Sigma Planning Corp grew its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 20.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,140 shares of the home improvement retailer’s stock after purchasing an additional 3,350 shares during the period. Sigma Planning Corp’s holdings in Lowe’s Companies were worth $5,061,000 at the end of the most recent reporting period.
Several other hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in shares of Lowe’s Companies by 119.7% in the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after acquiring an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Lowe’s Companies by 31.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock valued at $266,000 after purchasing an additional 259 shares during the period. Sivia Capital Partners LLC boosted its holdings in Lowe’s Companies by 22.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after purchasing an additional 280 shares in the last quarter. United Bank boosted its holdings in Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock worth $528,000 after purchasing an additional 275 shares during the period. 74.06% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at Lowe’s Companies
In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.27% of the company’s stock.
Lowe’s Companies Stock Up 0.8%
Key Lowe’s Companies News
Here are the key news stories impacting Lowe’s Companies this week:
- Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
- Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
- Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
- Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
- Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
- Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
- Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?
Analyst Upgrades and Downgrades
Several analysts have recently commented on LOW shares. Truist Financial set a $295.00 price target on Lowe’s Companies in a report on Friday, January 16th. TD Cowen increased their price objective 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. Sanford C. Bernstein boosted their target price on shares of Lowe’s Companies from $284.00 to $313.00 and gave the stock an “outperform” rating in a research report on Wednesday. Royal Bank Of Canada cut their price target on shares of Lowe’s Companies from $260.00 to $252.00 and set a “sector perform” rating for the company in a report on Thursday, November 20th. Finally, Stifel Nicolaus boosted their price objective on shares of Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a report on Monday, December 1st. Twenty research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Lowe’s Companies has an average rating of “Moderate Buy” and an average price target of $289.41.
Get Our Latest Research Report on LOW
Lowe’s Companies Company 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.
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