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HD

HOME DEPOT, INC.

At today's price, HOME DEPOT, INC. (HD) is priced for +6.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+6.7% growth
Priced In
within-range

Key Takeaways

• Home Depot is pushing deeper into the professional contractor market through the SRS and GMS acquisitions, which lifted fiscal Q1 2026 net sales 4.8% to $41.8 billion even as same-store comparable sales rose only 0.6%. [Source: HD Q1 fiscal 2026 results, May 2026] • The near-term risk is demand: U.S. comparable sales have now been roughly flat for three straight quarters, the signature of a housing market where high rates keep big-ticket renovation projects on hold. [Source: HD Q1 fiscal 2026

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Institutional ownership

4,028 institutional managers reported holding HD in 13F filings for the quarter ended 2026-03-31. Together they hold about 72% of the company; the top 10 hold 36%. 144 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 13.5M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (3 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

HD has cut its share count 6% over the past five years, spending $26.63B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 17 years straight; the current rate is $9.20 a share annually. Cash returned over the past three years: $26.67B in dividends and $5.70B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at HD over the trailing three years: 2025: 2 buys totaling $1000k. 16 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

HD's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-23+0.9%-13.8%
2023-11-22+7.0%+12.3%
2024-03-14+0.5%-8.7%
2024-05-22+2.3%+6.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

HD's latest 8-K filings: 2026-05-26 (items 5.03, 5.07, 9.01); 2026-05-19 (items 2.02, 9.01); 2026-02-24 (items 2.02, 9.01); 2025-11-24 (items 5.03, 8.01, 9.01); 2025-11-18 (items 7.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare HD

HD vs LOWAMZN vs HDCASY vs HDCPRT vs HDCVS vs HDDKS vs HD

Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.