Home Depot (NYSE:HD) Shares Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of The Home Depot, Inc. (NYSE:HD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Home Depot stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Home Depot Price Performance

Shares of HD stock opened at $380.34 on Monday. The firm has a market cap of $378.63 billion, a P/E ratio of 25.93, a P/E/G ratio of 14.16 and a beta of 1.08. The firm has a fifty day moving average of $354.83 and a two-hundred day moving average of $378.18. The company has a debt-to-equity ratio of 3.82, a current ratio of 1.05 and a quick ratio of 0.29. The Home Depot, Inc. has a 1-year low of $326.31 and a 1-year high of $426.75.

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

Home Depot Announces Dividend

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. This represents a $9.20 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Thursday, December 4th. Home Depot’s dividend payout ratio (DPR) is currently 62.71%.

Trending Headlines about Home Depot

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

• Positive Sentiment: Wall Street analysts are showing renewed optimism on HD, which can boost buyer interest and support the stock. Wall Street Bulls Look Optimistic About Home Depot (HD): Should You Buy?
• Positive Sentiment: Home Depot is expanding its AI efforts—moves that investors view as potential drivers of better e-commerce personalization, operational efficiency and margin resilience. Home Depot Deepens Push Into AI
• Positive Sentiment: Yield-focused investors may be attracted by HD’s dividend profile and inclusion in dividend-themed lists, supporting demand from income investors. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Unusual options activity and large trades have been reported—this shows institutional interest but is ambiguous for directional conviction. Market Whales and Their Recent Bets on Home Depot Options
• Neutral Sentiment: Independent valuation work (DCF) and weekly model updates are circulating; these provide context on fair value but don’t change fundamentals immediately. The Home Depot, Inc.: Our Calculation Of Intrinsic Value
• Neutral Sentiment: A reported sale of HD stock by Rep. Gilbert Ray Cisneros, Jr. was disclosed—insider selling can raise questions but a single disclosed sale is not necessarily a company-level red flag. Rep. Gilbert Ray Cisneros, Jr. Sells The Home Depot, Inc. (NYSE:HD) Stock
• Negative Sentiment: Investor pressure after media reports that surveillance vendor data may have been used by ICE has prompted shareholders to ask HD to review its relationship with Flock Safety—this raises reputational, governance and potential regulatory risk. Amid ICE raids, some Home Depot investors want to know how law enforcement uses its surveillance data
• Negative Sentiment: Bearish commentary and valuation critiques (higher trailing/forward P/E and downside scenarios tied to slowing DIY demand) are surfacing and could weigh on sentiment if macro weakness or discretionary spending softens. The Home Depot, Inc. (HD): A Bear Case Theory

Insider Buying and Selling at Home Depot

In other Home Depot news, EVP Ann Marie Campbell sold 145 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total transaction of $51,947.70. Following the completion of the transaction, the executive vice president owned 12,320 shares in the company, valued at approximately $4,413,763.20. The trade was a 1.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Angie Brown sold 1,946 shares of the firm’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $357.63, for a total value of $695,947.98. Following the transaction, the executive vice president directly owned 3,941 shares in the company, valued at $1,409,419.83. This trade represents a 33.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,963 shares of company stock valued at $1,748,845 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on HD shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $413.00 target price on shares of Home Depot in a research report on Wednesday, December 10th. Stifel Nicolaus reduced their price objective on Home Depot from $370.00 to $350.00 and set a “hold” rating on the stock in a research note on Monday, December 1st. Jefferies Financial Group reiterated a “buy” rating and set a $424.00 target price on shares of Home Depot in a research note on Wednesday, December 10th. DZ Bank reissued a “sell” rating on shares of Home Depot in a report on Tuesday, November 18th. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $362.00 price target on shares of Home Depot in a research report on Monday, November 24th. Twenty-one research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Home Depot currently has an average rating of “Moderate Buy” and a consensus price target of $403.17.

Institutional Investors Weigh In On Home Depot

A number of hedge funds have recently added to or reduced their stakes in HD. Parvin Asset Management LLC boosted its stake in Home Depot by 110.0% during the 3rd quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock valued at $26,000 after purchasing an additional 33 shares during the period. Legend Financial Advisors Inc. acquired a new stake in shares of Home Depot in the second quarter valued at approximately $28,000. Sagard Holdings Management Inc. acquired a new position in shares of Home Depot during the second quarter worth approximately $29,000. Financially Speaking Inc acquired a new position in shares of Home Depot during the third quarter worth approximately $31,000. Finally, LFA Lugano Financial Advisors SA bought a new position in Home Depot in the 2nd quarter worth approximately $32,000. 70.86% of the stock is currently owned by institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Home Depot

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.