The Home Depot, Inc. (NYSE:HD) Receives $414.17 Average Target Price from Brokerages

Shares of The Home Depot, Inc. (NYSE:HD) have received an average recommendation of “Moderate Buy” from the thirty-three ratings firms that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, twelve have assigned a hold rating and twenty have issued a buy rating on the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $414.1724.

A number of equities analysts have commented on the company. Piper Sandler decreased their price target on Home Depot from $441.00 to $422.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. Truist Financial set a $424.00 price target on Home Depot in a research note on Tuesday, February 24th. Jefferies Financial Group boosted their price objective on shares of Home Depot from $424.00 to $454.00 and gave the company a “buy” rating in a research report on Tuesday, February 24th. Telsey Advisory Group restated an “outperform” rating and issued a $435.00 price objective on shares of Home Depot in a research report on Wednesday, March 25th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Home Depot in a research report on Friday, March 27th.

Home Depot Stock Performance

Shares of NYSE HD opened at $339.16 on Thursday. The stock has a market cap of $337.81 billion, a price-to-earnings ratio of 23.83, a P/E/G ratio of 3.74 and a beta of 1.09. The company has a current ratio of 1.06, a quick ratio of 0.26 and a debt-to-equity ratio of 3.62. Home Depot has a 1-year low of $315.31 and a 1-year high of $426.75. The stock’s 50-day moving average is $353.96 and its 200 day moving average is $363.29.

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

Home Depot Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th were paid a dividend of $2.33 per share. 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. The ex-dividend date of this dividend was Thursday, March 12th. Home Depot’s payout ratio is presently 65.50%.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Home Depot has outperformed peers over the past five years and delivered a clean earnings beat, underscoring its execution and Pro-customer focus — a structural positive for long-term investors. Home Depot vs. Lowe’s: One Has Crushed the Market for 5 Years Running
• Neutral Sentiment: Analyses highlight that Home Depot’s margins remain steady and management is investing in digital and supply-chain integration to defend profitability — positive operational signs but paired with slow revenue gains that leave investors ambivalent. Steady Margins, Slow Gains: Is Home Depot’s Strategy Working?
• Neutral Sentiment: Coverage noting new recognition of Home Depot’s supply-chain value argues the company is improving operationally, but the market hasn’t fully rewarded those gains yet — suggesting a timing mismatch between fundamentals and sentiment. “The Exact Opposite is True”: Home Depot Stock (NYSE:HD) Slides Despite New Recognition of Supply Chain Value
• Neutral Sentiment: Human-interest and market roundup pieces (founder profile; unrelated sector highlights) add context but are unlikely to move the stock materially in the short term. Arthur Blank was fired from his first job. When he launched The Home Depot at 36, customers said ‘these guys are nuts’ Arista Networks and Fluence Energy have been highlighted as Zacks Bull and Bear of the Day
• Negative Sentiment: Market reaction today is negative: analysts and traders cite slower revenue trends and cautious near-term growth expectations despite an EPS beat, driving the share decline. Home Depot (HD) Stock Sinks As Market Gains: Here’s Why

Insider Activity

In other 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 transaction of $940,669.50. Following 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.10% of the company’s stock.

Hedge Funds Weigh In On Home Depot

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Silphium Asset Management Ltd boosted its holdings in Home Depot by 77.2% in the third quarter. Silphium Asset Management Ltd now owns 13,544 shares of the home improvement retailer’s stock worth $5,488,000 after purchasing an additional 5,900 shares during the last quarter. Truist Financial Corp boosted its holdings in Home Depot by 0.3% in the third quarter. Truist Financial Corp now owns 1,095,113 shares of the home improvement retailer’s stock worth $443,729,000 after purchasing an additional 3,608 shares during the last quarter. Asset Management One Co. Ltd. boosted its holdings in Home Depot by 2.3% in 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 purchasing an additional 12,239 shares during the last quarter. Atlantic Union Bankshares Corp boosted its holdings in Home Depot by 59.9% in the third quarter. Atlantic Union Bankshares Corp now owns 107,438 shares of the home improvement retailer’s stock worth $43,533,000 after purchasing an additional 40,232 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd purchased a new stake in Home Depot in the third quarter worth approximately $1,888,000. Hedge funds and other institutional investors own 70.86% 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.