Simplicity Wealth,LLC 13F: Adds $4.5M to LOW Stake

Simplicity Wealth, LLC grew its stake in Lowe's Companies, Inc. LOW by 324.6%, adding 24,572 shares to finish with 32,142 shares worth about $5.92 million in a Form 13F filing on October 23, 2026. The filing reveals the firm increased its commitment to the home improvement retailer from its previous holding of 7,570 shares.

LOW Lowe's Companies, Inc.

$198.68 ▼ -17.76% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Other Institutional Activity in Lowe's Companies, Inc.

Other large funds shifted their positions around the same period. PineStone Asset Management cut its holdings by 464,300 shares, ending with 306,642 shares worth about $56.51 million. Abc Arbitrage sold out its entire position of 23,963 shares. Wells Fargo & Company reduced its stake by 5.0%, trimming 440,917 shares to hold 8,307,444 shares valued at roughly $1.65 billion.

Lowe's Companies, Inc. Stock Up 1.1%

Shares of Lowe's closed at $198.68 on October 23, 2026, and recently traded at $198.69. The stock sits about equal to its filing-day close and rests below its 200-day moving average of $227.86. The company carries a market capitalization of roughly $114.59 billion, trading between a 52-week low of $178.45 and a 52-week high of $293.06.

Recent Earnings

For the trailing twelve months, the company generated $90.43 billion in revenue and posted earnings per share of $11.83. It recorded a net profit margin of 7.3% and year-over-year revenue growth of 8.3%. The next earnings report is scheduled for November 18, 2026.

Dividend

The home improvement retailer pays an annual dividend rate of $5.00 per share, which translates to a dividend yield of 2.45%. The payout ratio stands at 41.0%.

Insider Buying and Selling at Lowe's Companies, Inc.

Company insiders executed several sales prior to the filing. Officer Quonta D. Vance sold 10,369 shares on March 4, 2026, at an average price of $257.54 for a total of $2.67 million. Officer Janice M. Dupre parted with 14,150 shares on June 16, 2026, at $221.90 each, totaling $3.14 million. Officer Juliette Williams Pryor disposed of 9,330 shares on June 17, 2026, at $224.80 per share, reaching roughly $2.10 million. Officer Margrethe Raub Vagell sold 2,500 shares on June 18, 2026, at $223.83.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through September and October 2026. On September 9, 2026, Evercore ISI Group maintained its in-line rating while lowering its target from $230.00 to $220.00. On the same day, Bernstein kept an outperform rating with a target adjusted from $261.00 to $254.00. Guggenheim reiterated a buy rating with a $275.00 target on September 21, 2026. Later, Evercore ISI Group adjusted its target twice, moving from $220.00 to $190.00 on October 6, 2026, and then to $200.00 on October 20, 2026, while keeping an in-line rating. The stock currently holds a consensus buy recommendation from 33 analysts with a mean price target of $252.73.

About Lowe's Companies, Inc.

Headquartered in Mooresville, North Carolina, Lowe's operates a large chain of home improvement retail stores across the United States and Canada. The company supplies building materials, appliances, tools, lawn and garden items, and decor for property maintenance, repair, and remodeling projects. Institutional interest from firms like Simplicity Wealth highlights how professional managers position themselves around the retailer's extensive retail footprint.

Bottom Line

Investors will look toward the company's upcoming earnings release on November 18, 2026, for further updates on financial performance. Institutional filings offer a window into how major funds adjust their portfolios over time.