Home Depot (NYSE:HD) Shares Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of The Home Depot, Inc. (NYSE:HD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Home Depot stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Home Depot Stock Up 0.3%

Shares of HD traded up $1.18 during mid-day trading on Friday, hitting $380.34. 3,707,889 shares of the company’s stock were exchanged, compared to its average volume of 4,018,839. The firm has a fifty day moving average of $354.83 and a two-hundred day moving average of $378.14. The company has a quick ratio of 0.29, a current ratio of 1.05 and a debt-to-equity ratio of 3.82. The Home Depot, Inc. has a twelve month low of $326.31 and a twelve month high of $426.75. The stock has a market cap of $378.63 billion, a price-to-earnings ratio of 25.93, a P/E/G ratio of 14.16 and a beta of 1.08.

Home Depot (NYSE:HD) last released its quarterly earnings results on Tuesday, November 18th. The home improvement retailer reported $3.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.83 by ($0.09). Home Depot had a net margin of 8.77% and a return on equity of 160.74%. The firm had revenue of $41.35 billion for the quarter, compared to the consensus estimate of $41.06 billion. During the same quarter last year, the company earned $3.78 earnings per share. The firm’s revenue was up 2.8% on a year-over-year basis. Home Depot has set its FY 2025 guidance at 14.478-14.478 EPS. On average, sell-side analysts forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current year.

Home Depot Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Thursday, December 4th were given a dividend of $2.30 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $9.20 dividend on an annualized basis and a yield of 2.4%. Home Depot’s dividend payout ratio (DPR) is presently 62.71%.

Wall Street Analysts Forecast Growth

HD has been the topic of a number of research reports. UBS Group set a $430.00 target price on shares of Home Depot in a research report on Wednesday, December 10th. Wells Fargo & Company reduced their target price on shares of Home Depot from $400.00 to $395.00 and set an “overweight” rating for the company in a report on Wednesday, December 10th. Sanford C. Bernstein reissued a “market perform” rating and set a $362.00 price target on shares of Home Depot in a research report on Monday, November 24th. Oppenheimer dropped their target price on Home Depot from $420.00 to $405.00 and set a “market perform” rating for the company in a report on Friday, December 5th. Finally, Citigroup cut their price target on shares of Home Depot from $422.00 to $407.00 and set a “buy” rating for the company in a report on Friday, November 21st. Twenty-one analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Home Depot has a consensus rating of “Moderate Buy” and a consensus target price of $403.17.

Insider Buying and Selling at Home Depot

In other Home Depot news, EVP Ann Marie Campbell sold 145 shares of Home Depot stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total value of $51,947.70. Following the transaction, the executive vice president directly owned 12,320 shares of the company’s stock, 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 business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 3,941 shares in the company, valued at $1,409,419.83. This trade represents a 33.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,963 shares of company stock worth $1,748,845 over the last three months. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Home Depot

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

• Positive Sentiment: Wall Street analysts are showing renewed optimism on HD, which can boost buyer interest and support the stock. Wall Street Bulls Look Optimistic About Home Depot (HD): Should You Buy?
• Positive Sentiment: Home Depot is expanding its AI efforts—moves that investors view as potential drivers of better e-commerce personalization, operational efficiency and margin resilience. Home Depot Deepens Push Into AI
• Positive Sentiment: Yield-focused investors may be attracted by HD’s dividend profile and inclusion in dividend-themed lists, supporting demand from income investors. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Unusual options activity and large trades have been reported—this shows institutional interest but is ambiguous for directional conviction. Market Whales and Their Recent Bets on Home Depot Options
• Neutral Sentiment: Independent valuation work (DCF) and weekly model updates are circulating; these provide context on fair value but don’t change fundamentals immediately. The Home Depot, Inc.: Our Calculation Of Intrinsic Value
• Neutral Sentiment: A reported sale of HD stock by Rep. Gilbert Ray Cisneros, Jr. was disclosed—insider selling can raise questions but a single disclosed sale is not necessarily a company-level red flag. Rep. Gilbert Ray Cisneros, Jr. Sells The Home Depot, Inc. (NYSE:HD) Stock
• Negative Sentiment: Investor pressure after media reports that surveillance vendor data may have been used by ICE has prompted shareholders to ask HD to review its relationship with Flock Safety—this raises reputational, governance and potential regulatory risk. Amid ICE raids, some Home Depot investors want to know how law enforcement uses its surveillance data
• Negative Sentiment: Bearish commentary and valuation critiques (higher trailing/forward P/E and downside scenarios tied to slowing DIY demand) are surfacing and could weigh on sentiment if macro weakness or discretionary spending softens. The Home Depot, Inc. (HD): A Bear Case Theory

Institutional Trading of Home Depot

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HD. Parvin Asset Management LLC lifted its holdings in Home Depot by 110.0% during the third quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock valued at $26,000 after purchasing an additional 33 shares during the last quarter. Legend Financial Advisors Inc. bought a new position in Home Depot in the 2nd quarter worth about $28,000. Sagard Holdings Management Inc. purchased a new stake in Home Depot in the second quarter valued at approximately $29,000. Financially Speaking Inc purchased a new position in Home Depot in the third quarter worth $31,000. Finally, LFA Lugano Financial Advisors SA bought a new position in shares of Home Depot during the 2nd quarter valued at about $32,000. 70.86% of the stock is owned by institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.