The Home Depot, Inc. $HD Holdings Increased by Braun Stacey Associates Inc.

Braun Stacey Associates Inc. increased its position in shares of The Home Depot, Inc. (NYSE:HD) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,990 shares of the home improvement retailer’s stock after purchasing an additional 2,004 shares during the period. Braun Stacey Associates Inc.’s holdings in Home Depot were worth $20,298,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in HD. Emprise Bank lifted its holdings in shares of Home Depot by 0.8% in the third quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock valued at $1,270,000 after buying an additional 26 shares during the period. Stegent Equity Advisors Inc. grew its holdings 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 worth $408,000 after acquiring an additional 26 shares during the period. Navis Wealth Advisors LLC grew its holdings in Home Depot by 1.8% during the second quarter. Navis Wealth Advisors LLC now owns 1,532 shares of the home improvement retailer’s stock worth $562,000 after acquiring an additional 27 shares during the period. Unique Wealth LLC raised its position in Home Depot by 1.2% in the third quarter. Unique Wealth LLC now owns 2,280 shares of the home improvement retailer’s stock worth $924,000 after acquiring an additional 27 shares in the last quarter. Finally, Arcus Capital Partners LLC lifted its holdings in Home Depot by 1.1% in the 3rd quarter. Arcus Capital Partners LLC now owns 2,445 shares of the home improvement retailer’s stock valued at $991,000 after acquiring an additional 27 shares during the last quarter. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Home Depot

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

• Positive Sentiment: Named Franziska Bell (formerly Ford’s AI lead) as EVP & CTO to scale agentic AI — a move that could accelerate merchandising, supply-chain automation and customer personalization, supporting long‑term margin upside. Home Depot Recruits Ford Tech Leader to Scale Agentic AI
• Positive Sentiment: Expanding into HVAC distribution with the Mingledorff’s deal increases exposure to a ~$100B market in the Southeast and diversifies B2B revenue streams — management expects minimal leverage impact. This helps the growth/market‑reach story. Home Depot HVAC Deal Expands Market Reach And Shifts Investor Focus
• Neutral Sentiment: Still counts as a Dividend Aristocrat, which supports income investors’ interest but doesn’t change near‑term growth dynamics. Meet the Next Generation of Dividend Aristocrats
• Negative Sentiment: Shares hit a 52-week low amid broader market pressures and sector headwinds, a clear near-term bearish signal for momentum and sentiment. Home Depot stock hits 52-week low at $320.22 amid market pressures
• Negative Sentiment: Evercore cut its price target to $415, signaling reduced analyst upside and likely weighing on sentiment among momentum and target‑driven investors. Evercore Cuts Home Depot (NYSE:HD) Price Target to $415.00
• Negative Sentiment: Recent coverage highlights a downward move in the stock amid broader market gains and notes worrisome shifts in consumer behavior and slowing comparable‑sales trends — pressure on near‑term top‑line and margins. Home Depot (HD) Stock Sinks As Market Gains: Here’s Why

Home Depot Stock Up 0.1%

HD opened at $321.79 on Monday. The company has a market capitalization of $320.51 billion, a PE ratio of 22.61, a price-to-earnings-growth ratio of 3.51 and a beta of 1.09. 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 Home Depot, Inc. has a fifty-two week low of $318.66 and a fifty-two week high of $426.75. The business has a 50-day moving average of $361.06 and a 200-day moving average of $367.28.

Home Depot (NYSE:HD) last announced its quarterly earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, topping the consensus estimate of $2.52 by $0.20. The company had revenue of $38.20 billion for the quarter, compared to analyst estimates of $38.01 billion. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. Home Depot’s quarterly revenue was down 3.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.13 EPS. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Equities research analysts forecast that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th were paid a $2.33 dividend. The ex-dividend date was Thursday, March 12th. 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 dividend yield of 2.9%. Home Depot’s dividend payout ratio is presently 65.50%.

Analyst Ratings Changes

A number of analysts recently weighed in on HD shares. Telsey Advisory Group restated an “outperform” rating and set a $435.00 target price on shares of Home Depot in a report on Wednesday, March 25th. Piper Sandler dropped their price target on Home Depot from $441.00 to $422.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Wells Fargo & Company increased their price objective on Home Depot from $395.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, February 25th. TD Cowen reissued a “buy” rating on shares of Home Depot in a research note on Thursday, March 12th. Finally, Gordon Haskett lifted their target price on Home Depot from $330.00 to $370.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Twenty research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Home Depot has an average rating of “Moderate Buy” and an average price target of $414.17.

Insider Buying and Selling at Home Depot

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of Home Depot stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total value 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. The trade was a 5.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 0.10% of the company’s stock.

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.