Cutler Investment Counsel LLC Grows Stake in The Home Depot, Inc. $HD

14 Oct 2025, 10:44 by Doug Wharley · The Cerbat Gem

Cutler Investment Counsel LLC increased its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 48,396 shares of the home improvement retailer’s stock after buying an additional 49 shares during the quarter. Home Depot accounts for about 2.0% of Cutler Investment Counsel LLC’s investment portfolio, making the stock its 17th biggest holding. Cutler Investment Counsel LLC’s holdings in Home Depot were worth $17,744,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of Home Depot by 0.8% during the first quarter. Vanguard Group Inc. now owns 96,484,199 shares of the home improvement retailer’s stock valued at $35,360,494,000 after buying an additional 720,447 shares during the last quarter. Asset Planning Services Inc. LA ADV grew its holdings in shares of Home Depot by 99,400.7% during the first quarter. Asset Planning Services Inc. LA ADV now owns 18,975,772 shares of the home improvement retailer’s stock valued at $6,954,431,000 after buying an additional 18,956,701 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in shares of Home Depot by 6.6% during the first quarter. Charles Schwab Investment Management Inc. now owns 14,415,278 shares of the home improvement retailer’s stock valued at $5,282,398,000 after buying an additional 891,326 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of Home Depot by 19.3% during the first quarter. Price T Rowe Associates Inc. MD now owns 9,253,292 shares of the home improvement retailer’s stock valued at $3,391,240,000 after buying an additional 1,494,261 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Home Depot by 5.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,949,404 shares of the home improvement retailer’s stock valued at $3,279,867,000 after purchasing an additional 477,192 shares during the period. 70.86% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Edward P. Decker sold 32,897 shares of the company’s stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $397.22, for a total transaction of $13,067,346.34. Following the completion of the transaction, the chief executive officer owned 122,425 shares in the company, valued at $48,629,658.50. This represents a 21.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Richard V. Mcphail sold 3,369 shares of the company’s stock in a transaction dated Wednesday, August 20th. The stock was sold at an average price of $403.66, for a total transaction of $1,359,930.54. Following the transaction, the chief financial officer owned 45,455 shares of the company’s stock, valued at approximately $18,348,365.30. This trade represents a 6.90% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 48,835 shares of company stock worth $19,623,432. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on HD. Wells Fargo & Company boosted their target price on shares of Home Depot from $420.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, August 20th. Robert W. Baird boosted their target price on shares of Home Depot from $425.00 to $450.00 and gave the company an “outperform” rating in a research report on Wednesday, August 20th. Oppenheimer boosted their target price on shares of Home Depot from $400.00 to $420.00 and gave the company a “market perform” rating in a research report on Thursday, September 25th. Morgan Stanley boosted their target price on shares of Home Depot from $415.00 to $430.00 and gave the company an “overweight” rating in a research report on Wednesday, August 20th. Finally, Telsey Advisory Group restated an “outperform” rating and set a $455.00 target price on shares of Home Depot in a research report on Tuesday, August 19th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $435.42.

Get Our Latest Analysis on HD

Home Depot Trading Up 1.0%

Shares of Home Depot stock opened at $379.36 on Tuesday. The firm has a 50-day simple moving average of $403.51 and a two-hundred day simple moving average of $377.45. The company has a market cap of $377.61 billion, a P/E ratio of 25.77, a price-to-earnings-growth ratio of 3.57 and a beta of 1.00. The Home Depot, Inc. has a fifty-two week low of $326.31 and a fifty-two week high of $439.37. The company has a debt-to-equity ratio of 4.31, a quick ratio of 0.34 and a current ratio of 1.15.

Home Depot (NYSE:HD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 19th. The home improvement retailer reported $4.68 earnings per share for the quarter, missing analysts’ consensus estimates of $4.69 by ($0.01). The firm had revenue of $45.28 billion during the quarter, compared to analyst estimates of $45.43 billion. Home Depot had a return on equity of 193.99% and a net margin of 8.86%.The company’s revenue was up 4.9% on a year-over-year basis. During the same quarter last year, the company posted $4.60 EPS. Home Depot has set its FY 2025 guidance at 14.940-14.940 EPS. As a group, equities analysts predict that The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 18th. Investors of record on Thursday, September 4th were given a dividend of $2.30 per share. This represents a $9.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Thursday, September 4th. Home Depot’s dividend payout ratio is 62.50%.

Home Depot Profile

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