Dana Investment Advisors Inc. Increases Holdings in Lowe’s Companies, Inc. $LOW

Dana Investment Advisors Inc. lifted its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 35.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,567 shares of the home improvement retailer’s stock after acquiring an additional 2,517 shares during the period. Dana Investment Advisors Inc.’s holdings in Lowe’s Companies were worth $2,404,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC boosted its holdings in shares of Lowe’s Companies by 1.4% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 3,915 shares of the home improvement retailer’s stock worth $984,000 after purchasing an additional 55 shares during the period. Cary Street Partners Investment Advisory LLC lifted its position in Lowe’s Companies by 5.2% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 2,147 shares of the home improvement retailer’s stock worth $540,000 after buying an additional 107 shares during the last quarter. MainStreet Investment Advisors LLC purchased a new position in Lowe’s Companies during the third quarter worth $201,000. American Money Management LLC bought a new position in Lowe’s Companies during the third quarter valued at $282,000. Finally, Equitable Trust Co. increased its position in Lowe’s Companies by 15.5% during the third quarter. Equitable Trust Co. now owns 14,826 shares of the home improvement retailer’s stock valued at $3,726,000 after acquiring an additional 1,991 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies News Roundup

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

• Positive Sentiment: Q4 beat on core metrics — Adjusted EPS of $1.98 topped Street estimates and revenue rose to $20.58B (+10.9% y/y), with comparable-store sales up ~1.3%, driven by strength in Pro customers and weather-related demand. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results
• Positive Sentiment: Pro, digital and B2B momentum — Management highlighted growth in Pro, online and Home Services and is deploying digital tools to grow B2B sales, which should stabilize revenue if DIY demand weakens. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY26 guidance is mixed — Lowe’s issued EPS guidance (~$12.25–$12.75) roughly in line with consensus but warned of continued uncertainty in the home-improvement category; revenue guidance figures released by the company have been interpreted variably by analysts. (See company release for full ranges.) Press Release & Guidance
• Negative Sentiment: Management warned homeowners are deferring big-ticket remodels — executives flagged a pressured housing market and that customers are delaying costly renovations, prompting a cautious FY26 outlook; that forward-looking caution is the main driver of the stock pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Near-term profit pressure and restructuring noise — Q4 included one-time charges that reduced reported EPS vs. adjusted EPS, Lowe’s announced ~600 corporate job cuts and a corporate reorg to shift resources to stores/AI, and short-term margin dilution is expected from recent Pro-related acquisitions; elevated put option activity indicates heightened bearish positioning. Lowe’s Resets Corporate Structure And Payments As Valuation Risks Mount CEO Addresses Layoffs & AI

Lowe’s Companies Stock Performance

NYSE LOW opened at $263.41 on Thursday. The company has a market cap of $147.76 billion, a PE ratio of 21.84, a P/E/G ratio of 4.34 and a beta of 0.97. The firm’s 50 day moving average price is $266.08 and its 200-day moving average price is $254.23. Lowe’s Companies, Inc. has a 52-week low of $206.38 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The company 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 business earned $1.93 earnings per share. Lowe’s Companies’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, analysts forecast that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Lowe’s Companies 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 in the company, valued at $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is currently owned by insiders.

Analysts Set New Price Targets

LOW has been the subject of several analyst reports. HSBC lowered their target price on shares of Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a report on Friday, November 21st. Telsey Advisory Group restated an “outperform” rating and set a $285.00 target price on shares of Lowe’s Companies in a research report on Wednesday, February 18th. Robert W. Baird upped their target price on Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a research note on Tuesday, February 17th. Stifel Nicolaus increased their price target on Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Finally, Bank of America dropped their price objective on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Twenty equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $290.33.

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.