Fiera Capital Corp Reduces Stock Holdings in Lowe’s Companies, Inc. $LOW

Fiera Capital Corp lessened its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 2.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 684,592 shares of the home improvement retailer’s stock after selling 16,651 shares during the quarter. Fiera Capital Corp owned about 0.12% of Lowe’s Companies worth $172,045,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Howard Hughes Medical Institute purchased a new position in shares of Lowe’s Companies during the second quarter worth about $27,000. Solstein Capital LLC boosted its position in shares of Lowe’s Companies by 627.8% in the 2nd quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 113 shares during the period. Activest Wealth Management boosted its position 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 valued at $29,000 after purchasing an additional 51 shares during the period. Traub Capital Management LLC purchased a new position in Lowe’s Companies during the 2nd quarter worth approximately $30,000. Finally, Vermillion & White Wealth Management Group LLC increased its position 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 worth $30,000 after buying an additional 76 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

More Lowe’s Companies News

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

• Positive Sentiment: Robert W. Baird raised its price target to $320 and kept an outperform rating, signaling analyst conviction in Lowe’s longer-term upside. Baird Adjusts Price Target on Lowe’s Companies to $320
• Positive Sentiment: Telsey Advisory Group reaffirmed its outperform rating with a $285 target, providing additional analyst support for the stock. Telsey Reaffirms Lowe’s Outperform
• Positive Sentiment: Lowe’s highlighted its Community Impact grant program (up to 100 large renovation grants plus 2,000 associate-led projects), which supports brand goodwill and local outreach—useful for reputation and long-term customer loyalty. Lowe’s Community Impact Program
• Neutral Sentiment: Lowe’s set its Q4 & fiscal 2025 earnings call for Feb. 25 — investors should watch the call for management’s outlook, margin drivers, and Pro trade trends that will influence near-term price movement. Earnings Call Announcement
• Neutral Sentiment: Zacks notes Lowe’s is drawing investor attention and previews expectations ahead of earnings — useful for retail flow but not a directional catalyst by itself. Lowe’s Attracting Investor Attention
• Neutral Sentiment: Zacks previewed expectations that Lowe’s earnings should grow but suggested the company may lack the mix to deliver a surprise beat — this raises the bar for management commentary on the call. Earnings Expectations Preview
• Negative Sentiment: Multiple reports detail layoffs and planned job cuts (including ~600 cuts in North Carolina and hundreds across the U.S.), a near-term negative for costs, morale and potential execution risk. Layoffs Across U.S.
• Negative Sentiment: Zacks comparison piece highlights Home Depot’s stronger push into Pro services, AI tools and specialty distribution — suggesting competitive pressure on Lowe’s to defend market share amid soft consumer demand. Home Depot vs Lowe’s Analysis

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on LOW shares. Gordon Haskett increased their price objective on Lowe’s Companies from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Evercore increased their price target on shares of Lowe’s Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Argus lowered their price objective on shares of Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating on the stock in a research report on Tuesday, December 2nd. Mizuho reduced their target price on shares of Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating for the company in a report on Thursday, November 20th. Finally, Royal Bank Of Canada decreased their target price on shares of Lowe’s Companies from $260.00 to $252.00 and set a “sector perform” rating for the company in a research note on Thursday, November 20th. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $289.41.

Insider Buying and Selling

In other news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.27% of the company’s stock.

Lowe’s Companies Price Performance

Shares of LOW stock opened at $278.19 on Friday. The business’s fifty day moving average price is $263.97 and its 200 day moving average price is $253.12. The firm has a market capitalization of $156.05 billion, a PE ratio of 23.07, a P/E/G ratio of 4.40 and a beta of 0.97. 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 issued its earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 EPS for the quarter, topping the consensus estimate of $2.97 by $0.09. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The company had revenue of $20.81 billion for the quarter, compared to analyst estimates of $20.88 billion. During the same period in the previous year, the firm earned $2.89 EPS. The business’s revenue was up 3.2% on a year-over-year basis. Equities research analysts expect that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

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.