Swiss Life Asset Management Ltd Buys 6,722 Shares of The Home Depot, Inc. $HD

Swiss Life Asset Management Ltd increased its position in The Home Depot, Inc. (NYSE:HD) by 2.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 334,430 shares of the home improvement retailer’s stock after purchasing an additional 6,722 shares during the quarter. Home Depot makes up about 0.7% of Swiss Life Asset Management Ltd’s portfolio, making the stock its 24th biggest position. Swiss Life Asset Management Ltd’s holdings in Home Depot were worth $135,508,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Emprise Bank raised 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 acquiring an additional 26 shares in the last quarter. Stegent Equity Advisors Inc. grew its holdings in Home Depot by 2.7% during the 3rd 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 in the last quarter. BWM Planning LLC increased its position in Home Depot by 0.7% during the 2nd quarter. BWM Planning LLC now owns 4,105 shares of the home improvement retailer’s stock valued at $1,505,000 after purchasing an additional 27 shares during the period. Navis Wealth Advisors LLC raised its holdings in shares of Home Depot by 1.8% in the 2nd quarter. Navis Wealth Advisors LLC now owns 1,532 shares of the home improvement retailer’s stock valued at $562,000 after purchasing an additional 27 shares in the last quarter. Finally, Unique Wealth LLC raised its holdings in shares of Home Depot by 1.2% in the 3rd quarter. Unique Wealth LLC now owns 2,280 shares of the home improvement retailer’s stock valued at $924,000 after purchasing an additional 27 shares in the last quarter. 70.86% of the stock is owned by institutional investors.

Home Depot News Summary

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

• Positive Sentiment: Rollout of Pro digital platform and AI project‑management tools — HD is expanding its Pro digital experience to give contractors a unified workspace, automation and AI features aimed at improving productivity, stickiness and repeat business. This could help improve professional customer retention and margin mix over time. Article Title
• Positive Sentiment: Marketing push tied to FIFA World Cup 2026 — Partnership with David Beckham and related sweepstakes/promotions aim to drive seasonal backyard and outdoor living demand, which can boost traffic and average ticket in spring/summer. Article Title
• Positive Sentiment: Brick‑and‑mortar expansion — Announced plan to open 12 U.S. stores in 2026, adding ~1.6M+ sq. ft., supporting long‑term growth of store footprint and sales capacity. Article Title
• Neutral Sentiment: Analysts remain mixed — Coverage shows conflicting views on consumer cyclical names including HD; market opinion is not uniform, leaving potential for upgrades/downgrades to move the stock. Article Title
• Neutral Sentiment: Battery recycling coverage — Stories note growing battery recycling markets where HD sells batteries, but this is peripheral to core home improvement revenue and not an immediate earnings driver. Article Title
• Negative Sentiment: Share‑price reassessment after recent weakness — Coverage highlights a 7‑ and 30‑day decline and questions over whether HD at current levels is fairly valued given softer comps; that narrative is prompting short‑term selling pressure. Article Title
• Negative Sentiment: Unusually large put‑option activity — Elevated put buying indicates increased bearish positioning and hedging by traders, which can amplify downside moves and volatility.

Insider Activity at Home Depot

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $368.89, for a total transaction of $940,669.50. Following the sale, the chief financial officer owned 44,566 shares of the company’s stock, valued at approximately $16,439,951.74. The trade was a 5.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the company’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 owned 13,196 shares in the company, valued at $4,599,069.92. The trade was a 17.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.10% of the stock is currently owned by insiders.

Home Depot Stock Performance

Shares of HD opened at $328.32 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.26 and a debt-to-equity ratio of 3.62. The firm has a market cap of $326.84 billion, a PE ratio of 23.07, a P/E/G ratio of 3.62 and a beta of 1.09. The Home Depot, Inc. has a 12 month low of $324.63 and a 12 month high of $426.75. The stock has a fifty day moving average price of $372.63 and a 200-day moving average price of $374.81.

Home Depot (NYSE:HD) last announced its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share (EPS) 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 return on equity of 134.32% and a net margin of 8.60%.The firm’s quarterly revenue was down 3.8% compared to the same quarter last year. During the same period in the prior 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 The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 12th will be paid a $2.33 dividend. This is a boost from Home Depot’s previous quarterly dividend of $2.30. The ex-dividend date is Thursday, March 12th. This represents a $9.32 dividend on an annualized basis and a yield of 2.8%. Home Depot’s dividend payout ratio (DPR) is 65.50%.

Analysts Set New Price Targets

HD has been the topic of a number of recent research reports. BNP Paribas Exane increased their price objective on shares of Home Depot from $355.00 to $391.00 in a research note on Wednesday, February 25th. Zacks Research raised shares of Home Depot from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Royal Bank Of Canada upped their target price on Home Depot from $363.00 to $377.00 and gave the stock a “sector perform” rating in a report on Wednesday, February 25th. Wolfe Research increased their target price on Home Depot from $413.00 to $414.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Finally, Piper Sandler cut 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. Twenty analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $416.00.

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.