Empirical Financial Services LLC d.b.a. Empirical Wealth Management Raises Position in Lowe’s Companies, Inc. $LOW

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 24.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 12,604 shares of the home improvement retailer’s stock after buying an additional 2,451 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Lowe’s Companies were worth $3,168,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after buying an additional 17,413 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after acquiring an additional 259 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after acquiring an additional 280 shares in the last quarter. United Bank boosted its holdings in Lowe’s Companies by 1.3% in the second quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Lowe’s Companies by 13.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares during the last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LOW has been the topic of a number of recent analyst reports. Mizuho cut 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. Gordon Haskett raised their price target on shares of Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their price target on shares of Lowe’s Companies from $300.00 to $325.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Wells Fargo & Company reduced their price objective on shares of Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 11th. Finally, Evercore raised their price objective on shares of Lowe’s Companies from $250.00 to $280.00 in a report on Tuesday, January 27th. Twenty research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.41.

Key Lowe’s Companies News

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

• Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
• Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
• Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
• Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?

Lowe’s Companies Price Performance

Shares of LOW opened at $280.31 on Friday. The stock has a market capitalization of $157.24 billion, a PE ratio of 23.24, a price-to-earnings-growth ratio of 4.37 and a beta of 0.97. The business’s fifty day moving average price is $264.63 and its 200 day moving average price is $253.55. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share for the quarter, beating 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 firm had revenue of $20.81 billion during the quarter, compared to analyst estimates of $20.88 billion. During the same quarter in the previous year, the firm earned $2.89 earnings per share. The firm’s revenue for the quarter was up 3.2% compared to the same quarter last year. As a group, research analysts anticipate 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 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 transaction, the chief executive officer owned 231,043 shares of the company’s stock, 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 legal filing with the SEC, which is available at this link. 0.27% of the stock is owned by corporate insiders.

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.