Crossmark Global Holdings Inc. Has $36.26 Million Stock Holdings in The Home Depot, Inc. $HD

Key Points

• Crossmark Global Holdings increased its stake in The Home Depot by 8.2% in Q3 to 89,496 shares worth $36.26 million, making HD about 0.5% of Crossmark’s holdings and its 27th-largest position.
• The Home Depot beat quarterly EPS estimates ($2.72 vs. $2.52) with revenue of $38.20B, set FY2026 guidance at $14.23–$14.80 EPS (analysts average ~$15.13), and raised its quarterly dividend to $2.33 (annualized $9.32; yield 2.5%).

Crossmark Global Holdings Inc. boosted its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 8.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 89,496 shares of the home improvement retailer's stock after buying an additional 6,805 shares during the period. Home Depot makes up approximately 0.5% of Crossmark Global Holdings Inc.'s holdings, making the stock its 27th biggest holding. Crossmark Global Holdings Inc.'s holdings in Home Depot were worth $36,263,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Centerpoint Advisory Group lifted its position in Home Depot by 0.8% in the 2nd quarter. Centerpoint Advisory Group now owns 3,163 shares of the home improvement retailer's stock valued at $1,160,000 after acquiring an additional 26 shares in the last quarter. Disciplined Investors L.L.C. raised its stake in shares of 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 purchasing an additional 26 shares during the period. Brio Consultants LLC raised its stake in shares of 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 purchasing an additional 26 shares during the period. Emprise Bank lifted its holdings in shares of Home Depot by 0.8% in the third quarter. Emprise Bank now owns 3,135 shares of the home improvement retailer's stock valued at $1,270,000 after purchasing an additional 26 shares in the last quarter. Finally, Stegent Equity Advisors Inc. boosted its position in shares of Home Depot by 2.7% during the third 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 during the period. 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: Company guidance and commentary indicate better comps in H2 FY2026 as storm-driven comparisons ease and investments in Pro, SRS and GMS integration begin to contribute — this supports a more constructive outlook for second-half revenue momentum. Why Home Depot Expects Second Half Comps to Outperform First Half
• Positive Sentiment: Home Depot plans to open roughly 15 new stores in 2026 and is rolling out an AI-powered planning tool for professional customers — incremental store capacity plus pro-focused tech could support share gains and higher-margin sales from pros over time. Home Depot Weighs New Stores And AI Tool Against Modest Growth Outlook
• Positive Sentiment: Stable cash flows and a reliable dividend continue to position HD as a core holding for income-focused investors, underpinning demand even if top-line growth is modest. Home Depot Is a Classic "Boomer Stock" -- but Its Stable Cash Flows and Dividend Still Matter for Long-Term Investors
• Neutral Sentiment: Coverage pieces debate whether HD is a buy/hold/sell in 2026 — analysts note underperformance vs. the S&P over five years, keeping investor focus on valuation vs. growth trade-offs. Is Home Depot a Buy, Sell, or Hold in 2026?
• Neutral Sentiment: Comparisons of Home Depot and Lowe’s on AI show both retailers deploying different tools (Home Depot’s Magic Apron, Pro Xtra; Lowe’s Mylow) — technology may improve service but the near-term competitive impact is uncertain. Home Depot vs. Lowe's: Both Retail Giants Are Tapping AI, but Which One Is Doing It Better?
• Negative Sentiment: Analyst commentary suggests a recent “unexpected new advantage” had limited benefit for HD’s stock, signaling market skepticism that tactical wins will move the needle on valuation. Unexpected New Advantage Proves Little Help for Home Depot Stock NYSE: HD
• Negative Sentiment: Reports that a new real-time delivery tracking feature did not immediately boost sentiment led to a pullback in headlines — operational upgrades may take time to influence sales/earnings. “A Really Big Win”: Real-Time Delivery Tracking to Hit Home Depot, Home Depot Stock NYSE: HD Dives

Insiders Place Their Bets

In other news, EVP Ann Marie Campbell sold 145 shares of the stock in a transaction that occurred 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 owned 12,320 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through this link. Also, EVP Angie Brown sold 1,946 shares of the company's stock in a transaction on Friday, December 12th. The shares were 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 in the company, valued at approximately $1,409,419.83. This represents a 33.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 4,963 shares of company stock worth $1,748,845 over the last three months. Insiders own 0.10% of the company's stock.

Home Depot Price Performance

NYSE:HD opened at $369.38 on Thursday. The Home Depot, Inc. has a 12-month low of $326.31 and a 12-month high of $426.75. The firm has a market capitalization of $367.72 billion, a price-to-earnings ratio of 25.96, a P/E/G ratio of 13.15 and a beta of 1.09. The stock's 50 day moving average price is $373.12 and its two-hundred day moving average price is $379.19. The company has a quick ratio of 0.26, a current ratio of 1.06 and a debt-to-equity ratio of 3.62.

Home Depot (NYSE:HD - Get Free Report) last posted its earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 earnings per share for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $38.01 billion. During the same period in the previous year, the firm earned $3.13 EPS. The firm'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. On average, analysts anticipate that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th will be issued a $2.33 dividend. The ex-dividend date of this dividend is Thursday, March 12th. This represents a $9.32 annualized dividend and a yield of 2.5%. This is an increase from Home Depot's previous quarterly dividend of $2.30. Home Depot's payout ratio is currently 64.65%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. TD Cowen increased 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. BNP Paribas Exane upped their price target on Home Depot from $355.00 to $391.00 in a research report on Wednesday, February 25th. KGI Securities downgraded shares of Home Depot from an "outperform" rating to a "hold" rating and set a $320.00 price objective on the stock. in a report on Wednesday, November 19th. Gordon Haskett boosted their price objective on shares of Home Depot from $330.00 to $370.00 and gave the stock a "hold" rating in a research report on Wednesday, February 11th. Finally, HSBC reduced their target price on shares of Home Depot from $445.00 to $400.00 and set a "hold" rating for the company in a report on Wednesday, November 19th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $416.00.

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.

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