Lowe's CompaniesLOW
About: Lowe's is the second-largest home improvement retailer in the world, operating 1,750 stores in the United States, after the 2023 divestiture of its Canadian locations (RONA, Lowe's Canada, Réno-Dépôt, and Dick's Lumber). The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two thirds of products sold. Lowe's primarily targets retail do-it-yourself (around 70% of sales) and do-it-for-me customers, but has expanded its commercial and professional business clients to 30% from less than 20% in the past six years. We estimate Lowe's captures a high-single-digit share of the domestic home improvement market, based on US Census data and management's market size estimates.
Employees: 270,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
5% more call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.23B
0.23% less ownership
Funds ownership: 75.13% [Q4 2024] → 74.9% (-0.23%) [Q1 2025]
3% less funds holding
Funds holding: 2,665 [Q4 2024] → 2,579 (-86) [Q1 2025]
8% less capital invested
Capital invested by funds: $106B [Q4 2024] → $97.7B (-$8.29B) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 953 | Existing positions reduced: 1,083
13% less first-time investments, than exits
New positions opened: 135 | Existing positions closed: 155
19% less funds holding in top 10
Funds holding in top 10: 64 [Q4 2024] → 52 (-12) [Q1 2025]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Mizuho David Bellinger | 29%upside $280 | Outperform Reiterated | 13 Jun 2025 |
Stifel W. Andrew Carter | 10%upside $240 | Hold Maintained | 27 May 2025 |
RBC Capital Steven Shemesh | 11%upside $242 | Sector Perform Maintained | 22 May 2025 |
Baird Peter Benedict | 31%upside $285 | Outperform Maintained | 22 May 2025 |
DA Davidson Michael Baker | 10%upside $240 | Neutral Maintained | 22 May 2025 |
Financial journalist opinion
Based on 51 articles about LOW published over the past 30 days









