RWA Wealth Partners LLC Increases Holdings in Lowe’s Companies, Inc. $LOW

RWA Wealth Partners LLC boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 5.9% in the 3rd quarter, Holdings Channel reports. The firm owned 53,700 shares of the home improvement retailer’s stock after acquiring an additional 2,984 shares during the quarter. RWA Wealth Partners LLC’s holdings in Lowe’s Companies were worth $13,495,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in LOW. Howard Hughes Medical Institute bought a new stake in Lowe’s Companies during the second quarter valued at approximately $27,000. Solstein Capital LLC boosted its stake in Lowe’s Companies by 627.8% in the second quarter. Solstein Capital LLC now owns 131 shares of the home improvement retailer’s stock worth $29,000 after buying an additional 113 shares in the last quarter. Activest Wealth Management raised its stake in shares of Lowe’s Companies by 78.5% during the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 51 shares in the last quarter. Traub Capital Management LLC bought a new stake in shares of Lowe’s Companies in the 2nd quarter worth approximately $30,000. Finally, Vermillion & White Wealth Management Group LLC grew its holdings 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 valued at $30,000 after purchasing an additional 76 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Insider Transactions at Lowe’s Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the company’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 value of $4,701,060.00. Following the transaction, the chief executive officer owned 231,043 shares in the company, valued at approximately $60,341,500.31. This represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.27% of the company’s stock.

More Lowe’s Companies News

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

• Positive Sentiment: Top-line beat and pro-business strength — Lowe’s reported Q4 sales growth of more than 10% and comparable sales up ~1.3%, driven by continued growth in its professional (Pro) builder business, which helped offset weakness among DIY consumers. CNBC: Lowe’s earnings
• Positive Sentiment: Pro segment momentum highlighted — Coverage notes the Pro channel growth as a durable revenue driver that supports resilience despite a soft housing/remodel market. WSJ: Sales rise on Pro builder growth
• Positive Sentiment: Restructuring and payments partnership aimed at improving execution — Lowe’s announced cuts (~600 corporate/support roles) to reallocate resources to stores/Pro and unveiled a national partnership with Affirm to expand flexible payments — moves that may reduce operating costs and boost conversion over time. Yahoo Finance: Resets corporate structure
• Neutral Sentiment: Analyst reaction mixed — RBC raised Lowe’s price target modestly while keeping a sector-perform rating, reflecting cautious upside given macro/valuation dynamics. Benzinga/The Fly: RBC price target raise
• Negative Sentiment: One-time charges dent GAAP profit — Lowe’s reported lower Q4 net earnings and GAAP EPS ($1.78) was down versus last year largely due to one-time charges; adjusted EPS was higher but the charges prompted investor concern about near-term profitability. RTTNews: Q4 profit down
• Negative Sentiment: Cautious FY26 outlook and downward pressure on consensus — Management gave a FY26 outlook calling for sales growth but only flat-to-higher comps and flagged continued category uncertainty; Reuters notes full-year sales and profit guidance came in below some Wall Street estimates, which weighed on sentiment. Reuters: Forecast downbeat
• Negative Sentiment: Early-session volatility — Despite the operational positives, the combination of one-time charges and cautious guidance triggered an early share drop in pre-market trading, explaining intraday volatility. MarketWatch: Shares dip

Lowe’s Companies Stock Up 1.5%

Lowe’s Companies stock opened at $278.60 on Wednesday. Lowe’s Companies, Inc. has a twelve month low of $206.38 and a twelve month high of $293.06. The company has a market capitalization of $156.28 billion, a P/E ratio of 23.10, a PEG ratio of 4.28 and a beta of 0.97. The stock’s 50 day moving average is $265.77 and its 200 day moving average is $254.17.

Analyst Ratings Changes

A number of research firms have recently weighed in on LOW. HSBC dropped their price objective on Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a research note on Friday, November 21st. Citigroup lifted their price objective on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Gordon Haskett boosted their price objective on shares of Lowe’s Companies from $310.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Wells Fargo & Company cut their target price on shares of Lowe’s Companies from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 11th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Lowe’s Companies in a research note on Monday, December 29th. Twenty research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.59.

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.