Lowe’s Companies, Inc. $LOW Stock Holdings Lifted by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 4.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,144,328 shares of the home improvement retailer’s stock after acquiring an additional 49,402 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.20% of Lowe’s Companies worth $287,581,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of LOW. Howard Hughes Medical Institute acquired a new stake in Lowe’s Companies during the 2nd quarter worth about $27,000. Activest Wealth Management increased its position in shares of Lowe’s Companies by 78.5% in the third quarter. Activest Wealth Management now owns 116 shares of the home improvement retailer’s stock worth $29,000 after acquiring an additional 51 shares in the last quarter. Traub Capital Management LLC purchased a new position in shares of Lowe’s Companies in the second quarter worth approximately $30,000. Vermillion & White Wealth Management Group LLC raised its holdings in shares of Lowe’s Companies by 128.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 135 shares of the home improvement retailer’s stock valued at $30,000 after acquiring an additional 76 shares during the period. Finally, Guerra Advisors Inc purchased a new stake in shares of Lowe’s Companies in the 3rd quarter valued at approximately $35,000. 74.06% of the stock is owned by institutional investors and hedge funds.

Lowe’s Companies Stock Down 5.5%

Shares of LOW opened at $263.41 on Thursday. The firm has a market cap of $147.76 billion, a price-to-earnings ratio of 21.84, a price-to-earnings-growth ratio of 4.34 and a beta of 0.97. The company’s fifty day moving average is $266.08 and its 200-day moving average is $254.23. Lowe’s Companies, Inc. has a 12 month low of $206.38 and a 12 month high of $293.06.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a net margin of 8.05% and a negative return on equity of 55.86%. The firm had revenue of $20.58 billion during the quarter, compared to analysts’ expectations of $20.34 billion. During the same period in the prior year, the company posted $1.93 earnings per share. Lowe’s Companies’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. As a group, research analysts predict that Lowe’s Companies, Inc. will post 11.9 earnings per share for the current fiscal year.

Trending Headlines about Lowe’s Companies

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

• Positive Sentiment: Telsey Advisory Group raised its price target on LOW to $295 and kept an “outperform” rating, signaling analyst conviction on medium‑term upside (about a double‑digit lift from recent levels).
• Positive Sentiment: Lowe’s topped consensus for the quarter—adjusted EPS $1.98 and revenue $20.58B—driven by Pro/customer and holiday strength, showing execution in a tough housing environment. LOWE’S REPORTS FOURTH QUARTER 2025 SALES AND EARNINGS RESULTS
• Positive Sentiment: Management highlighted growth in Pro, online and Home Services and is investing in digital tools to expand B2B sales—an encouraging structural shift that can stabilize revenues if DIY weakness persists. Lowe’s Deploys Digital Tools to Power Growing B2B Sales
• Neutral Sentiment: FY‑2026 guidance is mixed: EPS range of 12.25–12.75 (near Street) but revenue guidance of $92–94B is above consensus—this creates ambiguity (top‑line ambition versus conservative tone on comps/margins).
• Negative Sentiment: Management warned the housing market remains pressured and that many homeowners are delaying big remodels, which directly threatens Lowe’s big‑ticket sales and was a primary driver of the pullback. Lowe’s forecasts downbeat annual sales as customers defer big-ticket home remodels
• Negative Sentiment: Shares dropped after the print as investors punished the cautious outlook despite the beat; the market reaction reflects concern about near‑term demand and margin pressure. Lowe’s shares dip after home-improvement retailer warns of ‘ongoing uncertainty’ in category
• Negative Sentiment: Risk sentiment picked up: unusual put buying activity was reported and the company announced ~600 corporate/support role reductions—both items can weigh on near‑term investor confidence and headline risk. Lowe’s CEO publicly addresses 600 layoffs for first time

Wall Street Analyst Weigh In

Several equities analysts have weighed in on LOW shares. Gordon Haskett lifted their price objective on shares of Lowe’s Companies from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Mizuho decreased their target price on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating for the company in a research report on Thursday, November 20th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Lowe’s Companies in a report on Monday, December 29th. Stifel Nicolaus increased their price objective on Lowe’s Companies from $230.00 to $250.00 and gave the stock a “hold” rating in a research note on Monday, December 1st. Finally, Wolfe Research decreased their price objective on Lowe’s Companies from $285.00 to $284.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Twenty research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $290.70.

Insider Activity at Lowe’s Companies

In related news, CEO Marvin R. Ellison sold 18,000 shares of the firm’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. This trade represents a 7.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

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.