Aprio Wealth Management LLC Increases Position in The Home Depot, Inc. $HD

Aprio Wealth Management LLC boosted its position in The Home Depot, Inc. (NYSE:HD) by 17.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 12,531 shares of the home improvement retailer’s stock after acquiring an additional 1,886 shares during the period. Aprio Wealth Management LLC’s holdings in Home Depot were worth $5,077,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of HD. Centerpoint Advisory Group increased its stake in Home Depot by 0.8% in the second quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer’s stock valued at $1,160,000 after purchasing an additional 26 shares during the last quarter. Disciplined Investors L.L.C. grew its holdings in Home Depot by 2.3% in the 2nd quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock valued at $432,000 after buying an additional 26 shares during the period. Brio Consultants LLC grew its holdings in Home Depot by 4.7% in the 2nd quarter. Brio Consultants LLC now owns 574 shares of the home improvement retailer’s stock valued at $210,000 after buying an additional 26 shares during the period. Emprise Bank increased its stake in shares of Home Depot by 0.8% during the 3rd quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock valued at $1,270,000 after acquiring an additional 26 shares during the last quarter. Finally, Stegent Equity Advisors Inc. lifted its holdings in shares of Home Depot by 2.7% during the 3rd quarter. Stegent Equity Advisors Inc. now owns 1,006 shares of the home improvement retailer’s stock worth $408,000 after acquiring an additional 26 shares during the period. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Home Depot

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

• Positive Sentiment: Q4 beats, revenue and dividend hike — Home Depot topped Q4 estimates (EPS and revenue), reported positive comparable‑store sales, and approved a 1.3% dividend increase, signaling management confidence in cash flow. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Positive Sentiment: Pro/customer mix is protecting results — Professional contractors are driving resilience in sales (Pro-focused initiatives, SRS integration and trade services are improving stickiness and margins versus DIY). Home Depot’s Pro Ecosystem Shows Resilience in Soft Market
• Positive Sentiment: Analyst support is increasing — Several firms have raised price targets and some analysts (including TD Cowen coverage) kept or added bullish ratings, giving the stock upward momentum. Home Depot: Pro-Focused Growth and Acquisition Integration Position FY26 as an Inflection Year Supporting a Buy Rating
• Positive Sentiment: Recent price‑target upgrades — Firms including Stifel, Daiwa and others nudged up targets post‑earnings, providing technical and sentiment support for the shares. Home Depot price target raised to $375 from $350 at Stifel
• Neutral Sentiment: 2026 guidance is modest — Management gave conservative FY26 sales/EPS guidance (low‑single‑digit sales growth, flat to low single‑digit EPS growth) and plans ~15 new store openings, which tempers upside until the housing cycle improves. Does Home Depot’s Modest 2026 Outlook And Dividend Hike Reframe The Tech‑And‑Pro Story For HD?
• Negative Sentiment: Macro/housing headwinds weigh on sentiment — High mortgage rates and low existing‑home turnover (“lock‑in” effect) are keeping big discretionary remodel projects on hold, which has driven short‑term investor caution and prior sell‑offs. Jim Cramer Wonders Why People Are Selling Home Depot (HD) Shares

Insider Activity

In related news, EVP Ann Marie Campbell sold 145 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $358.26, for a total transaction of $51,947.70. Following the completion of the sale, the executive vice president directly owned 12,320 shares of the company’s stock, valued at approximately $4,413,763.20. This trade represents a 1.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Angie Brown sold 1,946 shares of Home Depot stock in a transaction on Friday, December 12th. The stock was sold at an average price of $357.63, for a total transaction of $695,947.98. Following the sale, 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 position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 4,963 shares of company stock worth $1,748,845. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

HD has been the subject of a number of recent analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of Home Depot in a report on Monday, December 29th. Morgan Stanley boosted their price objective on shares of Home Depot from $412.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday. DZ Bank restated a “sell” rating on shares of Home Depot in a report on Tuesday, November 18th. Wells Fargo & Company lifted their target price on Home Depot from $395.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday. Finally, Bank of America lowered their price target on Home Depot from $450.00 to $430.00 and set a “buy” rating for the company in a research report on Wednesday, November 19th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $416.00.

Home Depot Stock Up 1.5%

Shares of Home Depot stock opened at $380.71 on Friday. The company has a fifty day moving average price of $371.76 and a 200 day moving average price of $379.89. The company has a current ratio of 1.06, a quick ratio of 0.29 and a debt-to-equity ratio of 3.62. 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 $379.00 billion, a price-to-earnings ratio of 26.75, a price-to-earnings-growth ratio of 13.65 and a beta of 1.08.

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

Home Depot Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be given a dividend of $2.33 per share. The ex-dividend date of this dividend is Thursday, March 12th. This is an increase from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 dividend on an annualized basis and a dividend yield of 2.4%. Home Depot’s dividend payout ratio is presently 64.65%.

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.