Flossbach Von Storch SE Buys Shares of 191,900 The Home Depot, Inc. $HD

Flossbach Von Storch SE bought a new position in The Home Depot, Inc. (NYSE:HD) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 191,900 shares of the home improvement retailer’s stock, valued at approximately $67,679,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Advocate Investing Services LLC acquired a new stake in Home Depot during the 4th quarter worth $25,000. Zeit Capital LLC acquired a new position in Home Depot in the second quarter valued at about $26,000. Parvin Asset Management LLC increased its holdings in shares of Home Depot by 110.0% in the third quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock worth $26,000 after acquiring an additional 33 shares in the last quarter. Cache Advisors LLC acquired a new stake in shares of Home Depot during the first quarter worth about $27,000. Finally, Merkkuri Wealth Advisors LLC acquired a new stake in shares of Home Depot during the first quarter worth about $28,000. 70.86% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. DA Davidson reiterated a “buy” rating and issued a $377.00 price objective on shares of Home Depot in a research report on Wednesday, August 19th. KeyCorp restated a “sector weight” rating on shares of Home Depot in a report on Wednesday, August 19th. UBS Group cut their price target on shares of Home Depot from $430.00 to $420.00 and set a “buy” rating on the stock in a research note on Wednesday, August 19th. JPMorgan Chase & Co. lowered their price objective on shares of Home Depot from $423.00 to $396.00 and set an “overweight” rating for the company in a research report on Wednesday, May 20th. Finally, Telsey Advisory Group dropped their price objective on shares of Home Depot from $435.00 to $410.00 and set an “outperform” rating on the stock in a report on Wednesday, May 20th. Eighteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $375.54.

Insider Transactions at Home Depot

In related news, CFO Richard V. Mcphail sold 5,989 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $348.40, for a total transaction of $2,086,567.60. Following the completion of the transaction, the chief financial officer directly owned 48,104 shares of the company’s stock, valued at approximately $16,759,433.60. This represents a 11.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.08% of the company’s stock.

Home Depot News Roundup

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

• Positive Sentiment: Home Depot reported quarterly revenue of $47.86 billion, up 5.7% year over year and above expectations, while adjusted diluted EPS of $4.92 exceeded the $4.73 consensus estimate. The results provided support for the stock, although they did not yet indicate a broad-based recovery in home improvement. Home Depot Q2 estimates and tariff refund
• Positive Sentiment: Management commentary indicated that smaller projects are driving growth as high mortgage rates and housing affordability challenges weigh on larger purchases. This suggests customers remain active, even if demand is shifting toward lower-cost jobs. Home Depot Q2 earnings call transcript
• Positive Sentiment: Home Depot’s 17-year dividend growth streak remains an attraction for income-oriented investors who can collect dividends while waiting for housing and renovation demand to improve. Home Depot dividend streak
• Neutral Sentiment: A $685 million tariff refund contributed to the quarterly outcome, raising concerns that part of the earnings strength may be one-time rather than driven by ongoing operating improvement. Home Depot tariff refund analysis
• Neutral Sentiment: The nationwide launch of three-hour delivery expands Home Depot’s e-commerce and fulfillment capabilities, but its effect on sales and margins remains unproven. Home Depot three-hour delivery
• Neutral Sentiment: Articles highlighting HD’s long-term multibagger returns and ownership by prominent investors may reinforce the company’s appeal, but they are not immediate earnings catalysts. Home Depot long-term returns
• Negative Sentiment: Home Depot’s CFO sold approximately $2.1 million of company stock. While insider selling can reflect personal financial planning, it may weigh modestly on sentiment. Home Depot CFO stock sale

Home Depot Stock Up 0.2%

Shares of Home Depot stock opened at $337.97 on Wednesday. The firm has a market cap of $337.00 billion, a PE ratio of 23.65, a P/E/G ratio of 3.72 and a beta of 0.95. The business’s 50 day simple moving average is $341.04 and its 200 day simple moving average is $339.54. The company has a debt-to-equity ratio of 2.64, a quick ratio of 0.31 and a current ratio of 1.08. The Home Depot, Inc. has a 52-week low of $289.10 and a 52-week high of $426.75.

Home Depot (NYSE:HD) last issued its quarterly earnings results on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share for the quarter, topping the consensus estimate of $4.73 by $0.19. The company had revenue of $47.86 billion during the quarter, compared to analysts’ expectations of $47.24 billion. Home Depot had a net margin of 8.41% and a return on equity of 106.42%. The business’s quarterly revenue was up 5.7% on a year-over-year basis. During the same period last year, the business earned $4.68 EPS. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. On average, analysts predict that The Home Depot, Inc. will post 14.99 earnings per share for the current fiscal year.

Home Depot Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd will be issued a $2.33 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $9.32 annualized dividend and a dividend yield of 2.8%. Home Depot’s dividend payout ratio (DPR) is presently 65.22%.

About Home Depot

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.