Mufg Securities Americas Inc. Buys 2,458 Shares of The Home Depot, Inc. $HD

Posted by Stanley Muller on Sep 4th, 2026

Mufg Securities Americas Inc. increased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,999 shares of the home improvement retailer’s stock after buying an additional 2,458 shares during the period. Mufg Securities Americas Inc.’s holdings in Home Depot were worth $10,580,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Advocate Investing Services LLC acquired a new position in shares of Home Depot during the fourth quarter worth approximately $25,000. Zeit Capital LLC acquired a new stake in Home Depot in the 2nd quarter valued at $26,000. Parvin Asset Management LLC increased its stake in Home Depot by 110.0% during the 3rd 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. Cache Advisors LLC bought a new stake in Home Depot during the 1st quarter valued at $27,000. Finally, Merkkuri Wealth Advisors LLC acquired a new position in Home Depot during the first quarter worth $28,000. 70.86% of the stock is owned by institutional investors.

Insider Activity at Home Depot

In related news, EVP Michael Rowe sold 710 shares of Home Depot stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total transaction of $239,099.60. Following the sale, the executive vice president directly owned 6,838 shares in the company, valued at approximately $2,302,764.88. This trade represents a 9.41% 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. Also, CFO Richard McPhail sold 5,989 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $348.40, for a total value of $2,086,567.60. Following the completion of the transaction, the chief financial officer directly owned 48,104 shares in the company, valued at approximately $16,759,433.60. This represents a 11.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 9,154 shares of company stock valued at $3,132,798. 0.08% of the stock is owned by insiders.

Key Stories Impacting Home Depot

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

Positive Sentiment: Home Depot’s professional-customer growth and technology investments could support a recovery. The company has expanded its AI-powered Magic Apron tools across U.S. stores, while one analysis argues the stock may be about 15% undervalued if its Pro business gains momentum. Home Depot Could Be 15% Undervalued on Its Pro Growth Narrative
Neutral Sentiment: Zacks Research raised its fiscal 2027 EPS forecast slightly to $15.03 from $14.95, broadly matching the current consensus estimate of $15.00. However, this isolated increase was accompanied by several reductions to later quarterly and annual forecasts. Home Depot Analyst Estimates
Neutral Sentiment: Recent operating results remain a support for the shares: Home Depot exceeded quarterly earnings and revenue expectations, with revenue up 5.7% year over year. The key concern is whether that growth can accelerate amid a weak housing environment.
Negative Sentiment: Mortgage rates have reached a one-year high following a global bond sell-off. Higher borrowing costs can discourage home purchases, renovations and moves, limiting demand for big-ticket projects at Home Depot and Lowe’s. Mortgage Rates Just Hit a One-Year High
Negative Sentiment: Homeowners remain locked into older, cheaper mortgages, and the probability of moving within 12 months has fallen to a record-low 13.5%. Home Depot reportedly sees “no sign” of a housing turnaround, pressuring near-term sales prospects. Americans Stop Moving as Mortgage Lock-In Persists
Negative Sentiment: Analysts have cut multiple future EPS estimates, including fiscal 2028 EPS to $16.05 from $16.23 and fiscal 2029 EPS to $17.41 from $17.62. The revisions suggest slower expected growth and weigh on valuation. The Gap Between HD Stock and Its Own Numbers
Negative Sentiment: Comparisons with Costco and Lowe’s highlight concerns about Home Depot’s relative performance, dividend coverage and competitive position. Bearish options activity, including a proposed bear put spread, further reflects expectations that the stock could remain under pressure. Home Depot Bear Put Spread Could Return 181 Percent

Home Depot Stock Performance

Shares of HD stock opened at $317.79 on Friday. The company has a debt-to-equity ratio of 2.64, a current ratio of 1.08 and a quick ratio of 0.31. The firm has a 50-day moving average of $339.90 and a 200-day moving average of $336.51. The Home Depot, Inc. has a one year low of $289.10 and a one year high of $426.75. The company has a market cap of $317.06 billion, a P/E ratio of 22.24, a P/E/G ratio of 3.51 and a beta of 0.95.

Home Depot (NYSE:HD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.73 by $0.19. Home Depot had a net margin of 8.41% and a return on equity of 106.42%. The business had revenue of $47.86 billion during the quarter, compared to the consensus estimate of $47.24 billion. During the same period in the prior year, the firm posted $4.68 EPS. The firm’s quarterly revenue was up 5.7% compared to the same quarter last year. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. Equities research analysts forecast that The Home Depot, Inc. will post 15 EPS for the current fiscal year.

Home Depot Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 3rd will be given a dividend of $2.33 per share. This represents a $9.32 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Thursday, September 3rd. Home Depot’s dividend payout ratio (DPR) is presently 65.22%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. TD Cowen reiterated a “buy” rating on shares of Home Depot in a report on Monday, August 10th. Gordon Haskett upped their target price on shares of Home Depot from $320.00 to $330.00 in a report on Friday, June 12th. JPMorgan Chase & Co. dropped their price target on shares of Home Depot from $423.00 to $396.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 20th. Jefferies Financial Group reiterated a “buy” rating and set a $398.00 price target on shares of Home Depot in a research note on Tuesday, August 18th. Finally, Oppenheimer decreased their price objective on Home Depot from $405.00 to $310.00 and set a “market perform” rating for the company in a report on Monday, May 18th. Eighteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $375.54.

Read Our Latest Report on HD

About Home Depot

(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.