The Home Depot, Inc. $HD Shares Sold by US Bancorp DE

US Bancorp DE decreased its position in shares of The Home Depot, Inc. (NYSE:HD) by 0.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,397,221 shares of the home improvement retailer’s stock after selling 1,797 shares during the period. Home Depot comprises approximately 0.7% of US Bancorp DE’s holdings, making the stock its 29th biggest holding. US Bancorp DE owned about 0.14% of Home Depot worth $566,142,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Home Depot by 36.5% in the 4th quarter. Brighton Jones LLC now owns 26,918 shares of the home improvement retailer’s stock valued at $10,471,000 after purchasing an additional 7,203 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Home Depot by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 2,598 shares of the home improvement retailer’s stock worth $952,000 after buying an additional 173 shares during the last quarter. Ignite Planners LLC raised its holdings in Home Depot by 0.7% in the second quarter. Ignite Planners LLC now owns 6,526 shares of the home improvement retailer’s stock valued at $2,346,000 after acquiring an additional 47 shares in the last quarter. Croban bought a new position in Home Depot during the 2nd quarter valued at $416,000. Finally, Schnieders Capital Management LLC. increased its position in shares of Home Depot by 14.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 11,587 shares of the home improvement retailer’s stock worth $4,248,000 after purchasing an additional 1,433 shares during the last quarter. 70.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Home Depot

Here are the key news stories impacting Home Depot this week:

• Positive Sentiment: Multiple analyst upgrades and price-target raises lift the outlook for HD — several firms raised targets this week (UBS, Morgan Stanley, Guggenheim, Telsey, Wells Fargo, DA Davidson and others), signaling buy-side confidence after HD’s Q4 beat. See a sample analyst note. UBS Forecast Guggenheim PT
• Positive Sentiment: Q4 beat and dividend bump — HD topped EPS and revenue estimates, reported improving comp trends and raised the quarterly dividend 1.3%, which supports income-focused holders and signals cash‑flow confidence. (Earnings coverage widely published.)
• Positive Sentiment: Pro (contractor/B2B) strength and margin execution — management highlighted professional customers and margin resilience as offsetting weaker DIY demand, a structural benefit if the Pro mix continues to rise.
• Neutral Sentiment: Institutional accumulation and falling short interest — short interest fell ~15% in February and institutional flows show mixed but overall accumulation, which can reduce downside pressure but also limit sharp rallies in the near term.
• Neutral Sentiment: Analyst divergence on valuation — while many firms raised targets, a few (e.g., Goldman modestly trimmed its target) reflect differing views on recovery timing; consensus price-target range is wide. Example updates collected here. BNP Paribas Exane
• Negative Sentiment: Conservative FY2026 guidance and housing headwinds — management guided to modest sales and EPS growth (flat to low-single-digit comps and modest sales growth), signaling a slow recovery tied to mortgage rates and housing turnover; that cautious outlook is weighing on sentiment. Coverage of the guidance and housing commentary: QuiverQuant on outlook jitters
• Negative Sentiment: Market reaction amplified by peer caution — cautious guidance from Lowe’s and comments about a “frozen” housing market reignited sector fears, prompting profit‑taking despite HD’s beat. Read peer/CEO caution. Fortune: CEO comments
• Negative Sentiment: Sales decline and margin pressure in Q4 — revenue was down year‑over‑year and management noted margin pressures; some analysts and commentators flagged HD’s premium valuation relative to the modest growth outlook. See analysis. Zacks on sales miss

Home Depot Stock Down 2.3%

Home Depot stock opened at $375.45 on Thursday. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.29 and a current ratio of 1.06. The Home Depot, Inc. has a one year low of $326.31 and a one year high of $426.75. The company has a 50-day simple moving average of $370.65 and a 200-day simple moving average of $380.09. The firm has a market capitalization of $373.77 billion, a P/E ratio of 26.38, a P/E/G ratio of 13.83 and a beta of 1.08.

Home Depot (NYSE:HD) last posted its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.52 by $0.20. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. The firm had revenue of $38.20 billion during the quarter, compared to analyst estimates of $38.01 billion. During the same period in the previous year, the business posted $3.13 EPS. Home Depot’s revenue was down 3.8% on a year-over-year basis. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, equities analysts expect that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be given a dividend of $2.33 per share. This is a boost from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Thursday, March 12th. Home Depot’s payout ratio is presently 62.71%.

Wall Street Analyst Weigh In

HD has been the subject of a number of research reports. Wells Fargo & Company lifted their price target on Home Depot from $395.00 to $420.00 and gave the stock an “overweight” rating in a research note on Wednesday. Gordon Haskett lifted their target price on Home Depot from $330.00 to $370.00 and gave the stock a “hold” rating in a research report on Wednesday, February 11th. The Goldman Sachs Group dropped their price target on Home Depot from $413.00 to $409.00 in a research report on Wednesday. Evercore reduced their price objective on Home Depot from $450.00 to $425.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 19th. Finally, Robert W. Baird boosted their target price on shares of Home Depot from $400.00 to $430.00 and gave the company an “outperform” rating in a research note on Tuesday, February 17th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $414.97.

Insider Buying and Selling

In other Home Depot news, EVP Ann Marie Campbell sold 145 shares of Home Depot stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total transaction of $51,947.70. Following the sale, the executive vice president owned 12,320 shares of the company’s stock, valued at $4,413,763.20. The trade was a 1.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the stock in a transaction on Friday, December 26th. The stock was sold at an average price of $348.52, for a total value of $1,000,949.44. Following the completion of the transaction, the executive vice president directly owned 13,196 shares of the company’s stock, valued at approximately $4,599,069.92. The trade was a 17.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,963 shares of company stock valued at $1,748,845 in the last three months. 0.10% of the stock is currently owned by corporate insiders.

Home Depot Profile

The Home Depot, Inc (NYSE: HD) is a leading home improvement retailer that operates large-format stores and an integrated online platform offering a broad range of products and services for do-it-yourself consumers, professional contractors and businesses. The company was founded in 1978 by Bernard Marcus and Arthur Blank and is headquartered in Atlanta, Georgia. Since opening its first stores at the end of the 1970s, Home Depot has grown into a multinational retailer known for its orange-branded stores and wide assortment of home improvement merchandise.

Home Depot’s core business includes the sale of building materials, lumber, tools, hardware, appliances, paint, plumbing and electrical supplies, lawn and garden products, and home décor.