The Home Depot, Inc. $HD Shares Acquired by Arete Wealth Advisors LLC

Arete Wealth Advisors LLC grew its position in The Home Depot, Inc. (NYSE:HD) by 25.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 22,180 shares of the home improvement retailer’s stock after buying an additional 4,518 shares during the period. Arete Wealth Advisors LLC’s holdings in Home Depot were worth $8,984,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Norges Bank bought a new position in Home Depot in the 2nd quarter worth approximately $4,885,603,000. Laurel Wealth Advisors LLC boosted its position in Home Depot by 36,207.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 10,076,783 shares of the home improvement retailer’s stock worth $3,694,552,000 after acquiring an additional 10,049,029 shares during the period. Vanguard Group Inc. grew its stake in shares of Home Depot by 1.5% in the second quarter. Vanguard Group Inc. now owns 97,978,814 shares of the home improvement retailer’s stock worth $35,922,952,000 after purchasing an additional 1,494,615 shares in the last quarter. Amundi increased its holdings in shares of Home Depot by 11.1% during the second quarter. Amundi now owns 7,903,550 shares of the home improvement retailer’s stock valued at $2,938,935,000 after purchasing an additional 790,476 shares during the period. Finally, Voya Investment Management LLC increased its holdings in shares of Home Depot by 112.3% during the third quarter. Voya Investment Management LLC now owns 1,444,128 shares of the home improvement retailer’s stock valued at $585,147,000 after purchasing an additional 763,739 shares during the period. Institutional investors and hedge funds own 70.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on HD. KeyCorp reaffirmed a “sector weight” rating on shares of Home Depot in a report on Wednesday. Sanford C. Bernstein raised their target price on shares of Home Depot from $381.00 to $390.00 and gave the company a “market perform” rating in a research note on Wednesday. Argus dropped their price target on shares of Home Depot from $450.00 to $425.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. The Goldman Sachs Group decreased their price objective on shares of Home Depot from $413.00 to $409.00 in a report on Wednesday. Finally, UBS Group raised their price objective on shares of Home Depot from $430.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday. Twenty analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Home Depot presently has an average rating of “Moderate Buy” and a consensus target price of $416.00.

More Home Depot News

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

• Positive Sentiment: Q4 beats, revenue and dividend hike — Home Depot topped Q4 estimates (EPS and revenue), reported positive comparable‑store sales, and approved a 1.3% dividend increase, signaling management confidence in cash flow. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Positive Sentiment: Pro/customer mix is protecting results — Professional contractors are driving resilience in sales (Pro-focused initiatives, SRS integration and trade services are improving stickiness and margins versus DIY). Home Depot’s Pro Ecosystem Shows Resilience in Soft Market
• Positive Sentiment: Analyst support is increasing — Several firms have raised price targets and some analysts (including TD Cowen coverage) kept or added bullish ratings, giving the stock upward momentum. Home Depot: Pro-Focused Growth and Acquisition Integration Position FY26 as an Inflection Year Supporting a Buy Rating
• Positive Sentiment: Recent price‑target upgrades — Firms including Stifel, Daiwa and others nudged up targets post‑earnings, providing technical and sentiment support for the shares. Home Depot price target raised to $375 from $350 at Stifel
• Neutral Sentiment: 2026 guidance is modest — Management gave conservative FY26 sales/EPS guidance (low‑single‑digit sales growth, flat to low single‑digit EPS growth) and plans ~15 new store openings, which tempers upside until the housing cycle improves. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Negative Sentiment: Macro/housing headwinds weigh on sentiment — High mortgage rates and low existing‑home turnover (“lock‑in” effect) are keeping big discretionary remodel projects on hold, which has driven short‑term investor caution and prior sell‑offs. Jim Cramer Wonders Why People Are Selling Home Depot (HD) Shares

Home Depot Stock Performance

NYSE:HD opened at $380.71 on Friday. The company has a 50-day moving average of $371.76 and a 200-day moving average of $379.89. The firm has a market cap of $379.00 billion, a price-to-earnings ratio of 26.75, a price-to-earnings-growth ratio of 13.65 and a beta of 1.08. The company has a current ratio of 1.06, a quick ratio of 0.29 and a debt-to-equity ratio of 3.62. The Home Depot, Inc. has a twelve month low of $326.31 and a twelve month high of $426.75.

Home Depot (NYSE:HD) last released its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 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 net margin of 8.60% and a return on equity of 134.32%. The business’s quarterly revenue was down 3.8% on a year-over-year basis. During the same period in the prior year, the business earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Analysts forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th will be issued a dividend of $2.33 per share. This represents a $9.32 annualized dividend and a yield of 2.4%. The ex-dividend date is Thursday, March 12th. This is a boost from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s dividend payout ratio is presently 64.65%.

Insiders Place Their Bets

In related news, EVP Angie Brown sold 1,946 shares of the company’s stock in a transaction that occurred 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 sale, the executive vice president owned 3,941 shares in the company, valued at approximately $1,409,419.83. This represents a 33.06% decrease in their position. 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 the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total transaction of $51,947.70. Following the completion of the transaction, the executive vice president directly owned 12,320 shares of the company’s stock, valued at $4,413,763.20. This represents a 1.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 4,963 shares of company stock worth $1,748,845. Company insiders own 0.10% of the company’s stock.

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.