Lowe’s Companies, Inc. $LOW Shares Sold by Aristotle Capital Management LLC

Aristotle Capital Management LLC lessened its position in Lowe’s Companies, Inc. (NYSE:LOW) by 6.0% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 3,479,653 shares of the home improvement retailer’s stock after selling 222,579 shares during the quarter. Lowe’s Companies accounts for approximately 1.7% of Aristotle Capital Management LLC’s portfolio, making the stock its 29th biggest position. Aristotle Capital Management LLC’s holdings in Lowe’s Companies were worth $874,500,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of LOW. Howard Hughes Medical Institute purchased a new stake in Lowe’s Companies during the second quarter worth about $27,000. Activest Wealth Management grew its holdings in shares of Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock valued at $29,000 after purchasing an additional 51 shares in the last quarter. Traub Capital Management LLC purchased a new stake in Lowe’s Companies during the 2nd quarter worth approximately $30,000. Vermillion & White Wealth Management Group LLC increased its stake in Lowe’s Companies by 128.8% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock worth $30,000 after buying an additional 76 shares during the period. Finally, United Financial Planning Group LLC acquired a new stake in Lowe’s Companies during the 3rd quarter worth approximately $31,000. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Lowe’s Companies News Roundup

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

Insiders Place Their Bets

In other news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the sale, the chief executive officer owned 231,043 shares in the company, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Trading Down 0.7%

Shares of LOW stock opened at $237.67 on Friday. The company has a market cap of $133.32 billion, a P/E ratio of 20.06, a PEG ratio of 5.16 and a beta of 0.98. The firm has a fifty day moving average price of $268.39 and a 200 day moving average price of $254.14. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. The company had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.Lowe’s Companies’s quarterly revenue was up 10.9% on a year-over-year basis. 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. On average, equities analysts forecast that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Truist Financial dropped their price target on shares of Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Robert W. Baird increased their price objective 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. KGI Securities began coverage on Lowe’s Companies in a report on Tuesday, March 10th. They issued a “neutral” rating and a $255.00 target price for the company. Evercore lowered their target price on Lowe’s Companies from $270.00 to $260.00 and set a “neutral” rating for the company in a research note on Tuesday, March 3rd. Finally, Telsey Advisory Group increased their price target on Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Twenty-one equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $289.76.

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.