Alliancebernstein L.P. Has $477.27 Million Stock Position in Lowe’s Companies, Inc. $LOW

Alliancebernstein L.P. boosted its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 45.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,899,114 shares of the home improvement retailer’s stock after purchasing an additional 593,779 shares during the period. Alliancebernstein L.P. owned 0.34% of Lowe’s Companies worth $477,266,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the stock. Ameriprise Financial Inc. grew its stake in Lowe’s Companies by 7.8% in the third quarter. Ameriprise Financial Inc. now owns 2,686,414 shares of the home improvement retailer’s stock valued at $668,243,000 after purchasing an additional 193,901 shares in the last quarter. Creative Planning boosted its holdings in shares of Lowe’s Companies by 5.3% in the 3rd quarter. Creative Planning now owns 236,974 shares of the home improvement retailer’s stock valued at $59,554,000 after buying an additional 11,950 shares during the last quarter. SummitTX Capital L.P. boosted its holdings in shares of Lowe’s Companies by 37.3% in the 3rd quarter. SummitTX Capital L.P. now owns 4,780 shares of the home improvement retailer’s stock valued at $1,201,000 after buying an additional 1,299 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Lowe’s Companies by 191.8% in 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 buying an additional 431,304 shares in the last quarter. Finally, Credit Agricole S A bought a new position in shares of Lowe’s Companies in the third quarter valued at $37,499,000. 74.06% of the stock is currently owned by institutional investors.

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

Insider Activity at Lowe’s Companies

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 value of $4,701,060.00. Following the completion of the sale, the chief executive officer directly owned 231,043 shares in the company, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

Lowe’s Companies Stock Performance

Shares of Lowe’s Companies stock opened at $237.67 on Monday. The firm has a 50-day moving average of $268.39 and a 200-day moving average of $254.11. 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 $133.32 billion, a PE ratio of 20.06, a PEG ratio of 5.16 and a beta of 0.98.

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

Analyst Upgrades and Downgrades

Several research firms have issued reports on LOW. Wells Fargo & Company upped their price target on shares of Lowe’s Companies from $280.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Bank of America lowered their price objective on shares of 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. Royal Bank Of Canada upped their target price on shares of Lowe’s Companies from $252.00 to $257.00 and gave the company a “sector perform” rating in a report on Monday, February 23rd. KGI Securities started coverage on shares of Lowe’s Companies in a research note on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price for the company. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $305.00 price target on shares of Lowe’s Companies in a report on Wednesday, February 25th. Twenty-one investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average target price of $289.76.

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.