UBS Group Increases Home Depot (NYSE:HD) Price Target to $450.00

Home Depot (NYSE:HD) had its price target increased by stock analysts at UBS Group from $430.00 to $450.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the home improvement retailer’s stock. UBS Group’s target price would indicate a potential upside of 19.99% from the stock’s current price.

Several other analysts also recently weighed in on the stock. KeyCorp reissued a “sector weight” rating on shares of Home Depot in a research report on Wednesday. Jefferies Financial Group lifted their price objective on shares of Home Depot from $424.00 to $454.00 and gave the stock a “buy” rating in a research note on Tuesday. Truist Financial set a $424.00 target price on Home Depot in a research report on Tuesday. Citigroup raised their target price on Home Depot from $407.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Piper Sandler dropped their price target on Home Depot from $441.00 to $422.00 and set an “overweight” rating on the stock in a research note on Monday. Twenty analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $416.00.

Home Depot Trading Down 0.1%

Shares of NYSE:HD opened at $375.02 on Wednesday. The business’s 50-day moving average is $371.05 and its 200 day moving average is $380.05. The company has a debt-to-equity ratio of 3.62, a current ratio of 1.06 and a quick ratio of 0.29. Home Depot has a 1 year low of $326.31 and a 1 year high of $426.75. The firm has a market capitalization of $373.34 billion, a P/E ratio of 26.35, a P/E/G ratio of 13.49 and a beta of 1.08.

Home Depot (NYSE:HD) last issued its quarterly 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 business had revenue of $38.20 billion during the quarter, compared to the consensus estimate of $38.01 billion. During the same quarter last year, the company earned $3.13 earnings per share. The company’s quarterly revenue was down 3.8% on a year-over-year basis. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. On average, research analysts predict that Home Depot will post 15.13 earnings per share for the current fiscal year.

Insider Transactions at Home Depot

In related news, EVP Ann Marie Campbell sold 145 shares of Home Depot stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $358.26, for a total value of $51,947.70. Following the completion of the transaction, the executive vice president owned 12,320 shares in the company, valued at $4,413,763.20. The trade was a 1.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Angie Brown sold 1,946 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $357.63, for a total value of $695,947.98. Following the completion of the transaction, the executive vice president directly owned 3,941 shares of the company’s stock, valued at $1,409,419.83. The trade was a 33.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 4,963 shares of company stock valued at $1,748,845 in the last ninety days. 0.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in HD. Centerpoint Advisory Group lifted its holdings in Home Depot by 0.8% during 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 in the last quarter. Disciplined Investors L.L.C. raised its position in shares of Home Depot by 2.3% during the 2nd quarter. Disciplined Investors L.L.C. now owns 1,178 shares of the home improvement retailer’s stock worth $432,000 after purchasing an additional 26 shares during the last quarter. Brio Consultants LLC lifted its stake 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 in the last quarter. Emprise Bank boosted its holdings in Home Depot by 0.8% in the 3rd quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer’s stock worth $1,270,000 after buying an additional 26 shares during the last quarter. Finally, Stegent Equity Advisors Inc. increased its stake in 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 buying an additional 26 shares in the last quarter. Hedge funds and other institutional investors own 70.86% of the company’s stock.

Trending Headlines about Home Depot

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

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.