NYSE· Retail-Lumber & Other Building Materials Dealers· Inc. DE· CIK 0000354950

HD

HOME DEPOT, INC.
$283.43 ▲ +0.34%
Prev close $282.46
Market cap$283.8B
ConsensusBuy
12-mo target$377.19 (+33.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)27 New Institutional Positions23 Institutional ExitsCongressional Activity (3) Consumer & Retail
Snapshot
The big-picture read on HD right now — valuation, ownership and activity at a glance.
Market Cap
$283.8B
Cap Size
Mega Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$195.7B
Inst. Activity
27 buys / 23 sells
Insider Activity
$0.00 buy / $3.3M sell
Insider Net $
-$3.3M
Social Sentiment
65° Warm
SEC Reports
18
Congressional
20 trades
Price chart 30d -11.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 20, 2026 Insider
Deaton John A. surrendered for taxes 344 shares
EVP - Supply Chain & Prod. Dev @ $299.98 ($103.2K)
Sep 20, 2026 Insider
Broggi Jordan surrendered for taxes 130 shares
EVP-Interconnected Retail @ $299.98 ($39.0K)
Sep 20, 2026 Insider
Scardino Kimberly R surrendered for taxes 81 shares
SVP-Finance, CAO & Controller @ $299.98 ($24.3K)
Sep 9, 2026 ftd
FTD: HD — 33,044 shares ($10.4M) failed to deliver
Settlement: 20260909, Price: $313.70, FTD Value: $10,365,902.8, HOME DEPOT INC
Sep 1, 2026 SEC
Two EVPs at Home Depot sold a combined $1.05M in open-market transactions over a 3-day window. The total value represent
CLUSTER — Impact 2/10
Aug 27, 2026 SEC
Two Home Depot insiders, including CFO Richard McPhail, sold a combined $2.33M in stock over the past week. The CFO's $2
CLUSTER — Impact 3/10
Aug 26, 2026 SEC
A federal district court denied Home Depot's motion for summary judgment in a slip-and-fall premises liability case, all
COURT-RULING — Impact 1/10
Aug 25, 2026 Event
Costello v. Home Depot USA, Inc.
Court ruling (laed) — Docket: 2:25-cv-00822
Analyst ratings buy % -11.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 61% rate it Buy or better · 46 analysts
Strong Buy 9 20% Buy 19 41% Hold 17 37% Sell 0 0% Strong Sell 1 2%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 9, 2026BernsteinMAINTAINMarket Perform 51%
Aug 19, 2026MizuhoMAINTAINOutperform 52%
Aug 19, 2026DA DavidsonMAINTAINBuy 53%
Aug 19, 2026UBSMAINTAINBuy 55%
Aug 19, 2026Truist SecuritiesMAINTAINBuy 55%
Aug 19, 2026KeybancREITERATESector Weight 52%
Aug 19, 2026Argus ResearchREITERATEBuy 54%
Aug 19, 2026RBC CapitalMAINTAINSector Perform 55%
Aug 19, 2026GuggenheimREITERATEBuy 52%
Aug 17, 2026StifelMAINTAINHold 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026919170161%
Aug 1, 2026919170161%
Jul 1, 2026919170161%
Jun 1, 20261019160163%
May 1, 20261019160163%
Apr 1, 20261019160163%
Mar 1, 20261019151163%
Feb 1, 20261019160163%
Price targets
Where 32 covering analysts think HD trades over the next 12 months.
$377.19 +33.1% upside Strong Buy
Current$283.43 Low$310.00 Median$379.00 High$425.00 32 analysts
$310.00$425.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
13 mentions 9 bullish 4 bearish 0 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 15 neutral · avg impact 2.8/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
ftd
FTD: HD — 33,044 shares ($10.4M) failed to deliver
Settlement: 20260909, Price: $313.70, FTD Value: $10,365,902.8, HOME DEPOT INC
Sep 7, 2026
dark_pool
Dark Pool: HD — 3.2M shares, 97,660 trades
Week starting 2026-09-07. Total ATS volume: 3,164,208 shares across 97,660 trades.
Aug 31, 2026
dark_pool
Dark Pool: HD — 3.1M shares, 105,831 trades
Week starting 2026-08-31. Total ATS volume: 3,062,725 shares across 105,831 trades.
Aug 25, 2026
Enforcement
Costello v. Home Depot USA, Inc.
Court ruling (laed) — Docket: 2:25-cv-00822
Aug 24, 2026
dark_pool
Dark Pool: HD — 2.6M shares, 99,455 trades
Week starting 2026-08-24. Total ATS volume: 2,594,260 shares across 99,455 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$3.84$3.71–$3.982.6%-0.1%1↑ 28↓$42.8B30
Next Q$2.83$2.73–$2.944.2%+0.0%11↑ 18↓$39.2B30
Current FY$15.03$14.86–$15.242.3%+0.0%21↑ 7↓$171.6B34
Next FY$16.02$15.18–$16.606.6%-0.1%13↑ 18↓$177.4B34
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$3.837—
7d ago$3.840-0.004
30d ago$3.840-0.004
60d ago$3.956-0.119
90d ago$3.956-0.119
Institutional ownership
Which big funds own HD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $195.7B total value (552,202,203 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.81,578,902$28.8B14.7%—
VANGUARD CAPITAL MANAGEMENT LLC65,076,088$23.0B11.7%—
STATE STREET CORP47,175,026$16.6B8.5%—
VANGUARD PORTFOLIO MANAGEMENT LLC25,751,551$9.1B4.6%—
GEODE CAPITAL MANAGEMENT, LLC25,263,448$8.9B4.5%—
MORGAN STANLEY22,603,319$8.0B4.1%—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC20,261,850$7.1B3.7%—
FMR LLC18,088,396$6.4B3.3%ADD +31.8%
Capital Research Global Investors16,802,396$5.9B3.0%—
BANK OF AMERICA CORP /DE/16,390,122$5.8B3.0%—
Recent position changes
FundActionPrevCurrentChangeValue
FMR LLCADD13,725,30918,088,396+31.8%$6.4B
NORGES BANKNEW—13,383,376—$4.7B
AmundiADD5,806,3387,339,614+26.4%$2.6B
LONE PINE CAPITAL LLCNEW—2,603,189—$918.1M
BNP PARIBAS FINANCIAL MARKETSDOUBLED1,172,6252,355,033+100.8%$830.6M
Capital International InvestorsTRIM1,894,4881,316,841-30.5%$464.4M
Corient Private Wealth LPDOUBLED1,116,8077,738,510+592.9%$390.9M
GATES FOUNDATION TRUSTNEW—1,000,000—$352.7M
BNP Paribas Asset Management Holding S.A.TRIM1,249,555921,941-26.2%$325.1M
VIKING GLOBAL INVESTORS LPADD504,257920,595+82.6%$324.7M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$3.3M — $0.00 bought, $3.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 20, 2026Deaton John A.EVP - Supply Chain & Prod. DevTAX W/H344$299.98$103.2K
Sep 20, 2026Broggi JordanEVP-Interconnected RetailTAX W/H130$299.98$39.0K
Sep 20, 2026Scardino Kimberly RSVP-Finance, CAO & ControllerTAX W/H81$299.98$24.3K
Sep 20, 2026McPhail Richard VEVP & CFOTAX W/H554$299.98$166.2K
Sep 20, 2026SMITH STEPHANIEEVP - Human ResourcesTAX W/H130$299.98$39.0K
Sep 20, 2026BROWN ANGIEEVP & CIOTAX W/H96$299.98$28.8K
Sep 10, 2026Scardino Kimberly RSVP-Finance, CAO & ControllerSELL675$305.95$206.5K
Aug 28, 2026Roseborough Teresa WynnEVP, Gen. Counsel & Corp. Sec.SELL2,455$328.77$807.1K
Aug 26, 2026Rowe Michael F.EVP, ProSELL710$336.76$239.1K
Aug 20, 2026McPhail Richard VEVP & CFOAWARD1,494——
Congressional trades
HD trades disclosed by members of Congress, with disclosure delay.
10 members · 13 buys / 7 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 24, 2026Kevin HernRHOUSESELL$50,001 - $100,000The Home Depot IncSep 2, 2026(10d)
Jul 30, 2026Rich McCormickRHOUSESELL$1,001 - $15,000The Home Depot IncAug 17, 2026(19d)
Jul 9, 2026John BoozmanRSENATESELL$1,001 - $15,000The Home Depot IncAug 18, 2026(40d)
Jun 18, 2026Lloyd DoggettDHOUSEBUY$1,001 - $15,000The Home Depot IncJul 7, 2026(20d)
Jun 17, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000The Home Depot IncJul 27, 2026(41d)
Jun 2, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000The Home Depot IncJul 8, 2026(37d)
May 15, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Home Depot IncMay 29, 2026(15d)
May 15, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Home Depot IncMay 29, 2026(15d)
Apr 27, 2026David TaylorRHOUSESELL$1,001 - $15,000The Home Depot IncMay 8, 2026(12d)
Apr 27, 2026David TaylorRHOUSEBUY$1,001 - $15,000The Home Depot IncMay 8, 2026(12d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HD.
Shares short
10,572,996
Settlement Sep 15, 2026
Change vs prior
+19.1%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈1.1%
Estimate — not % of float
All HD filing & press-release reports (18)