The Home Depot, Inc. $HD Shares Purchased by Aprio Wealth Management LLC

Aprio Wealth Management LLC lifted its position in The Home Depot, Inc. (NYSE:HD) by 17.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,531 shares of the home improvement retailer’s stock after acquiring an additional 1,886 shares during the quarter. Aprio Wealth Management LLC’s holdings in Home Depot were worth $5,077,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in Home Depot by 0.3% during the third quarter. Vanguard Group Inc. now owns 98,310,031 shares of the home improvement retailer’s stock valued at $39,834,241,000 after purchasing an additional 331,217 shares during the last quarter. State Street Corp boosted its holdings in shares of Home Depot by 0.7% in the 2nd quarter. State Street Corp now owns 46,015,836 shares of the home improvement retailer’s stock valued at $16,871,246,000 after buying an additional 300,352 shares during the period. Geode Capital Management LLC grew its position in shares of Home Depot by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 22,978,809 shares of the home improvement retailer’s stock valued at $8,394,611,000 after buying an additional 327,674 shares during the last quarter. Charles Schwab Investment Management Inc. raised its stake in Home Depot by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 14,568,860 shares of the home improvement retailer’s stock worth $5,341,724,000 after acquiring an additional 153,582 shares during the period. Finally, Norges Bank bought a new position in Home Depot in the second quarter worth about $4,885,603,000. 70.86% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Ann Marie Campbell sold 145 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $358.26, for a total value of $51,947.70. Following the transaction, the executive vice president owned 12,320 shares in the company, valued at $4,413,763.20. This represents a 1.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Angie Brown sold 1,946 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 3,941 shares of the company’s stock, valued at approximately $1,409,419.83. The trade was a 33.06% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 4,963 shares of company stock valued at $1,748,845. Corporate insiders own 0.10% of the company’s stock.

Home Depot News Summary

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 Price Performance

Shares of NYSE:HD opened at $380.71 on Friday. 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 market capitalization of $379.00 billion, a PE ratio of 26.75, a price-to-earnings-growth ratio of 13.65 and a beta of 1.08. The stock has a fifty day moving average of $371.76 and a 200-day moving average of $379.89.

Home Depot (NYSE:HD) last posted its quarterly earnings data on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.52 by $0.20. The firm 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 for the quarter was down 3.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.13 EPS. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, equities analysts anticipate that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 yield of 2.4%. Home Depot’s payout ratio is presently 64.65%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on HD. Wall Street Zen lowered Home Depot from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Wells Fargo & Company boosted their price target on shares of Home Depot from $395.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday. Truist Financial set a $424.00 price target on shares of Home Depot in a research report on Tuesday. HSBC dropped their price objective on shares of Home Depot from $445.00 to $400.00 and set a “hold” rating on the stock in a report on Wednesday, November 19th. Finally, Telsey Advisory Group upped their target price on shares of Home Depot from $410.00 to $435.00 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 stock. According to MarketBeat.com, Home Depot has an average rating of “Moderate Buy” and a consensus price target of $416.00.

Home Depot Company 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.