London Co. of Virginia Has $341.13 Million Holdings in Lowe's Companies, Inc. $LOW

Key Points

• London Co. of Virginia trimmed its stake in Lowe's by 1.9% to 1,357,368 shares, leaving a holding valued at about $341.13 million (0.24% of Lowe's), making it the firm's 16th largest position.
• CEO Marvin R. Ellison sold 18,000 shares on Jan. 9 for roughly $4.7 million, reducing his personal stake by 7.23% to 231,043 shares.
• Lowe's recently beat quarterly expectations with $1.98 EPS (vs. $1.94 est.) and $20.58B revenue (vs. $20.34B est.), issued FY2026 guidance of $12.25–$12.75 EPS, and holds a consensus analyst rating of "Moderate Buy" with a target near $289.76.

London Co. of Virginia lessened its position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,357,368 shares of the home improvement retailer's stock after selling 26,287 shares during the quarter. Lowe's Companies comprises about 1.9% of London Co. of Virginia's investment portfolio, making the stock its 16th biggest position. London Co. of Virginia owned about 0.24% of Lowe's Companies worth $341,125,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LOW. Howard Hughes Medical Institute acquired a new stake in shares of Lowe's Companies in the second quarter valued at about $27,000. Activest Wealth Management lifted its position in shares of Lowe's Companies by 78.5% during the 3rd quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer's stock worth $29,000 after purchasing an additional 51 shares during the last quarter. Traub Capital Management LLC acquired a new position in shares of Lowe's Companies during the 2nd quarter worth about $30,000. Vermillion & White Wealth Management Group LLC boosted its stake in 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 period. Finally, United Financial Planning Group LLC bought a new stake in Lowe's Companies during the 3rd quarter valued at approximately $31,000. Institutional investors and hedge funds own 74.06% of the company's stock.

Insider Activity at Lowe's Companies

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm's stock in a transaction dated 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 of the company's stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.27% of the company's stock.

Lowe's Companies Trading Up 2.0%

LOW opened at $242.30 on Tuesday. The stock's 50 day simple moving average is $268.34 and its 200-day simple moving average is $254.00. The stock has a market cap of $135.92 billion, a PE ratio of 20.45, a P/E/G ratio of 5.16 and a beta of 0.98. Lowe's Companies, Inc. has a 1 year low of $206.38 and a 1 year high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last issued its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 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 analysts' expectations of $20.34 billion. During the same period last year, the business earned $1.93 earnings per share. 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. Equities analysts forecast that Lowe's Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on LOW shares. Telsey Advisory Group raised their target price on Lowe's Companies from $285.00 to $295.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. Barclays raised Lowe's Companies from an "equal weight" rating to an "overweight" rating and set a $285.00 price objective for the company in a research report on Wednesday, January 7th. Argus raised their price objective on shares of Lowe's Companies from $286.00 to $288.00 and gave the stock a "buy" rating in a research note on Monday, March 2nd. Guggenheim boosted their target price on shares of Lowe's Companies from $280.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, February 26th. Finally, Citigroup upped their target price on shares of Lowe's Companies from $250.00 to $285.00 and gave the company a "neutral" rating in a research note on Thursday, February 12th. Twenty-one analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Lowe's Companies has a consensus rating of "Moderate Buy" and a consensus target price of $289.76.

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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