Holistic Planning LLC Acquires 34 Shares of The Home Depot, Inc. (NYSE:HD)

27 Jun 2025, 13:08 by Amy Steele · The Cerbat Gem

Holistic Planning LLC lifted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 822 shares of the home improvement retailer’s stock after purchasing an additional 34 shares during the period. Holistic Planning LLC’s holdings in Home Depot were worth $301,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Navigoe LLC bought a new position in shares of Home Depot in the fourth quarter worth about $29,000. Quarry LP increased its holdings in shares of Home Depot by 220.0% in the fourth quarter. Quarry LP now owns 96 shares of the home improvement retailer’s stock valued at $37,000 after purchasing an additional 66 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Home Depot in the 4th quarter worth approximately $39,000. NewSquare Capital LLC lifted its holdings in Home Depot by 200.0% during the 4th quarter. NewSquare Capital LLC now owns 102 shares of the home improvement retailer’s stock worth $40,000 after buying an additional 68 shares in the last quarter. Finally, Spurstone Advisory Services LLC bought a new position in Home Depot in the 4th quarter valued at $45,000. 70.86% of the stock is currently owned by institutional investors and hedge funds.

Home Depot Price Performance

Shares of HD opened at $363.70 on Friday. The stock has a 50 day simple moving average of $363.28 and a 200 day simple moving average of $378.21. The Home Depot, Inc. has a 52-week low of $326.31 and a 52-week high of $439.37. The company has a debt-to-equity ratio of 5.95, a quick ratio of 0.28 and a current ratio of 1.09. The firm has a market capitalization of $361.85 billion, a PE ratio of 24.67, a P/E/G ratio of 3.44 and a beta of 1.02.

Home Depot (NYSE:HD – Get Free Report) last announced its quarterly earnings results on Tuesday, May 20th. The home improvement retailer reported $3.56 earnings per share for the quarter, missing analysts’ consensus estimates of $3.59 by ($0.03). Home Depot had a net margin of 8.98% and a return on equity of 242.51%. The company had revenue of $39.86 billion during the quarter, compared to the consensus estimate of $39.24 billion. During the same period in the previous year, the firm posted $3.63 EPS. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. Sell-side analysts predict that The Home Depot, Inc. will post 15.13 EPS for the current fiscal year.

Home Depot Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 18th. Shareholders of record on Thursday, June 5th were issued a dividend of $2.30 per share. This represents a $9.20 dividend on an annualized basis and a yield of 2.53%. The ex-dividend date was Thursday, June 5th. Home Depot’s dividend payout ratio (DPR) is presently 62.42%.

Insider Buying and Selling at Home Depot

In other news, EVP Teresa Wynn Roseborough sold 5,406 shares of the firm’s stock in a transaction that occurred on Wednesday, May 28th. The shares were sold at an average price of $369.28, for a total transaction of $1,996,327.68. Following the completion of the transaction, the executive vice president now directly owns 17,367 shares of the company’s stock, valued at $6,413,285.76. This trade represents a 23.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Fahim Siddiqui sold 2,600 shares of Home Depot stock in a transaction that occurred on Thursday, May 22nd. The shares were sold at an average price of $367.14, for a total transaction of $954,564.00. Following the completion of the sale, the executive vice president now owns 7,951 shares in the company, valued at $2,919,130.14. This trade represents a 24.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on HD shares. KGI Securities upgraded Home Depot to a “strong-buy” rating in a research report on Monday, March 3rd. Wells Fargo & Company dropped their price objective on Home Depot from $445.00 to $420.00 and set an “overweight” rating for the company in a report on Thursday, May 8th. Jefferies Financial Group reduced their target price on shares of Home Depot from $461.00 to $456.00 in a research note on Tuesday, May 20th. Mizuho dropped their price target on shares of Home Depot from $450.00 to $435.00 and set an “outperform” rating for the company in a research note on Wednesday, May 21st. Finally, Telsey Advisory Group restated an “outperform” rating and issued a $455.00 price objective on shares of Home Depot in a report on Friday, June 20th. Seven analysts have rated the stock with a hold rating, twenty-one have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $426.77.

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