Mirae Asset Global Investments Co. Ltd. Has $158.41 Million Stock Holdings in The Home Depot, Inc. $HD

Key Points

• Mirae Asset Global Investments boosted its stake in The Home Depot by 12.6% in the 4th quarter to 460,368 shares, worth about $158.41 million.
• Home Depot completed the acquisition of warehouse automation specialist Simpl Automation to speed same‑day/next‑day fulfillment, reduce handling costs and support long‑term margins and competitive fulfillment capability.
• The company beat quarterly estimates with $2.72 EPS vs. $2.52 consensus, set FY2026 EPS guidance of 14.230–14.799, and raised its quarterly dividend to $2.33 (annualized $9.32, ~2.8% yield).

Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 460,368 shares of the home improvement retailer's stock after buying an additional 51,530 shares during the period. Mirae Asset Global Investments Co. Ltd.'s holdings in Home Depot were worth $158,413,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Silphium Asset Management Ltd grew its holdings in shares of Home Depot by 77.2% in the 3rd quarter. Silphium Asset Management Ltd now owns 13,544 shares of the home improvement retailer's stock valued at $5,488,000 after acquiring an additional 5,900 shares in the last quarter. Truist Financial Corp boosted its position in Home Depot by 0.3% during the third quarter. Truist Financial Corp now owns 1,095,113 shares of the home improvement retailer's stock valued at $443,729,000 after purchasing an additional 3,608 shares during the last quarter. Asset Management One Co. Ltd. grew its stake in Home Depot by 2.3% in the third quarter. Asset Management One Co. Ltd. now owns 534,564 shares of the home improvement retailer's stock valued at $216,600,000 after purchasing an additional 12,239 shares in the last quarter. Atlantic Union Bankshares Corp increased its position in shares of Home Depot by 59.9% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 107,438 shares of the home improvement retailer's stock worth $43,533,000 after purchasing an additional 40,232 shares during the last quarter. Finally, Savvy Advisors Inc. raised its stake in shares of Home Depot by 36.0% during the 4th quarter. Savvy Advisors Inc. now owns 19,478 shares of the home improvement retailer's stock worth $6,703,000 after purchasing an additional 5,152 shares in the last quarter. Institutional investors own 70.86% of the company's stock.

Home Depot News Roundup

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

• Positive Sentiment: Home Depot completed an acquisition of warehouse automation specialist Simpl Automation after successful DC pilots that improved pick speeds and reduced product touches — a direct push to accelerate same‑day/next‑day fulfilment, boost safety and cut distribution costs, supporting long‑term margins and competitive fulfillment capability. Home Depot acquires warehouse tech firm to boost fulfillment strategy Home Depot acquires SIMPL to expand supply chain automation
• Neutral Sentiment: Feature look at Home Depot’s stock‑split history and long track record of returning capital to shareholders — useful context for long‑term investors but unlikely to move the stock immediately. Home Depot’s stock split history: What you need to know
• Neutral Sentiment: A human‑interest profile on co‑founder Arthur Blank (background on the company’s origins); interesting color for investors but not a driver of near‑term price action. Billionaire Arthur Blank was fired from his first job
• Neutral Sentiment: Comparative analysis with Lowe’s highlights differing strategies around Pro customers and execution; informs relative valuation and competitive positioning but is analytical rather than an immediate catalyst. Home Depot vs. Lowe’s: One Has Crushed the Market for 5 Years Running
• Negative Sentiment: Market reaction: coverage notes HD stock is sliding while broader markets gain — short‑term selling and investor rotation weigh on the share price despite positive operational moves. Home Depot (HD) Stock Sinks As Market Gains: Here's Why
• Negative Sentiment: Analyst/commentary skepticism: coverage argues the stock is sliding even as the market recognizes supply‑chain improvements, signaling that sentiment, valuation concerns or macro risks are dominating near‑term trading. “The Exact Opposite is True”: Home Depot Stock NYSE: HD Slides Despite New Recognition of Supply Chain Value

Insider Activity at Home Depot

In related news, CFO Richard V. Mcphail sold 2,550 shares of the firm'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 transaction, the chief financial officer directly owned 44,566 shares of the company's stock, valued at approximately $16,439,951.74. This trade 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 through the SEC website. Company insiders own 0.10% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on HD shares. BNP Paribas Exane dropped their price target on shares of Home Depot from $391.00 to $348.00 and set a "neutral" rating on the stock in a research report on Tuesday, March 24th. The Goldman Sachs Group dropped their target price on shares of Home Depot from $413.00 to $409.00 in a report on Wednesday, February 25th. DA Davidson lifted their price target on Home Depot from $407.00 to $445.00 and gave the stock a "buy" rating in a report on Tuesday, February 24th. Telsey Advisory Group restated an "outperform" rating and issued a $435.00 price objective on shares of Home Depot in a research note on Wednesday, March 25th. Finally, KeyCorp reaffirmed a "sector weight" rating on shares of Home Depot in a research report on Wednesday, February 25th. Twenty research 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 stock currently has an average rating of "Moderate Buy" and a consensus price target of $414.17.

Home Depot Stock Down 0.6%

Shares of HD opened at $337.04 on Friday. The firm has a market cap of $335.70 billion, a P/E ratio of 23.68, a price-to-earnings-growth ratio of 3.70 and a beta of 1.09. 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 Home Depot, Inc. has a 52 week low of $315.31 and a 52 week high of $426.75. The firm's 50-day simple moving average is $353.06 and its 200 day simple moving average is $363.10.

Home Depot (NYSE:HD - Get Free Report) 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 the consensus estimate of $2.52 by $0.20. Home Depot had a net margin of 8.60% and a return on equity of 134.32%. The firm had revenue of $38.20 billion during the quarter, compared to the consensus estimate of $38.01 billion. During the same period last year, the business posted $3.13 earnings per share. The business's revenue for the quarter 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 forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th were given a $2.33 dividend. The ex-dividend date of this dividend was Thursday, March 12th. 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 dividend yield of 2.8%. Home Depot's dividend payout ratio (DPR) is presently 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.

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