Lowe’s Companies, Inc. $LOW Shares Sold by American Century Companies Inc.

American Century Companies Inc. lowered its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 10.2% during the third quarter, HoldingsChannel reports. The institutional investor owned 1,082,509 shares of the home improvement retailer’s stock after selling 123,134 shares during the quarter. American Century Companies Inc.’s holdings in Lowe’s Companies were worth $272,046,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Lowe’s Companies in the 2nd quarter worth approximately $1,773,624,000. Tableaux LLC acquired a new stake in Lowe’s Companies in the 2nd quarter valued at approximately $282,884,000. Laurel Wealth Advisors LLC raised its position in Lowe’s Companies by 22,167.5% in the second quarter. Laurel Wealth Advisors LLC now owns 1,032,319 shares of the home improvement retailer’s stock valued at $229,041,000 after purchasing an additional 1,027,683 shares during the period. Worldquant Millennium Advisors LLC lifted its stake in Lowe’s Companies by 243.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,116,945 shares of the home improvement retailer’s stock worth $247,817,000 after purchasing an additional 791,526 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its position in shares of Lowe’s Companies by 101.4% during the third quarter. Robeco Institutional Asset Management B.V. now owns 1,244,941 shares of the home improvement retailer’s stock worth $312,866,000 after buying an additional 626,829 shares during the period. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Price Performance

NYSE:LOW opened at $264.51 on Friday. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06. The firm has a market capitalization of $148.38 billion, a PE ratio of 22.32, a price-to-earnings-growth ratio of 4.27 and a beta of 0.97. The business’s fifty day moving average price is $266.89 and its 200 day moving average price is $254.54.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings data 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 business had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same period in the prior year, the firm posted $1.93 EPS. The business’s quarterly revenue 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. As a group, equities analysts anticipate that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

Insider Transactions at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was 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 directly 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 SEC, which is available through this hyperlink. 0.27% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. UBS Group cut their price objective on Lowe’s Companies from $316.00 to $315.00 and set a “buy” rating on the stock in a report on Thursday. Telsey Advisory Group boosted their price target on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a research note on Thursday. Piper Sandler reissued an “overweight” rating and issued a $300.00 price objective (up from $294.00) on shares of Lowe’s Companies in a research note on Thursday. Rothschild & Co Redburn lifted their price objective on shares of Lowe’s Companies from $280.00 to $290.00 and gave the company a “buy” rating in a report on Thursday. Finally, Argus cut their target price on shares of Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating on the stock in a research note on Tuesday, December 2nd. Twenty-one investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lowe’s Companies presently has an average rating of “Moderate Buy” and a consensus target price of $291.64.

Lowe’s Companies News Summary

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

• Positive Sentiment: Q4 results beat expectations: Lowe’s reported $1.98 EPS and $20.58B revenue (+10.9% Y/Y), driven by Pro, online and holiday strength — evidence of operational resilience. Q4 Earnings
• Positive Sentiment: Multiple brokerages raised price targets and reiterated buy/outperform views (Goldman, Guggenheim, Wells Fargo, Piper Sandler, Mizuho, Telsey), signaling Wall Street support and providing upside catalysts. Analyst Raises
• Positive Sentiment: Macro tailwind developing: 30-year mortgage rates fell below 6%, which could ease the housing ‘lock‑in’ effect and eventually boost remodel/removal demand. That’s a potential multi‑month positive for Lowe’s sales. Mortgage Rates
• Neutral Sentiment: Lowe’s is targeting $1B of productivity gains in FY2026 and is using AI and cost cuts (including ~600 corporate roles) to protect margins — a mix of near‑term restructuring costs and longer‑term efficiency. Productivity Plan
• Neutral Sentiment: Unusually large options volume indicates elevated trading and positioning by short‑term traders; watch for increased intraday volatility. Options Volume
• Neutral Sentiment: Partnerships and strategic moves (e.g., Affirm payment plans, acquisitions to grow Pro business) support longer‑term revenue diversification but add integration risk. Affirm Partnership
• Negative Sentiment: Management commentary and FY2026 guidance were cautious — the company flagged housing weakness and conservative outlook, which sparked the recent sell‑off as investors discounted future growth. Housing Headwinds
• Negative Sentiment: There are some price‑target trims and neutral/hold actions (TD Cowen, DA Davidson, a few smaller adjustments) reflecting concerns about guidance and margin pressure from acquisitions — potential headwinds for near‑term multiple expansion. Analyst Cuts

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.