Sei Investments Co. Grows Stock Holdings in The Home Depot, Inc. $HD

Posted by George Bondi on Jul 24th, 2026

Sei Investments Co. raised its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 26.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 463,128 shares of the home improvement retailer’s stock after purchasing an additional 95,727 shares during the quarter. Sei Investments Co.’s holdings in Home Depot were worth $152,324,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. increased its stake in Home Depot by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 99,635,779 shares of the home improvement retailer’s stock worth $34,284,672,000 after acquiring an additional 1,325,748 shares during the last quarter. State Street Corp lifted its stake in shares of Home Depot by 1.8% in the 4th quarter. State Street Corp now owns 46,925,342 shares of the home improvement retailer’s stock valued at $16,147,010,000 after purchasing an additional 825,164 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Home Depot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 23,756,142 shares of the home improvement retailer’s stock valued at $8,151,344,000 after purchasing an additional 343,153 shares during the last quarter. Bank of America Corp DE boosted its holdings in shares of Home Depot by 5.6% in the 4th quarter. Bank of America Corp DE now owns 16,063,532 shares of the home improvement retailer’s stock worth $5,527,461,000 after purchasing an additional 851,029 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Home Depot by 7.8% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 15,471,132 shares of the home improvement retailer’s stock worth $5,323,620,000 after purchasing an additional 1,113,114 shares during the period. 70.86% of the stock is owned by hedge funds and other institutional investors.

More Home Depot News

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

Positive Sentiment: Home Depot launched its 2026 Halloween collection with upgraded Skelly animatronics and broader seasonal merchandise, a move that could help drive customer traffic and sales during a key retail period. Home Depot (HD) Launches 2026 Halloween Collection With Upgraded Skelly Animatronics
Positive Sentiment: Bernstein reportedly reiterated a positive stance on Home Depot, and Guggenheim also upgraded the stock to Buy, suggesting some analysts still see value in the shares. Home Depot (HD) Gets a Hold from Bernstein Home Depot (NYSE:HD) Earns “Buy” Rating from Guggenheim
Neutral Sentiment: Analysts are expecting only modest year-over-year EPS growth when Home Depot reports next month, keeping expectations relatively subdued ahead of earnings. Earnings Preview: What To Expect From The Home Depot’s Report
Negative Sentiment: Weak housing-market conditions are slowing big-ticket last-mile delivery and signaling softer demand tied to fewer home transactions, which is a headwind for Home Depot’s core business. Weak housing market hurts big and bulky last-mile delivery
Negative Sentiment: Home Depot was reported to be falling more than the broader market, reinforcing that investors are reacting negatively to the housing slowdown and near-term growth concerns. Home Depot (HD) Falls More Steeply Than Broader Market: What Investors Need to Know

Home Depot Trading Down 1.9%

Shares of NYSE HD opened at $325.17 on Friday. The company has a debt-to-equity ratio of 3.23, a quick ratio of 0.28 and a current ratio of 1.04. The business’s 50 day moving average price is $328.81 and its 200-day moving average price is $344.81. The Home Depot, Inc. has a fifty-two week low of $289.10 and a fifty-two week high of $426.75. The company has a market cap of $324.23 billion, a price-to-earnings ratio of 23.09, a PEG ratio of 3.83 and a beta of 0.95.

Home Depot (NYSE:HD – Get Free Report) last posted its quarterly earnings data on Tuesday, May 19th. The home improvement retailer reported $3.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.41 by $0.02. The company had revenue of $41.77 billion during the quarter, compared to analysts’ expectations of $41.59 billion. Home Depot had a return on equity of 117.24% and a net margin of 8.41%.Home Depot’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.56 EPS. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. On average, sell-side analysts expect that The Home Depot, Inc. will post 15.01 earnings per share for the current year.

Home Depot Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Thursday, June 4th were given a dividend of $2.33 per share. This represents a $9.32 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Thursday, June 4th. Home Depot’s dividend payout ratio (DPR) is 66.19%.

Analysts Set New Price Targets

HD has been the topic of several analyst reports. Weiss Ratings raised Home Depot from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 7th. Evercore lowered their price target on Home Depot from $415.00 to $400.00 and set an “outperform” rating for the company in a research report on Wednesday, May 20th. TD Cowen dropped their price objective on shares of Home Depot from $450.00 to $375.00 and set a “buy” rating for the company in a research note on Wednesday, May 20th. Mizuho cut their price objective on shares of Home Depot from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 20th. Finally, HSBC reduced their target price on shares of Home Depot from $392.00 to $310.00 and set a “hold” rating on the stock in a research note on Wednesday, May 20th. Eighteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $371.71.

View Our Latest Research Report on HD

Home Depot Company Profile

(Free Report)

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.