Telsey Advisory Group Comments on Home Depot FY2025 Earnings

The Home Depot, Inc. (NYSE:HD) – Equities research analysts at Telsey Advisory Group increased their FY2025 earnings estimates for Home Depot in a research note issued on Tuesday, November 12th. Telsey Advisory Group analyst J. Feldman now forecasts that the home improvement retailer will post earnings per share of $15.12 for the year, up from their previous estimate of $14.95. Telsey Advisory Group currently has a “Outperform” rating and a $455.00 price objective on the stock. The consensus estimate for Home Depot’s current full-year earnings is $14.99 per share. Telsey Advisory Group also issued estimates for Home Depot’s Q4 2025 earnings at $3.00 EPS, Q1 2026 earnings at $3.76 EPS, Q2 2026 earnings at $4.93 EPS, Q3 2026 earnings at $4.19 EPS, Q4 2026 earnings at $3.14 EPS and FY2026 earnings at $16.02 EPS.

Home Depot (NYSE:HD) last announced its quarterly earnings data on Tuesday, November 12th. The home improvement retailer reported $3.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.64 by $0.14. Home Depot had a return on equity of 452.60% and a net margin of 9.45%. The firm had revenue of $40.22 billion for the quarter, compared to analysts’ expectations of $39.31 billion. During the same period last year, the firm earned $3.81 earnings per share. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year.

HD has been the topic of several other reports. Morgan Stanley lifted their target price on shares of Home Depot from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Monday, October 21st. TD Cowen upped their price objective on shares of Home Depot from $440.00 to $460.00 and gave the company a “buy” rating in a research note on Monday, October 28th. Bank of America increased their target price on shares of Home Depot from $425.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. upped their price target on Home Depot from $377.00 to $400.00 and gave the company an “overweight” rating in a research report on Monday, August 5th. Finally, Melius Research initiated coverage on Home Depot in a research report on Monday, September 23rd. They issued a “buy” rating and a $420.00 price objective on the stock. One research analyst has rated the stock with a sell rating, seven have issued a hold rating and twenty-three have assigned a buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $426.00.

Home Depot Price Performance

HD opened at $405.60 on Thursday. The company has a debt-to-equity ratio of 8.65, a current ratio of 1.13 and a quick ratio of 0.33. Home Depot has a 1 year low of $302.34 and a 1 year high of $421.56. The stock’s 50 day simple moving average is $397.67 and its 200 day simple moving average is $365.56. The firm has a market cap of $402.88 billion, a price-to-earnings ratio of 27.56, a PEG ratio of 2.79 and a beta of 1.01.

Home Depot Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 12th. Investors of record on Wednesday, November 27th will be issued a $2.25 dividend. This represents a $9.00 dividend on an annualized basis and a yield of 2.22%. Home Depot’s payout ratio is currently 61.14%.

Institutional Trading of Home Depot

Several institutional investors have recently added to or reduced their stakes in HD. Fairway Wealth LLC purchased a new stake in shares of Home Depot during the second quarter valued at $25,000. Kings Path Partners LLC purchased a new position in Home Depot in the 2nd quarter worth about $33,000. Denver PWM LLC bought a new position in Home Depot during the 2nd quarter valued at about $40,000. Livelsberger Financial Advisory purchased a new stake in shares of Home Depot during the 3rd quarter valued at about $46,000. Finally, Strategic Investment Solutions Inc. IL bought a new stake in shares of Home Depot in the second quarter worth approximately $47,000. 70.86% of the stock is currently owned by hedge funds and other institutional investors.

Home Depot Company Profile

The Home Depot, Inc operates as a home improvement retailer in the United States and internationally. It sells various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products. The company also offers installation services for flooring, water heaters, bath, garage doors, cabinets, cabinet makeovers, countertops, sheds, furnaces and central air systems, and windows.