Home Depot Raises Quarterly Dividend 1.3% to $2.33, Plans Buybacks in 2027

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Home Depot raised its quarterly dividend 1.3% to $2.33 per share ($9.32 annually), reflecting a 60% payout ratio against forecasted $15.6 billion free cash flow for fiscal 2027. Sales climbed 3.2% to $164.7 billion; adjusted EPS declined to $14.69 from $15.24, and the company plans to resume share buybacks in H1 2027.

1. Dividend Increase

Home Depot’s board approved a 1.3% increase to the quarterly dividend, raising it to $2.33 per share ($9.32 annually), marking the 16th consecutive annual raise.

2. Fiscal 2025 Financial Performance

Full-year fiscal 2025 revenues reached $164.7 billion, up 3.2% year-over-year, while comparable sales rose just 0.3% and adjusted EPS decreased to $14.69 from $15.24.

3. Capital Allocation Strategy

The company prioritizes reinvesting in operations, funding the dividend, and reducing debt before resuming share repurchases, which management says will return in the first half of 2027.

4. Dividend Metrics and Projections

With an expected $15.6 billion in free cash flow and $9.3 billion in dividend outlays for fiscal 2027, the payout ratio stands near 60%, and free cash flow could grow to $21.3 billion by fiscal 2031.

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