APG Asset Management N.V. Trims Position in Lowe’s Companies, Inc. $LOW

APG Asset Management N.V. decreased its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 0.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 376,529 shares of the home improvement retailer’s stock after selling 1,899 shares during the quarter. APG Asset Management N.V. owned about 0.07% of Lowe’s Companies worth $94,626,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Activest Wealth Management lifted 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 worth $29,000 after purchasing an additional 51 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of Lowe’s Companies during the second quarter valued at about $27,000. Traub Capital Management LLC bought a new position in Lowe’s Companies in the second quarter worth about $30,000. Vermillion & White Wealth Management Group LLC lifted its holdings in Lowe’s Companies by 128.8% in 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. Finally, Guerra Advisors Inc bought a new stake in Lowe’s Companies during the 3rd quarter valued at approximately $35,000. 74.06% of the stock is owned by hedge funds and other institutional investors.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $264.51 on Friday. The firm has a market cap of $148.38 billion, a P/E ratio of 22.32, a P/E/G ratio of 4.27 and a beta of 0.97. Lowe’s Companies, Inc. has a fifty-two week low of $206.38 and a fifty-two week high of $293.06. The firm has a 50-day simple moving average of $266.89 and a two-hundred day simple moving average of $254.54.

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

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction 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 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on LOW. 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. Weiss Ratings reiterated a “hold (c+)” rating on shares of Lowe’s Companies in a report on Monday, December 29th. Guggenheim boosted their target price on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a report on Thursday. Royal Bank Of Canada upped their target price on shares of Lowe’s Companies from $252.00 to $257.00 and gave the stock a “sector perform” rating in a research report on Monday, February 23rd. Finally, Mizuho boosted their price objective on shares of Lowe’s Companies from $272.00 to $294.00 and gave the stock an “outperform” rating in a research note on Friday. Twenty-one research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $291.64.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.