Wilmington Savings Fund Society, FSB 13F: Cuts HD Stake by $1.5M

Wilmington Savings Fund Society, FSB reduced its holdings in The Home Depot, Inc. (NYSE:HD) by 11.2% during the quarter, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026. The institutional investor sold 5,227 shares of the home improvement retailer, leaving it with 41,611 shares valued at approximately $11.8 million.

HD The Home Depot, Inc.

$319.83 ▼ -5.51% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Wilmington Savings Fund Society's The Home Depot, Inc. Position

The fund trimmed its exposure to the retail giant, dropping its share count from 46,838 down to 41,611 shares. The remaining stake carried a reported value of $11,837,913 at the close of the period covered by the filing.

Other Institutional Activity in The Home Depot, Inc.

Other major funds also adjusted their portfolios around the stock during the same filing cycle. Smith Chas P & Associates Pa Cpas grew its holdings by 2,247 shares, ending with 189,655 shares worth about $58.7 million. Bell Bank reduced its position by 2,943 shares to finish with 3,539 shares valued at roughly $1 million. Elser Financial Planning closed out its position by selling all 675 of its shares. Financial Synergies Wealth Advisors also exited the stock by selling its remaining 577 shares. Meanwhile, Foster Group significantly expanded its stake by adding 4,951 shares, bringing its total to 7,173 shares worth about $2 million.

The Home Depot, Inc. Stock Up 1.8%

The stock closed at $319.83 on October 23, 2026, and recently traded around $319.65. Shares sit about 19.6% below their 52-week high of $397.63 and roughly 15.3% above their 52-week low of $277.15.

Recent Earnings

The company generated $169.18 billion in revenue over the trailing twelve months, posting $14.91 in earnings per share. Its next quarterly earnings release is scheduled for November 17, 2026.

Dividend

The home improvement retailer pays an annual dividend rate of $9.32 per share, which translates to a 2.84% dividend yield based on recent trading levels.

Insider Buying and Selling at The Home Depot, Inc.

Company insiders executed several sales ahead of the filing. Chief Financial Officer Richard V. Mcphail sold 5,989 shares on August 19, 2026, at $348.40 per share for a total of $2.1 million. Officer Michael F. Rowe sold 710 shares on August 26, 2026, at $336.76 per share. General Counsel Teresa Wynn Roseborough sold 2,455 shares on August 28, 2026, at $328.77 per share. Officer Kimberly R. Scardino disposed of 675 shares on September 10, 2026, at $305.95 per share.

Analysts Set New Price Targets

Financial firms adjusted their outlooks on the stock in late summer. Mizuho maintained its outperform rating while lifting its price target to $390.00 from $385.00 on August 19, 2026. DA Davidson kept a buy rating and a $377.00 price target on August 19, 2026. UBS maintained a buy rating while lowering its target from $430.00 to $420.00 on the same day. 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 reduced its target from $354.00 to $344.00 on September 9, 2026. Across the street, 32 analysts give the stock a consensus buy rating with a mean price target of $379.75.

About The Home Depot, Inc.

Based in Atlanta, Georgia, The Home Depot, Inc. operates retail stores selling building materials, lawn and garden supplies, tools, and home decor items. It also provides installation services for home improvement projects and serves professional contractors alongside do-it-yourself homeowners.

Bottom Line

Investors will look toward the company's upcoming earnings report on November 17, 2026, for further updates on retail demand and profit margins.