RH $RH is Senvest Management LLC’s 8th Largest Position

Senvest Management LLC cut its stake in shares of RH (NYSE:RH) by 24.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 636,219 shares of the company’s stock after selling 206,358 shares during the quarter. RH accounts for approximately 3.0% of Senvest Management LLC’s holdings, making the stock its 8th biggest position. Senvest Management LLC’s holdings in RH were worth $88,956,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harvest Fund Management Co. Ltd acquired a new position in RH in the 3rd quarter valued at $30,000. Wilmington Savings Fund Society FSB lifted its stake in shares of RH by 200.0% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock worth $31,000 after acquiring an additional 116 shares during the period. Advisory Services Network LLC acquired a new stake in shares of RH in the 3rd quarter worth $31,000. Modus Advisors LLC purchased a new stake in shares of RH in the fourth quarter valued at about $34,000. Finally, Geneos Wealth Management Inc. purchased a new stake in shares of RH in the first quarter valued at about $42,000. 90.17% of the stock is currently owned by hedge funds and other institutional investors.

RH Stock Performance

NYSE:RH opened at $174.61 on Friday. The company has a quick ratio of 0.32, a current ratio of 1.13 and a debt-to-equity ratio of 54.96. RH has a fifty-two week low of $106.30 and a fifty-two week high of $257.00. The stock has a market cap of $3.30 billion, a PE ratio of 33.71, a price-to-earnings-growth ratio of 3.81 and a beta of 1.88. The firm’s fifty day simple moving average is $156.38 and its 200-day simple moving average is $161.98.

RH (NYSE:RH) last announced its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) EPS for the quarter, beating the consensus estimate of ($2.12) by $0.15. The firm had revenue of $800.33 million during the quarter, compared to analysts’ expectations of $792.55 million. RH had a net margin of 3.01% and a return on equity of 423.79%. The business’s revenue for the quarter was down 1.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.13 earnings per share. Analysts expect that RH will post 4.27 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on RH shares. Stifel Nicolaus increased their price target on shares of RH from $110.00 to $130.00 and gave the stock a “hold” rating in a report on Friday, June 12th. UBS Group lowered their price objective on RH from $160.00 to $155.00 and set a “neutral” rating on the stock in a report on Tuesday, June 9th. Guggenheim reiterated a “buy” rating and set a $200.00 target price on shares of RH in a research report on Friday, June 12th. BNP Paribas Exane cut their target price on RH from $130.00 to $96.00 and set a “strong sell” rating for the company in a research note on Wednesday, April 1st. Finally, Citigroup increased their target price on RH from $150.00 to $166.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Seven investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $171.71.

Insider Buying and Selling at RH

In other news, Director Carlos Alberini purchased 11,388 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were acquired at an average price of $160.90 per share, for a total transaction of $1,832,329.20. Following the acquisition, the director directly owned 32,190 shares in the company, valued at approximately $5,179,371. The trade was a 54.74% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gary G. Friedman sold 69,069 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $169.48, for a total value of $11,705,814.12. Following the completion of the transaction, the chief executive officer directly owned 3,282,268 shares of the company’s stock, valued at $556,278,780.64. The trade was a 2.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 132,749 shares of company stock valued at $21,856,812. Corporate insiders own 26.90% of the company’s stock.

Key RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: William Blair reiterated a Buy rating on RH, citing strengthening fundamentals and a multiyear profit growth outlook, which can help support investor confidence. Robert Half Wins Buy Rating on Strengthening Fundamentals and Multiyear Profit Growth Outlook
• Positive Sentiment: RH announced two leadership moves, including the promotion of Sandy Pilon to Chief Customer Experience & Values Officer and the appointment of Ryan Hassanein as Chief Legal & Compliance Officer, suggesting continued internal investment in operations and governance. RH Announces the Promotion of Sandy Pilon to Chief Customer Experience & Values Officer
• Neutral Sentiment: RH did not release new financial results in the highlighted items, so near-term trading is likely being driven more by analyst commentary and management changes than by a fresh earnings update.
• Negative Sentiment: Investors may still be weighing RH’s recent softer earnings picture, including revenue down 1.7% year over year and EPS of ($1.97), even though both figures beat expectations. This can limit upside if the market focuses on margin pressure and slower growth.

RH 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.