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 January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Home Depot stock on December 18th. 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 Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Home Depot Stock Up 0.3%

Shares of HD stock traded up $1.18 during mid-day trading on Friday, hitting $380.34. The company’s stock had a trading volume of 3,707,889 shares, compared to its average volume of 4,018,839. The stock has a market cap of $378.63 billion, a price-to-earnings ratio of 25.93, a PEG ratio of 14.16 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. The Home Depot, Inc. has a 52-week low of $326.31 and a 52-week high of $426.75. The business has a 50-day moving average price of $354.83 and a 200 day moving average price of $378.18.

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

Home Depot Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were issued a $2.30 dividend. 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 2.4%. Home Depot’s dividend payout ratio (DPR) is presently 62.71%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on HD. Citigroup decreased their price objective on shares of Home Depot from $422.00 to $407.00 and set a “buy” rating for the company in a report on Friday, November 21st. Robert W. Baird cut their target price on shares of Home Depot from $450.00 to $415.00 and set an “outperform” rating for the company in a research report on Wednesday, November 19th. UBS Group set a $430.00 target price on shares of Home Depot in a research note on Wednesday, December 10th. Royal Bank Of Canada lowered their price target on Home Depot from $376.00 to $366.00 and set a “sector perform” rating on the stock in a report on Wednesday, December 10th. Finally, Piper Sandler dropped their price target on Home Depot from $450.00 to $441.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 10th. Twenty-one investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $403.17.

Insider Transactions at Home Depot

In related news, EVP Angie Brown sold 1,946 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $357.63, for a total value of $695,947.98. Following the completion of the transaction, 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Ann Marie Campbell sold 145 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total value of $51,947.70. Following the completion of the sale, the executive vice president owned 12,320 shares of the company’s stock, valued at $4,413,763.20. The trade was a 1.16% 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 over the last three months. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Wall Street analysts are showing renewed optimism on HD, which can boost buyer interest and support the stock. Wall Street Bulls Look Optimistic About Home Depot (HD): Should You Buy?
• Positive Sentiment: Home Depot is expanding its AI efforts—moves that investors view as potential drivers of better e-commerce personalization, operational efficiency and margin resilience. Home Depot Deepens Push Into AI
• Positive Sentiment: Yield-focused investors may be attracted by HD’s dividend profile and inclusion in dividend-themed lists, supporting demand from income investors. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Unusual options activity and large trades have been reported—this shows institutional interest but is ambiguous for directional conviction. Market Whales and Their Recent Bets on Home Depot Options
• Neutral Sentiment: Independent valuation work (DCF) and weekly model updates are circulating; these provide context on fair value but don’t change fundamentals immediately. The Home Depot, Inc.: Our Calculation Of Intrinsic Value
• Neutral Sentiment: A reported sale of HD stock by Rep. Gilbert Ray Cisneros, Jr. was disclosed—insider selling can raise questions but a single disclosed sale is not necessarily a company-level red flag. Rep. Gilbert Ray Cisneros, Jr. Sells The Home Depot, Inc. (NYSE:HD) Stock
• Negative Sentiment: Investor pressure after media reports that surveillance vendor data may have been used by ICE has prompted shareholders to ask HD to review its relationship with Flock Safety—this raises reputational, governance and potential regulatory risk. Amid ICE raids, some Home Depot investors want to know how law enforcement uses its surveillance data
• Negative Sentiment: Bearish commentary and valuation critiques (higher trailing/forward P/E and downside scenarios tied to slowing DIY demand) are surfacing and could weigh on sentiment if macro weakness or discretionary spending softens. The Home Depot, Inc. (HD): A Bear Case Theory

Institutional Investors Weigh In On Home Depot

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Howard Capital Management Group LLC raised its stake in shares of Home Depot by 46.1% in the fourth quarter. Howard Capital Management Group LLC now owns 2,764 shares of the home improvement retailer’s stock worth $951,000 after buying an additional 872 shares during the period. Sharp Wealth Advisory LLC increased its holdings in Home Depot by 11.8% in the 4th quarter. Sharp Wealth Advisory LLC now owns 1,614 shares of the home improvement retailer’s stock worth $555,000 after acquiring an additional 170 shares in the last quarter. Tower Wealth Partners Inc. raised its stake in Home Depot by 5.0% during the 4th quarter. Tower Wealth Partners Inc. now owns 3,574 shares of the home improvement retailer’s stock worth $1,230,000 after acquiring an additional 169 shares during the period. Balboa Wealth Partners lifted its holdings in Home Depot by 5.3% during the fourth quarter. Balboa Wealth Partners now owns 3,401 shares of the home improvement retailer’s stock valued at $1,170,000 after purchasing an additional 172 shares in the last quarter. Finally, West Branch Capital LLC lifted its holdings in Home Depot by 0.7% during the fourth quarter. West Branch Capital LLC now owns 14,282 shares of the home improvement retailer’s stock valued at $4,914,000 after purchasing an additional 95 shares in the last quarter. 70.86% of the stock is currently owned by hedge funds and other institutional investors.

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.