FY2025 EPS Estimates for Home Depot Increased by Analyst

The Home Depot, Inc. (NYSE:HD) – Investment analysts at Telsey Advisory Group upped their FY2025 earnings per share (EPS) estimates for shares of Home Depot in a report issued on Tuesday, November 12th. Telsey Advisory Group analyst J. Feldman now expects that the home improvement retailer will post earnings of $15.12 per share for the year, up from their prior estimate of $14.95. Telsey Advisory Group currently has a “Outperform” rating and a $455.00 target price on the stock. The consensus estimate for Home Depot’s current full-year earnings is $15.06 per share. Telsey Advisory Group also issued estimates for Home Depot’s Q4 2025 earnings at $3.00 EPS, Q1 2026 earnings at $3.76 EPS, Q2 2026 earnings at $4.93 EPS, Q3 2026 earnings at $4.19 EPS, Q4 2026 earnings at $3.14 EPS and FY2026 earnings at $16.02 EPS.

Home Depot (NYSE:HD) last issued its earnings results on Tuesday, November 12th. The home improvement retailer reported $3.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.64 by $0.14. Home Depot had a net margin of 9.45% and a return on equity of 452.60%. The company had revenue of $40.22 billion for the quarter, compared to analysts’ expectations of $39.31 billion. During the same period in the prior year, the company earned $3.81 earnings per share. The firm’s revenue was up 6.6% compared to the same quarter last year.

Other research analysts have also issued research reports about the company. Piper Sandler boosted their price objective on Home Depot from $387.00 to $455.00 and gave the company an “overweight” rating in a research report on Monday, September 30th. Wells Fargo & Company boosted their price target on shares of Home Depot from $400.00 to $430.00 and gave the company an “overweight” rating in a report on Wednesday, November 6th. Morgan Stanley upped their target price on shares of Home Depot from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Monday, October 21st. Truist Financial lifted their price target on Home Depot from $459.00 to $465.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Stifel Nicolaus raised their target price on Home Depot from $375.00 to $400.00 and gave the company a “hold” rating in a research report on Monday, November 11th. One equities research analyst has rated the stock with a sell rating, seven have given a hold rating and twenty-three have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, Home Depot presently has an average rating of “Moderate Buy” and a consensus price target of $426.00.

Home Depot Stock Performance

Shares of NYSE HD opened at $408.25 on Thursday. The stock has a market capitalization of $405.51 billion, a P/E ratio of 27.53, a P/E/G ratio of 2.83 and a beta of 1.01. The firm’s 50-day moving average price is $398.55 and its two-hundred day moving average price is $365.84. Home Depot has a 52-week low of $302.34 and a 52-week high of $421.56. The company has a quick ratio of 0.33, a current ratio of 1.13 and a debt-to-equity ratio of 8.65.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Fairway Wealth LLC acquired a new position in shares of Home Depot in the second quarter worth $25,000. Kings Path Partners LLC acquired a new position in Home Depot in the 2nd quarter worth about $33,000. Denver PWM LLC acquired a new position in Home Depot in the 2nd quarter worth about $40,000. Legacy Investment Solutions LLC acquired a new stake in shares of Home Depot during the 3rd quarter valued at about $41,000. Finally, Livelsberger Financial Advisory acquired a new stake in shares of Home Depot during the 3rd quarter valued at about $46,000. 70.86% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Home Depot news, EVP Teresa Wynn Roseborough sold 22,084 shares of the firm’s stock in a transaction dated Thursday, November 14th. The stock was sold at an average price of $408.91, for a total transaction of $9,030,368.44. Following the completion of the sale, the executive vice president now directly owns 20,404 shares in the company, valued at approximately $8,343,399.64. This trade represents a 51.98 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.10% of the stock is currently owned by corporate insiders.

Home Depot Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 12th. Stockholders of record on Wednesday, November 27th will be given a $2.25 dividend. The ex-dividend date is Wednesday, November 27th. This represents a $9.00 annualized dividend and a dividend yield of 2.20%. Home Depot’s dividend payout ratio (DPR) is presently 61.14%.

Home Depot Company Profile

The Home Depot, Inc operates as a home improvement retailer in the United States and internationally. It sells various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products. The company also offers installation services for flooring, water heaters, bath, garage doors, cabinets, cabinet makeovers, countertops, sheds, furnaces and central air systems, and windows.