APG Asset Management N.V. Buys 6,479 Shares of The Home Depot, Inc. $HD

APG Asset Management N.V. raised its stake in shares of The Home Depot, Inc. (NYSE:HD) by 0.9% in the 3rd quarter, Holdings Channel reports. The firm owned 737,614 shares of the home improvement retailer’s stock after acquiring an additional 6,479 shares during the period. Home Depot makes up 0.5% of APG Asset Management N.V.’s investment portfolio, making the stock its 27th largest holding. APG Asset Management N.V.’s holdings in Home Depot were worth $298,874,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Centerpoint Advisory Group raised its holdings in shares of Home Depot by 0.8% during the 2nd quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer’s stock worth $1,160,000 after acquiring an additional 26 shares in the last quarter. Disciplined Investors L.L.C. increased its position in Home Depot by 2.3% in the second quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock worth $432,000 after purchasing an additional 26 shares during the last quarter. Brio Consultants LLC increased its position in Home Depot by 4.7% in the second quarter. Brio Consultants LLC now owns 574 shares of the home improvement retailer’s stock worth $210,000 after purchasing an additional 26 shares during the last quarter. Emprise Bank raised its stake in Home Depot by 0.8% during the third quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock valued at $1,270,000 after purchasing an additional 26 shares in the last quarter. Finally, Stegent Equity Advisors Inc. lifted its position in Home Depot by 2.7% during the third quarter. Stegent Equity Advisors Inc. now owns 1,006 shares of the home improvement retailer’s stock valued at $408,000 after purchasing an additional 26 shares during the last quarter. Hedge funds and other institutional investors own 70.86% of the company’s stock.

Insider Activity

In other Home Depot news, EVP Teresa Wynn Roseborough sold 2,872 shares of the firm’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $348.52, for a total value of $1,000,949.44. Following the completion of the sale, the executive vice president directly owned 13,196 shares in the company, valued at $4,599,069.92. This trade represents a 17.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Angie Brown sold 1,946 shares of Home Depot stock in a transaction on Friday, December 12th. The stock was sold at an average price of $357.63, for a total transaction of $695,947.98. Following the completion of the transaction, the executive vice president directly owned 3,941 shares in the company, valued at $1,409,419.83. This represents a 33.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 4,963 shares of company stock worth $1,748,845. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

HD has been the topic of several recent research reports. HSBC decreased their target price on shares of Home Depot from $445.00 to $400.00 and set a “hold” rating on the stock in a research report on Wednesday, November 19th. JPMorgan Chase & Co. lowered their price objective on Home Depot from $444.00 to $423.00 and set an “overweight” rating for the company in a research note on Wednesday, November 19th. DZ Bank reiterated a “sell” rating on shares of Home Depot in a report on Tuesday, November 18th. KeyCorp reissued a “sector weight” rating on shares of Home Depot in a research report on Wednesday. Finally, Wolfe Research raised their price target on Home Depot from $413.00 to $414.00 and gave the stock an “outperform” rating in a research report on Wednesday. Twenty 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 company. Based on data from MarketBeat, Home Depot presently has a consensus rating of “Moderate Buy” and a consensus price target of $416.00.

Home Depot Stock Performance

Shares of NYSE:HD opened at $380.71 on Friday. The firm has a 50 day moving average of $371.76 and a 200 day moving average of $379.89. The company has a quick ratio of 0.29, a current ratio of 1.06 and a debt-to-equity ratio of 3.62. The company has a market capitalization of $379.00 billion, a price-to-earnings ratio of 26.75, a price-to-earnings-growth ratio of 13.65 and a beta of 1.08. The Home Depot, Inc. has a 52 week low of $326.31 and a 52 week high of $426.75.

Home Depot (NYSE:HD) last announced its quarterly 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. The business had revenue of $38.20 billion for the quarter, compared to the consensus estimate of $38.01 billion. Home Depot had a return on equity of 134.32% and a net margin of 8.60%.The business’s revenue was down 3.8% compared to the same quarter last year. During the same period last year, the business posted $3.13 EPS. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. On average, sell-side analysts predict that The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th will be given a dividend of $2.33 per share. The ex-dividend date of this dividend is Thursday, March 12th. This is a positive change from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 annualized dividend and a dividend yield of 2.4%. Home Depot’s payout ratio is currently 64.65%.

Trending Headlines about Home Depot

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

• Positive Sentiment: Q4 beats, revenue and dividend hike — Home Depot topped Q4 estimates (EPS and revenue), reported positive comparable‑store sales, and approved a 1.3% dividend increase, signaling management confidence in cash flow. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Positive Sentiment: Pro/customer mix is protecting results — Professional contractors are driving resilience in sales (Pro-focused initiatives, SRS integration and trade services are improving stickiness and margins versus DIY). Home Depot’s Pro Ecosystem Shows Resilience in Soft Market
• Positive Sentiment: Analyst support is increasing — Several firms have raised price targets and some analysts (including TD Cowen coverage) kept or added bullish ratings, giving the stock upward momentum. Home Depot: Pro-Focused Growth and Acquisition Integration Position FY26 as an Inflection Year Supporting a Buy Rating
• Positive Sentiment: Recent price‑target upgrades — Firms including Stifel, Daiwa and others nudged up targets post‑earnings, providing technical and sentiment support for the shares. Home Depot price target raised to $375 from $350 at Stifel
• Neutral Sentiment: 2026 guidance is modest — Management gave conservative FY26 sales/EPS guidance (low‑single‑digit sales growth, flat to low single‑digit EPS growth) and plans ~15 new store openings, which tempers upside until the housing cycle improves. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Negative Sentiment: Macro/housing headwinds weigh on sentiment — High mortgage rates and low existing‑home turnover (“lock‑in” effect) are keeping big discretionary remodel projects on hold, which has driven short‑term investor caution and prior sell‑offs. Jim Cramer Wonders Why People Are Selling Home Depot (HD) Shares

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.