Home Depot Inc. beat quarterly forecasts but still lost 0.96% last week. The stock closed Friday at $335.61, leaving its market value near $336.0 billion. That was about $1.5 billion below the previous Friday.
NYSE:HD · Weekend investor dashboard
Sales and profit beat estimates, but customer traffic fell 1%. A $730 million tariff refund materially cushioned product costs, while large-project demand remained weak.
| Metric | Reported | Change |
|---|---|---|
| Sales | $47.86B | +5.7% |
| Net earnings | $4.77B | +3.7% |
| Comparable sales | +1.7% | +0.7 pt |
| Transactions | −1.0% | Soft |
| Average ticket | $92.50 | +2.8% |
| Online sales | +11% | Double-digit |
| Firm | Rating | Target | Upside |
|---|---|---|---|
| Guggenheim | Buy | $425 | 26.6% |
| UBS | Buy | $420 | 25.1% |
| Evercore ISI | Outperform | $400 | 19.2% |
| Goldman Sachs | Buy | $377 | 12.3% |
| RBC Capital | Sector Perform | $342 | 1.9% |
The Gates Foundation Trust reported a stock position. It did not buy the retailer, and the filing does not prove a personal Bill Gates trade.
Friday, Aug. 21, 2026 · 4:00 p.m. EDT · Unadjusted close
After hours: $335.91 at 7:53 p.m. EDT
The Gates Foundation Trust valued its Home Depot holding at $352.68 million on June 30. That was 1.02% of its reported 13F securities.
A Gates-linked charitable trust reported HD stock.
Bill Gates personally bought Home Depot or paid $352.68 a share.
−4.84% versus the filing's quarter-end market value.
Assumes the Trust still owns all 1,000,000 shares. This is not a disclosed loss or cost basis.
| Fiscal Q2 2026 | HD | LOW |
|---|---|---|
| Net sales | $47.861B | $25.956B |
| Sales growth | +5.7% | +8.3% |
| Comparable sales | +1.7% | +0.2% |
| Adjusted EPS | $4.92 | $4.40 |
| Adjusted EPS growth | +5.1% | +1.6% |
Lowe's faster headline sales growth included acquisitions. It cut full-year targets; Home Depot reaffirmed its ranges.
Q2 sales rose 5.7%. Comps gained 1.7%. Adjusted EPS reached $4.92. Guidance stayed intact.
Comparable transactions fell 1.0%. Single-family starts dropped 9.9% in July. One-year price return is −18.70%.
The read-through: repair demand is holding, but large projects remain rate-sensitive. Friday's gain did not erase the weekly decline.
Average target implies 13.2% upside. Targets are forecasts, not guarantees.
Quarterly dividend: $2.33. Indicated yield at Friday's close: 2.78%.
First full session after the filing story accelerated.
A direct read on housing turnover and future project demand.
Inflation and growth can reset rate and mortgage expectations.
The $2.33 quarterly payment is scheduled for Sept. 17.
The 13F is delayed and partial. The Trust may already have changed the stake. Home Depot still faces housing weakness, tariffs, fuel costs and integration risk.
Sources: SEC 13F · Home Depot Q2 · Lowe's Q2 · FactSet via WSJ · Home Depot price history · U.S. Census · BEA. Market data through Aug. 21, 2026. Price returns are unadjusted close-to-close; dividends excluded.
Market data: $344.30 close
August 19, 2026, 4:00 p.m. EDT
U.S. market closed at timestamp
The $685 million refund added 145 basis points. Management expects unplanned costs to offset the refund across the full year.
Ticket carried comparable growth. Traffic still fell, while acquisitions and new stores widened the gap between total and comparable sales.
| Q2 | Home Depot | Lowe's |
|---|---|---|
| Sales | $47.86B | $25.96B |
| Comp sales | +1.7% | +0.2% |
| FY comp guide | 0% to +2% | About flat |
| Guide action | Reaffirmed | Cut |
