Home Depot (NYSE:HD) Price Target Raised to $445.00

Home Depot (NYSE:HD) had its target price upped by DA Davidson from $407.00 to $445.00 in a research report sent to investors on Tuesday morning, MarketBeat.com reports. They currently have a buy rating on the home improvement retailer’s stock.

HD has been the subject of a number of other reports. Robert W. Baird boosted their price objective on Home Depot from $400.00 to $430.00 and gave the company an “outperform” rating in a research report on Tuesday, February 17th. UBS Group set a $430.00 price target on shares of Home Depot in a research note on Wednesday, December 10th. Daiwa Securities Group upped their price objective on shares of Home Depot from $348.00 to $360.00 and gave the stock a “neutral” rating in a research report on Tuesday, December 16th. Gordon Haskett increased their price objective on shares of Home Depot from $330.00 to $370.00 and gave the company a “hold” rating in a report on Wednesday, February 11th. Finally, HSBC cut their target price on shares of Home Depot from $445.00 to $400.00 and set a “hold” rating for the company in a research note on Wednesday, November 19th. Twenty research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $416.00.

Home Depot Stock Down 0.1%

HD opened at $375.02 on Tuesday. The company has a fifty day moving average of $371.05 and a two-hundred day moving average of $380.05. The stock has a market capitalization of $373.34 billion, a price-to-earnings ratio of 26.35, a PEG ratio of 13.49 and a beta of 1.08. Home Depot has a fifty-two week low of $326.31 and a fifty-two week high of $426.75. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.29 and a current ratio of 1.06.

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

Home Depot Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 12th will be paid a dividend of $2.33 per share. The ex-dividend date of this dividend is Thursday, March 12th. This represents a $9.32 annualized dividend and a yield of 2.5%. This is a boost from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s dividend payout ratio is currently 62.71%.

Insider Buying and Selling at Home Depot

In related news, 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 completion of the sale, the executive vice president owned 13,196 shares of the company’s stock, valued at approximately $4,599,069.92. This trade represents a 17.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Angie Brown sold 1,946 shares of the business’s stock in a transaction 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 transaction, the executive vice president directly owned 3,941 shares in the company, valued at $1,409,419.83. This trade represents a 33.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 4,963 shares of company stock worth $1,748,845. Insiders own 0.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Centerpoint Advisory Group grew its stake in shares of Home Depot by 0.8% in the 2nd quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer’s stock valued at $1,160,000 after buying an additional 26 shares during the period. Disciplined Investors L.L.C. lifted its holdings in Home Depot by 2.3% in the second quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock valued at $432,000 after acquiring an additional 26 shares during the last quarter. Brio Consultants LLC grew its position in Home Depot by 4.7% in 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 increased its stake 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 acquiring an additional 26 shares during the last quarter. Finally, Stegent Equity Advisors Inc. raised 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. Hedge funds and other institutional investors own 70.86% of the company’s stock.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Q4 results beat consensus and Pro momentum: Home Depot topped Q4 estimates on EPS and emphasized that Pro/commercial customers are sustaining sales even as DIY demand softens. Home Depot shares rise as quarterly earnings clear a cautious Wall Street bar
• Positive Sentiment: Pro ecosystem resilience: industry coverage highlights Home Depot’s expanding Pro-focused services and SRS integration as a durable revenue source versus cyclical homeowner spending. Home Depot’s Pro Ecosystem Shows Resilience in Soft Market
• Positive Sentiment: Dividend increase and falling short interest add support: the board raised the quarterly payout (small raise) and short interest dropped, removing some downside pressure from forced covering. (Company release / market data)
• Neutral Sentiment: Analyst reactions are mixed-but-lean-bullish: many firms raised price targets and some upgraded ratings after the quarter, giving the stock a valuation tailwind even as others remain cautious. UBS Group Issues Positive Forecast for Home Depot (NYSE:HD) Stock Price
• Neutral Sentiment: Retail-sector context: broader retail earnings trends show mixed signals—Home Depot anchors a stronger retail print, but sustaining that momentum into 2026 depends on housing and rates. Zacks Earnings Trends Highlights: Walmart, Home Depot and Amazon
• Negative Sentiment: Guidance and sector jitters from peers: cautious forward commentary (including from Lowe’s) revived worries that high rates and low housing turnover will keep large discretionary projects muted—a key reason for recent selling pressure. Home Depot slides 3.2% as home-improvement outlook jitters return after rival’s cautious guidance
• Negative Sentiment: Management tone and consumer caution: CEO comments that some customers “are not investing” underscore persistent affordability headwinds that could limit a quick recovery in big-ticket remodeling. Home Depot CEO flags a disconcerting lack of faith in the American economy
• Negative Sentiment: Short-term sentiment noise: media/TV commentary (e.g., Jim Cramer) and profit-taking after the earnings pop have amplified intraday selling despite the beat—a behavioral factor rather than new fundamentals. Jim Cramer Wonders Why People Are Selling Home Depot (HD) Shares

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.