Fiera Capital Corp Buys 4,245 Shares of The Home Depot, Inc. $HD

Fiera Capital Corp lifted its stake in shares of The Home Depot, Inc. (NYSE:HD) by 18.2% in the third quarter, HoldingsChannel reports. The fund owned 27,624 shares of the home improvement retailer’s stock after acquiring an additional 4,245 shares during the period. Fiera Capital Corp’s holdings in Home Depot were worth $11,193,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Silphium Asset Management Ltd raised its stake in shares of Home Depot by 77.2% during the 3rd quarter. Silphium Asset Management Ltd now owns 13,544 shares of the home improvement retailer’s stock worth $5,488,000 after buying an additional 5,900 shares during the period. West Family Investments Inc. increased its holdings in Home Depot by 65.6% in the 2nd quarter. West Family Investments Inc. now owns 3,630 shares of the home improvement retailer’s stock worth $1,331,000 after acquiring an additional 1,438 shares in the last quarter. Truist Financial Corp increased its holdings in Home Depot by 0.3% in the 3rd quarter. Truist Financial Corp now owns 1,095,113 shares of the home improvement retailer’s stock worth $443,729,000 after acquiring an additional 3,608 shares in the last quarter. Asset Management One Co. Ltd. raised its position in Home Depot by 2.3% during the third quarter. Asset Management One Co. Ltd. now owns 534,564 shares of the home improvement retailer’s stock worth $216,600,000 after acquiring an additional 12,239 shares during the period. Finally, Atlantic Union Bankshares Corp lifted its holdings in Home Depot by 59.9% during the third quarter. Atlantic Union Bankshares Corp now owns 107,438 shares of the home improvement retailer’s stock valued at $43,533,000 after purchasing an additional 40,232 shares in the last quarter. 70.86% of the stock is owned by hedge funds and other institutional investors.

Home Depot Trading Up 1.0%

HD opened at $382.38 on Friday. The company has a debt-to-equity ratio of 3.82, a current ratio of 1.05 and a quick ratio of 0.29. The company’s 50 day simple moving average is $369.26 and its two-hundred day simple moving average is $380.29. The Home Depot, Inc. has a 1-year low of $326.31 and a 1-year high of $426.75. The firm has a market capitalization of $380.66 billion, a price-to-earnings ratio of 26.07, a price-to-earnings-growth ratio of 13.53 and a beta of 1.08.

Home Depot (NYSE:HD) last posted its quarterly earnings results on Tuesday, November 18th. The home improvement retailer reported $3.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.83 by ($0.09). Home Depot had a net margin of 8.77% and a return on equity of 160.74%. The company had revenue of $41.35 billion during the quarter, compared to analysts’ expectations of $41.06 billion. During the same quarter last year, the company earned $3.78 earnings per share. Home Depot’s revenue for the quarter was up 2.8% on a year-over-year basis. Analysts expect that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on HD shares. Piper Sandler dropped their target price on shares of Home Depot from $450.00 to $441.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 10th. HSBC decreased their price target on shares of Home Depot from $445.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, November 19th. JPMorgan Chase & Co. cut their price objective on Home Depot from $444.00 to $423.00 and set an “overweight” rating for the company in a research note on Wednesday, November 19th. TD Cowen increased their target price on Home Depot from $410.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, UBS Group set a $430.00 target price on Home Depot in a research report on Wednesday, December 10th. Twenty-one research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $408.27.

Trending Headlines about Home Depot

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

• Positive Sentiment: Telsey Advisory Group reiterated an “Outperform” rating on HD, which supports investor confidence in the name. Telsey Reiterates Outperform
• Positive Sentiment: An earnings‑preview piece and a Yahoo Model suggest Home Depot could post an upside surprise at its upcoming quarter, giving some investors reasons to buy into the run‑up to results. Is Home Depot a ‘Buy’ Ahead of Earnings?
• Positive Sentiment: Marketing/seasonal activations (e.g., a “spring countdown” campaign) and pro‑business initiatives continue to support demand and brand engagement heading into spring selling season. TipRanks: Spring Countdown
• Neutral Sentiment: Analyst writeups (Zacks, Seeking Alpha) highlight Home Depot’s expanding Pro ecosystem, AI tools and specialty distribution as strategic advantages versus Lowe’s, but many analysts still view shares as fairly valued—useful context but no immediate catalyst. Zacks: HD vs LOW
• Neutral Sentiment: Personnel moves: a Home Depot executive surfaced in CFO hiring headlines (Yeti), signaling industry talent movement but limited direct impact on HD’s near‑term results. CFOs On the Move
• Neutral Sentiment: Macro/market context pieces note Home Depot’s upcoming earnings as a read on U.S. consumer and the housing market; these stories keep the name in focus but don’t change fundamentals. Nvidia Earnings, PPI, What to Watch
• Negative Sentiment: RBC warned HD’s fiscal Q4 is unlikely to be a “significant catalyst” and lowered its price target, moving to a more cautious stance—this analyst caution is pressuring upside expectations into results. RBC: Q4 Not a Catalyst StreetInsider: PT Lowered
• Negative Sentiment: Operational caution: reports say Home Depot tightened bonus payouts amid a housing slowdown, signaling management is bracing for softer demand—this is a direct negative on near‑term margin/comp assumptions. MSN: Stricter Bonuses

Insiders Place Their Bets

In other Home Depot news, 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 value of $51,947.70. Following the completion of the sale, the executive vice president directly owned 12,320 shares in the company, valued at $4,413,763.20. This represents a 1.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Angie Brown sold 1,946 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was 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 directly owned 3,941 shares of the company’s stock, valued at $1,409,419.83. This trade represents a 33.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 4,963 shares of company stock valued at $1,748,845. Insiders own 0.10% of the company’s stock.

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.