8-K ·Filed Aug 12, 2026

HD

HOME DEPOT, INC.
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0000354950-26-000141
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor for any updates on CEO Decker's return timeline and any subsequent 8-K filings regarding management changes. The stock may see limited volatility as the market assesses the temporary leadership structure, but no fundamental business change is indicated.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
HD ▼ -10.99% at T+20d
NEUTRAL call ✗ call lost -10.99% · α vs SPY -9.09% · entry $343.43 → $305.69
Next anchor: T+60d in 5w
Latest observation: T+34 -18.61% FF3 residual α
Entry anchored
Aug 12, 09:05 AM ET
via 1-min bar
T+1d
-0.50%
call -0.50% · α -1.20%
$341.70
settled 7w ago
T+5d
+0.25%
call +0.25% · α +0.70%
$344.30
settled 6w ago
T+20d
-10.99%
call -10.99% · α -9.09%
$305.69
settled 22d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Home Depot announced that CEO Ted Decker is taking a temporary medical leave of absence, expected to return within a few months. Two long-time executives, Ann-Marie Campbell (Senior EVP) and Richard McPhail (EVP & CFO), will oversee the Office of the CEO during his absence, with McPhail designated as interim principal executive officer. This is a routine management succession plan for a temporary absence of a key executive, with no financial impact or change in strategy disclosed.

Key Facts

  • CEO Ted Decker is taking a temporary medical leave of absence, expected to return within a few months.
  • Ann-Marie Campbell (Senior EVP) will oversee day-to-day operations.
  • Richard V. McPhail (EVP & CFO) will oversee financial management and Pro subsidiaries and is designated as interim principal executive officer.
  • Gregory D. Brenneman, independent lead director, will chair the Board during Decker's absence.
  • No changes to compensation for Campbell or McPhail related to their new responsibilities.

Financial Impact

No financial impact disclosed; no changes to guidance or operations.

Risk Factors

  • Extended absence of CEO could create strategic uncertainty if leave is prolonged beyond expectations.
  • Potential for additional management departures or restructuring if the leave signals broader health or governance issues.

Market Snapshot

Price
$354.48
Change
+1.1%
Volume
2.5M
Exchange
NYSE
Sector
Retail-Lumber & Other Building Materials Dealers
Analyst Consensus
61% bullish (46 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000354950-26-000141
Exhibit: exhibit991august2026.htm0000354950-26-000141
Document: 0000354950-26-000141-index-headers.html0000354950-26-000141
Document: 0000354950-26-000141-index.html0000354950-26-000141
Document: 0000354950-26-000141.txt0000354950-26-000141
18 reports for HD
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +19.16%May 15, 2026
Filters
Rows
Reports for HD — sortable, filterable
TypeNow
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$327.83 $288.04▼ −12.14%▼ −11.95%$287.04 (−12.44%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$330.19 $289.89▼ −12.21%▼ −12.47%$287.04 (−13.07%)
Aug 25, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$337.88 $296.72▼ −12.18%▼ −13.16%$287.04 (−15.05%)
Aug 18, 2026
6w ago
8-K
BULLISH ★ 6/10
$337.49 $302.47▼ −10.38%▼ −8.63%$287.04 (−14.95%)
Aug 12, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$343.43 $305.69▼ −10.99%▼ −9.09%$287.04 (−16.42%)
Jul 23, 2026
10w ago
Institutional Cluster
NEUTRAL ★ 3/10
$324.71 $334.49▲ +3.01%▼ −0.30%$287.04 (−11.60%)
Jun 30, 2026
13w ago
Court Ruling
NEUTRAL ★ 2/10
$352.68 $336.09▼ −4.70%▼ −3.68%$287.04 (−18.61%)
May 15, 2026
20w ago
Court Ruling
BULLISH ★ 6/10
$297.48 $329.82▲ +10.87%▲ +8.75%$287.04 (−3.51%)
May 12, 2026
20w ago
Court Ruling
NEUTRAL ★ 1/10
$310.46 $318.92▲ +2.73%▲ +4.45%$287.04 (−7.54%)
May 12, 2026
20w ago
Court Ruling
NEUTRAL ★ 2/10
$310.46 $318.92▲ +2.73%▲ +4.45%$287.04 (−7.54%)
Showing 10 of 18

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