Key Points
- RH director Mark Demilio sold 2,000 shares at an average price of $220.10 on Jan. 13 for a total of $440,200, reducing his holding by 8.26% to 22,216 shares (about $4.89M); the transaction was disclosed in an SEC filing.
- Mixed fundamentals: RH missed quarterly EPS ($1.71 vs. $2.13 consensus) even as revenue rose ~8.9% year‑over‑year, and the company shows a weak return on equity and very high leverage (debt‑to‑equity ~944), presenting margin and risk concerns.
- Analyst and market sentiment is split: Morgan Stanley raised a $275 price target supporting the stock, but the consensus target is about $227 with ratings split (9 Buy, 8 Hold, 4 Sell); RH trades near $223 within a 12‑month range of $123–$455.
RH (NYSE:RH - Get Free Report) Director Mark Demilio sold 2,000 shares of RH stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $220.10, for a total transaction of $440,200.00. Following the completion of the sale, the director owned 22,216 shares in the company, valued at approximately $4,889,741.60. This trade represents a 8.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
RH Stock Up 2.9%
Shares of NYSE RH opened at $223.54 on Friday. The firm has a fifty day simple moving average of $173.07 and a two-hundred day simple moving average of $195.28. RH has a 12 month low of $123.03 and a 12 month high of $455.84. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. The firm has a market capitalization of $4.20 billion, a PE ratio of 40.35, a price-to-earnings-growth ratio of 1.63 and a beta of 2.09.
RH (NYSE:RH - Get Free Report) last announced its earnings results on Thursday, December 11th. The company reported $1.71 earnings per share for the quarter, missing analysts' consensus estimates of $2.13 by ($0.42). RH had a net margin of 3.22% and a negative return on equity of 161.72%. The company had revenue of $883.81 million for the quarter, compared to the consensus estimate of $883.65 million. During the same period in the previous year, the firm posted $2.48 EPS. The company's revenue for the quarter was up 8.9% on a year-over-year basis. Equities analysts expect that RH will post 4.39 earnings per share for the current year.
Key RH News
Here are the key news stories impacting RH this week:
- Positive Sentiment: Morgan Stanley analyst Simeon Gutman set a $275 price target for RH, well above several recent targets and the recent consensus median — this upgrade is a clear near‑term catalyst supporting the stock. Article Title
- Positive Sentiment: RH’s revenue growth remains intact: quarterly revenue was up ~8–9% year‑over‑year and roughly in line with estimates, which underpins the bull case for continued top‑line recovery (supports higher analyst targets and multiple expansion).
- Neutral Sentiment: The analyst landscape is mixed — QuiverQuant shows a six‑month median price target near $200 and a wide range of estimates (roughly $144 to $283), so while one high target helps sentiment, consensus is still split. Article Title
- Neutral Sentiment: Institutional activity is mixed — the Quiver summary notes sizable portfolio moves both adding and removing RH shares among hedge funds, which can amplify intraday volatility but doesn’t give a clear directional signal.
- Negative Sentiment: Recent quarterly EPS missed expectations (reported $1.71 vs. $2.13 consensus) and RH still shows a weak return on equity and very high reported leverage — fundamentals that keep downside risk if margins don’t improve.
- Negative Sentiment: Insider selling has occurred (executive sales reported in the Quiver summary), which investors often view as a modest negative signal on near‑term insider conviction. Article Title
Institutional Investors Weigh In On RH
Several institutional investors and hedge funds have recently made changes to their positions in the company. Fulton Bank N.A. raised its holdings in RH by 179.0% in the 4th quarter. Fulton Bank N.A. now owns 3,155 shares of the company's stock worth $565,000 after acquiring an additional 2,024 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of RH by 44.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,901 shares of the company's stock worth $341,000 after purchasing an additional 588 shares in the last quarter. IFP Advisors Inc purchased a new position in shares of RH in the third quarter worth $304,000. JPMorgan Chase & Co. raised its stake in shares of RH by 388.7% in the third quarter. JPMorgan Chase & Co. now owns 265,271 shares of the company's stock worth $53,893,000 after purchasing an additional 210,991 shares during the last quarter. Finally, Advisory Services Network LLC bought a new position in shares of RH during the third quarter valued at $31,000. Institutional investors own 90.17% of the company's stock.
Wall Street Analysts Forecast Growth
A number of equities analysts have issued reports on RH shares. Weiss Ratings reiterated a "sell (d+)" rating on shares of RH in a report on Wednesday, December 24th. Zacks Research lowered shares of RH from a "hold" rating to a "strong sell" rating in a research note on Tuesday, December 30th. William Blair cut shares of RH from an "outperform" rating to a "market perform" rating in a research report on Thursday, October 2nd. JPMorgan Chase & Co. cut their price objective on shares of RH from $275.00 to $225.00 and set an "overweight" rating on the stock in a report on Friday, December 19th. Finally, Barclays lowered their target price on shares of RH from $385.00 to $283.00 and set an "overweight" rating for the company in a report on Monday, December 15th. Nine research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, RH presently has a consensus rating of "Hold" and a consensus target price of $227.13.
View Our Latest Stock Report on RH
RH Company Profile
(
Get Free Report)
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.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
