Lowe’s Companies, Inc. $LOW Shares Sold by American Century Companies Inc.

American Century Companies Inc. reduced its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 10.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,082,509 shares of the home improvement retailer’s stock after selling 123,134 shares during the quarter. American Century Companies Inc. owned 0.19% of Lowe’s Companies worth $272,046,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of LOW. Vanguard Group Inc. lifted its stake in shares of Lowe’s Companies by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 55,306,162 shares of the home improvement retailer’s stock valued at $13,898,992,000 after purchasing an additional 329,807 shares during the period. State Street Corp grew its position in Lowe’s Companies by 0.8% during the second quarter. State Street Corp now owns 24,911,775 shares of the home improvement retailer’s stock valued at $5,527,176,000 after buying an additional 207,826 shares during the period. Geode Capital Management LLC increased its holdings in Lowe’s Companies by 0.3% in the second quarter. Geode Capital Management LLC now owns 12,351,783 shares of the home improvement retailer’s stock valued at $2,732,049,000 after buying an additional 42,190 shares in the last quarter. Norges Bank purchased a new position in Lowe’s Companies in the second quarter valued at $1,773,624,000. Finally, Bank of New York Mellon Corp raised its position in shares of Lowe’s Companies by 12.1% in the third quarter. Bank of New York Mellon Corp now owns 4,294,776 shares of the home improvement retailer’s stock worth $1,079,320,000 after acquiring an additional 463,012 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Activity

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 sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.27% of the stock is owned by corporate insiders.

Lowe’s Companies Stock Up 0.0%

Shares of NYSE:LOW opened at $264.51 on Friday. Lowe’s Companies, Inc. has a 52-week low of $206.38 and a 52-week high of $293.06. The stock has a market cap of $148.38 billion, a P/E ratio of 22.32, a PEG ratio of 4.27 and a beta of 0.97. The business has a fifty day moving average of $266.89 and a two-hundred day moving average of $254.54.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the prior year, the firm posted $1.93 earnings per share. Lowe’s Companies’s quarterly 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 analysts anticipate that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Citigroup raised their target price on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Wells Fargo & Company increased their price target on Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday. JPMorgan Chase & Co. boosted 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. Telsey Advisory Group increased their target price on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, DA Davidson reissued a “neutral” rating and issued a $275.00 price target on shares of Lowe’s Companies in a research note on Thursday. Twenty-one equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $291.64.

More Lowe’s Companies News

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

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.