SageView Advisory Group LLC Buys 4,359 Shares of The Home Depot, Inc. $HD

SageView Advisory Group LLC grew its stake in shares of The Home Depot, Inc. (NYSE:HD) by 20.4% in the third quarter, Holdings Channel reports. The fund owned 25,715 shares of the home improvement retailer’s stock after acquiring an additional 4,359 shares during the quarter. SageView Advisory Group LLC’s holdings in Home Depot were worth $10,420,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake 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 worth $10,471,000 after purchasing an additional 7,203 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Home Depot by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,598 shares of the home improvement retailer’s stock worth $952,000 after buying an additional 173 shares during the period. Ignite Planners LLC grew its stake in Home Depot by 0.7% in the 2nd quarter. Ignite Planners LLC now owns 6,526 shares of the home improvement retailer’s stock valued at $2,346,000 after buying an additional 47 shares in the last quarter. Schnieders Capital Management LLC. grew its stake in Home Depot by 14.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 11,587 shares of the home improvement retailer’s stock valued at $4,248,000 after buying an additional 1,433 shares in the last quarter. Finally, Campbell & CO Investment Adviser LLC bought a new stake in Home Depot during the 2nd quarter valued at $496,000. Hedge funds and other institutional investors own 70.86% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on HD. DA Davidson raised their price target on Home Depot from $407.00 to $445.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. The Goldman Sachs Group dropped their price objective on Home Depot from $413.00 to $409.00 in a report on Wednesday, February 25th. Jefferies Financial Group upped their price target on Home Depot from $424.00 to $454.00 and gave the company a “buy” rating in a research report on Tuesday, February 24th. BNP Paribas Exane raised their price objective on shares of Home Depot from $355.00 to $391.00 in a research report on Wednesday, February 25th. Finally, Wolfe Research upped their target price on shares of Home Depot from $413.00 to $414.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Twenty equities 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 company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $416.00.

Home Depot Stock Performance

NYSE:HD opened at $357.15 on Wednesday. The stock has a market cap of $355.54 billion, a P/E ratio of 25.10, a PEG ratio of 12.71 and a beta of 1.09. The company has a quick ratio of 0.26, a current ratio of 1.06 and a debt-to-equity ratio of 3.62. The business’s 50-day moving average price is $373.92 and its two-hundred day moving average price is $377.75. 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 issued its quarterly earnings data on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, topping the consensus estimate of $2.52 by $0.20. The company 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%.Home Depot’s revenue was down 3.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, equities analysts predict that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be issued a $2.33 dividend. This represents a $9.32 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Thursday, March 12th. This is a positive change from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s payout ratio is currently 64.65%.

Insider Activity at Home Depot

In other news, EVP Angie Brown sold 1,946 shares of the firm’s 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 sale, the executive vice president owned 3,941 shares in the company, valued at approximately $1,409,419.83. This trade represents a 33.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Ann Marie Campbell sold 145 shares of the company’s stock in a transaction 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 owned 12,320 shares of the company’s stock, valued at $4,413,763.20. This trade represents a 1.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 7,513 shares of company stock worth $2,689,515. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Home Depot Foundation expanded its Path to Pro Education Grants with a $1M 2026 investment to upgrade skilled‑trades training facilities, supporting the long‑term pipeline of professional customers that are important to HD’s sales mix. The Home Depot Foundation Helps Revitalize “Shop Class” with Nationwide Grants
• Positive Sentiment: Reports show rising big‑ticket (> $1,000) purchases in Q4 driven by professional customers, which lifts average ticket even as overall transactions fall — a revenue mix shift that can support margins and lifetime customer value. Home Depot Sees Higher Big Ticket Sales: Is Pro Demand Driving Growth?
• Neutral Sentiment: A recent filing shows Sen. Sheldon Whitehouse sold a small amount (~$5K) of HD stock — a minor insider transaction that is unlikely to move fundamentals. Recent Filing Shows That Sen. Sheldon Whitehouse Sold Over $5K Worth of Home Depot Stock
• Negative Sentiment: Zacks Research cut multiple near‑term EPS estimates across Q1–Q4 2027 and Q1–Q4 2028 and lowered FY2027/FY2028 forecasts while keeping a “Hold” rating — this compresses near‑term earnings expectations and can weigh on the stock. (Zacks reductions cover several quarters and both FY2027 and FY2028.)
• Negative Sentiment: Commentary and pieces highlight that HD shares have slid over the past month amid weak housing turnover and cautious consumers, prompting debate over whether the pullback is a buying opportunity or a warning sign for demand. Home Depot Slides 8% in a Month: A Buy Opportunity or Warning Sign?
• Negative Sentiment: Coverage of intensified loss‑prevention events (shoplifting incidents) raises the prospect of higher shrink and operating costs in the near term — a potential margin headwind if trends persist. Home Depot Stock (NYSE:HD) Plunges as Loss Prevention Gets a Workout

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.