Markowski Investments Purchases Shares of 1,758 The Home Depot, Inc. $HD

Posted by Brian Himes on Sep 7th, 2026

Markowski Investments purchased a new position in The Home Depot, Inc. (NYSE:HD – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,758 shares of the home improvement retailer’s stock, valued at approximately $620,000.

A number of other large investors have also modified their holdings of HD. BlackRock Inc. purchased a new position in Home Depot in the second quarter valued at $28,771,247,000. State Street Corp grew its stake in Home Depot by 1.8% during the 4th quarter. State Street Corp now owns 46,925,342 shares of the home improvement retailer’s stock worth $16,147,010,000 after purchasing an additional 825,164 shares in the last quarter. Geode Capital Management LLC increased its holdings in Home Depot by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 23,756,142 shares of the home improvement retailer’s stock worth $8,151,344,000 after purchasing an additional 343,153 shares during the period. Bank of America Corp DE purchased a new stake in Home Depot during the 2nd quarter worth about $5,780,468,000. Finally, Charles Schwab Investment Management Inc. increased its holdings in Home Depot by 7.8% during 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. Hedge funds and other institutional investors own 70.86% of the company’s stock.

Insider Activity at Home Depot

In related news, EVP Michael Rowe sold 710 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total value of $239,099.60. Following the completion of the transaction, the executive vice president directly owned 6,838 shares of the company’s stock, valued at $2,302,764.88. This represents a 9.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Teresa Roseborough sold 2,455 shares of the stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $328.77, for a total transaction of $807,130.35. Following the completion of the transaction, the executive vice president owned 14,061 shares in the company, valued at $4,622,834.97. This represents a 14.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 9,154 shares of company stock valued at $3,132,798 over the last three months. 0.08% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on HD. Sanford C. Bernstein reiterated a “market perform” rating and issued a $354.00 price objective on shares of Home Depot in a research note on Wednesday, August 19th. DA Davidson restated a “buy” rating and set a $377.00 target price on shares of Home Depot in a research note on Wednesday, August 19th. Argus reaffirmed a “buy” rating and issued a $400.00 target price on shares of Home Depot in a report on Wednesday, August 19th. Gordon Haskett raised their target price on shares of Home Depot from $320.00 to $330.00 in a report on Friday, June 12th. Finally, BNP Paribas Exane decreased their price target on shares of Home Depot from $348.00 to $325.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Eighteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Home Depot has a consensus rating of “Moderate Buy” and a consensus price target of $375.54.

Read Our Latest Research Report on Home Depot

Home Depot Stock Down 0.0%

Home Depot stock opened at $320.94 on Monday. The stock has a market cap of $320.20 billion, a PE ratio of 22.46, a P/E/G ratio of 3.53 and a beta of 0.95. 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 stock’s fifty day moving average is $339.35 and its two-hundred day moving average is $336.02. The Home Depot, Inc. has a 1-year low of $289.10 and a 1-year high of $426.75.

Home Depot (NYSE:HD – Get Free Report) last released its quarterly earnings data on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.73 by $0.19. Home Depot had a return on equity of 106.42% and a net margin of 8.41%.The business had revenue of $47.86 billion during the quarter, compared to analysts’ expectations of $47.24 billion. During the same period in the prior year, the firm posted $4.68 EPS. The business’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. On average, sell-side analysts expect that The Home Depot, Inc. will post 15 EPS for the current fiscal year.

Home Depot Dividend Announcement

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

Home Depot News Summary

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

Positive Sentiment: Retail earnings point to a relatively resilient higher-income consumer. Home Depot and Lowe’s reported solid home-improvement sales, suggesting demand for repairs and larger projects remains healthier than spending at some value-oriented retailers. Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy
Positive Sentiment: Analysts at Zacks updated estimates for Home Depot’s fiscal third-quarter earnings, providing a fresh valuation and earnings catalyst following the company’s prior quarterly beat. Home Depot most recently reported earnings of $4.92 per share versus a $4.73 consensus estimate, with revenue also exceeding forecasts. Zacks Research Estimates Home Depot’s Q3 Earnings
Neutral Sentiment: The stock’s valuation is near the middle of its peer group, but analysts question whether its operating performance and growth have fallen behind competitors. This creates potential upside if productivity improves, but also limits enthusiasm until growth reaccelerates. The Gap Between HD Stock And Its Own Numbers
Negative Sentiment: Mortgage rates recently reached a one-year high following a global bond-market sell-off. Elevated borrowing costs can discourage home purchases, remodeling projects and other large-ticket transactions that drive Home Depot’s sales. Mortgage Rates Just Hit a 1-Year High
Negative Sentiment: Some investors view weakness in consumer-focused stocks, including Home Depot, as a warning that middle-income households are under pressure. That macro concern could weigh on discretionary home-improvement spending and the broader retail sector. Wall Street worried about GOP in midterms
Negative Sentiment: One market analysis cited Home Depot’s transition to positive free cash flow in the early 2000s as evidence that growth had slowed, reinforcing concerns that the company’s mature business may offer limited expansion compared with faster-growing retailers. Home Depot stock information

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.