Hodges Capital Management Inc. Increases Stock Holdings in RH $RH

Hodges Capital Management Inc. lifted its position in RH (NYSE:RH) by 5.3% in the fourth quarter, HoldingsChannel reports. The firm owned 68,299 shares of the company’s stock after buying an additional 3,440 shares during the period. RH makes up about 1.1% of Hodges Capital Management Inc.’s portfolio, making the stock its 27th biggest holding. Hodges Capital Management Inc.’s holdings in RH were worth $12,236,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of RH. Durable Capital Partners LP lifted its position in RH by 125.1% in the second quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock valued at $122,119,000 after buying an additional 359,101 shares during the last quarter. Westfield Capital Management Co. LP acquired a new position in RH in the third quarter valued at about $67,632,000. Alliancebernstein L.P. lifted its position in RH by 66.1% in the third quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after buying an additional 228,229 shares during the last quarter. JPMorgan Chase & Co. lifted its position in RH by 388.7% in the third quarter. JPMorgan Chase & Co. now owns 265,271 shares of the company’s stock valued at $53,893,000 after buying an additional 210,991 shares during the last quarter. Finally, Alyeska Investment Group L.P. lifted its position in RH by 200.5% in the third quarter. Alyeska Investment Group L.P. now owns 297,694 shares of the company’s stock valued at $60,480,000 after buying an additional 198,615 shares during the last quarter. Hedge funds and other institutional investors own 90.17% of the company’s stock.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Several recent articles frame RH as a potential buy, suggesting some investors see value after the stock’s pullback and expect upside if results and guidance hold up.
• Positive Sentiment: RH’s brand and newer initiatives continue to draw interest, including coverage of RH Estates and its design-led expansion strategy, which could support longer-term growth sentiment. Article Title
• Neutral Sentiment: RH is set to report quarterly earnings, and investors are focused on whether the company can beat estimates and provide reassuring guidance. Article Title
• Neutral Sentiment: Coverage from Yahoo Finance and InsiderMonkey asked whether RH is a good stock to buy now, reflecting a broader debate rather than a clear new catalyst.
• Negative Sentiment: Analysts have flagged several headwinds heading into results, including housing weakness, tariffs, and elevated expansion costs tied to the company’s gallery growth and international buildout.
• Negative Sentiment: The latest earnings preview suggests investors are worried about near-term margin pressure and whether RH can offset softer demand conditions with better execution.

RH Stock Down 0.7%

Shares of RH opened at $149.08 on Thursday. The stock has a market capitalization of $2.82 billion, a PE ratio of 23.63, a P/E/G ratio of 2.68 and a beta of 1.91. RH has a 1 year low of $106.30 and a 1 year high of $257.00. The company has a debt-to-equity ratio of 51.28, a quick ratio of 0.31 and a current ratio of 1.19. The company’s 50-day simple moving average is $134.02 and its 200-day simple moving average is $162.81.

RH (NYSE:RH) last released its earnings results on Tuesday, March 31st. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $2.21 by ($0.68). RH had a negative return on equity of 567.82% and a net margin of 3.63%.The firm had revenue of $842.62 million for the quarter, compared to analysts’ expectations of $873.48 million. During the same quarter in the previous year, the company posted $1.58 earnings per share. The firm’s quarterly revenue was up 3.7% on a year-over-year basis. Analysts forecast that RH will post 5.49 earnings per share for the current fiscal year.

Insider Buying and Selling at RH

In related news, insider Eri Chaya sold 11,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total transaction of $1,517,120.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold 25,000 shares of company stock worth $3,370,440 in the last 90 days. 26.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have commented on RH shares. Weiss Ratings cut shares of RH from a “sell (d+)” rating to a “sell (d)” rating in a research report on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $240.00 target price on shares of RH in a research report on Monday, May 11th. UBS Group decreased their target price on shares of RH from $160.00 to $155.00 and set a “neutral” rating on the stock in a research report on Tuesday. Zacks Research cut shares of RH from a “hold” rating to a “strong sell” rating in a research report on Thursday, April 2nd. Finally, The Goldman Sachs Group decreased their target price on shares of RH from $101.00 to $88.00 and set a “sell” rating on the stock in a research report on Tuesday, April 7th. Seven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, RH presently has a consensus rating of “Hold” and an average target price of $174.80.

About RH

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.