Tennessee Valley Asset Management Partners Buys New Shares in Lowe's Companies, Inc. $LOW

Key Points

• Tennessee Valley Asset Management Partners opened a new position in Lowe's, buying 5,233 shares valued at approximately $1.315 million in Q3.
• Lowe's beat quarterly estimates with $1.98 EPS (vs. $1.94 expected) and $20.58 billion revenue (vs. $20.34 billion), вывup 10.9% year‑over‑year, and set FY2026 guidance of EPS 12.25–12.75 amid a consensus analyst target of $289.76 and a "Moderate Buy" rating.
• CEO Marvin R. Ellison sold 18,000 shares for about $4.7 million (reducing his ownership ~7.23%), while institutional investors own roughly 74.06% of the stock.

Tennessee Valley Asset Management Partners bought a new position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 5,233 shares of the home improvement retailer's stock, valued at approximately $1,315,000.

A number of other institutional investors and hedge funds have also bought and sold shares of LOW. Howard Hughes Medical Institute purchased a new position in Lowe's Companies in the 2nd quarter worth approximately $27,000. Activest Wealth Management grew its holdings 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 buying an additional 51 shares in the last quarter. Traub Capital Management LLC purchased a new stake in Lowe's Companies during the 2nd quarter valued at approximately $30,000. Vermillion & White Wealth Management Group LLC raised its position in shares of Lowe's Companies by 128.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer's stock valued at $30,000 after buying an additional 76 shares during the last quarter. Finally, Guerra Advisors Inc purchased a new position in shares of Lowe's Companies in the third quarter worth $35,000. 74.06% of the stock is owned by institutional investors.

Lowe's Companies Trading Down 1.7%

LOW opened at $246.96 on Thursday. The stock has a 50-day moving average of $268.61 and a 200 day moving average of $254.42. Lowe's Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06. The firm has a market cap of $138.53 billion, a P/E ratio of 20.84, a P/E/G ratio of 5.45 and a beta of 0.98.

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 analysts' consensus estimates of $1.94 by $0.04. The business had revenue of $20.58 billion for the quarter, compared to the consensus estimate of $20.34 billion. Lowe's Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company's quarterly revenue was up 10.9% compared to the same quarter last year. During the same period in the prior year, the business posted $1.93 earnings per share. Lowe's Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, research 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 brokerages have issued reports on LOW. Telsey Advisory Group lifted their price target on shares of Lowe's Companies from $285.00 to $295.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. UBS Group dropped their price objective on shares of Lowe's Companies from $316.00 to $315.00 and set a "buy" rating for the company in a report on Thursday, February 26th. The Goldman Sachs Group lifted their target price on Lowe's Companies from $283.00 to $300.00 and gave the stock a "buy" rating in a report on Thursday, February 26th. Gordon Haskett decreased their target price on Lowe's Companies from $325.00 to $300.00 and set a "buy" rating on the stock in a research report on Thursday, February 26th. Finally, Mizuho raised their price target on Lowe's Companies from $272.00 to $294.00 and gave the company an "outperform" rating in a report on Friday, February 27th. Twenty-one analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $289.76.

Insiders Place Their Bets

In other news, CEO Marvin R. Ellison sold 18,000 shares of the stock in a transaction 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 sale, the chief executive officer owned 231,043 shares of the company's stock, 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 legal filing with the SEC, which can be accessed through this link. 0.27% of the stock is owned by company insiders.

More Lowe's Companies News

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

• Positive Sentiment: Zacks raised its Q4 2028 EPS estimate to $2.44 from $2.22, signalling improved expectations for one future quarter. This is a small constructive datapoint for longer‑range earnings potential. Zacks raises Q4 2028 estimate
• Positive Sentiment: Zacks also nudged up its Q4 2027 estimate to $2.10 from $2.05 — another modest upside to late‑year quarterly expectations. Zacks raises Q4 2027 estimate
• Positive Sentiment: Lowe’s joined the Bazaarvoice Visual Syndication Network, which can boost on‑site visual content and potentially improve online conversion/marketing effectiveness — a tactical e‑commerce win. Lowe’s joins Bazaarvoice VSN
• Neutral Sentiment: KGI Securities initiated coverage on LOW with a Neutral rating and a $255 price target (roughly single‑digit upside to current levels). That typically keeps institutional demand steady but doesn’t add a clear catalyst. KGI initiates coverage
• Neutral Sentiment: Recent analyst commentary is re‑weighing Q4 strength vs. more cautious FY margin assumptions — a nuance piece that suggests the investment case is being fine‑tuned rather than overturned. Watch guidance and margin commentary in upcoming reports. Analysis: Q4 results and guidance
• Negative Sentiment: Across many notes Zacks trimmed near‑term estimates: Q1 2027 cut to $2.96 (from $3.15), Q2 2027 to $4.45 (from $4.63), Q3 2027 to $3.11 (from $3.27) and several Q1–Q3 2028 quarters reduced as well. Zacks cut FY2027 to $12.62 (from $13.10) and lowered FY2028 to $13.87 (from $14.08). These downward revisions to near‑term EPS and full‑year outlooks are the main reason sellers are pressuring the stock. Zacks cuts near‑term and FY estimates

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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