Copeland Capital Management LLC Trims Stock Position in The Home Depot, Inc. $HD

Key Points

• Copeland Capital Management LLC trimmed its stake in The Home Depot by 9.9% in Q4, selling 3,153 shares and ending the period with 28,798 shares worth $9.91 million.
• The company's CFO, Richard V. McPhail, sold 2,550 shares on March 4th for about $940,670, cutting his personal holding by 5.41%, part of broader insider selling noted over the past year.
• Home Depot beat Q4 estimates with $2.72 EPS (vs. $2.52 consensus) and $38.20B revenue despite revenue falling 3.8% YoY, set FY2026 EPS guidance of 14.230–14.799, and raised the quarterly dividend to $2.33 (annualized $9.32, ~2.8% yield).

Copeland Capital Management LLC lessened its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 9.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,798 shares of the home improvement retailer's stock after selling 3,153 shares during the period. Copeland Capital Management LLC's holdings in Home Depot were worth $9,910,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in HD. Parvin Asset Management LLC boosted its stake in shares of Home Depot by 110.0% during the 3rd quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer's stock worth $26,000 after acquiring an additional 33 shares during the last quarter. Key Capital Management INC purchased a new stake in shares of Home Depot in the 4th quarter worth $28,000. Financially Speaking Inc purchased a new stake in shares of Home Depot in the 3rd quarter worth $31,000. Imprint Wealth LLC bought a new position in Home Depot in the 3rd quarter worth $34,000. Finally, Disciplined Equity Management Inc. bought a new position in Home Depot in the 4th quarter worth $34,000. Hedge funds and other institutional investors own 70.86% of the company's stock.

Insider Buying and Selling

In other Home Depot news, CFO Richard V. Mcphail sold 2,550 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total value of $940,669.50. Following the completion of the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.08% of the company's stock.

Key Home Depot News

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

• Positive Sentiment: Wolfe Research reiterated an Outperform rating and a $414 price target for HD, a bullish analyst endorsement that supports upside versus the current market price and can help stabilize sentiment. Wolfe Research Bullish on The Home Depot, Inc. (HD)
• Positive Sentiment: The Home Depot Foundation committed $250,000 to Keep America Beautiful’s RETREET program to replant 1,000+ trees after disasters — a modest but positive ESG/PR item that supports brand and community resilience (limited direct financial impact). The Home Depot Foundation Funds RETREET Program
• Neutral Sentiment: Analysts and media are re-checking Home Depot’s valuation versus cash-flow signals; pieces note mixed short-term returns and debate whether the stock is fairly priced — useful context for investors but not an immediate catalyst. Home Depot (HD) Valuation Check
• Neutral Sentiment: Previews and analyst models expect a modest single-digit profit decline in the upcoming fiscal-quarter preview; watch the company’s guidance and Pro/customer trends for clearer near-term earnings catalysts. Home Depot's Quarterly Earnings Preview
• Negative Sentiment: TipRanks reports an internal manager fraud that cost Home Depot roughly $4 million, described as a “deliberate and systematic fraud scheme” — an operational risk that can weigh on sentiment and short-term stock performance. Manager’s Fraud Costs Home Depot $4 Million
• Negative Sentiment: Coverage highlights notable insider selling (~$30M over the past year), which can be perceived negatively by investors concerned about near-term insider conviction, even if sales are often for diversification. Insiders Are Selling Home Depot Stock

Home Depot Trading Down 1.3%

Shares of HD stock opened at $335.88 on Friday. The company has a debt-to-equity ratio of 3.62, a quick ratio of 0.26 and a current ratio of 1.06. The stock has a fifty day simple moving average of $347.71 and a two-hundred day simple moving average of $360.82. The firm has a market capitalization of $334.55 billion, a PE ratio of 23.60, a PEG ratio of 3.72 and a beta of 1.09. The Home Depot, Inc. has a 52-week low of $315.31 and a 52-week high of $426.75.

Home Depot (NYSE:HD - Get Free Report) last announced its quarterly earnings data on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, beating the consensus estimate of $2.52 by $0.20. The business had revenue of $38.20 billion for the quarter, compared to the consensus estimate of $38.01 billion. Home Depot had a return on equity of 134.32% and a net margin of 8.60%.The business's revenue was down 3.8% on a year-over-year basis. During the same period in the previous year, the business earned $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. On average, analysts predict that The Home Depot, Inc. will post 15.03 EPS for the current fiscal year.

Home Depot Increases Dividend

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

Wall Street Analyst Weigh In

Several analysts have issued reports on HD shares. Truist Financial set a $424.00 price target on Home Depot in a report on Tuesday, February 24th. The Goldman Sachs Group decreased their price objective on Home Depot from $413.00 to $409.00 in a research note on Wednesday, February 25th. BNP Paribas Exane cut their price objective on Home Depot from $391.00 to $348.00 and set a "neutral" rating for the company in a research note on Tuesday, March 24th. Wolfe Research increased their target price 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. Finally, KeyCorp restated a "sector weight" rating on shares of Home Depot in a research note on Wednesday, February 25th. Twenty analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Home Depot has an average rating of "Moderate Buy" and a consensus price target of $414.17.

Home Depot 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.

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