Lowe’s Companies, Inc. $LOW Shares Purchased by Sei Investments Co.

Sei Investments Co. raised its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 0.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 628,664 shares of the home improvement retailer’s stock after purchasing an additional 2,655 shares during the period. Sei Investments Co. owned about 0.11% of Lowe’s Companies worth $157,986,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of LOW. Brighton Jones LLC boosted its stake in 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 during the period. Revolve Wealth Partners LLC grew its holdings in shares of Lowe’s Companies by 31.6% during 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 last quarter. Sivia Capital Partners LLC raised its position in shares of Lowe’s Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after purchasing an additional 280 shares during the period. United Bank raised its position in shares of Lowe’s Companies by 1.3% during the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after purchasing an additional 155 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Lowe’s Companies by 13.1% in 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 last quarter. 74.06% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of the 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 completion of the transaction, the chief executive officer owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.27% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts recently issued reports on LOW shares. Morgan Stanley boosted their price objective on Lowe’s Companies from $270.00 to $296.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Argus increased their target price on Lowe’s Companies from $286.00 to $288.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Citigroup raised their target price on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Oppenheimer lowered their price target on shares of Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research report on Friday, December 5th. Finally, KGI Securities started coverage on shares of Lowe’s Companies in a report on Tuesday. They issued a “neutral” rating and a $255.00 price objective on the stock. 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 stock presently has an average rating of “Moderate Buy” and a consensus target price of $289.76.

Key Headlines Impacting Lowe’s Companies

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

• Positive Sentiment: Bazaarvoice visual syndication — Lowe’s joined the Bazaarvoice Visual Syndication Network, which can increase high‑impact user photos/videos on product pages and improve conversion and marketing effectiveness. This is a modest operational positive for merchandising and e‑commerce. Bazaarvoice Partnership
• Positive Sentiment: Zacks raised some longer‑term estimates — the firm bumped a few Q4 and FY2029 estimates (FY2029 to $14.78), suggesting Zacks still sees longer‑term earnings upside even as it trims nearer‑term forecasts. This supports a constructive medium‑term earnings thesis (no link available).
• Neutral Sentiment: KGI initiates coverage with a Neutral rating — new coverage can increase liquidity and attention but the Neutral stance is unlikely to provide a near‑term catalyst. KGI Coverage
• Negative Sentiment: Zacks cut multiple near‑term estimates and trimmed FY2027/FY2028 — the research team lowered several quarterly forecasts (Q1–Q3 2027 and Q1–Q3 2028 items) and reduced FY2027 (to $12.62 from $13.10) and FY2028 (to $13.87 from $14.08). Those downward revisions weaken near‑term earnings visibility and likely pressured the stock today (no link available).
• Negative Sentiment: Sector / housing weakness — broader headwinds for renovation spending (persistent high mortgage rates, low housing turnover) are weighing on the home‑improvement group and have pulled rival Home Depot lower; that sector pressure is spilling over to Lowe’s and is a key reason for the recent share weakness (no link available).

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock opened at $239.45 on Friday. The business’s fifty day moving average price is $268.57 and its two-hundred day moving average price is $254.32. The company has a market capitalization of $134.32 billion, a P/E ratio of 20.21, a PEG ratio of 5.36 and a beta of 0.98. Lowe’s Companies, Inc. has a 1-year low of $206.38 and a 1-year high of $293.06.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $20.34 billion. During the same quarter in the prior year, the business 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. On average, research analysts expect that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

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.