25,619 Shares in RH $RH Acquired by Jupiter Topco LLC

Jupiter Topco LLC bought a new position in RH (NYSE:RH) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 25,619 shares of the company’s stock, valued at approximately $4,221,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. BlackRock Inc. boosted its holdings in shares of RH by 41.7% during the 2nd quarter. BlackRock Inc. now owns 1,978,271 shares of the company’s stock worth $325,881,000 after buying an additional 581,710 shares in the last quarter. Senvest Management LLC increased its stake in shares of RH by 30.1% in the 4th quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock valued at $150,948,000 after acquiring an additional 194,773 shares in the last quarter. Durable Capital Partners LP lifted its position in shares of RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock valued at $122,119,000 after acquiring an additional 359,101 shares during the period. Alliancebernstein L.P. lifted its position in shares of RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after acquiring an additional 228,229 shares during the period. Finally, Two Sigma Investments LP boosted its stake in RH by 40.9% during the third quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock worth $72,953,000 after acquiring an additional 104,154 shares in the last quarter. 90.17% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on RH shares. Weiss Ratings reaffirmed a “sell (d)” rating on shares of RH in a research note on Friday, July 24th. Guggenheim reissued a “buy” rating and set a $200.00 price objective on shares of RH in a research report on Friday, June 12th. JPMorgan Chase & Co. reduced their target price on RH from $225.00 to $212.00 and set an “overweight” rating for the company in a research note on Monday, August 17th. KeyCorp reaffirmed a “sector weight” rating on shares of RH in a research report on Friday, June 12th. Finally, UBS Group dropped their price target on RH from $160.00 to $155.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 9th. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $173.36.

RH Stock Performance

NYSE RH opened at $144.51 on Wednesday. The company has a market cap of $2.73 billion, a P/E ratio of 27.90, a PEG ratio of 3.55 and a beta of 1.86. The company has a fifty day simple moving average of $169.62 and a 200 day simple moving average of $153.26. The company has a current ratio of 1.13, a quick ratio of 0.32 and a debt-to-equity ratio of 54.96. RH has a 12-month low of $106.30 and a 12-month high of $257.00.

RH (NYSE:RH) last released its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) earnings per share for the quarter, topping the consensus estimate of ($2.12) by $0.15. The firm had revenue of $800.33 million for the quarter, compared to the consensus estimate of $792.55 million. RH had a net margin of 3.01% and a return on equity of 423.79%. The business’s revenue was down 1.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.13 earnings per share. Sell-side analysts predict that RH will post 4.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Gary G. Friedman sold 48,238 shares of the company’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $158.66, for a total value of $7,653,441.08. Following the sale, the chief executive officer owned 3,226,337 shares in the company, valued at $511,890,628.42. This represents a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark S. Demilio sold 2,445 shares of the firm’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $168.44, for a total transaction of $411,835.80. Following the completion of the transaction, the director directly owned 25,680 shares in the company, valued at approximately $4,325,539.20. The trade was a 8.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 132,749 shares of company stock worth $21,856,812 in the last quarter. Insiders own 26.90% of the company’s stock.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Neutral Sentiment: RH’s most recent quarterly results were mixed: revenue of $800.3 million exceeded estimates, and its adjusted loss was narrower than expected, but sales declined 1.7% year over year and the company remained unprofitable for the quarter. Its high beta indicates the stock can be particularly sensitive to broader market and consumer-discretionary sentiment.
• Negative Sentiment: The stock’s sharper decline than the overall market suggests investors may be reducing exposure to RH amid concerns about luxury-home demand, valuation, and execution. Shares remain below their 50-day moving average, reinforcing near-term technical pressure. Here’s Why RH Fell More Than Broader Market

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.