Crossmark Global Holdings Inc. Has $36.26 Million Holdings in The Home Depot, Inc. $HD

Crossmark Global Holdings Inc. boosted its position in shares of The Home Depot, Inc. (NYSE:HD) by 8.2% during the third quarter, HoldingsChannel reports. The institutional investor owned 89,496 shares of the home improvement retailer’s stock after purchasing an additional 6,805 shares during the period. Home Depot accounts for approximately 0.5% of Crossmark Global Holdings Inc.’s portfolio, making the stock its 27th largest holding. Crossmark Global Holdings Inc.’s holdings in Home Depot were worth $36,263,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in HD. Centerpoint Advisory Group raised its position in Home Depot by 0.8% during the second quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer’s stock valued at $1,160,000 after purchasing an additional 26 shares in the last quarter. Disciplined Investors L.L.C. lifted its position in shares of Home Depot by 2.3% during the 2nd quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock worth $432,000 after buying an additional 26 shares during the last quarter. Brio Consultants LLC boosted its stake in Home Depot by 4.7% in the second quarter. Brio Consultants LLC now owns 574 shares of the home improvement retailer’s stock valued at $210,000 after buying an additional 26 shares in the last quarter. Emprise Bank boosted its stake in 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 buying an additional 26 shares in the last quarter. Finally, Stegent Equity Advisors Inc. grew 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 acquiring an additional 26 shares during the last quarter. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

HD has been the subject of a number of research reports. Sanford C. Bernstein increased their target price on shares of Home Depot from $381.00 to $390.00 and gave the stock a “market perform” rating in a report on Wednesday, February 25th. Morgan Stanley increased their price objective on shares of Home Depot from $412.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Zacks Research upgraded shares of Home Depot from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Gordon Haskett increased their price target on Home Depot from $330.00 to $370.00 and gave the company a “hold” rating in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group raised their price objective on Home Depot from $424.00 to $454.00 and gave the company a “buy” rating in a report on Tuesday, February 24th. Twenty research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $416.00.

More Home Depot News

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

• Positive Sentiment: Company guidance and commentary indicate better comps in H2 FY2026 as storm-driven comparisons ease and investments in Pro, SRS and GMS integration begin to contribute — this supports a more constructive outlook for second-half revenue momentum. Why Home Depot Expects Second Half Comps to Outperform First Half
• Positive Sentiment: Home Depot plans to open roughly 15 new stores in 2026 and is rolling out an AI-powered planning tool for professional customers — incremental store capacity plus pro-focused tech could support share gains and higher-margin sales from pros over time. Home Depot Weighs New Stores And AI Tool Against Modest Growth Outlook
• Positive Sentiment: Stable cash flows and a reliable dividend continue to position HD as a core holding for income-focused investors, underpinning demand even if top-line growth is modest. Home Depot Is a Classic “Boomer Stock” — but Its Stable Cash Flows and Dividend Still Matter for Long-Term Investors
• Neutral Sentiment: Coverage pieces debate whether HD is a buy/hold/sell in 2026 — analysts note underperformance vs. the S&P over five years, keeping investor focus on valuation vs. growth trade-offs. Is Home Depot a Buy, Sell, or Hold in 2026?
• Neutral Sentiment: Comparisons of Home Depot and Lowe’s on AI show both retailers deploying different tools (Home Depot’s Magic Apron, Pro Xtra; Lowe’s Mylow) — technology may improve service but the near-term competitive impact is uncertain. Home Depot vs. Lowe’s: Both Retail Giants Are Tapping AI, but Which One Is Doing It Better?
• Negative Sentiment: Analyst commentary suggests a recent “unexpected new advantage” had limited benefit for HD’s stock, signaling market skepticism that tactical wins will move the needle on valuation. Unexpected New Advantage Proves Little Help for Home Depot Stock (NYSE:HD)
• Negative Sentiment: Reports that a new real-time delivery tracking feature did not immediately boost sentiment led to a pullback in headlines — operational upgrades may take time to influence sales/earnings. “A Really Big Win”: Real-Time Delivery Tracking to Hit Home Depot, Home Depot Stock (NYSE:HD) Dives

Home Depot Stock Up 0.7%

Shares of NYSE HD opened at $369.38 on Thursday. The company’s 50 day moving average price is $373.12 and its 200-day moving average price is $379.19. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.26 and a current ratio of 1.06. The Home Depot, Inc. has a 52-week low of $326.31 and a 52-week high of $426.75. The company has a market capitalization of $367.72 billion, a P/E ratio of 25.96, a price-to-earnings-growth ratio of 13.15 and a beta of 1.09.

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

Home Depot Increases Dividend

The firm 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 dividend of $2.33 per share. This is an increase from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Thursday, March 12th. Home Depot’s payout ratio is 64.65%.

Insiders Place Their Bets

In related news, EVP Angie Brown sold 1,946 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $357.63, for a total transaction of $695,947.98. Following the transaction, the executive vice president directly owned 3,941 shares of the company’s stock, valued at $1,409,419.83. This represents a 33.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ann Marie Campbell sold 145 shares of Home Depot stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $358.26, for a total transaction of $51,947.70. Following the completion of the sale, the executive vice president directly owned 12,320 shares of the company’s stock, valued at approximately $4,413,763.20. This trade represents a 1.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,963 shares of company stock worth $1,748,845. 0.10% of the stock is owned by corporate insiders.

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.