Q4 EPS Estimates for Home Depot Decreased by Zacks Research

The Home Depot, Inc. (NYSE:HD) – Equities research analysts at Zacks Research decreased their Q4 2025 earnings per share estimates for Home Depot in a research report issued to clients and investors on Tuesday, November 26th. Zacks Research analyst R. Lohia now expects that the home improvement retailer will post earnings of $2.99 per share for the quarter, down from their prior estimate of $3.03. The consensus estimate for Home Depot’s current full-year earnings is $15.12 per share. Zacks Research also issued estimates for Home Depot’s Q1 2026 earnings at $3.68 EPS and Q4 2026 earnings at $3.08 EPS.

Other equities analysts also recently issued reports about the company. Guggenheim upped their price target on Home Depot from $390.00 to $450.00 and gave the stock a “buy” rating in a research report on Friday, October 4th. Oppenheimer upped their target price on Home Depot from $345.00 to $400.00 and gave the company a “market perform” rating in a research report on Tuesday, September 24th. DA Davidson upped their target price on Home Depot from $430.00 to $466.00 and gave the company a “buy” rating in a research report on Friday, October 25th. Mizuho upped their target price on Home Depot from $435.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday, November 13th. Finally, Morgan Stanley upped their target price on Home Depot from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Monday, October 21st. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating and twenty-three have issued a buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $426.00.

Home Depot Stock Performance

Shares of HD stock opened at $427.19 on Thursday. The business’s fifty day simple moving average is $406.69 and its 200-day simple moving average is $371.20. The company has a market cap of $424.35 billion, a PE ratio of 29.02, a PEG ratio of 2.98 and a beta of 1.01. The company has a current ratio of 1.13, a quick ratio of 0.31 and a debt-to-equity ratio of 8.65. Home Depot has a 12-month low of $308.59 and a 12-month high of $439.37.

Home Depot (NYSE:HD) last posted 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. The company had revenue of $40.22 billion during the quarter, compared to analyst estimates of $39.31 billion. Home Depot had a return on equity of 452.60% and a net margin of 9.45%. Home Depot’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.81 earnings per share.

Home Depot Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 12th. Stockholders of record on Wednesday, November 27th will be issued a dividend of $2.25 per share. The ex-dividend date of this dividend is Wednesday, November 27th. This represents a $9.00 dividend on an annualized basis and a dividend yield of 2.11%. Home Depot’s dividend payout ratio is currently 61.14%.

Insider Transactions at Home Depot

In other news, EVP Timothy A. Hourigan sold 16,004 shares of Home Depot stock in a transaction on Monday, November 18th. The shares were sold at an average price of $409.52, for a total transaction of $6,553,958.08. Following the completion of the sale, the executive vice president now directly owns 77,475 shares of the company’s stock, valued at approximately $31,727,562. The trade was a 17.12 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Ann Marie Campbell sold 100 shares of the business’s stock in a transaction on Wednesday, November 20th. The shares were sold at an average price of $402.58, for a total transaction of $40,258.00. Following the completion of the sale, the executive vice president now directly owns 12,465 shares of the company’s stock, valued at approximately $5,018,159.70. This trade represents a 0.80 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 38,188 shares of company stock worth $15,624,585 in the last 90 days. Insiders own 0.10% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of HD. International Assets Investment Management LLC increased its stake in shares of Home Depot by 51,250.1% during the third quarter. International Assets Investment Management LLC now owns 8,779,833 shares of the home improvement retailer’s stock worth $35,575,880,000 after acquiring an additional 8,762,735 shares during the period. Wulff Hansen & CO. boosted its holdings in Home Depot by 33,540.9% during the second quarter. Wulff Hansen & CO. now owns 1,478,855 shares of the home improvement retailer’s stock worth $509,081,000 after buying an additional 1,474,459 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund purchased a new stake in Home Depot during the third quarter worth about $336,231,000. FMR LLC lifted its holdings in shares of Home Depot by 10.1% in the third quarter. FMR LLC now owns 8,679,237 shares of the home improvement retailer’s stock valued at $3,516,827,000 after purchasing an additional 795,438 shares in the last quarter. Finally, Sarasin & Partners LLP lifted its holdings in shares of Home Depot by 95.2% in the second quarter. Sarasin & Partners LLP now owns 1,139,934 shares of the home improvement retailer’s stock valued at $392,411,000 after purchasing an additional 556,053 shares in the last quarter. 70.86% of the stock is currently owned by institutional investors and hedge funds.

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.