Chicago Partners Investment Group LLC Buys 1,849 Shares of Lowe’s Companies, Inc. $LOW

Chicago Partners Investment Group LLC boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 64.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,737 shares of the home improvement retailer’s stock after buying an additional 1,849 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Lowe’s Companies were worth $1,156,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Howard Hughes Medical Institute purchased a new stake in shares of Lowe’s Companies in the second quarter valued at about $27,000. Solstein Capital LLC grew its position in Lowe’s Companies by 627.8% in the 2nd quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock worth $29,000 after purchasing an additional 113 shares in the last quarter. Traub Capital Management LLC purchased a new stake in Lowe’s Companies in the 2nd quarter valued at about $30,000. Vermillion & White Wealth Management Group LLC lifted its position in shares of 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 in the last quarter. Finally, Olistico Wealth LLC purchased a new position in shares of Lowe’s Companies in the 2nd quarter worth approximately $33,000. 74.06% of the stock is 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: Recent price momentum: LOW hit a 52‑week high, signaling strong investor appetite and momentum that likely helped lift the stock. Lowe’s stock hits 52-week high at 280.32 USD
• Positive Sentiment: Analyst bullishness: TD Cowen and other sell‑side commentary flagged upside and price appreciation potential, supporting investor sentiment. TD Cowen Forecasts Strong Price Appreciation for Lowe’s
• Positive Sentiment: Customer strategy to drive traffic: Lowe’s is investing in Kids Club events, influencer/creator partnerships and Gen‑Z targeted merchandising to offset slower homebuying and build long‑term loyalty. This can increase store and online visits if executed well. As Americans buy homes later, Lowe’s aims to win shoppers with family events and influencers
• Neutral Sentiment: Upcoming earnings as a near‑term catalyst: Analysts expect modest EPS growth for Q4/FY2025; the report could drive volatility depending on comparable‑sales, margin and guidance. What to Expect From Lowe’s Q4 2025 Earnings Report
• Neutral Sentiment: Investor attention is elevated: Increased searches and coverage (Zacks) mean news and analyst moves can amplify intraday swings. Is Lowe’s (LOW) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Valuation questions after the run‑up: Coverage highlights that shares are trading at richer multiples after the recent rally, which raises the risk of a pullback if growth or guidance disappoints. A Look At Lowe’s (LOW) Valuation After Recent Share Price Momentum

Analysts Set New Price Targets

LOW has been the subject of a number of research analyst reports. Bank of America decreased their price target on Lowe’s Companies from $290.00 to $280.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Stifel Nicolaus raised their target price on Lowe’s Companies from $230.00 to $250.00 and gave the company a “hold” rating in a research report on Monday, December 1st. Wolfe Research lowered their target price on Lowe’s Companies from $308.00 to $285.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Barclays raised shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 price target on the stock in a report on Wednesday, January 7th. Finally, Truist Financial set a $295.00 price objective on shares of Lowe’s Companies in a report on Friday, January 16th. Nineteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $283.65.

Lowe’s Companies Stock Performance

Shares of Lowe’s Companies stock opened at $275.03 on Friday. The stock has a market capitalization of $154.28 billion, a P/E ratio of 22.81, a P/E/G ratio of 4.59 and a beta of 0.96. Lowe’s Companies, Inc. has a 52-week low of $206.38 and a 52-week high of $281.36. The stock’s 50-day simple moving average is $248.30 and its 200 day simple moving average is $245.69.

Lowe’s Companies (NYSE:LOW) last issued its earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.09. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm had revenue of $20.81 billion during the quarter, compared to analyst estimates of $20.88 billion. During the same quarter last year, the business earned $2.89 earnings per share. The company’s quarterly revenue was up 3.2% on a year-over-year basis. Equities research analysts forecast that Lowe’s Companies, Inc. will post 11.9 EPS for the current fiscal year.

Lowe’s Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 4th. Investors of record on Wednesday, January 21st will be paid a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Wednesday, January 21st. Lowe’s Companies’s payout ratio is currently 39.80%.

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is owned by insiders.

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.