The Home Depot, Inc. $HD Shares Purchased by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. lifted its stake in The Home Depot, Inc. (NYSE:HD) by 2.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 384,960 shares of the home improvement retailer’s stock after purchasing an additional 8,226 shares during the quarter. Home Depot comprises about 0.8% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 18th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Home Depot were worth $132,465,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Wellington Management Group LLP increased its stake in Home Depot by 60.8% during the 3rd quarter. Wellington Management Group LLP now owns 10,143,089 shares of the home improvement retailer’s stock valued at $4,109,878,000 after purchasing an additional 3,836,051 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Home Depot by 37.6% during the third quarter. Franklin Resources Inc. now owns 3,806,308 shares of the home improvement retailer’s stock worth $1,542,278,000 after buying an additional 1,040,577 shares during the period. Amundi grew 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 buying an additional 790,476 shares during the last quarter. Voya Investment Management LLC grew 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 buying an additional 763,739 shares during the last quarter. Finally, Alyeska Investment Group L.P. acquired a new position in shares of Home Depot in the 3rd quarter valued at $284,893,000. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Home Depot Trading Up 1.5%

NYSE HD opened at $328.43 on Wednesday. The Home Depot, Inc. has a 1 year low of $320.26 and a 1 year high of $426.75. The company has a debt-to-equity ratio of 3.62, a current ratio of 1.06 and a quick ratio of 0.26. The company has a market capitalization of $327.12 billion, a PE ratio of 23.08, a P/E/G ratio of 3.53 and a beta of 1.09. The company has a fifty day moving average of $364.57 and a 200 day moving average of $369.31.

Home Depot (NYSE:HD) last announced its quarterly earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.52 by $0.20. The company had revenue of $38.20 billion for the quarter, compared to the consensus estimate of $38.01 billion. Home Depot had a return on equity of 134.32% and a net margin of 8.60%.The firm’s revenue for the quarter was down 3.8% compared to the same quarter last year. During the same period last year, the firm earned $3.13 EPS. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. Research analysts forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 12th were given a dividend of $2.33 per share. This is an increase from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 annualized dividend and a yield of 2.8%. The ex-dividend date was Thursday, March 12th. Home Depot’s dividend payout ratio (DPR) is 65.50%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Piper Sandler reduced their target price on Home Depot from $441.00 to $422.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Wall Street Zen raised Home Depot from a “sell” rating to a “hold” rating in a report on Saturday, March 21st. Citigroup raised their price objective on Home Depot from $407.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Gordon Haskett lifted their target price on Home Depot from $330.00 to $370.00 and gave the stock a “hold” rating in a report on Wednesday, February 11th. Finally, BNP Paribas Exane dropped their target price on Home Depot from $391.00 to $348.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 24th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $414.52.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Named Dr. Franziska “Fran” Bell as EVP & Chief Technology Officer to lead technology, product, data and AI — signals a deliberate push to embed advanced AI across operations and customer experience, which could boost productivity, personalization and margins over time. The Home Depot Names Franziska Bell EVP and Chief Technology Officer
• Positive Sentiment: Analyses highlight Fran Bell’s deep AI experience (Ford, BP, Uber, Toyota) and argue the CTO hire could be a “game changer” by accelerating agentic AI initiatives across merchandising, fulfillment and customer search — a potential long-term positive for revenue mix and efficiency. Home Depot’s New AI-Focused CTO Appointment Could Be A Game Changer For Home Depot (HD)
• Neutral Sentiment: Market commentary notes HD’s shares rose but still underperformed the broader market recently — a reminder investors are weighing positive strategic moves against near-term demand headwinds. Home Depot Inc. stock rises Tuesday, still underperforms market
• Neutral Sentiment: Valuation-focused pieces point to a recent pullback in the share price (month and week declines noted), making the stock cheaper versus recent highs — raises the question of whether the retreat is a buying opportunity or a signal of cyclical softness. A Look At Home Depot (HD) Valuation After Recent Share Price Pullback
• Neutral Sentiment: Broader retail/tech coverage on AI-driven shopping suggests incumbents (Amazon, Walmart, Home Depot) could gain/lose share depending on how quickly they deploy AI for search and buying — a structural tailwind if HD’s new CTO accelerates execution. AI Shopping Shift Puts Amazon, Walmart in Focus
• Neutral Sentiment: Watsco sell-off commentary references SRS Distribution (a Home Depot affiliate) expanding via acquisitions, a development that could increase HD’s wholesale footprint but also draws competitive scrutiny—indirect for HD, but worth monitoring for margin/scale effects. William Blair Says Watsco (WSO) Sell-Off Overdone Despite New Competition
• Negative Sentiment: Zacks warns of a big-ticket slowdown: growth in larger projects is being driven by repairs rather than remodels, as high interest rates and weak housing turnover delay major renovation spending — a direct risk to Home Depot’s revenue mix and sales cadence. Home Depot Faces Big-Ticket Slowdown: Temporary or Trend?

Insiders Place Their Bets

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the business’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 44,566 shares of the company’s stock, valued at approximately $16,439,951.74. The trade was a 5.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate 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.