The Home Depot Inc., US4370761029

Home Depot stock steadies after a $47.86 billion quarter

Published on 08/23/2026 at 16:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Home Depot stock is digesting a $47.86 billion quarter, a $335.07 billion market value and FY 2026 EPS guidance of 14.690-15.278 as investors weigh traffic trends and the latest executive changes.

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Home Depot stock is trading with a $335.07 billion market value after the company posted $47.86 billion in second-quarter revenue and $4.92 in adjusted EPS for the period ended August 18, 2026. The shares opened at $336.04, and the 52-week range spans $289.10 to $426.75.

The latest quarterly report showed revenue up 5.7% from a year earlier, while adjusted EPS beat the $4.73 consensus by $0.19. Comparable sales rose 1.7%, average ticket increased to $92.50, and transactions fell 1.0%, a mix that points to bigger baskets but softer foot traffic.

Margins still carry the story

Home Depot kept its fiscal 2026 EPS guidance at 14.690-15.278, and analysts cited in recent market coverage expect 14.99 for the year. That puts the company in a narrow range between internal guidance and the current consensus, with execution on demand and mix doing most of the work.

The valuation also remains central. The shares trade at a market multiple of 23.52 times earnings, while the stock's 200-day moving average stands at $340.46 and its 50-day average is $340.86.

Executive changes add color

Recent company updates included expanded leadership responsibilities announced on July 30, 2026, with restricted stock awards of $500,000 each granted on August 20, 2026 to William D. Bastek, Jordan Broggi and Richard V. McPhail. The details matter because Home Depot has been pushing harder on private brands, loyalty, payments and pro customer growth.

Another number stands out: the CFO sale disclosed on August 19, 2026 covered 5,989 shares at $348.40 each, for $2,086,567.60. That is a concrete governance signal, but the larger investor question remains whether the post-earnings trade can hold above the recent $336 area.

What the quarter says

Recent coverage of the August 18, 2026 results also pointed to a $730 million tariff refund that helped cushion product costs. The same report said net margin was 8.41% and return on equity was 106.42%, both signs that profitability stayed strong even as transactions slipped.

Consensus targets in market coverage cluster above the current quote, with a recent average target of $375.54 and individual calls ranging from $342 to $400. That gap is meaningful because it leaves valuation dependent on traffic recovery rather than just earnings delivery.

Home Depot products

Home Depot's core shelves still revolve around lumber, tools, paint, appliances, plumbing, electrical and lawn-and-garden products, plus installation and rental services. Those categories explain why spending trends and housing turnover still shape the stock as much as the quarterly beat.

Shares and outlook

Home Depot shares were last cited at $336.04, with a market cap of $335.07 billion and a beta of 0.95. The stock has already absorbed the latest earnings print, so the next test is whether the recent range around $340 holds or slips back toward the lower end of the 52-week band.

Company

Company: Home Depot, Inc.

ISIN: US4370761029

Ticker: HD

Exchange: NYSE

Price (as of August 23, 2026, 4:00 p.m. ET): $336.04 USD

Market cap: $335.07 billion (as of August 23, 2026)

Sector / Industry: Consumer Discretionary / Home Improvement Retail

Index membership: S&P 500

Next earnings date: September 16, 2026

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