BNP Paribas Exane Boosts Home Depot (NYSE:HD) Price Target to $391.00

Posted by Defense World Staff on Feb 27th, 2026

Home Depot (NYSE:HD – Get Free Report) had its price objective hoisted by stock analysts at BNP Paribas Exane from $355.00 to $391.00 in a report released on Wednesday,MarketScreener reports. BNP Paribas Exane’s target price would suggest a potential upside of 4.26% from the company’s current price.

A number of other research firms have also recently weighed in on HD. Guggenheim raised their target price on Home Depot from $400.00 to $425.00 and gave the company a “buy” rating in a research note on Wednesday. Morgan Stanley increased their price target on Home Depot from $412.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday. TD Cowen lifted their price objective on Home Depot from $410.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Truist Financial set a $424.00 target price on Home Depot in a research report on Tuesday. Finally, Daiwa Securities Group raised their price target on shares of Home Depot from $348.00 to $360.00 and gave the stock a “neutral” rating in a research report on Tuesday, December 16th. Twenty investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $416.00.

Get Our Latest Stock Analysis on HD

Home Depot Stock Down 0.1%

Shares of NYSE:HD opened at $375.02 on Wednesday. The company has a market capitalization of $373.34 billion, a price-to-earnings ratio of 26.35, a price-to-earnings-growth ratio of 13.49 and a beta of 1.08. The company has a 50 day moving average of $371.05 and a two-hundred day moving average of $380.05. Home Depot has a 52-week low of $326.31 and a 52-week high of $426.75. The company has a quick ratio of 0.29, a current ratio of 1.06 and a debt-to-equity ratio of 3.62.

Home Depot (NYSE:HD – Get Free Report) last announced its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.52 by $0.20. The business had revenue of $38.20 billion during the quarter, compared to the consensus estimate of $38.01 billion. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. The business’s quarterly revenue was down 3.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, analysts forecast that Home Depot will post 15.13 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Ann Marie Campbell sold 145 shares of the firm’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 transaction, the executive vice president directly owned 12,320 shares in the company, valued at $4,413,763.20. This trade represents a 1.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Teresa Wynn Roseborough sold 2,872 shares of the business’s stock in a transaction on Friday, December 26th. The shares were sold at an average price of $348.52, for a total transaction of $1,000,949.44. Following the sale, the executive vice president owned 13,196 shares of the company’s stock, valued at approximately $4,599,069.92. The trade was a 17.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,963 shares of company stock worth $1,748,845 over the last ninety days. 0.10% of the stock is owned by insiders.

Institutional Investors Weigh In On Home Depot

Several institutional investors and hedge funds have recently bought and sold shares of the business. Norges Bank bought a new position in shares of Home Depot during the fourth quarter valued at approximately $4,850,329,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Home Depot by 36,207.5% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 10,076,783 shares of the home improvement retailer’s stock worth $3,694,552,000 after purchasing an additional 10,049,029 shares during the last quarter. Wellington Management Group LLP boosted its position in Home Depot by 60.8% during the 3rd quarter. Wellington Management Group LLP now owns 10,143,089 shares of the home improvement retailer’s stock valued at $4,109,878,000 after purchasing an additional 3,836,051 shares during the period. Cardano Risk Management B.V. grew its stake in Home Depot by 901.5% during the 4th quarter. Cardano Risk Management B.V. now owns 3,290,540 shares of the home improvement retailer’s stock worth $1,132,275,000 after buying an additional 2,961,979 shares during the last quarter. Finally, J. Stern & Co. LLP grew its stake in Home Depot by 14,869.3% during the 4th quarter. J. Stern & Co. LLP now owns 2,232,521 shares of the home improvement retailer’s stock worth $768,210,000 after buying an additional 2,217,607 shares during the last quarter. Institutional investors and hedge funds own 70.86% of the company’s stock.

Home Depot News Summary

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

Positive Sentiment: Q4 results beat consensus and Pro momentum: Home Depot topped Q4 estimates on EPS and emphasized that Pro/commercial customers are sustaining sales even as DIY demand softens. Home Depot shares rise as quarterly earnings clear a cautious Wall Street bar
Positive Sentiment: Pro ecosystem resilience: industry coverage highlights Home Depot’s expanding Pro-focused services and SRS integration as a durable revenue source versus cyclical homeowner spending. Home Depot’s Pro Ecosystem Shows Resilience in Soft Market
Positive Sentiment: Dividend increase and falling short interest add support: the board raised the quarterly payout (small raise) and short interest dropped, removing some downside pressure from forced covering. (Company release / market data)
Neutral Sentiment: Analyst reactions are mixed-but-lean-bullish: many firms raised price targets and some upgraded ratings after the quarter, giving the stock a valuation tailwind even as others remain cautious. UBS Group Issues Positive Forecast for Home Depot (NYSE:HD) Stock Price
Neutral Sentiment: Retail-sector context: broader retail earnings trends show mixed signals—Home Depot anchors a stronger retail print, but sustaining that momentum into 2026 depends on housing and rates. Zacks Earnings Trends Highlights: Walmart, Home Depot and Amazon
Negative Sentiment: Guidance and sector jitters from peers: cautious forward commentary (including from Lowe’s) revived worries that high rates and low housing turnover will keep large discretionary projects muted—a key reason for recent selling pressure. Home Depot slides 3.2% as home-improvement outlook jitters return after rival’s cautious guidance
Negative Sentiment: Management tone and consumer caution: CEO comments that some customers “are not investing” underscore persistent affordability headwinds that could limit a quick recovery in big-ticket remodeling. Home Depot CEO flags a disconcerting lack of faith in the American economy
Negative Sentiment: Short-term sentiment noise: media/TV commentary (e.g., Jim Cramer) and profit-taking after the earnings pop have amplified intraday selling despite the beat—a behavioral factor rather than new fundamentals. Jim Cramer Wonders Why People Are Selling Home Depot (HD) Shares

Home Depot Company Profile

(Get Free Report)

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.