London Co. of Virginia Sells 1,475 Shares of The Home Depot, Inc. $HD

Posted by Doug Wharley on Mar 17th, 2026

London Co. of Virginia trimmed its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 49,620 shares of the home improvement retailer’s stock after selling 1,475 shares during the quarter. London Co. of Virginia’s holdings in Home Depot were worth $20,106,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Emprise Bank lifted its stake in Home Depot by 0.8% in the third quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock worth $1,270,000 after acquiring an additional 26 shares during the period. Stegent Equity Advisors Inc. grew its holdings in Home Depot by 2.7% during the 3rd quarter. Stegent Equity Advisors Inc. now owns 1,006 shares of the home improvement retailer’s stock worth $408,000 after acquiring an additional 26 shares in the last quarter. BWM Planning LLC increased its position in Home Depot by 0.7% during the 2nd quarter. BWM Planning LLC now owns 4,105 shares of the home improvement retailer’s stock valued at $1,505,000 after purchasing an additional 27 shares during the period. Navis Wealth Advisors LLC increased its position in Home Depot by 1.8% during the 2nd quarter. Navis Wealth Advisors LLC now owns 1,532 shares of the home improvement retailer’s stock valued at $562,000 after purchasing an additional 27 shares during the period. Finally, Unique Wealth LLC raised its holdings in shares of Home Depot by 1.2% in the 3rd quarter. Unique Wealth LLC now owns 2,280 shares of the home improvement retailer’s stock valued at $924,000 after purchasing an additional 27 shares in the last quarter. Institutional investors own 70.86% of the company’s stock.

Insider Buying and Selling at Home Depot

In other news, CFO Richard V. Mcphail sold 2,550 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total value of $940,669.50. Following the completion of the sale, the chief financial officer owned 44,566 shares of the company’s stock, valued at $16,439,951.74. This trade represents a 5.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the business’s stock in a transaction on Friday, December 26th. The stock was sold at an average price of $348.52, for a total value of $1,000,949.44. Following the transaction, the executive vice president owned 13,196 shares in the company, valued at approximately $4,599,069.92. This trade represents a 17.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.10% of the company’s stock.

Home Depot Stock Up 1.0%

Shares of Home Depot stock opened at $342.44 on Tuesday. The firm’s 50 day moving average price is $373.77 and its 200-day moving average price is $375.91. 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 Home Depot, Inc. has a 52-week low of $326.31 and a 52-week high of $426.75. The company has a market cap of $340.90 billion, a P/E ratio of 24.06, a PEG ratio of 12.20 and a beta of 1.09.

Home Depot (NYSE:HD – Get Free Report) last posted its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.52 by $0.20. The company had revenue of $38.20 billion during the quarter, compared to analysts’ expectations of $38.01 billion. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. Home Depot’s revenue for the quarter was down 3.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. On average, sell-side analysts predict that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be issued a dividend of $2.33 per share. The ex-dividend date is Thursday, March 12th. This represents a $9.32 annualized dividend and a dividend yield of 2.7%. This is a boost from Home Depot’s previous quarterly dividend of $2.30. Home Depot’s dividend payout ratio (DPR) is currently 65.50%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. UBS Group upped their price target on shares of Home Depot from $430.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Daiwa Securities Group boosted their price objective on shares of Home Depot from $360.00 to $390.00 and gave the stock a “neutral” rating in a research note on Thursday, February 26th. TD Cowen restated a “buy” rating on shares of Home Depot in a report on Thursday. Gordon Haskett increased their target price on Home Depot from $330.00 to $370.00 and gave the company a “hold” rating in a research report on Wednesday, February 11th. Finally, Wolfe Research lifted their price target on Home Depot from $413.00 to $414.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. Twenty 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 stock. According to data from MarketBeat.com, Home Depot has a consensus rating of “Moderate Buy” and an average price target of $416.00.

Get Our Latest Report on HD

Key Stories Impacting Home Depot

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

Positive Sentiment: Home Depot launched a real-time delivery tracker for large/bulky materials tailored to Pro customers, offering minute-by-minute GPS updates to reduce jobsite delays and improve scheduling — a direct product that can deepen Pro loyalty and drive repeat sales. Home Depot Bets On Real Time Delivery Tracking To Deepen Pro Loyalty
Positive Sentiment: Analyst and industry write-ups highlight the tracker as an omnichannel enhancement for bulky-item logistics, which strengthens Home Depot’s value proposition to contractors and could improve conversion and margin on Pro orders. Home Depot’s Real-Time Delivery Tracking Enhances Omnichannel Momentum
Positive Sentiment: UBS raised its price target on HD to $450 (from $430) and stayed constructive, cited in coverage of the company’s Pro initiatives — a higher target from a major bank supports investor sentiment and valuation multiple expansion. The Home Depot, Inc. (HD) Launches Real-Time Delivery Tracker for Pro Customers
Positive Sentiment: Analyst consensus remains favorable — coverage summaries show an average “Moderate Buy” recommendation, which underpins buying interest as the company executes on Pro and omnichannel initiatives. The Home Depot, Inc. (NYSE:HD) Receives Average Recommendation of “Moderate Buy” from Analysts
Neutral Sentiment: Longer-term retail roundups include Home Depot among durable retail ideas, which is supportive for buy-and-hold investors but is less likely to move the stock in the near term compared with company-specific catalysts. The Best 4 Retail Stocks to Buy and Hold for Decades
Neutral Sentiment: Recent bullish write-ups recap HD’s valuation and fundamentals (trailing/forward P/E, recent EPS beat of $2.72 vs. $2.52 estimate, and FY2026 EPS guidance range), offering a mixed picture of modest revenue pressure but strong profitability metrics. These fundamentals provide context but are already reflected in current estimates. Is The Home Depot, Inc. (HD) A Good Stock To Buy Now?

About Home Depot

(Free Report)

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.