Hudson Edge Investment Partners Inc. Purchases 2,495 Shares of The Home Depot, Inc. $HD

Hudson Edge Investment Partners Inc. grew its stake in The Home Depot, Inc. (NYSE:HD) by 13.6% during the fourth quarter, Holdings Channel reports. The firm owned 20,792 shares of the home improvement retailer’s stock after purchasing an additional 2,495 shares during the period. Hudson Edge Investment Partners Inc.’s holdings in Home Depot were worth $7,155,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of HD. Parvin Asset Management LLC lifted its holdings in shares of Home Depot by 110.0% in 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 in the last quarter. Key Capital Management INC bought a new position in shares of Home Depot in the fourth quarter valued at approximately $28,000. Financially Speaking Inc bought a new position in shares of Home Depot in the third quarter valued at approximately $31,000. Disciplined Equity Management Inc. bought a new position in shares of Home Depot in the fourth quarter valued at approximately $34,000. Finally, Family CFO Inc bought a new position in shares of Home Depot in the fourth quarter valued at approximately $34,000. Institutional investors own 70.86% of the company’s stock.

Home Depot Stock Performance

Shares of HD opened at $349.34 on Monday. The company has a current ratio of 1.06, a quick ratio of 0.26 and a debt-to-equity ratio of 3.62. The company has a market capitalization of $347.96 billion, a price-to-earnings ratio of 24.55, a PEG ratio of 3.82 and a beta of 1.09. The stock has a 50 day moving average of $352.34 and a 200 day moving average of $362.16. The Home Depot, Inc. has a 12 month low of $315.31 and a 12 month high of $426.75.

Home Depot (NYSE:HD) last issued 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. The company had revenue of $38.20 billion during 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%.Home Depot’s revenue was down 3.8% on a year-over-year basis. During the same period last year, the business posted $3.13 earnings per share. Home Depot has set its FY 2026 guidance at 14.230-14.799 EPS. As a group, sell-side 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 declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 12th were given a dividend of $2.33 per share. The ex-dividend date of this dividend 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 2.7%. Home Depot’s dividend payout ratio (DPR) is 65.50%.

Trending Headlines about Home Depot

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

• Positive Sentiment: HD announced the acquisition of SIMPL Automation to accelerate same‑day and next‑day fulfillment, bringing AI-driven warehouse engineering that could reduce labor touches and speed order throughput — a clear operational play that investors view as growth and margin enhancing. Home Depot Buys SIMPL Automation to Support Same-Day Delivery
• Positive Sentiment: Company pilots with SIMPL reportedly produced faster pick speeds and fewer product touches, giving proof‑of‑concept that the tech can improve throughput and safety in distribution centers — a near‑term operational benefit that can support unit economics for online fulfillment. Home Depot acquires warehouse tech firm to boost fulfillment strategy
• Positive Sentiment: Broader market tailwinds — news of a Middle East ceasefire and a drop in oil prices — lifted sentiment across equities, helping HD shares alongside company‑specific catalysts. Why Home Depot Stock Is Climbing Friday?
• Neutral Sentiment: HD is pursuing a potential distribution center in Yaphank, NY (seeking a tax break) as part of the same logistics expansion — this signals capacity buildout but involves local approvals and incentives, so impact is medium term. Home Depot eyes same-day, next-day delivery site in New York
• Neutral Sentiment: Longer‑term demand backdrop for home improvement remains supportive: industry forecasts project steady remodeling market growth through 2033, which underpins Home Depot’s addressable market even if near‑term comps and labor/cost dynamics vary. United States Residential Remodeling Industry Report 2025-2033
• Negative Sentiment: Recent short‑term volatility: earlier in the week HD shares had pulled back on profit‑taking/market rotation, indicating investors remain price‑sensitive around multiples and guidance despite operational improvements. Home Depot (HD) Stock Sinks As Market Gains: Here’s Why

Insider Activity at Home Depot

In related news, CFO Richard V. Mcphail sold 2,550 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $368.89, for a total transaction of $940,669.50. Following the completion of the sale, 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

HD has been the topic of a number of recent research reports. Truist Financial set a $424.00 target price on Home Depot in a report on Tuesday, February 24th. Piper Sandler dropped their target price on Home Depot from $441.00 to $422.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Guggenheim raised their target price on Home Depot from $400.00 to $425.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. Wall Street Zen upgraded Home Depot from a “sell” rating to a “hold” rating in a report on Saturday, March 21st. Finally, Jefferies Financial Group raised their target price on Home Depot from $424.00 to $454.00 and gave the company a “buy” rating in a report on Tuesday, February 24th. 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 presently has a consensus rating of “Moderate Buy” and an average target price of $414.17.

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.