Empirical Asset Management LLC Boosts Stake in Lowe’s Companies, Inc. $LOW

Empirical Asset Management LLC increased its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 241.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,275 shares of the home improvement retailer’s stock after acquiring an additional 5,853 shares during the period. Empirical Asset Management LLC’s holdings in Lowe’s Companies were worth $2,080,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Lowe’s Companies during the 2nd quarter valued at about $1,773,624,000. Tableaux LLC bought a new stake in Lowe’s Companies in the 2nd quarter worth approximately $282,884,000. Laurel Wealth Advisors LLC boosted its stake in Lowe’s Companies by 22,167.5% in the second quarter. Laurel Wealth Advisors LLC now owns 1,032,319 shares of the home improvement retailer’s stock worth $229,041,000 after buying an additional 1,027,683 shares in the last quarter. Worldquant Millennium Advisors LLC grew its position in Lowe’s Companies by 243.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock valued at $247,817,000 after acquiring an additional 791,526 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its position in Lowe’s Companies by 101.4% during the third quarter. Robeco Institutional Asset Management B.V. now owns 1,244,941 shares of the home improvement retailer’s stock valued at $312,866,000 after acquiring an additional 626,829 shares during the last quarter. Institutional investors 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: Multiple earnings previews see higher Q4 sales and revenue growth that could beat consensus, supporting upside if results match expectations. Lowe’s earnings in focus: Can revenue growth meet high expectations?
• Positive Sentiment: Zacks and other previews expect another earnings beat with revenue seen up roughly 9–10% and stable EPS estimates — a beat would likely be viewed favorably and could lift the stock. Lowe’s Q4 Earnings on Deck: Is Another Beat in the Cards?
• Positive Sentiment: Analysts and commentary flag Lowe’s as relatively better value vs. Home Depot ahead of results, which can attract bargain-hunting flows if the print is solid. Lowe’s stock looks like a better bargain than Home Depot ahead of earnings
• Neutral Sentiment: MarketWatch preview expects higher 4Q sales — reinforces the consensus narrative but is not new evidence until reported results arrive. Lowe’s Expected to Post Higher 4Q Sales — Earnings Preview
• Neutral Sentiment: RBC raised Lowe’s price target to $257 but kept a “sector perform” rating — a mild positive signal (PT lift) but still implies limited upside relative to the current market price. LOW: Lowe’s price target raised by RBC Capital
• Neutral Sentiment: Brokerage consensus remains generally constructive (consensus “Moderate Buy”), providing a supportive backdrop but not a catalyst by itself. Lowe’s Given Consensus Recommendation of ‘Moderate Buy’
• Negative Sentiment: Competitive pressure from Home Depot’s AI-driven Pro tools and faster project workflows could weigh on Lowe’s Pro-channel share gains if Lowe’s growth initiatives don’t keep pace. How AI Blueprint Takeoffs Help Home Depot Win Pro Market
• Negative Sentiment: Broader macro and geopolitical risks (tariff talk, Middle East tensions, incoming economic releases) could amplify volatility around the earnings print and limit upside on a mixed report. Tariff, Middle East Turmoils Test Wall Street Pre-Bell

Insider Transactions at Lowe’s Companies

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 stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the transaction, the chief executive officer owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on LOW. Bank of America cut their price objective on shares of Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Barclays raised shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 price target for the company in a research note on Wednesday, January 7th. Citigroup raised their price objective on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Jefferies Financial Group lifted their price objective on Lowe’s Companies from $280.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, Royal Bank Of Canada boosted their target price on Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a research note on Monday. Twenty analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus target price of $289.59.

Lowe’s Companies Trading Up 1.5%

LOW stock opened at $278.60 on Wednesday. The stock has a market capitalization of $156.28 billion, a price-to-earnings ratio of 23.10, a PEG ratio of 4.28 and a beta of 0.97. The firm’s 50-day moving average price is $265.77 and its two-hundred day moving average price is $254.17. Lowe’s Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06.

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.