The Home Depot, Inc. (NYSE:HD) Receives Consensus Rating of “Moderate Buy” from Analysts

The Home Depot, Inc. (NYSE:HD) has been given an average rating of “Moderate Buy” by the thirty-three research firms that are currently covering the firm, MarketBeat reports. One analyst has rated the stock with a sell rating, eleven have issued a hold rating and twenty-one have issued a buy rating on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $410.5333.

HD has been the topic of several research reports. Stifel Nicolaus decreased their target price on Home Depot from $370.00 to $350.00 and set a “hold” rating on the stock in a research report on Monday, December 1st. Daiwa Securities Group upped their price objective on Home Depot from $348.00 to $360.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Oppenheimer lowered their price objective on Home Depot from $420.00 to $405.00 and set a “market perform” rating on the stock in a research report on Friday, December 5th. DA Davidson boosted their target price on shares of Home Depot from $407.00 to $445.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Evercore decreased their price target on shares of Home Depot from $450.00 to $425.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 19th.

Key Home Depot News

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

• Positive Sentiment: Q4 earnings beat and revenue slightly above expectations — adjusted EPS of $2.72 topped estimates and revenue of $38.2B edged past the street, driven by modest comparable-sales improvement and margin gains. CNBC: Home Depot beats
• Positive Sentiment: Dividend raised and dividend-case momentum — company increased its quarterly payout (1.3%) and MarketBeat highlights growing institutional accumulation and dividend-investor interest that can support multiple and lower volatility over time. PR Newswire: Dividend & results MarketBeat: Accumulation
• Positive Sentiment: Business mix resilience — Home Depot’s professional (B2B) and contractor business is a growing share of sales (nearer to 50%), helping offset weaker DIY demand and making revenue less cyclical. PYMNTS: B2B share
• Positive Sentiment: Analyst support — at least one shop (DA Davidson) raised its price target significantly and reiterated a buy view, signaling confidence from some sell‑side desks. The Fly: Price target raise
• Neutral Sentiment: Company backed FY26 guidance but it’s conservative — FY26 EPS range was given (14.230–14.799), with the midpoint a touch below consensus; management kept outlook steady rather than upgrading it. MarketBeat: Guidance
• Neutral Sentiment: Mixed analyst tone and peer comparison — some outlets praise HD’s stability, while others point to Lowe’s as a potentially cheaper/stronger short‑term trade; analysts’ price targets remain dispersed. Barron’s: Lowe’s comparison
• Negative Sentiment: Sales decline and housing weakness — total revenue fell ~3.8% YoY, management described a “frozen” housing environment and said homeowners are delaying big projects due to affordability and job worries, which dampens the demand outlook. NYT: Homeowners wary Seeking Alpha: Frozen housing
• Negative Sentiment: Margins and income compression — income contracted and adjusted EPS declined vs. last year (partly due to calendar effects), so earnings quality questions and slower topline growth are risks until housing activity recovers. Zacks: Sales miss context

Home Depot Trading Up 2.0%

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

Home Depot (NYSE:HD) last issued its quarterly earnings data 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. 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 8.77% and a return on equity of 160.74%. The company’s revenue was down 3.8% on a year-over-year basis. During the same period in the prior year, the firm earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Equities analysts anticipate that Home Depot will post 15.13 EPS for the current year.

Home Depot Increases Dividend

The firm also recently announced 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 represents a $9.32 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Thursday, March 12th. This is a boost from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s dividend payout ratio (DPR) is currently 62.71%.

Insider Activity

In related news, EVP Angie Brown sold 1,946 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $357.63, for a total value of $695,947.98. Following the completion of the sale, the executive vice president directly owned 3,941 shares in the company, valued at approximately $1,409,419.83. The trade was a 33.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 13,196 shares in the company, valued at $4,599,069.92. This represents a 17.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 4,963 shares of company stock worth $1,748,845. Corporate insiders own 0.10% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Silphium Asset Management Ltd lifted its holdings in shares of Home Depot by 77.2% during the third quarter. Silphium Asset Management Ltd now owns 13,544 shares of the home improvement retailer’s stock worth $5,488,000 after purchasing an additional 5,900 shares during the period. West Family Investments Inc. raised its position in Home Depot by 65.6% during the 2nd 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 lifted its holdings in Home Depot by 0.3% during the 3rd quarter. Truist Financial Corp now owns 1,095,113 shares of the home improvement retailer’s stock worth $443,729,000 after buying an additional 3,608 shares during the period. Asset Management One Co. Ltd. grew its position in shares of Home Depot by 2.3% in the 3rd 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 stake in shares of Home Depot by 59.9% in the third quarter. Atlantic Union Bankshares Corp now owns 107,438 shares of the home improvement retailer’s stock valued at $43,533,000 after buying an additional 40,232 shares during the period. Institutional investors own 70.86% of the company’s stock.

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.