Market Cap
$283.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Aug 19, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 19, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 19, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | Keybanc | REITERATE | Sector Weight | 52% |
| Aug 19, 2026 | Argus Research | REITERATE | Buy | 54% |
| Aug 19, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 19, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 17, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 19 | 17 | 0 | 1 | 61% | |
| Aug 1, 2026 | 9 | 19 | 17 | 0 | 1 | 61% | |
| Jul 1, 2026 | 9 | 19 | 17 | 0 | 1 | 61% | |
| Jun 1, 2026 | 10 | 19 | 16 | 0 | 1 | 63% | |
| May 1, 2026 | 10 | 19 | 16 | 0 | 1 | 63% | |
| Apr 1, 2026 | 10 | 19 | 16 | 0 | 1 | 63% | |
| Mar 1, 2026 | 10 | 19 | 15 | 1 | 1 | 63% | |
| Feb 1, 2026 | 10 | 19 | 16 | 0 | 1 | 63% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.84 | $3.71–$3.98 | 2.6% | -0.1% | 1↑ 28↓ | $42.8B | 30 |
| Next Q | $2.83 | $2.73–$2.94 | 4.2% | +0.0% | 11↑ 18↓ | $39.2B | 30 |
| Current FY | $15.03 | $14.86–$15.24 | 2.3% | +0.0% | 21↑ 7↓ | $171.6B | 34 |
| Next FY | $16.02 | $15.18–$16.60 | 6.6% | -0.1% | 13↑ 18↓ | $177.4B | 34 |
| When | EPS estimate | Change 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 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 81,578,902 | $28.8B | 14.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 65,076,088 | $23.0B | 11.7% | — |
| STATE STREET CORP | 47,175,026 | $16.6B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25,751,551 | $9.1B | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 25,263,448 | $8.9B | 4.5% | — |
| MORGAN STANLEY | 22,603,319 | $8.0B | 4.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20,261,850 | $7.1B | 3.7% | — |
| FMR LLC | 18,088,396 | $6.4B | 3.3% | ADD +31.8% |
| Capital Research Global Investors | 16,802,396 | $5.9B | 3.0% | — |
| BANK OF AMERICA CORP /DE/ | 16,390,122 | $5.8B | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 13,725,309 | 18,088,396 | +31.8% | $6.4B |
| NORGES BANK | NEW | — | 13,383,376 | — | $4.7B |
| Amundi | ADD | 5,806,338 | 7,339,614 | +26.4% | $2.6B |
| LONE PINE CAPITAL LLC | NEW | — | 2,603,189 | — | $918.1M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 1,172,625 | 2,355,033 | +100.8% | $830.6M |
| Capital International Investors | TRIM | 1,894,488 | 1,316,841 | -30.5% | $464.4M |
| Corient Private Wealth LP | DOUBLED | 1,116,807 | 7,738,510 | +592.9% | $390.9M |
| GATES FOUNDATION TRUST | NEW | — | 1,000,000 | — | $352.7M |
| BNP Paribas Asset Management Holding S.A. | TRIM | 1,249,555 | 921,941 | -26.2% | $325.1M |
| VIKING GLOBAL INVESTORS LP | ADD | 504,257 | 920,595 | +82.6% | $324.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | Deaton John A. | EVP - Supply Chain & Prod. Dev | TAX W/H | 344 | $299.98 | $103.2K |
| Sep 20, 2026 | Broggi Jordan | EVP-Interconnected Retail | TAX W/H | 130 | $299.98 | $39.0K |
| Sep 20, 2026 | Scardino Kimberly R | SVP-Finance, CAO & Controller | TAX W/H | 81 | $299.98 | $24.3K |
| Sep 20, 2026 | McPhail Richard V | EVP & CFO | TAX W/H | 554 | $299.98 | $166.2K |
| Sep 20, 2026 | SMITH STEPHANIE | EVP - Human Resources | TAX W/H | 130 | $299.98 | $39.0K |
| Sep 20, 2026 | BROWN ANGIE | EVP & CIO | TAX W/H | 96 | $299.98 | $28.8K |
| Sep 10, 2026 | Scardino Kimberly R | SVP-Finance, CAO & Controller | SELL | 675 | $305.95 | $206.5K |
| Aug 28, 2026 | Roseborough Teresa Wynn | EVP, Gen. Counsel & Corp. Sec. | SELL | 2,455 | $328.77 | $807.1K |
| Aug 26, 2026 | Rowe Michael F. | EVP, Pro | SELL | 710 | $336.76 | $239.1K |
| Aug 20, 2026 | McPhail Richard V | EVP & CFO | AWARD | 1,494 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Kevin Hern | R | HOUSE | SELL | $50,001 - $100,000 | The Home Depot Inc | Sep 2, 2026(10d) |
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | The Home Depot Inc | Aug 17, 2026(19d) |
| Jul 9, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | The Home Depot Inc | Aug 18, 2026(40d) |
| Jun 18, 2026 | Lloyd Doggett | D | HOUSE | BUY | $1,001 - $15,000 | The Home Depot Inc | Jul 7, 2026(20d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | The Home Depot Inc | Jul 27, 2026(41d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | The Home Depot Inc | Jul 8, 2026(37d) |
| May 15, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | The Home Depot Inc | May 29, 2026(15d) |
| May 15, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | The Home Depot Inc | May 29, 2026(15d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | The Home Depot Inc | May 8, 2026(12d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | The Home Depot Inc | May 8, 2026(12d) |