Simplicity Wealth LLC Has $2.67 Million Position in Lowe’s Companies, Inc. $LOW

Posted by Michael Walen on Jan 23rd, 2026

Lowe's Companies logo Simplicity Wealth LLC cut its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 34.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 10,615 shares of the home improvement retailer’s stock after selling 5,635 shares during the period. Simplicity Wealth LLC’s holdings in Lowe’s Companies were worth $2,668,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. SeaBridge Investment Advisors LLC increased its position in Lowe’s Companies by 3.7% in the 2nd quarter. SeaBridge Investment Advisors LLC now owns 12,888 shares of the home improvement retailer’s stock valued at $2,859,000 after buying an additional 465 shares in the last quarter. QRG Capital Management Inc. grew its stake in Lowe’s Companies by 2.6% in the second quarter. QRG Capital Management Inc. now owns 154,692 shares of the home improvement retailer’s stock valued at $34,322,000 after acquiring an additional 3,947 shares during the period. First Pacific Financial increased its holdings in shares of Lowe’s Companies by 147.3% during the second quarter. First Pacific Financial now owns 2,752 shares of the home improvement retailer’s stock valued at $611,000 after acquiring an additional 1,639 shares in the last quarter. Prudential Financial Inc. raised its position in shares of Lowe’s Companies by 0.7% during the second quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock worth $183,344,000 after purchasing an additional 5,820 shares during the period. Finally, Jennison Associates LLC lifted its holdings in shares of Lowe’s Companies by 22.0% in the 2nd quarter. Jennison Associates LLC now owns 497,628 shares of the home improvement retailer’s stock worth $110,409,000 after purchasing an additional 89,839 shares in the last quarter. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Stock Performance

NYSE:LOW opened at $275.03 on Friday. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $281.36. The firm has a 50-day moving average price of $248.30 and a two-hundred day moving average price of $245.69. The firm has a market cap of $154.28 billion, a price-to-earnings ratio of 22.81, a price-to-earnings-growth ratio of 4.59 and a beta of 0.96.

Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its earnings results on Wednesday, November 26th. The home improvement retailer reported $3.06 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.09. The firm had revenue of $20.81 billion for the quarter, compared to the consensus estimate of $20.88 billion. Lowe’s Companies had a negative return on equity of 55.86% and a net margin of 8.05%.The company’s revenue was up 3.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.89 EPS. As a group, sell-side analysts forecast that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Lowe’s Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 4th. Shareholders of record on Wednesday, January 21st will be paid a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Wednesday, January 21st. Lowe’s Companies’s dividend payout ratio is 39.80%.

Analyst Ratings Changes

LOW has been the subject of a number of recent research reports. DA Davidson decreased their price target on shares of Lowe’s Companies from $266.00 to $250.00 and set a “neutral” rating for the company in a research note on Thursday, November 20th. HSBC decreased their target price on shares of Lowe’s Companies from $285.00 to $263.00 and set a “hold” rating for the company in a research report on Friday, November 21st. TD Cowen reaffirmed a “hold” rating and issued a $295.00 price target (up previously from $250.00) on shares of Lowe’s Companies in a research report on Tuesday. Oppenheimer decreased their price objective on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a report on Friday, December 5th. Finally, Barclays upgraded Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price on the stock in a report on Wednesday, January 7th. Nineteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $283.65.

View Our Latest Report on Lowe’s Companies

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 dated 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 transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. The trade was a 7.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.27% of the company’s stock.

More Lowe’s Companies News

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

Positive Sentiment: Recent price momentum: LOW hit a 52‑week high, signaling strong investor appetite and momentum that likely helped lift the stock. Lowe’s stock hits 52-week high at 280.32 USD
Positive Sentiment: Analyst bullishness: TD Cowen and other sell‑side commentary flagged upside and price appreciation potential, supporting investor sentiment. TD Cowen Forecasts Strong Price Appreciation for Lowe’s
Positive Sentiment: Customer strategy to drive traffic: Lowe’s is investing in Kids Club events, influencer/creator partnerships and Gen‑Z targeted merchandising to offset slower homebuying and build long‑term loyalty. This can increase store and online visits if executed well. As Americans buy homes later, Lowe’s aims to win shoppers with family events and influencers
Neutral Sentiment: Upcoming earnings as a near‑term catalyst: Analysts expect modest EPS growth for Q4/FY2025; the report could drive volatility depending on comparable‑sales, margin and guidance. What to Expect From Lowe’s Q4 2025 Earnings Report
Neutral Sentiment: Investor attention is elevated: Increased searches and coverage (Zacks) mean news and analyst moves can amplify intraday swings. Is Lowe’s (LOW) a Buy as Wall Street Analysts Look Optimistic?
Negative Sentiment: Valuation questions after the run‑up: Coverage highlights that shares are trading at richer multiples after the recent rally, which raises the risk of a pullback if growth or guidance disappoints. A Look At Lowe’s (LOW) Valuation After Recent Share Price Momentum

Lowe’s Companies Profile

(Free Report)

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.