Home Depot edges higher after recent analyst moves, shares in S&P 500 spotlight

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-26, 10:22.

Home Depot (US4370761029) remains one of the heavier weights on the NYSE and in the S&P 500 retail segment. The shares most recently closed at 344.70 US dollars after a move up of around 5.6 percent during the prior trading week, according to TradingKey data.TradingKey company overview

What recent analyst actions show

Analyst views on Home Depot remain mixed after several rating updates in recent weeks. On 12 June 2026 UBS highlighted artificial intelligence as a coming integral part of retail operations, explicitly mentioning Home Depot among the retailers likely to benefit from more data-driven processes.Marketscreener summary of UBS view on AI in retail

On the same date, research boutique Gordon Haskett reiterated a Sell rating on Home Depot, signaling caution on valuation levels despite the company’s scale in U.S. home improvement retailing.Marketscreener note on Gordon Haskett rating

Consensus picture after Q1 earnings

Home Depot reported its first-quarter 2027 figures on 19 May 2026, with the earnings call outlining a still cautious U.S. consumer but resilient project demand, as reflected in the company’s transcript.Marketscreener earnings call transcript MarketScreener data currently show a broad analyst base following the stock, with a mix of Buy, Hold and Sell ratings and an aggregated fair-value estimate that still implies mid-single-digit upside versus the latest close.

Institutional ownership remains high. TradingKey data indicate that in the first quarter of 2026 around 5,926 institutions held Home Depot shares, representing roughly 74.65 percent of the free float, underlining the stock’s role as a core U.S. large-cap holding for many portfolios.TradingKey institutional ownership data

How Home Depot earns its money

Home Depot generates most of its revenue from home improvement products and related services sold through its big-box stores and digital channels in the United States, Canada and Mexico. TradingKey identifies building materials as the largest contributor, with this business area generating about 52.44 billion US dollars in revenue in a recent period and accounting for roughly 31.84 percent of total company revenue.TradingKey revenue breakdown

Where the shares trade today

The Home Depot shares (US4370761029) last traded on the NYSE at 344.70 US dollars as of 2026-06-25, 16:00 New York time.

This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.