Smith Chas P & Associates Pa Cpas 13F: Adds $696K to HD Stake

Smith Chas P & Associates Pa Cpas boosted its holdings in The Home Depot, Inc. (NYSE:HD) by 2,247 shares during the quarter, according to a Form 13F filing filed with the SEC on October 22, 2026. The purchase grew the firm's stake by 1.2% to reach a total of 189,655 shares. At the filing date, the position carried a reported value of $58,722,843.

HD The Home Depot, Inc.

$314.14 ▼ -7.19% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Smith Chas P & Associates Pa Cpas's Home Depot Position

The fund held 187,408 shares of the home improvement retailer prior to this filing. Adding 2,247 shares brought the ending count to 189,655 shares. This change represents a 1.2% increase in the fund's investment.

Other Institutional Activity in The Home Depot

Other institutional investors have also adjusted their positions in the home improvement retailer. Orgel Wealth Management sold its entire stake, dropping 648 shares to end with 0 shares worth $0. Assenagon Asset Management S.A. grew its holdings by 2,345,736 shares, ending with 2,707,961 shares worth about $770,387,825. Bell Bank trimmed its position by 2,943 shares, ending with 3,539 shares worth about $1,006,810. Elser Financial Planning completely exited its position by selling 675 shares to end with 0 shares worth $0. Financial Synergies Wealth Advisors also sold out its entire stake, shedding 577 shares to finish with 0 shares worth $0.

The Home Depot, Inc. Stock Up 1.7%

The stock recently traded around $320.49, sitting below its 200-day moving average and well under its 52-week high of $397.63, though it remains above its 52-week low of $277.15.

Recent Earnings

The company reported trailing twelve-month revenue of $169.18 billion and earnings of $14.29 per share. Its next earnings report is scheduled for November 17, 2026.

Dividend

The company pays an annual dividend rate of $9.32.

Insider Buying and Selling at The Home Depot, Inc.

Company insiders completed multiple transactions in the months leading up to the filing. Chief Financial Officer Richard V. McPhail sold 5,989 shares on August 19, 2026, at an average price of $348.40 for a total value of about $2,086,568. Officer Michael F. Rowe sold 710 shares on August 26, 2026, at an average price of $336.76 for a total value of $239,100. General Counsel Teresa Wynn Roseborough sold 2,455 shares on August 28, 2026, at an average price of $328.77 for a total of $807,130. Officer Kimberly R. Scardino sold 675 shares on September 10, 2026, at an average price of $305.95 for a total of $206,516.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Mizuho maintained its Outperform rating and raised its target from $385.00 to $390.00 on August 19, 2026. DA Davidson kept a Buy rating and a $377.00 target on August 19, 2026. UBS maintained a Buy rating while lowering its target from $430.00 to $420.00 on August 19, 2026. Truist Securities kept a Buy rating and raised its target from $369.00 to $373.00 on August 19, 2026. Bernstein maintained a Market Perform rating and cut its target from $354.00 to $344.00 on September 9, 2026.

About The Home Depot

Based in Atlanta, Georgia, The Home Depot, Inc. operates as a major home improvement retailer. It sells building materials, lawn and garden goods, and decor products, while also providing installation services for home renovation projects.

Bottom Line

Investors will look ahead to the company's upcoming earnings release on November 17, 2026, for further updates on financial performance and demand trends.