Revisor Wealth Management LLC raised its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 178.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,630 shares of the home improvement retailer’s stock after buying an additional 2,327 shares during the quarter. Revisor Wealth Management LLC’s holdings in Home Depot were worth $1,092,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. DUTCH ASSET Corp raised its holdings in Home Depot by 18.2% in the 3rd quarter. DUTCH ASSET Corp now owns 1,235 shares of the home improvement retailer’s stock valued at $351,000 after acquiring an additional 190 shares in the last quarter. West Branch Capital LLC increased its stake in Home Depot by 2.1% in the third quarter. West Branch Capital LLC now owns 14,822 shares of the home improvement retailer’s stock valued at $4,217,000 after acquiring an additional 311 shares during the period. MBM Wealth Consultants LLC increased its stake in Home Depot by 8.1% in the third quarter. MBM Wealth Consultants LLC now owns 6,649 shares of the home improvement retailer’s stock valued at $1,892,000 after acquiring an additional 500 shares during the period. 55 North Private Wealth LLC increased its stake in Home Depot by 238.3% in the third quarter. 55 North Private Wealth LLC now owns 6,716 shares of the home improvement retailer’s stock valued at $1,911,000 after acquiring an additional 4,731 shares during the period. Finally, Cypress Capital LLC raised its position in Home Depot by 5.4% in the third quarter. Cypress Capital LLC now owns 7,856 shares of the home improvement retailer’s stock worth $2,235,000 after purchasing an additional 401 shares in the last quarter. 70.86% of the stock is owned by institutional investors.
Insider Activity at Home Depot
In other Home Depot news, CFO Richard McPhail sold 5,989 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $348.40, for a total value of $2,086,567.60. Following the completion of the sale, the chief financial officer owned 48,104 shares in the company, valued at approximately $16,759,433.60. This trade represents a 11.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Kimberly Scardino sold 675 shares of the firm’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $305.95, for a total transaction of $206,516.25. Following the completion of the sale, the chief accounting officer directly owned 8,189 shares of the company’s stock, valued at approximately $2,505,424.55. This represents a 7.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,829 shares of company stock worth $3,339,314 in the last quarter. Insiders own 0.08% of the company’s stock.
Analyst Ratings Changes
HD has been the subject of a number of analyst reports. Royal Bank Of Canada cut their price target on shares of Home Depot from $343.00 to $342.00 and set a “sector perform” rating for the company in a research note on Wednesday, August 19th. UBS Group reaffirmed a “buy” rating on shares of Home Depot in a report on Thursday, September 17th. Wells Fargo & Company upped their price objective on Home Depot from $360.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, August 11th. KeyCorp reiterated a “sector weight” rating on shares of Home Depot in a research note on Wednesday, August 19th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $398.00 target price on shares of Home Depot in a report on Tuesday, August 18th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Home Depot presently has an average rating of “Moderate Buy” and a consensus price target of $375.93.
View Our Latest Analysis on HD
Home Depot Stock Up 1.7%
HD opened at $315.04 on Wednesday. The firm has a market cap of $314.31 billion, a price-to-earnings ratio of 22.05, a PEG ratio of 2.20 and a beta of 1.00. The company has a debt-to-equity ratio of 2.64, a quick ratio of 0.31 and a current ratio of 1.08. The firm’s 50-day simple moving average is $310.94 and its 200-day simple moving average is $323.93. The Home Depot, Inc. has a twelve month low of $277.15 and a twelve month high of $397.63.
Home Depot (NYSE:HD – Get Free Report) last announced its quarterly earnings results on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.73 by $0.19. The firm had revenue of $47.86 billion during the quarter, compared to the consensus estimate of $47.24 billion. Home Depot had a net margin of 8.41% and a return on equity of 106.42%. The firm’s quarterly revenue was up 5.7% on a year-over-year basis. During the same period last year, the firm posted $4.68 EPS. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. Equities research analysts anticipate that The Home Depot, Inc. will post 15.01 EPS for the current fiscal year.
Home Depot Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were issued a dividend of $2.33 per share. This represents a $9.32 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Thursday, September 3rd. Home Depot’s dividend payout ratio is presently 65.22%.
Home Depot News Summary
Here are the key news stories impacting Home Depot this week:
- Positive Sentiment: Home Depot is strengthening its position with professional contractors through strategic acquisitions, an expanded logistics network, and a greater emphasis on trade customers. Analysts and financial commentators view this strategy as a potential long-term growth driver. Alibaba vs. Home Depot: Which Consumer Stock Is a Better Buy in 2026?
- Positive Sentiment: Recent coverage describes Home Depot as a momentum and long-term stock candidate, citing improving growth in recent quarters and the company’s leadership in home improvement. That constructive framing likely supported buying interest. Should You Buy Home Depot Stock Before Nov. 17?
- Neutral Sentiment: Home Depot has become a heavily watched stock on Zacks, prompting renewed discussion of its earnings outlook, valuation, and investment style scores. The attention may increase trading activity but does not represent a fundamental change by itself. Here is What to Know Beyond Why The Home Depot, Inc. (HD) is a Trending Stock
- Neutral Sentiment: Investors are looking ahead to Home Depot’s third-quarter earnings report, scheduled for next month. Expectations for continued improvement have increased, but the report remains an important catalyst for validating the recent optimism. Should You Buy Home Depot Stock Before Nov. 17?
- Negative Sentiment: Commentary notes that housing-market activity remains constrained and that Home Depot trades at a valuation requiring investors to believe in successful strategic execution. These factors could limit upside if consumer demand or renovation spending remains weak. What Changed In Home Depot’s Story?
Home Depot Company Profile
The Home Depot, Inc is a home improvement retailer serving do-it-yourself customers, professional contractors, and other building and maintenance professionals. The company sells a broad selection of building materials, hardware, tools, appliances, paint, plumbing and electrical supplies, flooring, lighting, lawn and garden products, and home décor.
In addition to merchandise, Home Depot offers services such as product delivery, tool and equipment rental, credit services, and installation for selected products.
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