The Home Depot, Inc. (NYSE:HD) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Analysts give Home Depot a consensus rating of Moderate Buy from 33 firms — 20 Buy, 12 Hold and 1 Sell — with an average 1‑year price target of $414.17.
• Home Depot reported quarterly EPS of $2.72 (vs. $2.52 expected) and revenue of $38.20B (vs. $38.01B expected), though revenue was down 3.8% year‑over‑year; it set FY2026 EPS guidance of 14.230–14.799 while analysts see ~15.03 for the year.
• The company increased its quarterly dividend to $2.33 (annualized $9.32), yielding about 2.9% with a payout ratio near 65.5%.

The Home Depot, Inc. (NYSE:HD - Get Free Report) has been assigned an average rating of "Moderate Buy" from the thirty-three research firms that are covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation and twenty have assigned a buy recommendation to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $414.1724.

A number of brokerages have recently weighed in on HD. Truist Financial set a $424.00 price target on Home Depot in a research note on Tuesday, February 24th. Gordon Haskett boosted their price target on Home Depot from $330.00 to $370.00 and gave the stock a "hold" rating in a research note on Wednesday, February 11th. Wells Fargo & Company boosted their price target on Home Depot from $395.00 to $420.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 25th. Weiss Ratings restated a "hold (c+)" rating on shares of Home Depot in a research note on Friday, March 27th. Finally, BNP Paribas Exane dropped their price target on Home Depot from $391.00 to $348.00 and set a "neutral" rating on the stock in a research note on Tuesday, March 24th.

Home Depot Stock Up 0.1%

Shares of HD stock opened at $324.22 on Monday. Home Depot has a 1-year low of $315.31 and a 1-year high of $426.75. The stock's fifty day moving average price is $343.27 and its 200 day moving average price is $359.02. The company has a debt-to-equity ratio of 3.62, a current ratio of 1.06 and a quick ratio of 0.26. The company has a market cap of $322.93 billion, a price-to-earnings ratio of 22.78, a price-to-earnings-growth ratio of 3.54 and a beta of 1.00.

Home Depot (NYSE:HD - Get Free Report) last released its quarterly earnings results on Tuesday, February 24th. The home improvement retailer reported $2.72 EPS for the quarter, beating 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 company had revenue of $38.20 billion during the quarter, compared to analysts' expectations of $38.01 billion. During the same period last year, the business posted $3.13 earnings per share. 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, research analysts expect that Home Depot will post 15.03 earnings per share for the current fiscal year.

Home Depot Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th were paid a dividend of $2.33 per share. The ex-dividend date was Thursday, March 12th. This is a positive change 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 2.9%. Home Depot's payout ratio is presently 65.50%.

Insider Buying and Selling at Home Depot

In other news, CFO Richard V. Mcphail sold 2,550 shares of the business's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total transaction of $940,669.50. Following the sale, the chief financial officer owned 44,566 shares in the company, valued at approximately $16,439,951.74. The trade was a 5.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.08% of the company's stock.

Institutional Investors Weigh In On Home Depot

A number of large investors have recently modified their holdings of the business. Stegent Equity Advisors Inc. boosted its position in Home Depot by 2.7% in the third quarter. Stegent Equity Advisors Inc. now owns 1,006 shares of the home improvement retailer's stock valued at $408,000 after buying an additional 26 shares during the last quarter. Curio Wealth LLC boosted its position in Home Depot by 13.5% in the fourth quarter. Curio Wealth LLC now owns 218 shares of the home improvement retailer's stock valued at $76,000 after buying an additional 26 shares during the last quarter. Unique Wealth LLC boosted its position in Home Depot by 1.2% in the third quarter. Unique Wealth LLC now owns 2,280 shares of the home improvement retailer's stock valued at $924,000 after buying an additional 27 shares during the last quarter. Arcus Capital Partners LLC boosted its position in Home Depot by 1.1% in the third quarter. Arcus Capital Partners LLC now owns 2,445 shares of the home improvement retailer's stock valued at $991,000 after buying an additional 27 shares during the last quarter. Finally, Westfuller Advisors LLC boosted its position in Home Depot by 2.1% in the fourth quarter. Westfuller Advisors LLC now owns 1,325 shares of the home improvement retailer's stock valued at $456,000 after buying an additional 27 shares during the last quarter. Hedge funds and other institutional investors own 70.86% of the company's stock.

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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