Equitable Trust Co. Has $3.73 Million Stock Holdings in Lowe’s Companies, Inc. $LOW

Equitable Trust Co. increased its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 15.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,826 shares of the home improvement retailer’s stock after acquiring an additional 1,991 shares during the period. Equitable Trust Co.’s holdings in Lowe’s Companies were worth $3,726,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in LOW. Howard Hughes Medical Institute bought a new stake in shares of Lowe’s Companies in the 2nd quarter valued at approximately $27,000. Solstein Capital LLC grew its position in Lowe’s Companies by 627.8% in the second quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 113 shares during the period. Activest Wealth Management raised its stake in Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 51 shares in the last quarter. Traub Capital Management LLC bought a new position in shares of Lowe’s Companies during the second quarter valued at $30,000. Finally, Vermillion & White Wealth Management Group LLC lifted 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 valued at $30,000 after acquiring an additional 76 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $280.31 on Monday. The company has a market cap of $157.24 billion, a price-to-earnings ratio of 23.24, a P/E/G ratio of 4.37 and a beta of 0.97. The stock’s fifty day moving average price is $264.63 and its two-hundred day moving average price is $253.65. Lowe’s Companies, Inc. has a 52-week low of $206.38 and a 52-week high of $293.06.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on LOW shares. Mizuho dropped 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 research report on Thursday, November 20th. UBS Group dropped their price objective on shares of Lowe’s Companies from $325.00 to $316.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Oppenheimer reduced their target price on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating on the stock in a report on Friday, December 5th. Gordon Haskett raised their price target on Lowe’s Companies from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lifted their price objective on Lowe’s Companies from $300.00 to $325.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Twenty investment 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. According to data from MarketBeat.com, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus target price of $289.41.

Lowe’s Companies News Roundup

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?

Insider Transactions at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction dated Friday, January 9th. The stock was 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 directly 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 can be accessed through the SEC website. 0.27% of the stock is currently owned by corporate insiders.

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.