Company profiles · Losers & Avoid

Home Depot (HD): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$329.20 −0.3% since report
Report price · Aug 28, 2026 close$330.19
Market cap$329.4B
52-wk rangen/a
Dividend · quarterly$9.32/yr 2.83% · next expected Dec

Why it’s on the map

Lumber, plywood, paint, lighting, wallpaper — a large share of the Section 338 list is a Home Depot aisle. Q2 flattered by a $685M tariff refund; called housing 'frozen'.

Government money & contracts

None.

Customers & commercial

DIY/pro.

Catalysts

Q3.

Risk

Cap -19% YoY.

Tariff durability

Loser.

Dividend · #11 of 47 payers by yield
2.83% yield
$9.32 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$2.33a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateSept 3, 2026own it before the ex-date to collect
Last paidSept 17, 2026$2.33 a share
Payout ratio65%of earnings · comfortable
Raised16 yrsconsecutive years of increases
Shares at the Oct 30 close of $329.203.04
Each payment$7.08
Per year · 4 payments$28.31
Recent payments
Ex-datePaidPer share
Sept 3, 2026Sept 17, 2026$2.33
Jun 4, 2026Jun 18, 2026$2.33
Mar 12, 2026Mar 26, 2026$2.33
Dec 4, 2025Dec 18, 2025$2.30

Yield = $2.33 × 4 ÷ the Oct 30 close of $329.20. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source