Lowe’s Companies, Inc. $LOW Shares Sold by Fox Run Management L.L.C.

Fox Run Management L.L.C. trimmed its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 63.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,665 shares of the home improvement retailer’s stock after selling 2,930 shares during the quarter. Fox Run Management L.L.C.’s holdings in Lowe’s Companies were worth $418,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Howard Hughes Medical Institute acquired a new position in shares of Lowe’s Companies in the 2nd quarter valued at $27,000. Activest Wealth Management lifted its position 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 acquiring an additional 51 shares during the last quarter. Traub Capital Management LLC acquired a new position in Lowe’s Companies in the second quarter valued at $30,000. Vermillion & White Wealth Management Group LLC grew 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 worth $30,000 after purchasing an additional 76 shares during the last quarter. Finally, Guerra Advisors Inc acquired a new stake in shares of Lowe’s Companies during the third quarter worth about $35,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies Price Performance

NYSE:LOW opened at $264.51 on Monday. The firm has a market cap of $148.38 billion, a price-to-earnings ratio of 22.32, a price-to-earnings-growth ratio of 5.74 and a beta of 0.98. The firm’s fifty day moving average price is $266.89 and its 200 day moving average price is $254.53. Lowe’s Companies, Inc. has a 1-year low of $206.38 and a 1-year high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter in the prior year, the firm earned $1.93 EPS. Lowe’s Companies’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, 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 related news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were 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 owned 231,043 shares in the company, valued at $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on LOW shares. Telsey Advisory Group upped their target price on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research report on Thursday. Wells Fargo & Company boosted their price objective on Lowe’s Companies from $280.00 to $290.00 and gave the company an “overweight” rating in a research note on Thursday. Rothschild & Co Redburn increased their price objective on Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group raised their target price on shares of Lowe’s Companies from $283.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Bank of America reduced their price target on shares of Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Twenty-one analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $291.64.

Key Stories Impacting Lowe’s Companies

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.