Pathfinder Wealth Consulting Inc. Buys Shares of 2,481 The Home Depot, Inc. $HD

Pathfinder Wealth Consulting Inc. bought a new position in shares of The Home Depot, Inc. (NYSE:HD) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,481 shares of the home improvement retailer’s stock, valued at approximately $854,000.

A number of other institutional investors have also made changes to their positions in HD. Wellington Management Group LLP boosted its position in shares of Home Depot by 60.8% during the 3rd quarter. Wellington Management Group LLP now owns 10,143,089 shares of the home improvement retailer’s stock worth $4,109,878,000 after purchasing an additional 3,836,051 shares during the period. Vanguard Group Inc. raised its position in Home Depot by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 99,635,779 shares of the home improvement retailer’s stock valued at $34,284,672,000 after purchasing an additional 1,325,748 shares during the period. Franklin Resources Inc. raised its position in Home Depot by 37.6% in the third quarter. Franklin Resources Inc. now owns 3,806,308 shares of the home improvement retailer’s stock valued at $1,542,278,000 after purchasing an additional 1,040,577 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in Home Depot by 215.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,248,615 shares of the home improvement retailer’s stock worth $429,648,000 after purchasing an additional 852,719 shares in the last quarter. Finally, Alyeska Investment Group L.P. acquired a new position in Home Depot during the third quarter worth $284,893,000. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on HD. Piper Sandler dropped their price objective on Home Depot from $422.00 to $421.00 and set an “overweight” rating for the company in a research note on Wednesday. Oppenheimer decreased their target price on Home Depot from $405.00 to $310.00 and set a “market perform” rating on the stock in a research note on Monday, May 18th. Zacks Research upgraded Home Depot from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Truist Financial cut their price target on shares of Home Depot from $394.00 to $369.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, KeyCorp reissued a “sector weight” rating on shares of Home Depot in a research report on Wednesday, February 25th. Twenty analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $371.39.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Home Depot’s comparable sales are holding up better than feared, with one report noting comps are now catching up to Lowe’s, which could support a stronger relative performance if that trend continues. Home Depot comps finally catch Lowe’s, opening the door for the stock to do the same
• Positive Sentiment: Analysts and market commentators continue to describe Home Depot as a high-quality, lower-risk name in retail, and some note the post-earnings selloff may have gone too far relative to the company’s fundamentals. 5 Best Low Risk Stocks to Buy in 2026
• Positive Sentiment: Home Depot’s quarterly dividend was raised to $2.33 per share, reinforcing management’s confidence and supporting the stock’s income appeal. The Home Depot Declares Quarterly Dividend of $2.33
• Neutral Sentiment: Recent earnings showed Home Depot beat expectations on revenue and EPS, but management commentary still pointed to ongoing consumer and housing-market headwinds, with fewer transactions offsetting a stronger average ticket. Home Depot Revenue Beats as Housing Headwinds Weigh on Earnings
• Neutral Sentiment: Several analysts turned more cautious after earnings by cutting price targets, signaling that expectations remain tempered even though ratings stayed constructive. DA Davidson and RBC Capital Markets Turn More Cautious on Home Depot (HD) after Earnings
• Negative Sentiment: Commentary continues to emphasize that higher interest rates and weak housing activity are weighing on big-ticket home-improvement demand, which limits near-term upside for HD. Jim Cramer on Home Depot: “Anything Connected to Housing Gets Hurt by Higher Rates”

Insiders Place Their Bets

In related news, CFO Richard V. Mcphail sold 2,550 shares of Home Depot stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $368.89, for a total value of $940,669.50. Following the completion of the transaction, the chief financial officer owned 44,566 shares in the company, valued at $16,439,951.74. The trade was a 5.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.08% of the stock is currently owned by company insiders.

Home Depot Trading Down 0.2%

NYSE:HD opened at $313.18 on Friday. The Home Depot, Inc. has a 12-month low of $289.10 and a 12-month high of $426.75. The firm has a market cap of $311.94 billion, a PE ratio of 22.24, a price-to-earnings-growth ratio of 3.62 and a beta of 1.00. The company has a current ratio of 1.04, a quick ratio of 0.26 and a debt-to-equity ratio of 3.23. The stock has a fifty day moving average price of $326.94 and a 200 day moving average price of $351.82.

Home Depot (NYSE:HD) last issued its quarterly earnings results on Tuesday, May 19th. The home improvement retailer reported $3.43 earnings per share for the quarter, topping the consensus estimate of $3.41 by $0.02. The company had revenue of $41.77 billion for the quarter, compared to the consensus estimate of $41.59 billion. Home Depot had a return on equity of 117.24% and a net margin of 8.41%.Home Depot’s revenue was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.56 EPS. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. Sell-side analysts anticipate that The Home Depot, Inc. will post 15.02 earnings per share for the current fiscal year.

Home Depot Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Thursday, June 4th will be paid a dividend of $2.33 per share. This represents a $9.32 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date is Thursday, June 4th. Home Depot’s dividend payout ratio is presently 66.19%.

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.