The Home Depot Inc (HD)

Sep 28, 2026

Despite market advances, Realty Income (NYSE: O) and Home Depot (NYSE: HD) are trading near their 52-week lows, presenting a buying opportunity for income investors. Realty Income, a REIT, boasts a high occupancy rate and a 5.9% dividend yield, having raised dividends for 116 consecutive quarters. Home Depot, while affected by economic conditions, maintains a 3.2% yield and has a strong history of annual dividend increases since 2010.

Sep 28, 2026

Home Depot is offering early sales with discounts of up to 50% on various items, including home decor, Halloween decorations, and grills, in anticipation of Amazon's October Prime Big Deal Days. Shoppers can find deals on outdoor decor, cooking equipment, seasonal decorations, and tools, with some items reduced by hundreds of dollars. The article highlights 15 specific deals across these categories to help consumers prepare for fall and upcoming holidays.

Sep 28, 2026

A protest was held at the Home Depot in Mall 205, Southeast Portland, to advocate for day laborers who are being disallowed from gathering in front of the store as a hiring site. Organizers from Voz Workers’ Rights Education Project and Adopt a Corner volunteers are asking GRE Management Services, Inc. and Rhino Property Management to negotiate continued access, stating that the location has served as a safe gathering spot for over six years. Property management cited a policy prohibiting solicitation to maintain safety and order, despite no prior enforcement at this location.

Sep 27, 2026

Despite Home Depot's stock trading near a 52-week low and four years of frozen housing turnover, the company continues to issue dividends. The article examines the safety of Home Depot's $9.32 annual dividend, noting its coverage by free cash flow but shrinking dividend raises. It highlights the reliance on "Pro" contractors to offset weak DIY demand and advises investors to monitor operating cash flow, net debt/EBITDA, and future dividend increases as indicators of the payout's continued safety.

Sep 27, 2026

The city of Tempe is considering a ban on Automatic License Plate Readers (ALPR) following public outcry over privacy concerns and misuse of data by law enforcement. While Mayor Corey Woods acknowledges public sentiment and the need to maintain public trust, he also notes the technology's effectiveness in finding missing persons and vehicles. The city council recently approved a contract with Axon Enterprise Inc. for equipment but explicitly prohibited the use of ALPR technology within that agreement.

Sep 25, 2026

This article examines Home Depot's performance, noting a 27% share price drop over the past year despite broader market gains. It focuses on SRS, a growing unit within Home Depot that caters to professionals, and questions its impact on the company's overall sales, especially given the stagnant housing market. The article highlights that while SRS sales are not reported separately, its comparable sales are outperforming the company average, suggesting it could be a key growth driver even in a weak market.

Sep 25, 2026

Remitly (RELY) delivered a strong Q2 2026 with record revenue and adjusted EBITDA, driven by increased send volume and AI-driven productivity gains. Despite the strong performance, the stock trades below its prior highs. TIKR's valuation model projects RELY could reach $27 per share by the end of 2028, representing a 32% total return or about 13% annualized, based on conservative revenue growth and expanding operating margins.

Sep 25, 2026

Pro-immigration groups protested outside a Concord Home Depot after four day laborers were allegedly detained by what appeared to be federal agents. While ICE and CBP deny involvement, activists say the incident has caused panic among the immigrant community. Home Depot stated it does not coordinate with enforcement agencies and cannot interfere.

Sep 24, 2026

Gordon Haskett has downgraded Lowe's Companies (NYSE:LOW) from "Buy" to "Hold," setting a $200 price target. This suggests a potential upside of approximately 4.5% from the current share price, despite the stock opening down 2.4% at $191.35. While Lowe's shares are significantly below their 52-week high, analysts maintain a consensus "Moderate Buy" rating with an average target of $255.97, and the company recently exceeded EPS expectations though revenue fell short.

Sep 24, 2026

Home Depot's diluted share count has increased for eight consecutive quarters, moving from a tailwind to a small headwind for EPS growth. This change is linked to the company's acquisitions in the Pro market, such as SRS and GMS, which have significantly increased its net debt and leverage. Consequently, Home Depot's return on invested capital has fallen, and share repurchases have been paused, shifting the investment case to waiting for deleveraging and improved returns.

Sep 23, 2026

Prologis (NYSE:PLD), the world's largest owner of logistics real estate, is gaining attention as investors consider the impact of AI momentum, fluctuating oil prices, and bond yields on the company. As a real estate investment trust, Prologis is sensitive to interest rates and demand for warehouse space, with its significant portfolio supporting e-commerce and supply-chain activities. The article highlights how the company's positioning within these macroeconomic factors will determine its performance in a selective market.

Sep 23, 2026

A 46-year-old man, Michael Alan Williams, has been charged with two counts of second-degree felony retail theft for allegedly stealing over $15,000 in merchandise from Lowe's and Home Depot. Williams reportedly used a "skip-scanning" method at self-checkout systems, failing to scan all items while paying for others. The thefts occurred multiple times between February 2025 and June 2026, leading to his arrest after surveillance and vehicle identification.

Sep 23, 2026

PC Connection (CNXN) has significantly outperformed its Retail-Wholesale sector peers this year, gaining 48.7% compared to the sector's average return of -1.4%. The company holds a Zacks Rank of #1 (Strong Buy) due to a 6.4% increase in its full-year earnings consensus estimate over the past three months. Another strong performer in the sector is Five Below (FIVE), which has seen a 25.4% year-to-date return and also holds a Zacks Rank #1.

Sep 22, 2026

Home Depot's "Decor Days" sale is ending tomorrow, offering significant discounts of up to 60% on furniture and decor. A home editor highlights 10 top deals, including a natural wood dining table, a single-sink bath vanity, various rugs, a faux olive tree, outdoor lighting, a ceramic table lamp, an arched full-length mirror, a modular cloud couch, and a set of spindle-back dining chairs. These editor-approved picks are ideal for refreshing living spaces ahead of the holiday season.

Sep 22, 2026

State Street Corp increased its holdings in The Home Depot, Inc. by 499,168 shares in the second quarter, bringing its total to 47.18 million shares valued at approximately $16.6 billion. Institutional investors now own 70.86% of the company. The article also highlights recent insider stock sales, mixed analyst ratings, and factors affecting Home Depot's outlook, such as strong Pro business investments and resilient consumer demand contrasting with a "frozen" housing market and high interest rates.

Sep 22, 2026

State Street Corp increased its holdings in Lowe's Companies, Inc. by 3.6% in the second quarter, purchasing 880,815 additional shares to bring its total to 25.3 million shares valued at approximately $5.58 billion. Institutional investors now own 74.06% of Lowe's stock. Analysts maintain a "Moderate Buy" rating with an average price target of $257.63, and Lowe's recently reported strong quarterly results with EPS of $4.40 and an 8.3% increase in revenue year-over-year.

Sep 22, 2026

Andra AP fonden significantly increased its stake in Lowe's Companies, Inc. (NYSE:LOW) by 14.6% in the second quarter, bringing its total holdings to 105,313 shares valued at $23.22 million. Institutional investors collectively own 74.06% of Lowe's stock. The company recently reported strong quarterly earnings of $4.40 per share, surpassing estimates, and declared a quarterly dividend of $1.25 per share, maintaining a "Moderate Buy" consensus rating among analysts.

Sep 22, 2026

Guggenheim has upgraded Lowe's Companies (NYSE:LOW) to a "strong-buy" rating. This upgrade comes despite mixed analyst actions, with Lowe's holding a "Moderate Buy" consensus rating and an average price target of $257.63. The home improvement retailer recently reported quarterly EPS of $4.40, surpassing estimates, though revenue of $25.96 billion slightly missed expectations.

Sep 22, 2026

Home Depot's CFO, Richard McPhail, has described the U.S. housing market as "frozen," citing an unprecedented low in housing turnover that has persisted for four years. This stagnation, where only 2.8% of homes changed hands in the first nine months of 2025, impacts retailers like Home Depot and leaves homeowners with limited options. The article suggests ways for individuals to navigate this market, including accessing home equity, earning rental income through crowdfunding, and diversifying with gold.

Sep 21, 2026

Lululemon Athletica (NASDAQ: LULU) has seen its stock halve in 2026, falling over 53% year-to-date, with Q2 revenues missing analyst expectations and comparable sales dropping. This slump, accompanied by revised downward EPS guidance and analyst downgrades, suggests a broader sector-wide spending squeeze rather than just an isolated brand issue. While Wall Street is retreating, investor Michael Burry sees a potential contrarian opportunity, with Lululemon representing 17% of his portfolio, hinting at a possible buyout as a path to upside.

Sep 21, 2026

Erste Group Bank has reduced its FY2028 EPS estimate for Home Depot (NYSE:HD) from $16.02 to $16.00, though this revised forecast remains above the consensus estimate of $15.00. This adjustment follows Home Depot's recent strong quarterly performance, where EPS and revenue exceeded expectations. The company maintains a "Moderate Buy" rating from analysts with an average target price of $375.18, and it also offers a quarterly dividend of $2.33, resulting in an annual yield of approximately 3.1%.

Sep 20, 2026

This article details the significant controversies QVC has faced throughout its four-decade history, ranging from discrimination lawsuits and false advertising claims to the aftermath of a devastating warehouse fire and recent apologies for offensive marketing. It highlights challenges like a 1998 lawsuit by former hosts, a 2004 FTC complaint, the 2013 Paula Deen scandal, 2022 layoffs after a fire, a 2024 offensive email, and a 2026 lawsuit by designer Antthony Mark Hankins. These incidents underscore the network's ongoing struggles, including its recent bankruptcy filing, and the difficulties it faces in maintaining its market position and reputation.

Sep 19, 2026

The Coca-Cola Company and its bottling partners plan to invest $10 billion in U.S. infrastructure between 2026 and 2030, including new production, distribution, and office facilities. This investment builds on their existing network of over 70 production facilities and hundreds of distribution centers. The company also highlighted a study showing its system contributed $85 billion to the U.S. GDP in 2025, supported nearly 1 million jobs, and allocated $37 billion to U.S. suppliers.

Sep 19, 2026

Tractor Supply has expanded its offerings beyond traditional farm supplies to include popular new items such as seasonal apparel, home decor, and helpful tools, many of which are flying off the shelves. This article highlights 11 of the best-selling new products, including storage solutions, Halloween decorations, clothing, bedding, and power tools. These finds cater to various needs from home organization and seasonal decorating to yard work and DIY projects.

Sep 18, 2026

Nykredit A/S recently acquired a new position in The Home Depot, Inc., purchasing 298,644 shares valued at approximately $105.3 million. This comes as institutional investors collectively own a significant portion of the company's stock. Home Depot also reported strong Q2 earnings, exceeding analyst expectations, and declared a quarterly dividend.

Sep 18, 2026

Home Depot distributed $2.3 billion in dividends during its fiscal second quarter despite a drop in return on invested capital from 27.2% to 24.8%. The company's dividend payouts, which represent less than half its earnings, are considered sustainable due to management's view that current cost pressures are temporary. TIKR's valuation model projects a 52% total return and 10% annualized return for HD stock by January 2031, targeting $461, based on overall business value creation rather than just dividend yield.

Sep 18, 2026

Annaly Capital Management (NLY) recently increased its quarterly common dividend to $0.75 per share, backed by nine consecutive quarters where earnings available for distribution (EAD) exceeded the payout. Despite a historically volatile payout ratio, the current 67.14% and a yield of 13.42% suggest a stable financial position. TIKR's model projects a target price of $73 by 2031, implying a 244% total return, driven by strong underlying portfolio performance rather than solely dividend increases.

Sep 17, 2026

Lovesac has launched its new Snugg Collection, expanding its sectional offerings with three new modular pieces and introducing its first swivel chair option. The collection, available in over 50 fabric choices, emphasizes adaptability, comfort, and the brand's "Built To Last, Designed To Evolve" philosophy. This launch coincides with the announcement of Lovesac's White Glove Delivery service, currently available in half of US states and rolling out nationally in November, providing customers with more post-purchase convenience.

Sep 16, 2026

Neighborhood Intelligence, Inc., parent company of Bed Bath & Beyond, has canceled its acquisition agreement with F9 Brands, Inc., parent company of Lumber Liquidators and Cabinets To Go. The deal was terminated because F9 Brands could not satisfy all closing requirements within the contemplated timeframe. Neighborhood Intelligence, led by Marcus Lemonis, will continue to focus on its Home Services platform and other strategic opportunities.

Sep 16, 2026

Five Below, a popular value retailer, offers a wide array of items for less than $5, with some priced slightly higher. This article highlights 14 categories of products, from home decor like blankets and storage bins to tech gear, pet supplies, and toys, where Five Below offers significant savings compared to other retailers. Shoppers can find practical essentials and trendy items at budget-friendly prices, making it a go-to for maximizing savings on everyday purchases and unique finds.

Sep 16, 2026

Jonathan Winant Carlon, a director at Neptune Insurance Holdings Inc., sold 50,000 Class A Common Stock shares on September 14, 2026, at a weighted average price of $31.1519 per share. Following the sale, Carlon retains significant direct and indirect ownership, including shares tied to restricted stock units and held through family trusts. The Form 4 filing provides full details on this transaction and his updated ownership stakes.

Sep 16, 2026

Plug Power (NASDAQ:PLUG) is under scrutiny due to tighter financial conditions and selective small-company trading, impacting its hydrogen systems, project execution, financing, and clean-energy demand. The market is assessing how the company navigates cost pressures and high Treasury yields without losing strategic momentum. The article emphasizes that daily execution and demand resilience, rather than broad market slogans, will determine its performance in this volatile environment.

Sep 15, 2026

A North Carolina man, Gordon Caviness, was erroneously charged over $1,100 by Home Depot for rental equipment he had already returned and even received a credit for. After repeated attempts to resolve the issue directly with the store failed, he contacted ABC11 Troubleshooter Diane Wilson, which quickly led to Home Depot issuing a full refund and apologizing for the experience.

Sep 15, 2026

Councilwoman Imelda Padilla has withdrawn Home Depot's sponsorship for the 2026 El Grito celebration following criticism from activists regarding the company's alleged association with ICE raids. Padilla apologized for the distress caused, emphasizing her office's solidarity with immigrant communities. Home Depot denies cooperating with immigration enforcement, stating they are not notified of such activities and cannot legally interfere.

Sep 15, 2026

Xenia Hotels & Resorts, Inc. (NYSE:XHR) filed a Form 8-K on September 15, 2026, to announce the availability of its September 2026 Investor Presentation. This presentation is intended for discussions with existing and prospective investors and business analysts by the company's senior management. The filing emphasizes that the report contains forward-looking statements and outlines specific details regarding its furnishing versus filing status under SEC regulations.

Sep 15, 2026

Smurfit Westrock (NYSE: SW) awarded director Fairweather Carol 48 shares at no cost on September 10, 2026. This transaction increased her total holdings to 11,644 shares, representing approximately 0.4% of her total shares after the award. The zero-dollar share award is categorized under transaction code A.

Sep 15, 2026

Securitize Corp. (NYSE: SECZ) has granted its Executive Chairman and CEO, Domingo Soriano Carlos Francisco, 318,302 shares at no cost. This transaction, recorded on September 10, 2026, increases his total holdings to 5,395,600 shares. The newly awarded shares represent approximately 5.9% of his total ownership after the grant.

Sep 15, 2026

Christine Leahy, an executive at CDW Corp (NASDAQ: CDW), was granted 825 shares on September 10, 2026, at a price of $142.60 per share. This award increased her total shareholding in the company to 194,480 shares. The transaction, recorded as code A, represents approximately 0.4% of her total shares post-transaction, providing clear details on her updated ownership in CDW.

Sep 15, 2026

OLEARY JAMES was granted a 564-share award from Builders FirstSource, increasing his total holdings to 91,795 shares. This transaction, classified as an award (code A), represents approximately 0.6% of his total shares after the grant. The transaction date was September 10, 2026.

Sep 15, 2026

Lowe's Companies (NYSE:LOW) is facing market pressure, hitting a new yearly low amidst a shifting retail landscape. The company's performance is influenced by consumer spending patterns, housing market activity, and overall economic conditions, impacting demand for home improvement products. While earnings per share exceeded estimates, sales were below, highlighting the need for efficient operations and cost management as the market re-evaluates consumer-focused businesses.

Sep 15, 2026

GMR Solutions Inc. Chairman and CEO Nicola Loporcaro sold 1,457,102 Class A Common Stock shares on September 14, 2026, at $12.2 per share. This sale was conducted to fulfill tax withholding obligations related to the settlement of restricted stock units and performance-based restricted stock units. After the transaction, Loporcaro directly beneficially owned 2,855,580 Class A Common Stock shares.

Sep 15, 2026

Boxabl Inc. announced significant changes to its finance leadership, including the departure of CFO Martin Costas and the appointment of Larry King as the new CFO, effective September 14, 2026. Additionally, Heather Clayton will join as Chief Accounting Officer on September 28, 2026. Both new executives will receive competitive annual salaries ($300,000 for King and $250,000 for Clayton) and participate in the company's 2026 Omnibus Plan.

Sep 15, 2026

Smurfit Westrock (NYSE: SW) has granted Sellier Laurent 140 shares at no cost, increasing Laurent's total holdings to 139,015 shares. Additionally, Laurent received 335 derivative securities, bringing his derivative holdings to 31,666. Both transactions are classified with transaction code A, indicating an acquisition from the company.

Sep 14, 2026

Amidst a frozen housing market and low existing home sales, this article analyzes which dividend, Home Depot's or Lowe's, is better positioned for income investors. Lowe's is identified as the safer income hold due to its wider free cash flow cushion, more consistent dividend raises, and Dividend Aristocrat status, despite Home Depot's stronger comparable sales growth driven by its Pro contractor focus. The analysis suggests Lowe's dividend is more defensible unless mortgage rates drop significantly, which would favor Home Depot's Pro-heavy model.

Sep 14, 2026

Bank of America Corp DE has acquired a new position of 16,390,122 shares in The Home Depot, Inc. (NYSE:HD), valued at approximately $5.78 billion. This acquisition makes Bank of America Corp DE the owner of about 1.64% of Home Depot's stock. The article also details other institutional investor activities, insider trading, recent news sentiments, and analyst ratings concerning Home Depot.

Sep 14, 2026

Lowe's Chairman and CEO Marvin R. Ellison will participate in a fireside chat at the Goldman Sachs Global Consumer and Retail Conference on September 15, 2026. This appearance will provide insights into the company's business strategy and outlook for the home improvement and professional contractor markets. Lowe's, with over 1,750 stores and $86 billion in fiscal 2025 sales, is a significant player whose performance can indicate trends in residential construction and renovation.

Sep 13, 2026

Flexsteel Industries, a major U.S. residential furniture manufacturer, has appointed Dr. Anand Kangala as an independent director and a member of the Board’s Audit & Ethics Committee, effective September 10, 2026. Dr. Kangala, Chief Digital and Technology Officer of Trex Company, brings extensive experience in digital transformation, technology modernization, and AI-enabled business improvement from consumer-facing businesses. His expertise is expected to significantly contribute to Flexsteel's strategic goals of strengthening consumer focus, improving execution, leveraging data and technology, and achieving profitable growth.