Blair William & Co. IL Purchases 4,775 Shares of Lowe's Companies, Inc. $LOW

Key Points

• Blair William & Co. IL increased its position in Lowe's by 1.5%, buying 4,775 shares to hold 317,785 shares worth about $79.86 million at quarter-end.
• Analysts have a consensus rating of "Moderate Buy" with an average price target of $291.64, as several firms raised targets (Wells Fargo, Evercore, Stifel) while TD Cowen trimmed theirs.
• Lowe's recently beat estimates with EPS $1.98 and $20.58 billion in revenue, set FY2026 guidance of $12.25–$12.75 EPS, and CEO Marvin R. Ellison sold 18,000 shares.

Blair William & Co. IL raised its position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 317,785 shares of the home improvement retailer's stock after acquiring an additional 4,775 shares during the quarter. Blair William & Co. IL owned approximately 0.06% of Lowe's Companies worth $79,863,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Howard Hughes Medical Institute acquired a new stake in Lowe's Companies in the 2nd quarter valued at about $27,000. Activest Wealth Management raised its stake in Lowe's Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock valued at $29,000 after buying an additional 51 shares during the period. Traub Capital Management LLC acquired a new stake in shares of Lowe's Companies in the second quarter valued at approximately $30,000. Vermillion & White Wealth Management Group LLC boosted its stake 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 acquiring an additional 76 shares during the period. Finally, Guerra Advisors Inc bought a new position in shares of Lowe's Companies during the 3rd quarter worth approximately $35,000. Institutional investors own 74.06% of the company's stock.

Analysts Set New Price Targets

LOW has been the topic of a number of research analyst reports. Stifel Nicolaus increased their price target on Lowe's Companies from $230.00 to $250.00 and gave the company a "hold" rating in a research note on Monday, December 1st. TD Cowen reduced their price objective on shares of Lowe's Companies from $295.00 to $280.00 and set a "hold" rating for the company in a research report on Thursday, February 26th. Wells Fargo & Company upped their price objective on shares of Lowe's Companies from $280.00 to $290.00 and gave the company an "overweight" rating in a report on Thursday, February 26th. Weiss Ratings reissued a "hold (c+)" rating on shares of Lowe's Companies in a research report on Monday, December 29th. Finally, Evercore raised their target price on shares of Lowe's Companies from $250.00 to $280.00 in a research note on Tuesday, January 27th. Twenty-one investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. According to MarketBeat, Lowe's Companies currently has a consensus rating of "Moderate Buy" and an average price target of $291.64.

Lowe's Companies Price Performance

Shares of NYSE LOW opened at $251.89 on Friday. The business has a fifty day moving average price of $268.21 and a two-hundred day moving average price of $254.63. The stock has a market capitalization of $141.30 billion, a PE ratio of 21.26, a P/E/G ratio of 5.53 and a beta of 0.98. Lowe's Companies, Inc. has a fifty-two week low of $206.38 and a fifty-two week high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last released its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating the consensus estimate of $1.94 by $0.04. The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. Lowe's Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business's quarterly revenue was up 10.9% compared to the same quarter last year. During the same period last year, the firm earned $1.93 EPS. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities analysts expect that Lowe's Companies, Inc. will post 11.9 EPS for the current year.

Insider Activity

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 shares were sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the completion of the transaction, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. This represents a 7.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.27% of the company's stock.

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.

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