Home Depot (NYSE:HD) Given New $435.00 Price Target at Telsey Advisory Group

Home Depot (NYSE:HD) had its target price upped by investment analysts at Telsey Advisory Group from $410.00 to $435.00 in a report issued on Wednesday. The firm currently has an “outperform” rating on the home improvement retailer’s stock. Telsey Advisory Group’s price target would suggest a potential upside of 13.09% from the company’s previous close.

Several other research firms have also recently commented on HD. Weiss Ratings reissued a “hold (c+)” rating on shares of Home Depot in a research note on Monday, December 29th. Morgan Stanley boosted their price objective on Home Depot from $395.00 to $412.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Sanford C. Bernstein upped their target price on shares of Home Depot from $362.00 to $381.00 and gave the stock a “market perform” rating in a research note on Wednesday, February 18th. Royal Bank Of Canada decreased their price target on shares of Home Depot from $366.00 to $363.00 and set a “sector perform” rating for the company in a research note on Thursday, February 19th. Finally, Evercore dropped their price objective on shares of Home Depot from $450.00 to $425.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 19th. Twenty-one analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $411.37.

Home Depot Trading Up 2.0%

Shares of HD stock opened at $384.66 on Wednesday. Home Depot has a fifty-two week low of $326.31 and a fifty-two week high of $426.75. The company has a 50 day moving average price of $370.27 and a 200 day moving average price of $380.12. The stock has a market capitalization of $382.93 billion, a P/E ratio of 26.22, a price-to-earnings-growth ratio of 13.49 and a beta of 1.08. The company has a debt-to-equity ratio of 3.82, a quick ratio of 0.29 and a current ratio of 1.05.

Home Depot (NYSE:HD) last issued its quarterly earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, beating the consensus estimate of $2.52 by $0.20. The company had revenue of $38.20 billion during the quarter, compared to analysts’ expectations of $38.01 billion. Home Depot had a net margin of 8.77% and a return on equity of 160.74%. The firm’s revenue was down 3.8% compared to the same quarter last year. During the same quarter last year, the company posted $3.13 EPS. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Equities research analysts predict that Home Depot will post 15.13 EPS for the current fiscal year.

Insider Activity at Home Depot

In other news, EVP Teresa Wynn Roseborough sold 2,872 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 13,196 shares in the company, valued at approximately $4,599,069.92. This trade represents a 17.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Angie Brown sold 1,946 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $357.63, for a total transaction of $695,947.98. Following the sale, the executive vice president owned 3,941 shares of the company’s stock, valued at approximately $1,409,419.83. This represents a 33.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,963 shares of company stock valued at $1,748,845 in the last three months. 0.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Home Depot

Several hedge funds have recently made changes to their positions in HD. Centerpoint Advisory Group lifted its position in Home Depot by 0.8% during the 2nd quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer’s stock worth $1,160,000 after acquiring an additional 26 shares during the period. Disciplined Investors L.L.C. lifted its stake in shares of Home Depot by 2.3% in the 2nd quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock worth $432,000 after acquiring an additional 26 shares during the period. Brio Consultants LLC increased its stake in shares of Home Depot by 4.7% during the second quarter. Brio Consultants LLC now owns 574 shares of the home improvement retailer’s stock worth $210,000 after acquiring an additional 26 shares during the period. Emprise Bank raised its holdings in Home Depot by 0.8% during the third quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock worth $1,270,000 after purchasing an additional 26 shares in the last quarter. Finally, Stegent Equity Advisors Inc. lifted its position in Home Depot by 2.7% in the third quarter. Stegent Equity Advisors Inc. now owns 1,006 shares of the home improvement retailer’s stock valued at $408,000 after purchasing an additional 26 shares during the period. Institutional investors and hedge funds own 70.86% of the company’s stock.

Home Depot News Summary

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

• Positive Sentiment: Q4 earnings beat — Home Depot exceeded EPS and revenue estimates, helped by stronger comps and margin gains versus expectations. This is the primary reason shares moved up after the print. Home Depot beats Wall Street’s expectations, even as sales decline
• Positive Sentiment: Dividend raised — HD increased its quarterly dividend to $2.33 (1.3% rise), supporting income-focused investor demand and reinforcing the buy-and-hold case. PR Newswire: The Home Depot Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Analyst support — Some firms raised targets and maintained buy ratings (DA Davidson raised its target; Bank of America / J.P. Morgan commentary highlighted pro-customer momentum), which can sustain upside momentum. Home Depot: Strong Q4 Performance and Pro-Customer Momentum Support Buy Rating
• Neutral Sentiment: Guidance mixed — HD reaffirmed FY2026 EPS range (14.230–14.799), with midpoints slightly below some street expectations; this limits conviction for an aggressive re-rate until guidance is digested. Home Depot press release / guidance
• Neutral Sentiment: Institutional accumulation & income narrative — Coverage notes increasing institutional accumulation and dividend-investor interest, which can dampen volatility over time but is a longer-term tailwind. Home Depot Accumulation Is Underway—Why Dividend Investors Are Watching
• Negative Sentiment: Customer caution & housing headwinds — CEO Ted Decker warned customers are “not investing” due to affordability and job concerns, underscoring the risk that big-ticket projects remain muted. Home Depot CEO flags a disconcerting lack of faith in the American economy
• Negative Sentiment: Sales decline & margin pressure — Revenue fell 3.8% YoY and adjusted EPS declined vs. last year; some analysts/notes argue HD’s premium valuation is questionable given the mixed results. Home Depot: Premium Valuation Questionable After Mixed Q4
• Negative Sentiment: “Don’t buy today” take — High-profile commentators (e.g., Cramer) acknowledge long-term upside but advise patience, which can cap near-term retail buying. Cramer: Home Depot can make you ‘lot of money,’ but don’t buy it today

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.