Van ECK Associates Corp Has $18.16 Million Stock Holdings in Lowe's Companies, Inc. $LOW

Key Points

• Van ECK Associates cut its stake in Lowe's by 7.6% during Q3, selling 5,986 shares and holding 72,275 shares worth about $18.16 million as of the latest 13F filing.
• Lowe's reported Q results with $1.98 EPS (beating the $1.94 consensus) and $20.58 billion in revenue (up 10.9% year-over-year), set FY2026 guidance at $12.25–$12.75 EPS, and carries a MarketBeat consensus rating of "Moderate Buy" with a ~$289.76 price target.
• Insider activity: CEO Marvin R. Ellison sold 18,000 shares for about $4.70 million (a 7.23% reduction in his holding); insiders now own roughly 0.27% of the company.

Van ECK Associates Corp reduced its position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 7.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 72,275 shares of the home improvement retailer's stock after selling 5,986 shares during the period. Van ECK Associates Corp's holdings in Lowe's Companies were worth $18,163,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in LOW. 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 worth $29,000 after acquiring an additional 51 shares during the last quarter. Howard Hughes Medical Institute bought a new position in shares of Lowe's Companies during the second quarter valued at $27,000. Traub Capital Management LLC bought a new position in shares of Lowe's Companies during the second quarter valued at $30,000. Vermillion & White Wealth Management Group LLC lifted its holdings 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 worth $30,000 after purchasing an additional 76 shares during the period. Finally, Guerra Advisors Inc bought a new stake in shares of Lowe's Companies in the third quarter worth $35,000. Institutional investors and hedge funds own 74.06% of the company's stock.

Lowe's Companies Stock Performance

Shares of LOW stock traded down $0.32 during mid-day trading on Friday, hitting $239.13. The company's stock had a trading volume of 564,849 shares, compared to its average volume of 2,837,590. The company has a market cap of $134.14 billion, a PE ratio of 20.18, a P/E/G ratio of 5.36 and a beta of 0.98. The company's fifty day simple moving average is $268.57 and its 200-day simple moving average is $254.32. Lowe's Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06.

Lowe's Companies (NYSE:LOW - Get Free Report) last announced 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. Lowe's Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The company had revenue of $20.58 billion for the quarter, compared to analyst estimates of $20.34 billion. During the same quarter in the prior year, the company earned $1.93 EPS. The firm's revenue for the quarter 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, equities analysts anticipate that Lowe's Companies, Inc. will post 11.9 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts recently weighed in on LOW shares. Wolfe Research decreased their price objective on Lowe's Companies from $285.00 to $284.00 and set an "outperform" rating for the company in a report on Wednesday, February 4th. Rothschild & Co Redburn upped their price target on Lowe's Companies from $280.00 to $290.00 and gave the company a "buy" rating in a research 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 target for the company in a research note on Wednesday, January 7th. Stifel Nicolaus lifted their price objective on Lowe's Companies from $230.00 to $250.00 and gave the stock a "hold" rating in a research note on Monday, December 1st. Finally, Morgan Stanley upped their target price on Lowe's Companies from $270.00 to $296.00 and gave the company an "overweight" rating in a report on Thursday, January 15th. Twenty-one analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $289.76.

Key Lowe's Companies News

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 Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm'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 sale, the chief executive officer owned 231,043 shares of the company's stock, valued at $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.27% of the company's stock.

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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