The Home Depot, Inc. (NYSE:HD) Given Consensus Recommendation of “Moderate Buy” by Analysts

The Home Depot, Inc. (NYSE:HD) has received a consensus rating of “Moderate Buy” from the thirty-three research firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, twelve have issued a hold rating and twenty have issued a buy rating on the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $414.1724.

A number of equities research analysts recently issued reports on HD shares. DA Davidson upped their price objective on shares of Home Depot from $407.00 to $445.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. Wolfe Research upped their price objective on shares of Home Depot from $413.00 to $414.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. Wall Street Zen upgraded shares of Home Depot from a “sell” rating to a “hold” rating in a report on Saturday, March 21st. Wells Fargo & Company upped their price objective on shares of Home Depot from $395.00 to $420.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Finally, Royal Bank Of Canada upped their price objective on shares of Home Depot from $363.00 to $377.00 and gave the stock a “sector perform” rating in a report on Wednesday, February 25th.

Home Depot News Roundup

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

• Positive Sentiment: Macro/market tailwind: A sharp drop in crude oil and headlines around a temporary Iran ceasefire reduced geopolitical risk and lifted consumer/retail names, providing immediate upward momentum for HD. Home Depot Shares Gain As Oil Crash Lifts Consumer Stocks
• Positive Sentiment: Valuation/contrarian view: Several pieces are framing HD as oversold or attractively discounted after recent weakness, which can prompt buying from value and income-oriented investors given HD’s dividend and long-term positioning. Oversold Home Depot stock not likely to fall much further
• Positive Sentiment: Analyst tweak: Erste Group nudged up its FY2028 EPS forecast for Home Depot (very modest), which supports the narrative that long-term earnings power remains intact despite near-term headwinds. MarketBeat – Erste Group estimate note
• Neutral Sentiment: Market-structure context: Coverage notes that HD is being watched as the Dow tests technical thresholds; that attention can intensify short-term volatility but doesn’t change fundamentals immediately. The Dow Tests a Key Technical Threshold. Watching Apple, Home Depot Stocks.
• Neutral Sentiment: Investor attention: Multiple news outlets and stock screener lists flag HD as a high-interest name (search traffic and “discounted stocks” lists), which can boost trading volume independent of fresh fundamental changes. 3 Discounted Stocks With Strong Rebound Potential
• Negative Sentiment: Business headwinds: Coverage highlights HD at a 52-week low and calls out weakening big-ticket demand, margin pressure from investments, and softer sales vs. year-ago levels — these are the core fundamental reasons for the sell-off that remains a risk to the stock. Home Depot Hits 52-Week Low: Time to Buy Now or Stay Cautious?
• Negative Sentiment: Investor skepticism: High-profile criticism (e.g., Jim Cramer highlighting it as a problematic position) and year-to-date declines amplify negative sentiment and can deter momentum investors. Jim Cramer Turns on Home Depot Stock

Insider Transactions at Home Depot

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $368.89, for a total transaction of $940,669.50. Following the completion of the sale, the chief financial officer directly owned 44,566 shares in the company, valued at $16,439,951.74. This represents a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.10% of the company’s stock.

Institutional Investors Weigh In On Home Depot

A number of hedge funds have recently bought and sold shares of HD. Advocate Investing Services LLC bought a new stake in Home Depot during the fourth quarter valued at about $25,000. Parvin Asset Management LLC boosted its holdings in Home Depot by 110.0% during the third quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock valued at $26,000 after acquiring an additional 33 shares during the period. Key Capital Management INC bought a new stake in Home Depot during the fourth quarter valued at about $28,000. Abound Financial LLC bought a new stake in Home Depot during the fourth quarter valued at about $29,000. Finally, Osbon Capital Management LLC bought a new stake in Home Depot during the fourth quarter valued at about $29,000. 70.86% of the stock is currently owned by institutional investors.

Home Depot Trading Up 5.4%

Shares of NYSE:HD opened at $336.06 on Thursday. The stock has a market capitalization of $334.72 billion, a PE ratio of 23.62, a P/E/G ratio of 3.51 and a beta of 1.09. Home Depot has a 1 year low of $315.31 and a 1 year high of $426.75. The firm has a fifty day moving average price of $357.82 and a 200 day moving average price of $365.74. The company has a current ratio of 1.06, a quick ratio of 0.26 and a debt-to-equity ratio of 3.62.

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

Home Depot Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 12th were issued a $2.33 dividend. This is a boost from Home Depot’s previous quarterly dividend of $2.30. This represents a $9.32 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Thursday, March 12th. Home Depot’s dividend payout ratio is currently 65.50%.

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.