Simplicity Wealth LLC Has $2.67 Million Position in Lowe’s Companies, Inc. $LOW

Simplicity Wealth LLC cut its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 34.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,615 shares of the home improvement retailer’s stock after selling 5,635 shares during the quarter. Simplicity Wealth LLC’s holdings in Lowe’s Companies were worth $2,668,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. lifted its position in Lowe’s Companies by 0.7% during the second quarter. Vanguard Group Inc. now owns 54,976,355 shares of the home improvement retailer’s stock worth $12,197,604,000 after acquiring an additional 366,977 shares during the last quarter. State Street Corp lifted its holdings in Lowe’s Companies by 0.8% during the 2nd quarter. State Street Corp now owns 24,911,775 shares of the home improvement retailer’s stock worth $5,527,176,000 after purchasing an additional 207,826 shares during the last quarter. Geode Capital Management LLC boosted its stake in Lowe’s Companies by 0.3% in the 2nd quarter. Geode Capital Management LLC now owns 12,351,783 shares of the home improvement retailer’s stock valued at $2,732,049,000 after purchasing an additional 42,190 shares during the period. Norges Bank acquired a new position in Lowe’s Companies in the 2nd quarter valued at $1,773,624,000. Finally, Charles Schwab Investment Management Inc. increased its position in Lowe’s Companies by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,536,122 shares of the home improvement retailer’s stock worth $784,559,000 after buying an additional 34,382 shares during the period. Institutional investors own 74.06% of the company’s stock.

Insider Buying and Selling

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the 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 of the company’s stock, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.27% of the stock is owned by insiders.

Lowe’s Companies News Summary

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

Wall Street Analyst Weigh In

A number of analysts have issued reports on LOW shares. Evercore ISI reissued a “positive” rating on shares of Lowe’s Companies in a report on Thursday, November 20th. TD Cowen reiterated a “hold” rating and issued a $295.00 price target (up from $250.00) on shares of Lowe’s Companies in a research note on Tuesday. Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research report on Monday, December 29th. Mizuho dropped their price objective on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating for the company in a report on Thursday, November 20th. Finally, Truist Financial set a $295.00 price target on Lowe’s Companies in a research report on Friday, January 16th. Nineteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $283.65.

Lowe’s Companies Stock Performance

Shares of NYSE LOW opened at $275.03 on Friday. The firm has a 50 day moving average price of $248.30 and a two-hundred day moving average price of $245.69. The stock has a market cap of $154.28 billion, a P/E ratio of 22.81, a price-to-earnings-growth 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.

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

Lowe’s Companies Announces Dividend

The business 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 dividend yield of 1.7%. The ex-dividend date of this dividend is Wednesday, January 21st. Lowe’s Companies’s payout ratio is currently 39.80%.

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.