Total Clarity Wealth Management Inc. Invests $715,000 in Lowe’s Companies, Inc. $LOW

Total Clarity Wealth Management Inc. purchased a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,844 shares of the home improvement retailer’s stock, valued at approximately $715,000.

Other institutional investors have also added to or reduced their stakes in the company. Maj Invest Holding A S grew its holdings in shares of Lowe’s Companies by 15.7% in the third quarter. Maj Invest Holding A S now owns 802,990 shares of the home improvement retailer’s stock worth $201,801,000 after acquiring an additional 108,813 shares during the period. Bridges Investment Management Inc. boosted its position in Lowe’s Companies by 13.4% in the third quarter. Bridges Investment Management Inc. now owns 420,832 shares of the home improvement retailer’s stock worth $105,759,000 after purchasing an additional 49,858 shares during the last quarter. Facet Wealth Inc. bought a new stake in shares of Lowe’s Companies during the 3rd quarter valued at about $558,000. Prudential Financial Inc. increased its position in shares of Lowe’s Companies by 0.7% during the 2nd quarter. Prudential Financial Inc. now owns 826,356 shares of the home improvement retailer’s stock valued at $183,344,000 after purchasing an additional 5,820 shares during the last quarter. Finally, Jennison Associates LLC lifted its stake 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 during the period. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The stock was 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.27% of the company’s stock.

Key Lowe’s Companies News

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

• Positive Sentiment: Q4 beat on both profit and sales — Lowe’s reported $1.98 EPS and $20.58B revenue (up 10.9% YoY), driven by Pro, online and home‑services strength; this underpins the view that operations remain resilient. Lowe’s Reports Fourth Quarter 2025 Sales and Earnings Results – Lowe’s Corporate
• Positive Sentiment: Macro tailwind — 30‑year mortgage rates dipped below 6%, which typically supports home sales and, over time, big‑ticket remodel demand (a tailwind for Lowe’s). Mortgage Rates Fall Below 6% for the First Time Since 2022
• Positive Sentiment: Analyst support — several firms boosted price targets or reiterated buys (Goldman Sachs, Guggenheim, Wells Fargo, Rothschild, Telsey and others), signaling confidence in Lowe’s execution despite caution on guidance. Goldman Sachs adjusts Lowe’s Companies price target to $300
• Neutral Sentiment: Cost and productivity initiatives — Lowe’s is targeting ~$1B of productivity gains in FY2026 to offset inflationary pressure and margin headwinds; this is positive for margins if achieved but adds execution risk. Lowe’s Aims for $1 Billion in Productivity Gains in 2026 to Counter Cost Inflation, RBC Says
• Neutral Sentiment: Digital/AI investments — management highlights AI and digital tools (B2B/Pro focus) as fixes for operational headaches and to grow pro sales; longer‑term upside but near‑term investment and integration noise. Lowe’s CEO says its AI assistant is fixing some major headaches
• Negative Sentiment: Cautious FY2026 guidance weighed on the stock — management’s conservative outlook for sales/profit (and commentary about a pressured housing market) triggered the post‑earnings pullback despite the beat. Lowe’s beats Q4 estimates but shares fall on soft guidance
• Negative Sentiment: Unusual options activity — elevated put buying was reported, suggesting some traders are positioning for further downside or hedging. That can amplify intraday volatility. Lowe’s Companies Sees Unusually Large Options Volume (NYSE:LOW)
• Negative Sentiment: Cost cuts and layoffs — management confirmed ~600 corporate/support job reductions; while lowering costs, layoffs can signal near‑term weakness and weigh on sentiment. Lowe’s CEO publicly addresses 600 layoffs for first time, then turns to AI, profits

Lowe’s Companies Stock Performance

LOW opened at $264.69 on Friday. The stock has a market cap of $148.48 billion, a price-to-earnings ratio of 22.34, a price-to-earnings-growth ratio of 4.24 and a beta of 0.97. The firm’s fifty day moving average is $266.42 and its 200 day moving average is $254.31. Lowe’s Companies, Inc. has a fifty-two week low of $206.38 and a fifty-two week high of $293.06.

Lowe’s Companies (NYSE:LOW) last posted its quarterly earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $20.58 billion for the quarter, compared to analysts’ expectations of $20.34 billion. During the same period last year, the firm earned $1.93 earnings per share. The business’s quarterly revenue was up 10.9% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. On average, equities research analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Oppenheimer cut their target price on shares of Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating for the company in a research report on Friday, December 5th. Mizuho dropped their price target on shares of Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Telsey Advisory Group boosted their price objective on shares of Lowe’s Companies from $285.00 to $295.00 and gave the company an “outperform” rating in a research report on Thursday. Sanford C. Bernstein reduced their price objective on Lowe’s Companies from $313.00 to $303.00 and set an “outperform” rating for the company in a research note on Thursday. Finally, Citigroup lifted their target price on Lowe’s Companies from $250.00 to $285.00 and gave the company a “neutral” rating in a research report on Thursday, February 12th. Twenty-one equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Lowe’s Companies presently has an average rating of “Moderate Buy” and an average target price of $290.86.

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.