The Home Depot, Inc. $HD Shares Acquired by Brighton Jones LLC

Brighton Jones LLC raised its position in The Home Depot, Inc. (NYSE:HD) by 22.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,686 shares of the home improvement retailer’s stock after purchasing an additional 6,474 shares during the quarter. Brighton Jones LLC’s holdings in Home Depot were worth $14,054,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Foster Group Inc. lifted its position in Home Depot by 4.1% during the 3rd quarter. Foster Group Inc. now owns 2,964 shares of the home improvement retailer’s stock worth $1,201,000 after acquiring an additional 117 shares in the last quarter. Harbor Group Inc. lifted its holdings in Home Depot by 16.6% during the 3rd quarter. Harbor Group Inc. now owns 708 shares of the home improvement retailer’s stock worth $287,000 after buying an additional 101 shares during the last quarter. JBR Co Financial Management Inc increased its stake in Home Depot by 7.9% during the third quarter. JBR Co Financial Management Inc now owns 685 shares of the home improvement retailer’s stock valued at $277,000 after purchasing an additional 50 shares during the last quarter. WestHill Financial Advisors Inc. acquired a new stake in Home Depot during the third quarter worth about $211,000. Finally, ABLE Financial Group LLC grew its stake in Home Depot by 9.4% during the 3rd quarter. ABLE Financial Group LLC now owns 8,391 shares of the home improvement retailer’s stock worth $3,400,000 after buying an additional 723 shares during the last quarter. 70.86% of the stock is owned by hedge funds and other institutional investors.

Home Depot News Roundup

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

• Positive Sentiment: Analysts and commentators see a clearer runway for 2026 if the Fed begins a rate-cutting cycle, which could restore consumer and big-ticket project activity that hurt HD in 2025. Home Depot (HD) Building 2026 Foundation on Interest Rate Outlook
• Positive Sentiment: Zacks highlights Home Depot’s strength with professional (Pro) customers, which helps stabilize sales as DIY demand softens — a structural offset that can protect margins and cash flow. Is Home Depot’s Pro Momentum Enough to Offset DIY Slowdowns?
• Positive Sentiment: Yahoo Finance discusses Home Depot’s “Creator Portal” digital strategy, which could help accelerate e‑commerce engagement and customer acquisition if execution scales as planned. Digital traction would support growth beyond brick‑and‑mortar recovery. Is Home Depot’s Creator Portal Strategy Reframing the Digital Growth Narrative for HD?
• Neutral Sentiment: TipRanks notes seasonal product shifts (winter storage and decoration decisions) that can temporarily influence sales patterns but are unlikely to change full‑year fundamentals. Home Depot Stock (NYSE:HD) Notches Up With Winter Storage Competition
• Neutral Sentiment: Coverage pages and market data posts summarize current quote/action; useful for price context but not new fundamental information. Home Depot (HD) share price
• Neutral Sentiment: Analysis on rival Lowe’s upside scenarios provides a competitive frame — helpful for relative valuation comparisons but doesn’t directly change HD’s fundamentals. Here’s How Lowe’s Shares Can Hit $300 in 2026
• Negative Sentiment: 24/7 Wall St. argues only one of Home Depot and Lowe’s is a buy for 2026 and highlights HD’s larger YTD decline, reinforcing downside comparisons and pressure on sentiment/relative multiple. Home Depot vs. Lowe’s: Only 1 of These Home Improvement Stocks Is a Buy for 2026
• Negative Sentiment: TipRanks reports analysts warning that “timing is the challenge” — meaning macro/cash‑rate timing and housing‑market softness make it hard to call a durable rebound, which could keep the stock under pressure until clearer macro evidence appears. ‘Timing is the Challenge,’ Says Analyst on Home Depot Stock (HD)

Home Depot Stock Performance

NYSE HD opened at $346.53 on Tuesday. The company’s 50-day simple moving average is $364.75 and its 200 day simple moving average is $378.64. The Home Depot, Inc. has a twelve month low of $326.31 and a twelve month high of $426.75. The stock has a market cap of $344.97 billion, a P/E ratio of 23.62, a PEG ratio of 12.85 and a beta of 1.06. The company has a quick ratio of 0.29, a current ratio of 1.05 and a debt-to-equity ratio of 3.82.

Home Depot (NYSE:HD) last issued its quarterly earnings data on Tuesday, November 18th. The home improvement retailer reported $3.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.83 by ($0.09). The company had revenue of $41.35 billion for the quarter, compared to the consensus estimate of $41.06 billion. Home Depot had a net margin of 8.77% and a return on equity of 160.74%. The firm’s revenue was up 2.8% compared to the same quarter last year. During the same period in the previous year, the business posted $3.78 earnings per share. Home Depot has set its FY 2025 guidance at 14.478-14.478 EPS. As a group, research analysts forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were issued a dividend of $2.30 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $9.20 dividend on an annualized basis and a yield of 2.7%. Home Depot’s dividend payout ratio is currently 62.71%.

Analysts Set New Price Targets

HD has been the topic of several analyst reports. Royal Bank Of Canada dropped their price target on shares of Home Depot from $376.00 to $366.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. Robert W. Baird decreased their target price on Home Depot from $450.00 to $415.00 and set an “outperform” rating on the stock in a report on Wednesday, November 19th. DA Davidson cut their target price on shares of Home Depot from $430.00 to $407.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. Oppenheimer lowered their price target on shares of Home Depot from $420.00 to $405.00 and set a “market perform” rating on the stock in a report on Friday, December 5th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Home Depot in a research note on Monday, December 15th. Twenty-one analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Home Depot has an average rating of “Moderate Buy” and a consensus target price of $402.07.

Insider Activity at Home Depot

In other Home Depot news, EVP Angie Brown sold 1,946 shares of Home Depot stock in a transaction on Friday, December 12th. The shares were sold at an average price of $357.63, for a total transaction of $695,947.98. Following the completion of the sale, the executive vice president owned 3,941 shares of the company’s stock, valued at approximately $1,409,419.83. The trade was a 33.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Ann Marie Campbell sold 145 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $358.26, for a total value of $51,947.70. Following the completion of the sale, the executive vice president owned 12,320 shares of the company’s stock, valued at $4,413,763.20. This represents a 1.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.10% of the company’s stock.

Home Depot 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.