Landscape Capital Management L.L.C. Grows Position in Lowe’s Companies, Inc. $LOW

Landscape Capital Management L.L.C. increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 2,188.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 23,203 shares of the home improvement retailer’s stock after purchasing an additional 22,189 shares during the period. Landscape Capital Management L.L.C.’s holdings in Lowe’s Companies were worth $5,831,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. SeaCrest Wealth Management LLC lifted its stake in Lowe’s Companies by 20.7% during the 3rd quarter. SeaCrest Wealth Management LLC now owns 8,429 shares of the home improvement retailer’s stock valued at $2,003,000 after acquiring an additional 1,446 shares during the period. Certuity LLC raised its holdings in shares of Lowe’s Companies by 49.5% during the third quarter. Certuity LLC now owns 4,824 shares of the home improvement retailer’s stock valued at $1,212,000 after purchasing an additional 1,597 shares during the last quarter. Johnson Financial Group Inc. lifted its position in Lowe’s Companies by 120.5% during the third quarter. Johnson Financial Group Inc. now owns 7,580 shares of the home improvement retailer’s stock valued at $1,905,000 after purchasing an additional 4,142 shares during the period. Quantitative Investment Management LLC purchased a new stake in Lowe’s Companies in the third quarter worth approximately $869,000. Finally, Acorns Advisers LLC bought a new stake in Lowe’s Companies in the 3rd quarter worth approximately $217,000. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Buying and Selling

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 shares were sold at an average price of $261.17, for a total value of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Stock Down 0.3%

NYSE:LOW traded down $0.83 during mid-day trading on Friday, hitting $238.62. 402,143 shares of the company traded hands, compared to its average volume of 2,831,295. The stock’s fifty day moving average price is $268.57 and its 200-day moving average price is $254.32. The firm has a market cap of $133.85 billion, a price-to-earnings ratio of 20.13, a price-to-earnings-growth ratio of 5.36 and a beta of 0.98. Lowe’s Companies, Inc. has a one year low of $206.38 and a one year high of $293.06.

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

Analyst Ratings Changes

LOW has been the topic of a number of research reports. Wells Fargo & Company raised their price target on Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Guggenheim increased their target price on Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 26th. DA Davidson reissued a “neutral” rating and issued a $275.00 target price on shares of Lowe’s Companies in a research report on Thursday, February 26th. Evercore dropped their target price on Lowe’s Companies from $270.00 to $260.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 3rd. Finally, Mizuho raised their price objective on shares of Lowe’s Companies from $272.00 to $294.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Twenty-one analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Lowe’s Companies currently 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: Lowe’s joined the Bazaarvoice Visual Syndication Network, giving the retailer expanded access to user-generated photos and videos for product pages and marketing — a modest positive for conversion and online merchandising. Lowe’s is now part of the Bazaarvoice Visual Syndication Network
• Neutral Sentiment: KGI Securities initiated coverage of Lowe’s with a Neutral rating — the note increases institutional attention but is not a buy/sell endorsement, so near-term share impact should be limited unless the firm issues a price target or model change. KGI Securities Initiates Coverage on Lowe’s (LOW) with ‘Neutral’ Rating
• Neutral Sentiment: A market newsletter piece highlighting “safe” Dividend Kings may reinforce a defensive rotation among income-focused investors; its net effect on Lowe’s is uncertain (Lowe’s is not a Dividend King), so treat this as a neutral thematic factor. The 5 Safest Dividend Kings Are the Only Stocks to Buy Now
• Negative Sentiment: Zacks Research issued a string of quarterly and full‑year EPS downgrades for FY2027/FY2028 (several Q1–Q3 cuts), trimming FY2027/FY2028 targets — this is a direct negative for earnings expectations and could pressure the multiple if other shops follow. (Zacks releases compiled 3/11; summary of multiple estimate changes.)
• Negative Sentiment: Broader sector/macro weakness: a sharp S&P selloff tied to geopolitical oil risk and a rout in home-improvement peer Home Depot (down and seen as facing housing-driven demand headwinds) is dragging Lowe’s shares lower via sector correlation and reduced renovation spend visibility. The S&P 500’s 1.5% Selloff Is Driven By A Few Key Factors

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.