HOME DEPOT, INC.
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No SEC Form 4 filings for $HD in the last 30 days.
See all $HD insider activity →State Street's Consumer Discretionary ETF (XLY) added $212.3M in assets on Thursday, increasing positions in 47 holdings. Top buys included Amazon (AMZN, $47.4M), Tesla (TSLA, $37.7M), and Home Depot (HD, $11.8M). The fund's assets total $21.84B, with AMZN and TSLA as its largest holdings at 22.29% and 17.69% respectively.
Home Depot reported Q2 sales of $47.9B, up 5.7%, with adjusted EPS of $4.92. While transactions fell 1.0%, average ticket rose 2.8%. Excluding GMS, sales growth was 2.6%. The stock is down 14.6% over the past year, with Q3 results pending.
Wall Street faced volatility last week due to AI funding concerns, despite strong earnings. Meta's negative free cash flow and financing needs for AI investments led to a sell-off, impacting AI-related stocks. The Dow rose 0.4%, while the S&P 500 and Nasdaq fell 0.5% and 0.7% respectively. Investors rotated into defensive stocks like Kimberly-Clark and Johnson & Johnson. Apple gained 1.2% on strong iPhone Duo demand, while Qnity Electronics dropped 4.5% amid data center trade troubles.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning HD (HOME DEPOT, INC.). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent HD coverage spans financial news, market movers and earnings.
Moderate ETF allocation increase may be a small supportive factor for HD sentiment.
No new catalyst; market likely to view the numbers as already priced.
Housing‑related optimism may lift HD.
The after‑hours rally may be short‑lived without a clear catalyst.
Valuation appears stretched at 20x forward P/E given modest growth and lower‑margin distribution business.
AlphAI scores every news story that mentions HD with an AI model for sentiment and relevance, and aggregates insider trades from HOME DEPOT, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
State Street's Consumer Discretionary ETF (XLY) added $212.3M in assets on Thursday, increasing positions in 47 holdings. Top buys included Amazon (AMZN, $47.4M), Tesla (TSLA, $37.7M), and Home Depot (HD, $11.8M). The fund's assets total $21.84B, with AMZN and TSLA as its largest holdings at 22.29% and 17.69% respectively.
5 min readHome Depot reported Q2 sales of $47.9B, up 5.7%, with adjusted EPS of $4.92. While transactions fell 1.0%, average ticket rose 2.8%. Excluding GMS, sales growth was 2.6%. The stock is down 14.6% over the past year, with Q3 results pending.
2 min readWall Street faced volatility last week due to AI funding concerns, despite strong earnings. Meta's negative free cash flow and financing needs for AI investments led to a sell-off, impacting AI-related stocks. The Dow rose 0.4%, while the S&P 500 and Nasdaq fell 0.5% and 0.7% respectively. Investors rotated into defensive stocks like Kimberly-Clark and Johnson & Johnson. Apple gained 1.2% on strong iPhone Duo demand, while Qnity Electronics dropped 4.5% amid data center trade troubles.
3 min readHome Depot's stock rose 4% to $327.11 in after-hours trading, adding $13 billion in market value. The gain was steady and deliberate, according to the report. Investors will watch if the price holds when regular trading resumes.
1 min readHome Depot (HD) expands distribution network to 1,340 locations, aiming to capture more contractor spending. Management forecasts fiscal 2026 adjusted EPS growth of 0-4%, trading at 20x forward P/E. Distribution revenue grew to $5.1B, with lower margins than retail. Cash flow benefits from tariff refunds, but sustained earnings require cost control. Analysts compare HD to Ferguson (FERG) at 18x forward P/E, noting HD's valuation appears demanding without stronger profit growth.
3 min readETFs were net sellers of Home Depot (HD) shares on Oct. 19, with -$20.7 million in net activity, marking the third consecutive day of net selling. The largest sellers included XLY, DIA, and IWY. HD has a market cap of $314.4 billion and operates in the home improvement retail sector.
1 min readState Street Consumer Discretionary Select Sector SPDR ETF (XLY) sold $194.6 million of stocks on Oct. 19, reducing all 47 positions. Largest sells included AMZN ($45.7M), TSLA ($34.0M), and HD ($10.1M). XLY holds 47 stocks, with top holdings being AMZN (23.48%), TSLA (17.46%), and HD (5.20%).
2 min readHome Depot (HD) is trading at 22x trailing earnings with a 3% dividend yield, having increased its dividend by 40% over five years. Lockheed Martin (LMT) has grown revenue from $66B to $75B (2022-2025) and offers a 2.6% yield, raising dividends for 24 consecutive years. Both are highlighted as long-term investments with stable operations.
1 min readMcDonald's (MCD) and Home Depot (HD) are highlighted for their strong free cash flow (FCF) and dividend growth. MCD reported $3.7B FCF in H1, with a 3.8% dividend increase. HD generated $9.7B FCF in H1, despite economic challenges, and has raised dividends annually since 2010. Both offer yields over 3%.
2 min readHome Depot (HD) stock trades at 21.6x earnings, shifting focus from global sourcing to faster delivery. Management launched Express Delivery with 3-hour delivery for thousands of products, cutting U.S. delivery times by 45%. Digital sales grew 11% YoY, outpacing total revenue growth of 5.7%. Tariff refunds added 145 basis points to gross margin, which reached 33.7%. Management reaffirmed full-year guidance but noted cost pressures may offset tariff benefits.
3 min read
