The Home Depot, Inc. (NYSE:HD) Stock Has Consensus Price Target of $375.93 According to Analysts

The Home Depot, Inc. (NYSE:HD) has received an average recommendation of “Moderate Buy” from the thirty-three brokerages that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, thirteen have issued a hold recommendation, eighteen have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price target among analysts that have covered the stock in the last year is $375.31.

A number of brokerages have weighed in on HD. Mizuho boosted their price target on Home Depot from $385.00 to $390.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 19th. Truist Financial boosted their target price on Home Depot from $369.00 to $373.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. Weiss Ratings reiterated a “hold (c)” rating on shares of Home Depot in a report on Friday, October 2nd. Argus restated a “buy” rating and issued a $400.00 price objective on shares of Home Depot in a research note on Wednesday, August 19th. Finally, Royal Bank Of Canada reduced their price objective 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.

Insiders Place Their Bets

In related news, CFO Richard McPhail sold 5,989 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $348.40, for a total transaction of $2,086,567.60. Following the completion of the transaction, the chief financial officer owned 48,104 shares of the company’s stock, valued at approximately $16,759,433.60. The trade was a 11.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Teresa Roseborough sold 2,455 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $328.77, for a total value of $807,130.35. Following the transaction, the executive vice president owned 14,061 shares of the company’s stock, valued at approximately $4,622,834.97. This trade represents a 14.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,829 shares of company stock worth $3,339,314 over the last quarter. 0.08% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Home Depot

Several large investors have recently bought and sold shares of the stock. Blue Fin Capital Inc. grew its position in Home Depot by 1.6% during the third quarter. Blue Fin Capital Inc. now owns 11,607 shares of the home improvement retailer’s stock worth $3,302,000 after buying an additional 186 shares in the last quarter. Summit Global Investments increased its position in shares of Home Depot by 43.0% during the third quarter. Summit Global Investments now owns 9,251 shares of the home improvement retailer’s stock worth $2,632,000 after acquiring an additional 2,780 shares in the last quarter. Opinicus Capital Inc. boosted its holdings in shares of Home Depot by 2.7% during the third quarter. Opinicus Capital Inc. now owns 6,534 shares of the home improvement retailer’s stock worth $1,859,000 after acquiring an additional 169 shares during the period. Americana Partners LLC bought a new stake in Home Depot in the 3rd quarter valued at $17,560,000. Finally, Fusion Capital LLC lifted its holdings in Home Depot by 5.9% during the 3rd quarter. Fusion Capital LLC now owns 25,223 shares of the home improvement retailer’s stock worth $7,176,000 after buying an additional 1,395 shares during the period. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Home Depot Price Performance

HD opened at $317.45 on Monday. The stock has a market cap of $316.72 billion, a price-to-earnings ratio of 22.22, a PEG ratio of 2.27 and a beta of 1.00. The company has a current ratio of 1.08, a quick ratio of 0.31 and a debt-to-equity ratio of 2.64. Home Depot has a 1 year low of $277.15 and a 1 year high of $397.63. The stock has a fifty day moving average price of $308.86 and a 200 day moving average price of $335.37.

Home Depot (NYSE:HD) last announced its quarterly earnings results on Tuesday, August 18th. The home improvement retailer reported $4.92 EPS for the quarter, beating the consensus estimate of $4.73 by $0.19. The business had revenue of $47.86 billion during the quarter, compared to analysts’ expectations of $47.24 billion. Home Depot had a return on equity of 106.42% and a net margin of 8.41%. The firm’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.68 EPS. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. Analysts forecast that Home Depot will post 15.01 EPS for the current fiscal year.

Home Depot Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were given a $2.33 dividend. This represents a $9.32 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend was Thursday, September 3rd. Home Depot’s dividend payout ratio (DPR) is currently 65.22%.

Trending Headlines about Home Depot

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

• Positive Sentiment: Home Depot’s dominant home-improvement market position, investments aimed at professional contractors and continued digital sales growth are cited as key advantages versus Lowe’s and Target. These initiatives could support market-share gains and longer-term revenue growth. Home Depot vs. Lowe’s: Which Retail Giant Is Worth Betting On?
• Positive Sentiment: The company is evaluating agentic artificial intelligence and has adopted technology more aggressively than many traditional home-improvement retailers. AI-based shopping tools could improve customer service, though the company is considering identity verification for AI agents before they transact. Home Depot Stock Notches Up as It Considers the Future of Agentic AI
• Neutral Sentiment: Analysts expect the retailer’s next quarterly report to show single-digit earnings growth. The company’s latest reported quarter already exceeded consensus estimates for both earnings and revenue, while fiscal 2026 guidance remains in place.
• Neutral Sentiment: Relative to Target, Home Depot offers focused exposure to home improvement and professional projects, while Target provides broader exposure to household essentials and discretionary merchandise. The comparison does not establish a clear near-term catalyst for HD. Home Depot vs. Target: Which Consumer Stock Is a Better Buy in 2026?
• Negative Sentiment: Several analyses question whether Home Depot’s valuation fully reflects its expected cash flows after a roughly 20% three-year share-price gain. Comparisons also highlight Lowe’s lower valuation, creating concern that investors may be paying a premium for HD’s growth initiatives. Home Depot Stock Looks Overvalued After Its Three-Year Run

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.