Mercer Global Advisors Inc. ADV Boosts Stake in The Home Depot, Inc. $HD

Mercer Global Advisors Inc. ADV raised its position in shares of The Home Depot, Inc. (NYSE:HD) by 9.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 363,584 shares of the home improvement retailer’s stock after buying an additional 31,379 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Home Depot were worth $147,321,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in HD. Brighton Jones LLC grew its holdings in shares of Home Depot by 36.5% in the fourth quarter. Brighton Jones LLC now owns 26,918 shares of the home improvement retailer’s stock valued at $10,471,000 after purchasing an additional 7,203 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Home Depot by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 2,598 shares of the home improvement retailer’s stock valued at $952,000 after purchasing an additional 173 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in Home Depot by 14.1% during the second quarter. Schnieders Capital Management LLC. now owns 11,587 shares of the home improvement retailer’s stock valued at $4,248,000 after purchasing an additional 1,433 shares in the last quarter. Symphony Financial Ltd. Co. lifted its position in Home Depot by 4,634.2% during the second quarter. Symphony Financial Ltd. Co. now owns 205,983 shares of the home improvement retailer’s stock valued at $75,612,000 after purchasing an additional 201,632 shares during the last quarter. Finally, Raiffeisen Bank International AG lifted its position in Home Depot by 2.7% during the second quarter. Raiffeisen Bank International AG now owns 157,623 shares of the home improvement retailer’s stock valued at $57,038,000 after purchasing an additional 4,182 shares during the last quarter. Institutional investors own 70.86% of the company’s stock.

Insider Buying and Selling at Home Depot

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total value of $940,669.50. Following the transaction, the chief financial officer owned 44,566 shares of the company’s stock, valued at $16,439,951.74. This represents a 5.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the stock in a transaction 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 in the company, valued at approximately $4,599,069.92. The trade was a 17.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.10% of the company’s stock.

Trending Headlines about Home Depot

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

• Positive Sentiment: Home Depot launched a real-time delivery tracker for large/bulky materials tailored to Pro customers, offering minute-by-minute GPS updates to reduce jobsite delays and improve scheduling — a direct product that can deepen Pro loyalty and drive repeat sales. Home Depot Bets On Real Time Delivery Tracking To Deepen Pro Loyalty
• Positive Sentiment: Analyst and industry write-ups highlight the tracker as an omnichannel enhancement for bulky-item logistics, which strengthens Home Depot’s value proposition to contractors and could improve conversion and margin on Pro orders. Home Depot’s Real-Time Delivery Tracking Enhances Omnichannel Momentum
• Positive Sentiment: UBS raised its price target on HD to $450 (from $430) and stayed constructive, cited in coverage of the company’s Pro initiatives — a higher target from a major bank supports investor sentiment and valuation multiple expansion. The Home Depot, Inc. (HD) Launches Real-Time Delivery Tracker for Pro Customers
• Positive Sentiment: Analyst consensus remains favorable — coverage summaries show an average “Moderate Buy” recommendation, which underpins buying interest as the company executes on Pro and omnichannel initiatives. The Home Depot, Inc. (NYSE:HD) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Longer-term retail roundups include Home Depot among durable retail ideas, which is supportive for buy-and-hold investors but is less likely to move the stock in the near term compared with company-specific catalysts. The Best 4 Retail Stocks to Buy and Hold for Decades
• Neutral Sentiment: Recent bullish write-ups recap HD’s valuation and fundamentals (trailing/forward P/E, recent EPS beat of $2.72 vs. $2.52 estimate, and FY2026 EPS guidance range), offering a mixed picture of modest revenue pressure but strong profitability metrics. These fundamentals provide context but are already reflected in current estimates. Is The Home Depot, Inc. (HD) A Good Stock To Buy Now?

Analysts Set New Price Targets

A number of analysts have recently weighed in on HD shares. Jefferies Financial Group boosted their target price on shares of Home Depot from $424.00 to $454.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. Royal Bank Of Canada increased their price target on shares of Home Depot from $363.00 to $377.00 and gave the company a “sector perform” rating in a report on Wednesday, February 25th. Daiwa Securities Group lifted their price target on Home Depot from $360.00 to $390.00 and gave the stock a “neutral” rating in a research report on Thursday, February 26th. DA Davidson boosted their price objective on Home Depot from $407.00 to $445.00 and gave the stock a “buy” rating in a research note on Tuesday, February 24th. Finally, Zacks Research upgraded Home Depot from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. 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 data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $416.00.

Home Depot Stock Performance

Home Depot stock opened at $342.44 on Tuesday. The company has a debt-to-equity ratio of 3.62, a current ratio of 1.06 and a quick ratio of 0.26. The firm has a market capitalization of $340.90 billion, a P/E ratio of 24.06, a price-to-earnings-growth ratio of 12.20 and a beta of 1.09. The Home Depot, Inc. has a 1-year low of $326.31 and a 1-year high of $426.75. The company’s 50-day moving average is $373.77 and its 200 day moving average is $375.91.

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 business had revenue of $38.20 billion during 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 company’s revenue for the quarter was down 3.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Research analysts forecast that The Home Depot, Inc. will post 15.13 EPS 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 issued a dividend of $2.33 per share. This represents a $9.32 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Thursday, March 12th. This is an increase from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s dividend payout ratio (DPR) is presently 65.50%.

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.