-price/inflation fears drove an S&P 500 selloff—these macro headwinds typically weigh on consumer and renovation spending, adding downward pressure to Lowe’s shares. The S&P 500’s 1.5% Selloff Is Driven By A Few Key Factors
• Negative Sentiment: Sector-level weakness: coverage on The Home Depot highlights a sluggish housing/renovation backdrop and notes that Lowe’s shares have pulled back alongside peers—this competitive/market environment reduces near-term demand for large renovation projects. Home Depot Stock Keeps Falling—Analysts Say the Upside Is Still There

Lowe’s Companies Company 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.