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MJP Associates Reduces Stake in Home Depot by 1.8% Amid Market Changes

MJP Associates Inc. ADV has decreased its stake in The Home Depot, Inc. (NYSE: HD) by 1.8% during the first quarter of 2023, as reported in the firm’s latest filing with the Securities and Exchange Commission. The investment firm now holds 3,467 shares of the home improvement retailer, following the sale of 62 shares in the quarter. As of the end of the reporting period, MJP Associates’ holdings in Home Depot were valued at approximately $1.27 million.

Several other institutional investors have also adjusted their positions in Home Depot recently. For instance, Vanguard Group Inc. increased its stake by 0.9% in the fourth quarter, now owning 95,763,752 shares valued at roughly $37.25 billion after acquiring an additional 875,836 shares. Similarly, Geode Capital Management LLC raised its stake by 1.2%, bringing its total to 21,957,463 shares, worth about $8.53 billion.

Asset Planning Services Inc. LA ADV made a significant move by boosting its holdings by an astonishing 99,400.7% in the first quarter. The firm now boasts ownership of 18,975,772 shares, valued at $6.95 billion after purchasing an additional 18,956,701 shares during the period. Norges Bank also entered the scene by acquiring a new position in Home Depot valued at $5.03 billion in the fourth quarter. Institutional investors collectively own 70.86% of Home Depot’s stock.

Current Trading and Financial Metrics

On Friday, The Home Depot opened trading at $373.60. Over the past year, the stock has fluctuated between a low of $326.31 and a high of $439.37. The company’s current ratio is 1.09, while its quick ratio stands at 0.28, indicating its liquidity position. Notably, the debt-to-equity ratio is high at 5.95, reflecting its financial leverage.

The stock’s performance is also tracked with a 50-day simple moving average of $366.03 and a 200-day average of $375.75. Home Depot currently has a market capitalization of $371.70 billion, with a price-to-earnings (P/E) ratio of 25.35 and a price/earnings to growth (PEG) ratio of 3.53. The stock beta is measured at 1.00, indicating its volatility relative to the market.

Dividend Announcements and Insider Transactions

Home Depot has declared a quarterly dividend of $2.30 per share, which was paid on June 18, 2023, to investors of record as of June 5, 2023. This dividend represents an annualized total of $9.20, yielding 2.46%. The company’s current dividend payout ratio is at 62.42%.

In insider trading news, Executive Vice President Teresa Wynn Roseborough sold 5,406 shares on May 28, 2023, at an average price of $369.28, totaling approximately $1.996 million. This transaction reduced her share ownership to 17,367 shares, valued at around $6.41 million. Another executive, Fahim Siddiqui, sold 2,600 shares on May 22, 2023, for a total of $954,564, leaving him with 7,951 shares valued at approximately $2.92 million. Company insiders hold about 0.10% of the stock.

Analysts have also been active in their evaluations of Home Depot. Truist Financial raised its price target from $393.00 to $417.00 while maintaining a “buy” rating. Conversely, Robert W. Baird lowered its target from $430.00 to $425.00, rating the stock as “outperform.” Other firms, such as Morgan Stanley and Sanford C. Bernstein, have reaffirmed their positive stance on the stock, with price targets of $415.00 and $398.00, respectively.

Overall, Home Depot has garnered a consensus rating of “Moderate Buy” among analysts, with a consensus price target set at $426.77. The company remains a significant player in the home improvement retail sector, operating both in the United States and internationally. It offers a wide range of products and services, including installation services for various home improvement needs.

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