Total Clarity Wealth Management Inc. Buys New Shares in Lowe’s Companies, Inc. $LOW

Total Clarity Wealth Management Inc. bought a new position in Lowe’s Companies, Inc. (NYSE:LOW) during the third quarter, according to the company in its most recent filing with the SEC. The firm bought 2,844 shares of the home improvement retailer’s stock, valued at approximately $715,000.

Several other institutional investors have also added to or reduced their stakes in LOW. Citizens Business Bank bought a new stake in Lowe’s Companies in the 3rd quarter worth $225,000. AlphaCore Capital LLC grew its stake in shares of Lowe’s Companies by 1.7% in the third quarter. AlphaCore Capital LLC now owns 8,496 shares of the home improvement retailer’s stock worth $2,135,000 after purchasing an additional 140 shares during the last quarter. Intech Investment Management LLC increased its holdings in Lowe’s Companies by 52.9% during the 3rd quarter. Intech Investment Management LLC now owns 12,076 shares of the home improvement retailer’s stock valued at $3,035,000 after purchasing an additional 4,179 shares during the period. Catalyst Financial Partners LLC raised its position in Lowe’s Companies by 3.7% during the 3rd quarter. Catalyst Financial Partners LLC now owns 4,742 shares of the home improvement retailer’s stock valued at $1,192,000 after purchasing an additional 170 shares during the last quarter. Finally, Empirical Asset Management LLC lifted its holdings in Lowe’s Companies by 241.7% in the 3rd quarter. Empirical Asset Management LLC now owns 8,275 shares of the home improvement retailer’s stock worth $2,080,000 after buying an additional 5,853 shares during the period. 74.06% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on LOW shares. Truist Financial cut their price objective on Lowe’s Companies from $295.00 to $293.00 and set a “buy” rating on the stock in a research report on Thursday. Robert W. Baird lifted their price target on shares of Lowe’s Companies from $290.00 to $320.00 and gave the company an “outperform” rating in a report on Tuesday, February 17th. Telsey Advisory Group upped their price objective on shares of Lowe’s Companies from $285.00 to $295.00 and gave the stock an “outperform” rating in a report on Thursday. Mizuho cut their target price 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. Finally, Wolfe Research decreased their price target on shares of Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. Twenty-one investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Lowe’s Companies has a consensus rating of “Moderate Buy” and a consensus target price of $290.86.

Key Stories Impacting Lowe’s Companies

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

Insider Transactions at Lowe’s Companies

In other Lowe’s Companies news, CEO Marvin R. Ellison sold 18,000 shares of the business’s stock in a transaction 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Price Performance

Shares of Lowe’s Companies stock opened at $264.69 on Friday. Lowe’s Companies, Inc. has a 1 year low of $206.38 and a 1 year high of $293.06. The company has a 50-day moving average of $266.42 and a 200 day moving average of $254.31. The firm has a market cap of $148.48 billion, a price-to-earnings ratio of 22.34, a PEG ratio of 4.24 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last announced its earnings results on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 7.71% and a negative return on equity of 61.40%. The business had revenue of $20.58 billion during the quarter, compared to the consensus estimate of $20.34 billion. During the same quarter last year, the firm earned $1.93 earnings per share. The business’s revenue for the quarter 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 analysts anticipate that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

About Lowe’s Companies

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.