The Home Depot, Inc. $HD Shares Sold by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB lessened its stake in shares of The Home Depot, Inc. (NYSE:HD) by 7.5% during the 4th quarter, Holdings Channel reports. The firm owned 38,785 shares of the home improvement retailer’s stock after selling 3,153 shares during the quarter. E. Ohman J or Asset Management AB’s holdings in Home Depot were worth $13,346,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Silphium Asset Management Ltd grew its stake in Home Depot by 77.2% during the 3rd quarter. Silphium Asset Management Ltd now owns 13,544 shares of the home improvement retailer’s stock valued at $5,488,000 after purchasing an additional 5,900 shares during the last quarter. West Family Investments Inc. raised its stake in shares of Home Depot by 65.6% in the second quarter. West Family Investments Inc. now owns 3,630 shares of the home improvement retailer’s stock worth $1,331,000 after purchasing an additional 1,438 shares during the last quarter. Truist Financial Corp boosted its position in Home Depot by 0.3% in the third quarter. Truist Financial Corp now owns 1,095,113 shares of the home improvement retailer’s stock valued at $443,729,000 after buying an additional 3,608 shares during the last quarter. Asset Management One Co. Ltd. boosted its position in Home Depot by 2.3% in the third quarter. Asset Management One Co. Ltd. now owns 534,564 shares of the home improvement retailer’s stock valued at $216,600,000 after buying an additional 12,239 shares during the last quarter. Finally, Atlantic Union Bankshares Corp increased its holdings in Home Depot by 59.9% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 107,438 shares of the home improvement retailer’s stock worth $43,533,000 after buying an additional 40,232 shares during the period. Institutional investors and hedge funds own 70.86% of the company’s stock.

Insiders Place Their Bets

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $368.89, for a total transaction of $940,669.50. Following the transaction, the chief financial officer directly owned 44,566 shares of the company’s stock, valued at $16,439,951.74. This trade represents a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of Home Depot stock in a transaction dated Friday, December 26th. The shares were sold at an average price of $348.52, for a total transaction of $1,000,949.44. Following the completion of the sale, the executive vice president owned 13,196 shares in the company, valued at approximately $4,599,069.92. This trade represents a 17.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.10% of the company’s stock.

Key Home Depot News

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

• Positive Sentiment: SRS (Home Depot subsidiary) agreed to acquire Mingledorff’s, a 42-location HVAC wholesaler — expands HD’s Pro distribution into HVAC, opens a large (~$100B) TAM, and strengthens recurring-commercial revenue potential. SRS Distribution acquisition PR
• Positive Sentiment: Analysts and sell‑side support: Telsey reiterated an outperform with a $435 price target, and J.P. Morgan maintained bullish commentary around the Mingledorff’s deal — both reinforce upside expectations tied to the Pro strategy. Telsey reiteration (Benzinga)
• Positive Sentiment: Home Depot reiterated its Pro/tech push — new digital project-management and Pro shopping tools aim to boost wallet share with contractors, supporting longer-term margin and sales stability. Retail Dive: Pro digital tools
• Positive Sentiment: Retail footprint expansion: HD plans to open 12 new U.S. stores in 2026, which supports revenue growth and local market penetration for Pro customers. USA Today: new stores
• Neutral Sentiment: High-profile mentions (Jim Cramer) and institutional holdings — Charitable Trust is holding HD as a play if rates ease; this is more sentiment-support than a catalyst. Yahoo Finance: Jim Cramer note
• Neutral Sentiment: Competitive landscape: a long-time local rival closed a store (not bankruptcy) — limited competitive benefit but worth monitoring regionally. Yahoo: rival closure
• Negative Sentiment: Macro headwind: new U.S. home sales fell sharply in January (17.6% drop), underscoring a weak new‑home market that can pressure DIY and remodeling demand. This is a near-term risk to same-store sales. TheStreet: housing plunge
• Negative Sentiment: BNP Paribas Exane cut its price target (from $391 to $348) and put a neutral rating on HD — a near-term bearish signal for sentiment and potential selling pressure. Benzinga: BNP Paribas PT cut

Home Depot Stock Performance

Shares of HD stock opened at $332.45 on Thursday. The company has a current ratio of 1.06, a quick ratio of 0.26 and a debt-to-equity ratio of 3.62. The Home Depot, Inc. has a 12-month low of $320.26 and a 12-month high of $426.75. The business’s 50 day moving average is $368.84 and its two-hundred day moving average is $372.28. The company has a market capitalization of $331.13 billion, a P/E ratio of 23.36, a P/E/G ratio of 3.62 and a beta of 1.09.

Home Depot (NYSE:HD) last posted its quarterly earnings data on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.52 by $0.20. The business had revenue of $38.20 billion during the quarter, compared to analysts’ expectations 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 in the previous year, the business earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Analysts expect that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Increases Dividend

The business also recently disclosed 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. This is a boost from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Thursday, March 12th. Home Depot’s dividend payout ratio (DPR) is currently 65.50%.

Wall Street Analysts Forecast Growth

HD has been the subject of a number of recent research reports. Royal Bank Of Canada raised their price target on shares of Home Depot from $363.00 to $377.00 and gave the stock a “sector perform” rating in a research report on Wednesday, February 25th. Guggenheim upped their price objective on shares of Home Depot from $400.00 to $425.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. UBS Group reiterated an “outperform” rating on shares of Home Depot in a research note on Tuesday. Truist Financial set a $424.00 target price on shares of Home Depot in a report on Tuesday, February 24th. Finally, The Goldman Sachs Group decreased their target price on shares of Home Depot from $413.00 to $409.00 in a research report on Wednesday, February 25th. Twenty investment 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’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $414.52.

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.