Landscape Capital Management L.L.C. Acquires 22,189 Shares of Lowe's Companies, Inc. $LOW

Key Points

• Landscape Capital Management boosted its stake in Lowe's by 2,188.3% in Q3, acquiring 22,189 shares and bringing its total to 23,203 shares worth about $5.83 million.
• CEO Marvin R. Ellison sold 18,000 shares for roughly $4.70 million (average $261.17), a 7.23% reduction in his position; insiders own 0.27% of the stock while institutional investors hold about 74.06%.
• Lowe's recently beat quarterly EPS and revenue estimates and set FY2026 guidance of $12.25–$12.75 EPS, with analysts averaging a "Moderate Buy" rating and a consensus price target of $289.76.

Landscape Capital Management L.L.C. boosted its stake in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 2,188.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,203 shares of the home improvement retailer's stock after acquiring an additional 22,189 shares during the period. Landscape Capital Management L.L.C.'s holdings in Lowe's Companies were worth $5,831,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in LOW. Howard Hughes Medical Institute purchased a new position in shares of Lowe's Companies during the second quarter valued at about $27,000. Activest Wealth Management boosted its position in Lowe's Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock valued at $29,000 after acquiring an additional 51 shares in the last quarter. Traub Capital Management LLC bought a new stake in Lowe's Companies during the 2nd quarter valued at approximately $30,000. 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 worth $30,000 after acquiring an additional 76 shares during the period. Finally, Guerra Advisors Inc purchased a new position in shares of Lowe's Companies during the 3rd quarter worth approximately $35,000. 74.06% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on LOW. Evercore lowered their target price on Lowe's Companies from $270.00 to $260.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Royal Bank Of Canada upped their price target on Lowe's Companies from $252.00 to $257.00 and gave the stock a "sector perform" rating in a research note on Monday, February 23rd. Citigroup raised their price objective on Lowe's Companies from $250.00 to $285.00 and gave the company a "neutral" rating in a research report on Thursday, February 12th. HSBC dropped their target price on shares of Lowe's Companies from $285.00 to $263.00 and set a "hold" rating on the stock in a report on Friday, November 21st. Finally, Bank of America decreased their price target on shares of Lowe's Companies from $290.00 to $280.00 and set a "buy" rating for the company in a research note on Thursday, November 20th. Twenty-one research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $289.76.

Lowe's Companies News Summary

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

• Positive Sentiment: Lowe’s joined the Bazaarvoice Visual Syndication Network, giving the retailer expanded access to user-generated photos and videos for product pages and marketing — a modest positive for conversion and online merchandising. Lowe’s is now part of the Bazaarvoice Visual Syndication Network
• Neutral Sentiment: KGI Securities initiated coverage of Lowe’s with a Neutral rating — the note increases institutional attention but is not a buy/sell endorsement, so near-term share impact should be limited unless the firm issues a price target or model change. KGI Securities Initiates Coverage on Lowe’s (LOW) with ‘Neutral’ Rating
• Neutral Sentiment: A market newsletter piece highlighting “safe” Dividend Kings may reinforce a defensive rotation among income-focused investors; its net effect on Lowe’s is uncertain (Lowe’s is not a Dividend King), so treat this as a neutral thematic factor. The 5 Safest Dividend Kings Are the Only Stocks to Buy Now
• Negative Sentiment: Zacks Research issued a string of quarterly and full‑year EPS downgrades for FY2027/FY2028 (several Q1–Q3 cuts), trimming FY2027/FY2028 targets — this is a direct negative for earnings expectations and could pressure the multiple if other shops follow. (Zacks releases compiled 3/11; summary of multiple estimate changes.)
• Negative Sentiment: Broader sector/macro weakness: a sharp S&P selloff tied to geopolitical oil risk and a rout in home-improvement peer Home Depot (down and seen as facing housing-driven demand headwinds) is dragging Lowe’s shares lower via sector correlation and reduced renovation spend visibility. The S&P 500’s 1.5% Selloff Is Driven By A Few Key Factors

Insider Buying and Selling at Lowe's Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business'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 completion of the transaction, the chief executive officer directly owned 231,043 shares in the company, valued at $60,341,500.31. The trade was a 7.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is owned by company insiders.

Lowe's Companies Stock Down 0.3%

Shares of NYSE LOW traded down $0.83 during trading on Friday, reaching $238.62. The company had a trading volume of 402,143 shares, compared to its average volume of 2,831,295. Lowe's Companies, Inc. has a 12-month low of $206.38 and a 12-month high of $293.06. The business's 50-day moving average is $268.57 and its 200 day moving average is $254.32. The stock has a market cap of $133.85 billion, a PE ratio of 20.13, a P/E/G ratio of 5.36 and a beta of 0.98.

Lowe's Companies (NYSE:LOW - Get Free Report) last posted its quarterly earnings results 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 firm had revenue of $20.58 billion during the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the previous year, the firm earned $1.93 EPS. Lowe's Companies'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. On average, analysts anticipate that Lowe's Companies, Inc. will post 11.9 earnings per share for the current year.

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.

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