Home Depot
About: Home Depot is the world's largest home improvement specialty retailer, operating 2,353 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the US, Canada, and Mexico. Its stores offer building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of Interline Brands in 2015 allowed Home Depot to enter the MRO business, which has been expanded through the tie-up with HD Supply (2020). The 2024 tie-up with SRS will help grow professional demand in roofing, pool, and landscaping projects, while the pending acquisition of GMS will lift building product sales.
Employees: 470,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 139
29% more call options, than puts
Call options by funds: $3.29B | Put options by funds: $2.55B
11% more repeat investments, than reductions
Existing positions increased: 1,723 | Existing positions reduced: 1,549
2.88% more ownership
Funds ownership: 69.91% [Q1] → 72.79% (+2.88%) [Q2]
2% more capital invested
Capital invested by funds: $256B [Q1] → $260B (+$4.27B) [Q2]
1% less funds holding
Funds holding: 3,938 [Q1] → 3,900 (-38) [Q2]
21% less funds holding in top 10
Funds holding in top 10: 161 [Q1] → 127 (-34) [Q2]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo
Zachary Fadem
|
10%
upside
$450
|
Overweight
Maintained
|
20 Aug 2025 |
Mizuho
David Bellinger
|
10%
upside
$450
|
Outperform
Maintained
|
20 Aug 2025 |
Morgan Stanley
Simeon Gutman
|
5%
upside
$430
|
Overweight
Maintained
|
20 Aug 2025 |
JP Morgan
Christopher Horvers
|
11%
upside
$452
|
Overweight
Maintained
|
20 Aug 2025 |
DA Davidson
Michael Baker
|
16%
upside
$475
|
Buy
Maintained
|
20 Aug 2025 |
Baird
Peter Benedict
|
10%
upside
$450
|
Outperform
Maintained
|
20 Aug 2025 |
Telsey Advisory Group
Joseph Feldman
|
11%
upside
$455
|
Outperform
Maintained
|
19 Aug 2025 |
Stifel
W. Andrew Carter
|
6%
upside
$432
|
Buy
Maintained
|
18 Aug 2025 |
Truist Securities
Scot Ciccarelli
|
6%
upside
$433
|
Buy
Maintained
|
13 Aug 2025 |
Financial journalist opinion
Based on 115 articles about HD published over the past 30 days