Eri Chaya Sells 11,000 Shares of RH (NYSE:RH) Stock

RH (NYSE:RH) insider Eri Chaya sold 11,000 shares of the stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total value of $1,517,120.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Eri Chaya also recently made the following trade(s):

• On Tuesday, March 24th, Eri Chaya sold 7,000 shares of RH stock. The shares were sold at an average price of $129.42, for a total transaction of $905,940.00.
• On Tuesday, March 17th, Eri Chaya sold 7,000 shares of RH stock. The shares were sold at an average price of $135.34, for a total transaction of $947,380.00.

RH Stock Performance

NYSE:RH traded up $0.02 during trading hours on Thursday, reaching $112.87. 720,157 shares of the company’s stock were exchanged, compared to its average volume of 1,238,184. RH has a 1-year low of $106.30 and a 1-year high of $257.00. The company has a quick ratio of 0.26, a current ratio of 1.19 and a debt-to-equity ratio of 944.39. The firm has a market capitalization of $2.12 billion, a price-to-earnings ratio of 17.94, a P/E/G ratio of 0.58 and a beta of 2.14. The company has a 50-day moving average of $172.49 and a 200 day moving average of $179.95.

RH (NYSE:RH) last posted its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 EPS for the quarter, missing analysts’ consensus estimates of $2.21 by ($0.68). RH had a net margin of 3.63% and a negative return on equity of 251.87%. The business had revenue of $842.62 million during the quarter, compared to analyst estimates of $873.48 million. During the same quarter in the prior year, the firm posted $1.58 earnings per share. The company’s revenue for the quarter was up 3.7% compared to the same quarter last year. Research analysts anticipate that RH will post 4.39 EPS for the current year.

Key Headlines Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Certain sell‑side investors remain constructive: Guggenheim kept a “Buy” rating while lowering its price target to $200, signaling some firms still view RH as a recovery / long‑term opportunity. Guggenheim lowers price target on RH to 200 from 275, keeps buy rating
• Positive Sentiment: RH is pushing a multi‑year growth plan — management reinforced a target of roughly $5.4B–$5.8B revenue by 2030 and is investing in global expansion and leadership hires, which supports the bull case for recovery if demand stabilizes. RH Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Q4 snapshot: revenue rose modestly year‑over‑year but RH missed both top and bottom-line expectations (adjusted EPS $1.53 vs. ~ $2.21 est; revenue ~$842.6M vs. ~$873.5M est.), a primary trigger for the selloff. RH stock tanks as fourth quarter results miss on the top and bottom lines
• Negative Sentiment: Management issued cautious FY26/near‑term guidance: revenue growth of ~4%–8% and EBITDA margin guidance implying compression as RH spends on expansion and pre‑open costs — the outlook lowers near‑term earnings visibility. RH sinks 22% after Q4 earnings miss and softer fiscal 2026 outlook
• Negative Sentiment: Operational headwinds: management cited tariff‑related sourcing/backorder costs (~$30M) and adverse weather (~$10M) that compressed gross margins — a reminder of near‑term margin risk. RH stock: 4 under the surface updates that warrant buying the dip
• Negative Sentiment: Macro demand risk: CEO warned of a worsening housing market as mortgage applications fell ~10.4% on rising rates — weaker housing activity disproportionately pressures high‑end home‑furnishings sales. RH CEO Warns Of ‘Most Dire’ Housing Market As Mortgage Applications Tumble On Rising Rates
• Negative Sentiment: Follow‑on selling and legal risk: multiple analysts slashed forecasts/targets after the miss and several outlets report a shareholder law‑firm inquiry into potential investor claims, adding near‑term downside pressure. These Analysts Slash Their Forecasts On RH After Downbeat Q4 Results RH Shareholders Are Encouraged to Reach Out to Johnson Fistel

Analyst Ratings Changes

A number of research firms have weighed in on RH. KeyCorp reaffirmed a “sector weight” rating on shares of RH in a research report on Friday, December 12th. Morgan Stanley lowered their price objective on RH from $275.00 to $240.00 and set an “overweight” rating on the stock in a report on Wednesday. Robert W. Baird reduced their price target on RH from $235.00 to $180.00 and set a “neutral” rating for the company in a report on Friday, December 12th. TD Cowen reduced their target price on RH from $265.00 to $200.00 and set a “buy” rating for the company in a report on Monday. Finally, Guggenheim lowered their price target on shares of RH from $275.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday. Seven analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, RH has an average rating of “Hold” and a consensus target price of $186.00.

Institutional Investors Weigh In On RH

Institutional investors and hedge funds have recently modified their holdings of the company. Clearstead Advisors LLC raised its holdings in RH by 713.3% during the third quarter. Clearstead Advisors LLC now owns 122 shares of the company’s stock worth $25,000 after purchasing an additional 107 shares during the last quarter. Huntington National Bank increased its position in shares of RH by 87.8% in the third quarter. Huntington National Bank now owns 139 shares of the company’s stock valued at $28,000 after buying an additional 65 shares in the last quarter. Harvest Fund Management Co. Ltd purchased a new position in shares of RH in the third quarter valued at $30,000. Advisory Services Network LLC acquired a new stake in RH in the 3rd quarter valued at about $31,000. Finally, Wilmington Savings Fund Society FSB increased its position in RH by 200.0% during the fourth quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock worth $31,000 after buying an additional 116 shares in the last quarter. Institutional investors and hedge funds own 90.17% of the company’s stock.

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.