44 Wealth Management LLC Has $372,000 Stock Position in Lowe’s Companies, Inc. $LOW

44 Wealth Management LLC reduced its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 83.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,480 shares of the home improvement retailer’s stock after selling 7,280 shares during the period. 44 Wealth Management LLC’s holdings in Lowe’s Companies were worth $372,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of LOW. Alliancebernstein L.P. increased its stake in Lowe’s Companies by 45.5% in the 3rd quarter. Alliancebernstein L.P. now owns 1,899,114 shares of the home improvement retailer’s stock valued at $477,266,000 after buying an additional 593,779 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of Lowe’s Companies by 7.8% during the third quarter. Ameriprise Financial Inc. now owns 2,686,414 shares of the home improvement retailer’s stock worth $668,243,000 after acquiring an additional 193,901 shares in the last quarter. Creative Planning raised its holdings in shares of Lowe’s Companies by 5.3% during the third quarter. Creative Planning now owns 236,974 shares of the home improvement retailer’s stock worth $59,554,000 after acquiring an additional 11,950 shares in the last quarter. SummitTX Capital L.P. boosted its position in Lowe’s Companies by 37.3% during the third quarter. SummitTX Capital L.P. now owns 4,780 shares of the home improvement retailer’s stock valued at $1,201,000 after purchasing an additional 1,299 shares during the last quarter. Finally, AQR Capital Management LLC boosted its position in Lowe’s Companies by 191.8% during the third quarter. AQR Capital Management LLC now owns 656,222 shares of the home improvement retailer’s stock valued at $164,915,000 after purchasing an additional 431,304 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

LOW opened at $237.67 on Monday. The firm has a market cap of $133.32 billion, a P/E ratio of 20.06, a price-to-earnings-growth ratio of 5.16 and a beta of 0.98. The business has a 50 day moving average price of $268.39 and a 200 day moving average price of $254.11. Lowe’s Companies, Inc. has a twelve month low of $206.38 and a twelve month high of $293.06.

Lowe’s Companies (NYSE:LOW) last announced its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating the consensus estimate of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter last year, the company posted $1.93 earnings per share. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. As a group, analysts anticipate that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Zacks Research raised select longer-term forecasts—notably lifting Q4 2028 and Q4 2027 quarter estimates and publishing a higher FY2029 EPS projection—supporting the view of continued multi-year earnings growth.
• Positive Sentiment: Publications/analysts continue to flag Lowe’s as a dividend/stability name (included among undervalued dividend aristocrat lists), which supports its defensive appeal to income-focused investors. KGI Securities Initiates Coverage on Lowe’s (LOW) with ‘Neutral’ Rating
• Neutral Sentiment: KGI Securities initiated coverage with a ‘Neutral’ rating—this is not a bullish endorsement and may cap near-term upside until the firm provides a price target or further updates. KGI Securities initiates coverage on Lowe’s (LOW) with ‘neutral’ rating
• Negative Sentiment: Zacks cut several near-term quarter and fiscal-year EPS estimates (multiple Q1–Q3 2027 and Q1–Q2 2028 entries, and reductions to FY2027/FY2028), which directly pressures short-term profit expectations and investor sentiment.
• Negative Sentiment: Broader market weakness after oil-price/inflation fears drove an S&P 500 selloff—these macro headwinds typically weigh on consumer and renovation spending, adding downward pressure to Lowe’s shares. The S&P 500’s 1.5% Selloff Is Driven By A Few Key Factors
• Negative Sentiment: Sector-level weakness: coverage on The Home Depot highlights a sluggish housing/renovation backdrop and notes that Lowe’s shares have pulled back alongside peers—this competitive/market environment reduces near-term demand for large renovation projects. Home Depot Stock Keeps Falling—Analysts Say the Upside Is Still There

Analysts Set New Price Targets

LOW has been the topic of several research reports. KGI Securities assumed coverage on Lowe’s Companies in a research report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price on the stock. Morgan Stanley increased their price objective on Lowe’s Companies from $270.00 to $296.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Guggenheim raised their price objective on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. TD Cowen reduced their target price on shares of Lowe’s Companies from $295.00 to $280.00 and set a “hold” rating for the company in a research note on Thursday, February 26th. Finally, Telsey Advisory Group boosted their target price on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Twenty-one research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $289.76.

Insider Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s 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 sale, the chief executive officer directly 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

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.