Dynamic Advisor Solutions LLC Sells 3,458 Shares of The Home Depot, Inc. $HD

Dynamic Advisor Solutions LLC decreased its stake in The Home Depot, Inc. (NYSE:HD) by 7.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 42,458 shares of the home improvement retailer’s stock after selling 3,458 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Home Depot were worth $14,610,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of HD. Pacifica Partners Inc. grew its holdings in shares of Home Depot by 5.5% in the 4th quarter. Pacifica Partners Inc. now owns 2,136 shares of the home improvement retailer’s stock worth $739,000 after purchasing an additional 111 shares during the last quarter. Tactive Advisors LLC lifted its holdings in Home Depot by 33.9% during the 4th quarter. Tactive Advisors LLC now owns 2,173 shares of the home improvement retailer’s stock valued at $748,000 after purchasing an additional 550 shares during the last quarter. Brave Asset Management Inc. lifted its holdings in Home Depot by 3.3% during the 4th quarter. Brave Asset Management Inc. now owns 2,444 shares of the home improvement retailer’s stock valued at $841,000 after purchasing an additional 79 shares during the last quarter. Asempa Wealth Advisors acquired a new position in Home Depot in the fourth quarter valued at about $1,787,000. Finally, Norway Savings Bank grew its stake in Home Depot by 7.4% during the fourth quarter. Norway Savings Bank now owns 2,325 shares of the home improvement retailer’s stock worth $800,000 after buying an additional 160 shares during the last quarter. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Home Depot Stock Performance

Shares of HD stock opened at $330.83 on Wednesday. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.26 and a current ratio of 1.06. The Home Depot, Inc. has a 52 week low of $320.26 and a 52 week high of $426.75. The company’s 50 day moving average price is $369.70 and its two-hundred day moving average price is $372.56. The company has a market capitalization of $329.51 billion, a P/E ratio of 23.25, a price-to-earnings-growth ratio of 3.62 and a beta of 1.09.

Home Depot (NYSE:HD) last released its quarterly earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.52 by $0.20. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. The company 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 company earned $3.13 earnings per share. The business’s quarterly revenue 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. On average, analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th will be issued a dividend of $2.33 per share. This is a boost from Home Depot’s previous quarterly dividend of $2.30. The ex-dividend date is Thursday, March 12th. This represents a $9.32 dividend on an annualized basis and a yield of 2.8%. Home Depot’s dividend payout ratio is currently 65.50%.

Insider Activity

In other news, CFO Richard V. Mcphail sold 2,550 shares of the business’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total value of $940,669.50. Following the sale, the chief financial officer directly owned 44,566 shares in the company, valued at $16,439,951.74. The trade was a 5.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 13,196 shares of the company’s stock, valued at $4,599,069.92. This represents a 17.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on HD shares. KeyCorp reiterated a “sector weight” rating on shares of Home Depot in a research note on Wednesday, February 25th. Daiwa Securities Group raised their price target on Home Depot from $360.00 to $390.00 and gave the company a “neutral” rating in a report on Thursday, February 26th. Stifel Nicolaus lowered their target price on Home Depot from $370.00 to $350.00 and set a “hold” rating for the company in a research note on Monday, December 1st. BNP Paribas Exane reduced their target price on shares of Home Depot from $391.00 to $348.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Morgan Stanley lifted their target price on Home Depot from $412.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Twenty research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $414.52.

Home Depot News Summary

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

• Positive Sentiment: SRS Distribution (Home Depot subsidiary) agreed to acquire Mingledorff’s, adding 42 HVAC locations across five southeastern states — expands HD’s Pro distribution footprint, strengthens HVAC capabilities, and increases total addressable market to roughly $1.2T. The Home Depot Subsidiary SRS Distribution Enters into Agreement to Acquire Wholesale HVAC Distributor Mingledorff’s
• Positive Sentiment: Home Depot is enhancing its digital Pro shopping experience with AI-driven project planning and management tools to help contractors manage materials, timelines and deliveries — a move that should improve retention, basket size and margins in the Pro channel. The Home Depot beefs up digital shopping experience for pros
• Neutral Sentiment: Several market commentaries (Zacks, Yahoo) show elevated investor attention and comparison pieces highlighting Home Depot as a watched blue‑chip — useful for flow/interest but not an immediate fundamental catalyst. The Home Depot, Inc. (HD) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: BNP Paribas Exane cut its price target on HD from $391 to $348 and put a neutral rating on the stock — a valuation downgrade that can weigh on sentiment and near‑term share performance despite the company’s operational initiatives. BNP Paribas Exane price target cut

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.