Recent Earnings Report: Home Depot's third-quarter fiscal 2025 results, released in November, have sparked lively discussions on social media. Many users noted the reported sales increase of 2.8% year-over-year, reaching $41.4 billion, but concerns linger over broader market challenges. The sentiment around this news appears cautiously optimistic.
2026 Outlook Concerns: The company's recent strategic update and cautious 2026 guidance, projecting flat to 2% comparable sales growth, have drawn significant attention on social media. Posts highlight worries about a weak housing market and high interest rates dampening consumer spending on home improvement. This has fueled a more pessimistic tone among discussants.
Market Dynamics: Beyond financials, social media chatter also focuses on external factors like the lack of major storms in 2025 reducing demand for repair supplies. Some users speculate that a housing rebound could spark growth, while others point to ongoing economic pressures as a persistent risk. The overall mood remains mixed as opinions vary widely.
Note: This discussion summary was generated from an AI condensation of post data.
Home Depot Insider Trading Activity
Home Depot insiders have traded $HD stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $HD stock by insiders over the last 6 months:
- EDWARD P. DECKER (Chair, President and CEO) has made 0 purchases and 2 sales selling 32,897 shares for an estimated $13,067,209.
- WILLIAM D BASTEK (EVP, Merchandising) has made 0 purchases and 2 sales selling 6,086 shares for an estimated $2,526,345.
- TERESA WYNN ROSEBOROUGH (EVP, Gen. Counsel & Corp. Sec.) has made 0 purchases and 2 sales selling 5,483 shares for an estimated $2,265,767.
- RICHARD V MCPHAIL (EVP & CFO) sold 3,369 shares for an estimated $1,359,930
- HECTOR A PADILLA (EVP - US Sales and Operations) sold 1,585 shares for an estimated $640,609
- ANGIE BROWN (EVP & CIO) sold 1,000 shares for an estimated $404,070
- ANN MARIE CAMPBELL (Senior EVP) sold 145 shares for an estimated $51,947
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Home Depot Revenue
Home Depot had revenues of $41.4B in Q3 2025. This is an increase of 2.82% from the same period in the prior year.
You can track HD financials on Quiver Quantitative's HD stock page.
Home Depot Congressional Stock Trading
Members of Congress have traded $HD stock 15 times in the past 6 months. Of those trades, 7 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $HD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 11/11.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 10/28, 09/26.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/17, 09/12 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 07/16.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 06/18.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Home Depot Hedge Fund Activity
We have seen 1,990 institutional investors add shares of Home Depot stock to their portfolio, and 1,783 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,834,066 shares (+44.2%) to their portfolio in Q3 2025, for an estimated $1,958,715,202
- VALEO FINANCIAL ADVISORS, LLC removed 4,509,563 shares (-99.4%) from their portfolio in Q3 2025, for an estimated $1,827,229,831
- WELLINGTON MANAGEMENT GROUP LLP added 3,836,051 shares (+60.8%) to their portfolio in Q3 2025, for an estimated $1,554,329,504
- AMUNDI removed 2,465,284 shares (-31.2%) from their portfolio in Q3 2025, for an estimated $998,908,423
- FMR LLC added 1,894,928 shares (+23.9%) to their portfolio in Q3 2025, for an estimated $767,805,876
- BLACKROCK, INC. removed 1,327,345 shares (-1.7%) from their portfolio in Q3 2025, for an estimated $537,826,920
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,232,158 shares (+100.1%) to their portfolio in Q3 2025, for an estimated $499,258,100
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Home Depot Analyst Ratings
Wall Street analysts have issued reports on $HD in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 12/10/2025
- Citigroup issued a "Buy" rating on 11/21/2025
- Evercore ISI Group issued a "Outperform" rating on 11/19/2025
- Baird issued a "Outperform" rating on 11/19/2025
- Morgan Stanley issued a "Overweight" rating on 11/19/2025
- B of A Securities issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for Home Depot, check out Quiver Quantitative's $HD forecast page.
Home Depot Price Targets
Multiple analysts have issued price targets for $HD recently. We have seen 19 analysts offer price targets for $HD in the last 6 months, with a median target of $410.0.
Here are some recent targets:
- Zachary Fadem from Wells Fargo set a target price of $395.0 on 12/10/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $410.0 on 12/10/2025
- Peter Keith from Piper Sandler set a target price of $441.0 on 12/10/2025
- Steven Shemesh from RBC Capital set a target price of $366.0 on 12/10/2025
- Michael Lasser from UBS set a target price of $430.0 on 12/10/2025
- Michael Baker from DA Davidson set a target price of $407.0 on 12/10/2025
- Timothy Horan from Oppenheimer set a target price of $405.0 on 12/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
