Rep. Julie Johnson Sells Off Shares of The Home Depot, Inc. (NYSE:HD)

Representative Julie Johnson (D-Texas) recently sold shares of The Home Depot, Inc. (NYSE:HD). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Home Depot stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

Home Depot Stock Performance

HD stock traded down $8.75 during trading on Friday, hitting $346.24. The company had a trading volume of 3,283,233 shares, compared to its average volume of 3,667,942. The firm has a 50-day moving average price of $366.01 and a 200-day moving average price of $378.87. The company has a quick ratio of 0.29, a current ratio of 1.05 and a debt-to-equity ratio of 3.82. The firm has a market cap of $344.69 billion, a PE ratio of 23.63, a price-to-earnings-growth ratio of 13.29 and a beta of 1.06. The Home Depot, Inc. has a 1-year low of $326.31 and a 1-year high of $426.75.

Home Depot (NYSE:HD) last announced its earnings results on Tuesday, November 18th. The home improvement retailer reported $3.74 earnings per share for the quarter, missing the consensus estimate of $3.83 by ($0.09). Home Depot had a net margin of 8.77% and a return on equity of 160.74%. The company had revenue of $41.35 billion during the quarter, compared to analysts’ expectations of $41.06 billion. During the same quarter last year, the business posted $3.78 earnings per share. The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. Home Depot has set its FY 2025 guidance at 14.478-14.478 EPS. On average, analysts expect that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, December 4th were issued a dividend of $2.30 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $9.20 dividend on an annualized basis and a dividend yield of 2.7%. Home Depot’s dividend payout ratio (DPR) is currently 62.71%.

Insider Buying and Selling at Home Depot

In other Home Depot news, EVP Ann Marie Campbell sold 145 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $358.26, for a total transaction of $51,947.70. Following the transaction, the executive vice president directly owned 12,320 shares in the company, valued at $4,413,763.20. This trade represents a 1.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Angie Brown sold 1,946 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $357.63, for a total value of $695,947.98. Following the transaction, the executive vice president directly owned 3,941 shares in the company, valued at approximately $1,409,419.83. This represents a 33.06% 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.

Institutional Investors Weigh In On Home Depot

Several institutional investors and hedge funds have recently made changes to their positions in the company. Peterson Wealth Management bought a new position in Home Depot during the 3rd quarter valued at $608,000. Alternative Investment Advisors LLC. acquired a new stake in Home Depot in the third quarter valued at approximately $224,000. Lindenwold Advisors INC increased its stake in shares of Home Depot by 1.0% during the 3rd quarter. Lindenwold Advisors INC now owns 5,729 shares of the home improvement retailer’s stock worth $2,321,000 after purchasing an additional 54 shares during the last quarter. Harbour Investment Management LLC bought a new position in shares of Home Depot during the 3rd quarter valued at $214,000. Finally, Farmers National Bank lifted its stake in shares of Home Depot by 1.1% in the 3rd quarter. Farmers National Bank now owns 23,667 shares of the home improvement retailer’s stock valued at $9,590,000 after purchasing an additional 250 shares during the last quarter. 70.86% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Daiwa Capital Markets raised its price target to $360, giving the stock analyst support that can help stabilize a pullback. Daiwa Capital Markets Boosts Home Depot (NYSE:HD) Price Target to $360.00
• Positive Sentiment: An analyst upgrade lifted shares in sessions earlier, indicating some buy-side conviction after recent volatility. Home Depot (NYSE:HD) Shares Up 1.1% on Analyst Upgrade
• Neutral Sentiment: Long-term performance pieces show strong 15‑year returns, which may support investor confidence but don’t change near-term fundamentals. Here’s How Much You Would Have Made Owning Home Depot Stock In The Last 15 Years
• Neutral Sentiment: Zacks notes the stock is up since earnings and asks whether that momentum can continue — a reminder that post‑earnings moves can be technical and short‑lived. Home Depot (HD) Up 6.7% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Analyses reviewing valuation after the pullback provide context for long-term buyers but don’t immediately move markets. Home Depot (HD) Valuation Check After Recent Share Price Pullback
• Neutral Sentiment: Fund commentary on Home Depot’s competitive moat and entry barriers offers a mixed view on sustainability of returns. Is The Home Depot (HD) Operating in the Market with a High Entry Barrier?
• Negative Sentiment: Reported insider selling has weighed on sentiment, a near-term negative that can signal caution to investors. Home Depot (NYSE:HD) Shares Down 1.2% Following Insider Selling
• Negative Sentiment: A TipRanks piece highlights that the stock dropped even as the company says it “significantly increased the speed of our delivery,” suggesting investors remain unconvinced by operational improvement narratives. “Significantly Increased the Speed of Our Delivery”: Home Depot Stock (NYSE:HD) Sinks Despite Supply Chain Improvements
• Negative Sentiment: Local PR/operational stories — Home Depot’s use of noise machines to deter day laborers — could pose reputational and legal risk that concerns some investors. “Caused Headaches and Nausea”: Home Depot Turns to Noise Machines to Run Off Day Laborers, Home Depot Stock (NYSE:HD) Notches Up
• Negative Sentiment: Analyst comparisons show Lowe’s gaining operational momentum (AI, Pro expansion), which increases competitive risk for Home Depot going into 2026. Home Depot vs. Lowe’s: Which Home Improvement Stock to Bet on in 2026?

Analysts Set New Price Targets

A number of research firms recently weighed in on HD. Argus lowered their price target on Home Depot from $450.00 to $425.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Jefferies Financial Group reiterated a “buy” rating and set a $424.00 price objective on shares of Home Depot in a research note on Wednesday, December 10th. Weiss Ratings restated a “hold (c+)” rating on shares of Home Depot in a report on Monday. HSBC cut their price objective on Home Depot from $445.00 to $400.00 and set a “hold” rating on the stock in a research report on Wednesday, November 19th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $362.00 target price on shares of Home Depot in a research report on Monday, November 24th. Twenty-one investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Home Depot has an average rating of “Moderate Buy” and an average target price of $402.07.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.