The Home Depot, Inc. $HD Shares Acquired by Coastline Trust Co

Coastline Trust Co increased its stake in The Home Depot, Inc. (NYSE:HD) by 62.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,131 shares of the home improvement retailer’s stock after buying an additional 2,748 shares during the period. Coastline Trust Co’s holdings in Home Depot were worth $2,454,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in HD. Vanguard Group Inc. grew its position in shares of Home Depot by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 98,310,031 shares of the home improvement retailer’s stock valued at $39,834,241,000 after buying an additional 331,217 shares during the last quarter. State Street Corp boosted its position in shares of Home Depot by 0.7% in the second quarter. State Street Corp now owns 46,015,836 shares of the home improvement retailer’s stock worth $16,871,246,000 after buying an additional 300,352 shares during the period. Charles Schwab Investment Management Inc. lifted its position in shares of Home Depot by 1.1% in 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 purchasing an additional 153,582 shares in the last quarter. Norges Bank acquired a new stake in shares of Home Depot during the 2nd quarter valued at $4,885,603,000. Finally, Capital Research Global Investors lifted its holdings in shares of Home Depot by 0.3% during the 3rd quarter. Capital Research Global Investors now owns 11,400,133 shares of the home improvement retailer’s stock valued at $4,619,229,000 after buying an additional 30,739 shares during the last quarter. 70.86% of the stock is owned by institutional investors and hedge funds.

Home Depot News Summary

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

• Positive Sentiment: The Home Depot expanded its Pro digital experience with new project-management and AI tools aimed at contractors and professional renovators — a move that could deepen pro customer loyalty, drive repeat purchases and support margins over time. The Home Depot Expands Pro Digital Experience
• Positive Sentiment: Marketing push tied to FIFA World Cup 2026: HD partnered with David Beckham and launched promotions/sweepstakes to drive seasonal backyard and outdoor-project demand — a consumer-facing initiative that may lift traffic and average tickets in spring/summer. Home Depot Teams Up with David Beckham
• Neutral Sentiment: Valuation/technical re-check: Commentary and analysis pieces are asking whether recent weakness makes HD a buy, hold or avoid — helpful for investors re-assessing entry points but not an immediate catalyst. The write-up walks through valuation metrics amid the pullback. Is It Time To Reassess Home Depot?
• Neutral Sentiment: Broader market backdrop is bearish: analysts note major indexes fell below 200-day moving averages and sticky inflation may keep the Fed from cutting rates — a macro environment that increases volatility and investor risk aversion, which can pressure retail and cyclical names like HD. MarketBeat Week in Review
• Negative Sentiment: Unusually large put-option flow: Traders bought heavy volumes of HD puts (reports cite ~45,863 puts on a recent session, ~48% above typical daily put volume), signaling elevated hedging or outright bearish bets that can amplify near-term downside as sentiment shifts. Investors Buy High Volume of Put Options on Home Depot

Analyst Upgrades and Downgrades

HD has been the topic of several analyst reports. UBS Group increased their price target on Home Depot from $430.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. Sanford C. Bernstein boosted their price objective on Home Depot from $381.00 to $390.00 and gave the company a “market perform” rating in a research report on Wednesday, February 25th. Wolfe Research increased their price target on shares of Home Depot from $413.00 to $414.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 25th. TD Cowen reissued a “buy” rating on shares of Home Depot in a report on Thursday, March 12th. Finally, BNP Paribas Exane raised their price target on Home Depot from $355.00 to $391.00 in a report on Wednesday, February 25th. Twenty research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Home Depot presently has an average rating of “Moderate Buy” and an average price target of $416.00.

Home Depot Price Performance

Shares of NYSE HD opened at $321.37 on Friday. The business has a fifty day moving average price of $371.56 and a two-hundred day moving average price of $374.21. The Home Depot, Inc. has a fifty-two week low of $320.26 and a fifty-two week high of $426.75. The company has a debt-to-equity ratio of 3.62, a current ratio of 1.06 and a quick ratio of 0.26. The stock has a market capitalization of $320.09 billion, a PE ratio of 22.58, a P/E/G ratio of 3.59 and a beta of 1.09.

Home Depot (NYSE:HD) last issued its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.52 by $0.20. Home Depot had a return on equity of 134.32% and a net margin of 8.60%.The business had revenue of $38.20 billion during the quarter, compared to analysts’ expectations of $38.01 billion. During the same quarter in the prior year, the firm earned $3.13 EPS. The business’s revenue for the quarter was down 3.8% compared to the same quarter last year. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, equities 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 issued a $2.33 dividend. The ex-dividend date is Thursday, March 12th. This is an increase from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 annualized dividend and a yield of 2.9%. Home Depot’s dividend payout ratio is currently 65.50%.

Insider Buying and Selling at Home Depot

In other news, CFO Richard V. Mcphail sold 2,550 shares of the business’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $368.89, for a total transaction of $940,669.50. Following the completion of the sale, the chief financial officer directly owned 44,566 shares of the company’s stock, valued at $16,439,951.74. The trade was a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the stock in a transaction 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 of the company’s stock, valued at $4,599,069.92. The trade was a 17.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.10% of the company’s stock.

About Home Depot

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.