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With Jerome Powell and the Fed Cutting Interest Rates, Is Home Depot a No-Brainer Dividend Stock to Buy for a Housing Market Recovery?
The Motley Fool· 2025-09-23 07:25
Home Depot's multiyear downturn could be nearing an end.When Home Depot (HD -0.68%) talks, the stock market listens. The blue chip Dow Jones Industrial Average component is a bellwether for consumer spending and the housing market.In recent years, Home Depot's results have disappointed. Earnings have been falling, and fiscal 2025 same-store sales are expected to grow by just 1%. But that sluggish growth could quickly fade into the rearview mirror.In an effort to maximize employment and reduce inflation to 2 ...
The Home Depot, Inc. (HD) Completes the $5.5 Billion Acquisition of GMS Inc.
Yahoo Finance· 2025-09-22 21:32
With significant hedge fund interest, The Home Depot, Inc. (NYSE:HD) secures a spot on our list of the 15 Best Stocks to Invest in for Financial Stability. The Home Depot, Inc. (HD) Completes the $5.5 Billion Acquisition of GMS Inc. The Home Depot, Inc. (NYSE:HD) announced on September 4, 2025, that it has completed the $5.5 billion acquisition of GMS Inc. through its specialty trade distribution arms, SRS Distribution. This move, which was first announced in June, strengthens the subsidiary’s position a ...
Can Lower Rates Unlock Big-Ticket Sales for Home Depot Ahead?
ZACKS· 2025-09-22 15:46
Key Takeaways Home Depot's Q2 sales rose 4.9% to $45.3B, with comparable sales up 1%.The Fed cut rates to 4-4.25%, easing mortgages and home equity credit lines.Lower Fed rates may spur financing for major renovations, aiding deferred projects.The Home Depot, Inc. (HD) delivered decent second-quarter fiscal 2025 results with sales rising 4.9% to $45,277 million and comparable sales up 1%. Management noted that momentum was broad across categories, but the bigger story lies in what could happen next as the F ...
New Strong Buy Stocks for September 22nd
ZACKS· 2025-09-22 12:46
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Newmont Corporation (NEM) : This producer and explorer of gold and other metals has seen the Zacks Consensus Estimate for its current year earnings increasing 14.8% over the last 60 days.Simmons First National Corporation (SFNC) : This holding company for Simmons Bank has seen the Zacks Consensus Estimate for its current year earnings increasing 7.5% over the last 60 days.Vertiv Holdings Co (VRT) : This critical digital infrastructure t ...
Best Income Stocks to Buy for September 22nd
ZACKS· 2025-09-22 12:01
公司财务表现 - Simmons First National Corporation当前年度收益的Zacks共识预期在过去60天内增长7.5% [1] - Newmont Corporation当前年度收益的Zacks共识预期在过去60天内增长14.8% [2] - Masco Corporation当前年度收益的Zacks共识预期在过去60天内增长11.5% [2] 股息收益率特征 - Simmons First National Corporation股息收益率为4.2%,显著高于行业平均水平的2.3% [1] - Newmont Corporation股息收益率为1.2%,明显高于行业平均水平的0.0% [2] - Masco Corporation股息收益率为1.7%,大幅超过行业平均水平的0.0% [3] 投资评级 - 三家公司均获得Zacks排名第一的买入评级 [1][2][3]
Why Retailers Need A Weather Strategy Beyond Inventory Forecasting
Forbes· 2025-09-21 11:34
Pedestrians crossing the street on a snowy day.gettyWeather is a perennial wildcard in retail performance. It’s frequently blamed for poor quarterly results – like last fall, when Gap, Target, Shoe Carnival and Columbia Sportswear credited unseasonably warm temperatures for weak apparel and footwear sales. Yet skeptics could argue that weather is a convenient scapegoat. The U.S. spans diverse weather conditions and with online shopping reducing the need for shoppers to venture outdoors, the weather’s impact ...
Jim Cramer on Home Depot: “It’s Still Going to Go Higher”
Yahoo Finance· 2025-09-20 06:43
公司业务 - 家得宝是一家家装零售商 供应建筑材料、家居装饰产品、草坪和花园产品以及维护用品[2] - 公司提供安装服务、工具租赁选项以及支持房主、专业贸易人员和承包商的数字平台[2] 股价表现 - 家得宝股价当日下跌1%[1] - 该股票被描述为"大赢家"但近期受到压力[1] 行业观点 - 吉姆·克莱默对利率敏感型周期性股票表示犹豫 包括住房类股票[1] - 这些股票只有在美联储认真讨论双倍降息时才会具有吸引力 但当前并未出现这种情况[1] 投资比较 - 尽管承认家得宝的投资潜力 但某些人工智能股票被认为具有更大的上涨潜力和更小的下行风险[3] - 存在极度低估的人工智能股票可能从特朗普时代关税和回流趋势中显著受益[3]
Wall Street Week Ahead-US housing shares shine as Fed restarts rate cuts
The Economic Times· 2025-09-20 03:50
美联储降息政策 - 美联储自12月以来首次降息25个基点 将基准利率下调至4%-4.25%区间 并暗示后续将继续降息以支撑劳动力市场[1][10] - 降息举措利好对利率敏感的小盘股和可选消费类股票 罗素2000小盘股指数创近四年新高 标普500指数年内涨幅超13%[2][10] 房地产行业表现 - PHLX住房指数本季度大涨15% 显著跑赢标普500指数7%的涨幅 但年内表现仍落后于基准指数[5][11] - 头部房企表现突出:DR Horton本季度涨幅超30% KB Home和Toll Brothers涨幅均超20% 家装零售商Lowe's和Home Depot分别上涨约20%和13%[5][11] - 30年期固定利率抵押贷款利率降至6.39% 为2024年10月初以来最低水平 Keefe Bruyette & Woods分析师预计年底可能接近6%[6][11] 货币政策传导机制 - 抵押贷款利率与10年期美债收益率关联度更高 当前收益率从5月的4.6%降至4.13% 降幅大于联邦基金利率[8][11] - 若抵押利率能降至5%区间 将被视为重要阈值 可能为疲软的住房市场注入活力[7][11] - 8月美国独栋住宅开工量骤降至近两年半低点 鲍威尔主席明确表示住房部门活动"疲弱"[11] 经济数据与市场预期 - 未来一周将公布成屋销售和新屋销售数据 住房交易量提升通常有利于经济活动[9][11] - 美联储强调未预设利率路径 成员间存在分歧 可能导致经济数据(尤其是劳动市场和通胀数据)公布时市场波动加剧[9][11] - 持续坚挺的通胀可能迫使央行维持较高利率水平 今年降息幅度仍存不确定性[8][11]
The Home Depot (HD) Supports Consistent Returns in a Dividend Stock Portfolio
Yahoo Finance· 2025-09-19 23:17
The Home Depot, Inc. (NYSE:HD) is included among the Best Stocks for a Dividend Stock Portfolio. The Home Depot (HD) Supports Consistent Returns in a Dividend Stock Portfolio The Home Depot, Inc. (NYSE:HD) is a household name and a dominant force in the home improvement market. With more than 2,000 locations across the US, the retailer has easy access to a vast share of the nation’s consumers. Regardless of interest rate movements, The Home Depot, Inc. (NYSE:HD) remains well-positioned. The home improve ...
Dividend Stock Portfolio Insights: Why Lowe’s Companies (LOW) Remains Attractive for Investors
Yahoo Finance· 2025-09-19 23:04
Lowe’s Companies, Inc. (NYSE:LOW) is included among the Best Stocks for a Dividend Stock Portfolio. Dividend Stock Portfolio Insights: Why Lowe's Companies (LOW) Remains Attractive for Investors Photo by Dan Dennis on Unsplash Lowe’s Companies, Inc. (NYSE:LOW) is an American home improvement company that serves both DIY customers and professional builders, offering a broad selection of products such as building supplies, tools, appliances, and outdoor and garden items. Its strong brand reputation, effic ...