Rep. Julie Johnson Sells Off Shares of The Home Depot, Inc. (NYSE:HD)

Representative Julie Johnson (D-Texas) recently sold shares of The Home Depot, Inc. (NYSE:HD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Home Depot stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Home Depot Stock Up 0.3%

NYSE HD opened at $380.34 on Friday. The stock’s 50 day simple moving average is $354.83 and its 200 day simple moving average is $378.14. The company has a debt-to-equity ratio of 3.82, a current ratio of 1.05 and a quick ratio of 0.29. The Home Depot, Inc. has a one year low of $326.31 and a one year high of $426.75. The firm has a market cap of $378.63 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 14.16 and a beta of 1.08.

Home Depot (NYSE:HD) last issued its quarterly earnings data on Tuesday, November 18th. The home improvement retailer reported $3.74 EPS for the quarter, missing analysts’ consensus estimates of $3.83 by ($0.09). The company had revenue of $41.35 billion for the quarter, compared to the consensus estimate of $41.06 billion. Home Depot had a return on equity of 160.74% and a net margin of 8.77%.The firm’s revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the company earned $3.78 EPS. Home Depot has set its FY 2025 guidance at 14.478-14.478 EPS. As a group, sell-side analysts forecast that The Home Depot, Inc. will post 15.13 earnings per share for the current fiscal year.

Home Depot Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Thursday, December 4th were paid a $2.30 dividend. The ex-dividend date was Thursday, December 4th. This represents a $9.20 dividend on an annualized basis and a dividend yield of 2.4%. Home Depot’s payout ratio is 62.71%.

Institutional Investors Weigh In On Home Depot

Several large investors have recently bought and sold shares of HD. Howard Capital Management Group LLC raised its stake in Home Depot by 46.1% during the 4th quarter. Howard Capital Management Group LLC now owns 2,764 shares of the home improvement retailer’s stock worth $951,000 after buying an additional 872 shares during the period. Sharp Wealth Advisory LLC increased its holdings in shares of Home Depot by 11.8% in the fourth quarter. Sharp Wealth Advisory LLC now owns 1,614 shares of the home improvement retailer’s stock worth $555,000 after acquiring an additional 170 shares in the last quarter. Tower Wealth Partners Inc. raised its position in shares of Home Depot by 5.0% during the fourth quarter. Tower Wealth Partners Inc. now owns 3,574 shares of the home improvement retailer’s stock worth $1,230,000 after purchasing an additional 169 shares during the period. Balboa Wealth Partners raised its position in shares of Home Depot by 5.3% during the fourth quarter. Balboa Wealth Partners now owns 3,401 shares of the home improvement retailer’s stock worth $1,170,000 after purchasing an additional 172 shares during the period. Finally, West Branch Capital LLC lifted its holdings in shares of Home Depot by 0.7% during the 4th quarter. West Branch Capital LLC now owns 14,282 shares of the home improvement retailer’s stock valued at $4,914,000 after purchasing an additional 95 shares in the last quarter. Institutional investors own 70.86% of the company’s stock.

Insider Activity at Home Depot

In related news, EVP Angie Brown sold 1,946 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $357.63, for a total transaction of $695,947.98. Following the completion of the sale, the executive vice president directly owned 3,941 shares of the company’s stock, valued at approximately $1,409,419.83. This represents a 33.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Ann Marie Campbell sold 145 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $358.26, for a total transaction of $51,947.70. Following the sale, the executive vice president owned 12,320 shares in the company, valued at $4,413,763.20. This trade represents a 1.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 4,963 shares of company stock worth $1,748,845. 0.10% of the stock is owned by company insiders.

Trending Headlines about Home Depot

Here are the key news stories impacting Home Depot this week:

• Positive Sentiment: Wall Street analysts are showing renewed optimism on HD, which can boost buyer interest and support the stock. Wall Street Bulls Look Optimistic About Home Depot (HD): Should You Buy?
• Positive Sentiment: Home Depot is expanding its AI efforts—moves that investors view as potential drivers of better e-commerce personalization, operational efficiency and margin resilience. Home Depot Deepens Push Into AI
• Positive Sentiment: Yield-focused investors may be attracted by HD’s dividend profile and inclusion in dividend-themed lists, supporting demand from income investors. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Unusual options activity and large trades have been reported—this shows institutional interest but is ambiguous for directional conviction. Market Whales and Their Recent Bets on Home Depot Options
• Neutral Sentiment: Independent valuation work (DCF) and weekly model updates are circulating; these provide context on fair value but don’t change fundamentals immediately. The Home Depot, Inc.: Our Calculation Of Intrinsic Value
• Neutral Sentiment: A reported sale of HD stock by Rep. Gilbert Ray Cisneros, Jr. was disclosed—insider selling can raise questions but a single disclosed sale is not necessarily a company-level red flag. Rep. Gilbert Ray Cisneros, Jr. Sells The Home Depot, Inc. (NYSE:HD) Stock
• Negative Sentiment: Investor pressure after media reports that surveillance vendor data may have been used by ICE has prompted shareholders to ask HD to review its relationship with Flock Safety—this raises reputational, governance and potential regulatory risk. Amid ICE raids, some Home Depot investors want to know how law enforcement uses its surveillance data
• Negative Sentiment: Bearish commentary and valuation critiques (higher trailing/forward P/E and downside scenarios tied to slowing DIY demand) are surfacing and could weigh on sentiment if macro weakness or discretionary spending softens. The Home Depot, Inc. (HD): A Bear Case Theory

Analyst Upgrades and Downgrades

Several analysts have recently commented on HD shares. Piper Sandler decreased their price target on shares of Home Depot from $450.00 to $441.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 10th. Royal Bank Of Canada reduced their price objective on Home Depot from $376.00 to $366.00 and set a “sector perform” rating on the stock in a report on Wednesday, December 10th. Guggenheim lowered their target price on Home Depot from $450.00 to $400.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Jefferies Financial Group reaffirmed a “buy” rating and set a $424.00 price target on shares of Home Depot in a research note on Wednesday, December 10th. Finally, Zacks Research lowered shares of Home Depot from a “hold” rating to a “strong sell” rating in a research note on Thursday, November 27th. Twenty-one analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Home Depot has an average rating of “Moderate Buy” and a consensus price target of $403.17.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Home Depot

The Home Depot, Inc (NYSE: HD) is a leading home improvement retailer that operates large-format stores and an integrated online platform offering a broad range of products and services for do-it-yourself consumers, professional contractors and businesses. The company was founded in 1978 by Bernard Marcus and Arthur Blank and is headquartered in Atlanta, Georgia. Since opening its first stores at the end of the 1970s, Home Depot has grown into a multinational retailer known for its orange-branded stores and wide assortment of home improvement merchandise.

Home Depot’s core business includes the sale of building materials, lumber, tools, hardware, appliances, paint, plumbing and electrical supplies, lawn and garden products, and home décor.