Natixis Advisors LLC Boosts Position in Lowe's Companies, Inc. $LOW

Key Points

• Natixis Advisors LLC increased its stake in Lowe's by 8.4% in Q3, buying 47,065 shares to hold 609,837 shares worth about $153.3 million (≈0.11% of the company).
• Lowe's beat quarterly estimates, reporting $1.98 EPS vs. $1.94 expected and $20.58B in revenue vs. $20.34B expected, with revenue up 10.9% year-over-year and FY2026 EPS guidance of $12.25–$12.75.
• Analysts remain broadly positive with a "Moderate Buy" consensus—21 Buy vs. 8 Hold ratings—and a consensus price target of $291 after several recent target adjustments.

Natixis Advisors LLC grew its stake in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 609,837 shares of the home improvement retailer's stock after buying an additional 47,065 shares during the period. Natixis Advisors LLC owned 0.11% of Lowe's Companies worth $153,258,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Waterloo Capital L.P. boosted its holdings in Lowe's Companies by 1.2% in the 2nd quarter. Waterloo Capital L.P. now owns 3,455 shares of the home improvement retailer's stock valued at $767,000 after purchasing an additional 41 shares in the last quarter. TruWealth Advisors LLC boosted its position in Lowe's Companies by 2.7% during the third quarter. TruWealth Advisors LLC now owns 1,580 shares of the home improvement retailer's stock worth $397,000 after purchasing an additional 42 shares in the last quarter. Cypress Wealth Services LLC grew its stake in Lowe's Companies by 2.0% in the 3rd quarter. Cypress Wealth Services LLC now owns 2,191 shares of the home improvement retailer's stock valued at $551,000 after acquiring an additional 42 shares during the last quarter. Hidden Cove Wealth Management LLC grew its position in shares of Lowe's Companies by 4.6% in the third quarter. Hidden Cove Wealth Management LLC now owns 960 shares of the home improvement retailer's stock valued at $241,000 after purchasing an additional 42 shares during the last quarter. Finally, Roble Belko & Company Inc increased its stake in shares of Lowe's Companies by 21.4% during the 3rd quarter. Roble Belko & Company Inc now owns 250 shares of the home improvement retailer's stock worth $63,000 after purchasing an additional 44 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company's stock.

Lowe's Companies Price Performance

Shares of LOW opened at $251.89 on Friday. The stock has a market cap of $141.30 billion, a PE ratio of 21.26, a P/E/G ratio of 5.47 and a beta of 0.98. Lowe's Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06. The stock's 50-day moving average is $268.21 and its two-hundred day moving average is $254.62.

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

Analyst Ratings Changes

LOW has been the subject of several research reports. Telsey Advisory Group lifted their price objective on Lowe's Companies from $285.00 to $295.00 and gave the stock an "outperform" rating in a research report on Thursday, February 26th. Piper Sandler reissued an "overweight" rating and set a $300.00 price target (up from $294.00) on shares of Lowe's Companies in a research report on Thursday, February 26th. UBS Group cut their target price on shares of Lowe's Companies from $316.00 to $315.00 and set a "buy" rating for the company in a research note on Thursday, February 26th. Mizuho increased their price target on Lowe's Companies from $272.00 to $294.00 and gave the stock an "outperform" rating in a research note on Friday, February 27th. Finally, Evercore cut their price objective on shares of Lowe's Companies from $270.00 to $260.00 and set a "neutral" rating on the stock in a report on Tuesday, March 3rd. Twenty-one analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $291.00.

Insiders Place Their Bets

In other Lowe's Companies news, CEO Marvin R. Ellison sold 18,000 shares of Lowe's Companies stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.27% of the stock is currently owned by company insiders.

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.

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