Lowe’s Companies, Inc. $LOW Position Raised by Colonial Trust Advisors

Colonial Trust Advisors grew its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 168.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,775 shares of the home improvement retailer’s stock after acquiring an additional 2,367 shares during the quarter. Colonial Trust Advisors’ holdings in Lowe’s Companies were worth $949,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Maj Invest Holding A S grew its stake in shares of Lowe’s Companies by 15.7% in the third quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock worth $201,801,000 after purchasing an additional 108,813 shares in the last quarter. Bridges Investment Management Inc. lifted its holdings in Lowe’s Companies by 13.4% in the third quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after purchasing an additional 49,858 shares during the period. Facet Wealth Inc. acquired a new stake in Lowe’s Companies in the third quarter worth about $558,000. Prudential Financial Inc. grew its position in Lowe’s Companies by 0.7% in the 2nd quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock valued at $183,344,000 after buying an additional 5,820 shares in the last quarter. Finally, Jennison Associates LLC increased its stake in Lowe’s Companies by 22.0% during the 2nd quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock valued at $110,409,000 after buying an additional 89,839 shares during the period. Institutional investors and hedge funds own 74.06% of the company’s stock.

Trending Headlines about Lowe’s Companies

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Citigroup upped their price target on shares of Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research note on Thursday, February 12th. TD Cowen upped their target price on Lowe’s Companies from $250.00 to $295.00 and gave the stock a “hold” rating in a research report on Tuesday, January 20th. HSBC decreased their price target on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a research note on Friday, November 21st. Bank of America dropped their price objective on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Finally, Jefferies Financial Group raised their target price on Lowe’s Companies from $280.00 to $285.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Twenty analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $289.59.

Lowe’s Companies Stock Up 1.5%

LOW opened at $278.60 on Wednesday. The firm has a market cap of $156.28 billion, a PE ratio of 23.10, a P/E/G ratio of 4.28 and a beta of 0.97. The business has a fifty day simple moving average of $265.77 and a 200-day simple moving average of $254.17. Lowe’s Companies, Inc. has a fifty-two week low of $206.38 and a fifty-two week high of $293.06.

Insider Buying and Selling 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 transaction, the chief executive officer owned 231,043 shares of the company’s stock, 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 can be accessed through this hyperlink. 0.27% of the stock is owned by company 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.