Private Advisory Group LLC reduced its stake in shares of RH (NYSE:RH – Free Report) by 96.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,297 shares of the company’s stock after selling 39,090 shares during the period. Private Advisory Group LLC’s holdings in RH were worth $263,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Arizona State Retirement System raised its holdings in shares of RH by 1.4% during the third quarter. Arizona State Retirement System now owns 4,434 shares of the company’s stock worth $901,000 after acquiring an additional 62 shares during the period. Steward Partners Investment Advisory LLC boosted its stake in RH by 12.0% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 605 shares of the company’s stock worth $114,000 after purchasing an additional 65 shares during the period. Davidson Kahn Capital Management LLC increased its holdings in RH by 0.5% during the 3rd quarter. Davidson Kahn Capital Management LLC now owns 12,437 shares of the company’s stock worth $2,531,000 after purchasing an additional 65 shares in the last quarter. Teacher Retirement System of Texas raised its stake in shares of RH by 4.6% in the 2nd quarter. Teacher Retirement System of Texas now owns 2,275 shares of the company’s stock valued at $430,000 after purchasing an additional 100 shares during the period. Finally, Hollencrest Capital Management raised its stake in shares of RH by 18.2% in the 2nd quarter. Hollencrest Capital Management now owns 650 shares of the company’s stock valued at $123,000 after purchasing an additional 100 shares during the period. Institutional investors and hedge funds own 90.17% of the company’s stock.
Insider Buying and Selling
In other RH news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total value of $495,880.00. Following the completion of the sale, the director owned 19,962 shares in the company, valued at $4,391,640. This trade represents a 10.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders have sold a total of 5,154 shares of company stock valued at $1,100,148 in the last ninety days. Company insiders own 27.00% of the company’s stock.
RH Stock Down 9.0%
RH (NYSE:RH – Get Free Report) last announced its quarterly earnings data on Thursday, December 11th. The company reported $1.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.13 by ($0.42). RH had a negative return on equity of 161.72% and a net margin of 3.22%.The company had revenue of $883.81 million for the quarter, compared to the consensus estimate of $883.65 million. During the same quarter in the prior year, the company earned $2.48 EPS. The company’s revenue for the quarter was up 8.9% on a year-over-year basis. Analysts anticipate that RH will post 4.39 EPS for the current fiscal year.
Analyst Ratings Changes
Several research firms have recently weighed in on RH. Bank of America reduced their price objective on RH from $200.00 to $170.00 and set an “underperform” rating for the company in a research report on Friday, December 12th. KeyCorp restated a “sector weight” rating on shares of RH in a research note on Friday, December 12th. JPMorgan Chase & Co. decreased their price target on shares of RH from $275.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, December 19th. Telsey Advisory Group lowered their price objective on shares of RH from $220.00 to $185.00 and set a “market perform” rating on the stock in a report on Friday, December 12th. Finally, Morgan Stanley boosted their price objective on shares of RH from $250.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, RH currently has a consensus rating of “Hold” and a consensus target price of $231.19.
Get Our Latest Stock Analysis on RH
Key Headlines Impacting RH
Here are the key news stories impacting RH this week:
- Positive Sentiment: RH released its 2026 RH Interiors Spring Sourcebook — a nearly 600‑page product and lifestyle showcase that supports the brand’s premium positioning, can drive gallery traffic and full‑price sales, and reiterates management’s focus on design-led differentiation. RH UNVEILS 2026 INTERIORS SPRING SOURCEBOOK
- Neutral Sentiment: Recent headlines noted a sharp intraday jump in RH shares last Friday; that move was on very low volume and looks sentiment‑driven rather than fundamental, increasing short‑term volatility and the likelihood of profit‑taking this week. RH (NYSE:RH) Shares Up 9% – Time to Buy?
- Negative Sentiment: Negative local press about RH’s restaurant in Orange County (described as a “dining disaster” despite high revenue) could pressure the brand experience narrative; this matters for RH because restaurants and hospitality concepts are part of its gallery ecosystem and marketing strategy. Impact is likely reputational and localized, but may amplify investor nervousness. This gorgeous Orange County restaurant makes $10M a year. It’s terrible. One of Orange County’s most picturesque restaurants is a dining disaster
- Negative Sentiment: Underlying fundamentals remain a concern for some investors: RH’s last reported quarter missed EPS expectations, revenue was roughly inline, and the company carries heavy leverage and thin near‑term margins — factors that increase downside sensitivity if sentiment turns. (See company filings/earnings for details.)
RH Company Profile
RH, formerly Restoration Hardware, is a design-driven luxury retailer specializing in high-end home furnishings, décor, textiles, lighting and outdoor living products. The company offers a curated collection of furniture pieces—including seating, casegoods, beds and dining items—alongside rugs, art and decorative accessories. RH’s product lines are organized into distinct collections, each reflecting a cohesive design philosophy and premium craftsmanship aimed at the residential and hospitality markets.
Founded in 1979 in Eureka, California, by Stephen Gordon, Restoration Hardware began as a small warehouse in Northern California.
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