Options Activity: Social media chatter highlighted a sharp overnight surge in Home Depot August call options, with some positions doubling in value at the open. Traders noted the move as a sign of heightened positioning ahead of earnings in mid-August. Interest centered on potential volatility from consumer spending trends.
Defensive Rotation: Discussions emphasized Home Depot's inclusion in a broader shift toward defensive names like McDonald's and Costco amid tech sector weakness. Participants observed steady accumulation in the shares as investors sought stability. Congressional trading filings showed mixed signals with two purchases offsetting one notable sale.
Rate Sensitivity: Analysts and observers on social media framed the stock's outlook around mortgage rate movements and pro-segment growth prospects. Bullish views pointed to analyst targets extending higher while bearish takes cited challenges in the housing market. Overall conversation remained engaged without clear consensus on near-term direction.
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 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $HD stock by insiders over the last 6 months:
- RICHARD V MCPHAIL (EVP & CFO) sold 2,550 shares for an estimated $940,669
- JOHN A. DEATON (EVP - Supply Chain & Prod. Dev) sold 1,793 shares for an estimated $661,617
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Home Depot Revenue
Home Depot had revenues of $41.8B in Q1 2026. This is an increase of 4.79% from the same period in the prior year.
You can track HD financials on Quiver Quantitative's HD stock page.
You can access data on HD stock through the Quiver Quantitative API.
Home Depot Congressional Stock Trading
Members of Congress have traded $HD stock 17 times in the past 6 months. Of those trades, 11 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $HD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JAMES A. HIMES sold up to $50,000 on 07/20.
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/18, 03/26 and 0 sales.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/17, 03/31 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 4 purchases worth up to $60,000 on 05/15, 04/27, 03/12 and 1 sale worth up to $15,000 on 04/27.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $50,000 on 04/09.
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 0 purchases and 2 sales worth up to $150,000 on 03/27, 03/24.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/19 and 0 sales.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 02/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Home Depot Hedge Fund Activity
We have seen 1,756 institutional investors add shares of Home Depot stock to their portfolio, and 1,877 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,813,995 shares (+47.3%) to their portfolio in Q1 2026, for an estimated $1,567,244,212
- CAPITAL INTERNATIONAL INVESTORS removed 3,187,224 shares (-62.7%) from their portfolio in Q1 2026, for an estimated $1,037,632,645
- FMR LLC added 3,155,201 shares (+29.9%) to their portfolio in Q1 2026, for an estimated $1,027,207,237
- CAPITAL WORLD INVESTORS added 2,996,695 shares (+22.8%) to their portfolio in Q1 2026, for an estimated $975,604,024
- DIAMANT ASSET MANAGEMENT, INC. added 2,334,956 shares (+33026.3%) to their portfolio in Q1 2026, for an estimated $760,168,275
- J. STERN & CO. LLP removed 2,225,225 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $724,444,251
- ASCENTIS WEALTH MANAGEMENT, LLC added 2,045,078 shares (+34586.1%) to their portfolio in Q2 2026, for an estimated $721,258,109
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Home Depot Analyst Ratings
Wall Street analysts have issued reports on $HD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Telsey Advisory Group issued a "Outperform" rating on 02/18/2026
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 18 analysts offer price targets for $HD in the last 6 months, with a median target of $376.0.
Here are some recent targets:
- Peter Benedict from Baird set a target price of $380.0 on 05/20/2026
- Steven Forbes from Guggenheim set a target price of $425.0 on 05/20/2026
- Max Rakhlenko from TD Cowen set a target price of $375.0 on 05/20/2026
- Michael Lasser from UBS set a target price of $430.0 on 05/20/2026
- David Bellinger from Mizuho set a target price of $385.0 on 05/20/2026
- Peter Keith from Piper Sandler set a target price of $378.0 on 05/20/2026
- Scot Ciccarelli from Truist Securities set a target price of $369.0 on 05/20/2026
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.
