Insider Selling: RH (NYSE:RH) Director Sells $440,200.00 in Stock

RH (NYSE:RH) Director Mark Demilio sold 2,000 shares of the stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $220.10, for a total transaction of $440,200.00. Following the completion of the sale, the director directly owned 22,216 shares in the company, valued at $4,889,741.60. This trade represents a 8.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

RH Stock Up 4.3%

Shares of NYSE:RH opened at $233.11 on Friday. The firm has a market capitalization of $4.38 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 1.74 and a beta of 2.09. The business has a 50 day simple moving average of $174.49 and a two-hundred day simple moving average of $195.56. RH has a 1 year low of $123.03 and a 1 year high of $455.84. The company has a debt-to-equity ratio of 944.39, a current ratio of 1.19 and a quick ratio of 0.26.

RH (NYSE:RH) last issued its quarterly earnings results on Thursday, December 11th. The company reported $1.71 earnings per share for the quarter, missing the consensus estimate of $2.13 by ($0.42). RH had a negative return on equity of 161.72% and a net margin of 3.22%.The business had revenue of $883.81 million during the quarter, compared to analysts’ expectations of $883.65 million. During the same quarter in the previous year, the company posted $2.48 earnings per share. The company’s quarterly revenue was up 8.9% compared to the same quarter last year. On average, equities analysts predict that RH will post 4.39 EPS for the current year.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Morgan Stanley set a new $275 price target for RH, a material upside to recent consensus targets and a near‑term catalyst supporting investor optimism. New Analyst Forecast: $RH Given $275 Price Target
• Positive Sentiment: Revenue growth remains intact — most recent quarterly revenue was up roughly 8–9% year‑over‑year and came roughly in line with estimates, supporting the case for top‑line recovery and multiple re‑rating. Quarterly revenue and analyst note
• Neutral Sentiment: The analyst picture is mixed: while some firms have raised targets, the six‑month range of estimates is wide and the median target sits near $200 — one high target lifts sentiment but consensus is still split.
• Neutral Sentiment: Institutional activity is mixed with large buys and sells reported across funds; that can amplify intraday moves but doesn’t provide a clear directional signal for fundamentals.
• Negative Sentiment: RH missed on the last quarterly EPS (reported $1.71 vs. ~$2.13 consensus) and continues to show a weak return on equity and high reported leverage — fundamentals that cap upside unless margins improve.
• Negative Sentiment: Insider selling — director Mark Demilio disclosed multiple sales (~2k+ shares at roughly $220) this week, a signal some investors interpret as reduced insider conviction. RH Director Sells $440,200.00 in Stock

Institutional Investors Weigh In On RH

Several institutional investors have recently bought and sold shares of the company. Durable Capital Partners LP increased its position in 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 buying an additional 359,101 shares in the last quarter. Westfield Capital Management Co. LP purchased a new position in shares of RH in the third quarter worth $67,632,000. Senvest Management LLC lifted its stake in shares of RH by 54.6% during the second quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock worth $138,713,000 after buying an additional 259,200 shares during the period. Alliancebernstein L.P. grew its holdings in shares of RH by 66.1% during 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. Finally, JPMorgan Chase & Co. increased its position in shares of RH by 388.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 265,271 shares of the company’s stock valued at $53,893,000 after acquiring an additional 210,991 shares during the period. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Stifel Nicolaus restated a “hold” rating and issued a $165.00 price target (down from $320.00) on shares of RH in a report on Friday, December 12th. Bank of America dropped their target price on shares of RH from $200.00 to $170.00 and set an “underperform” rating on the stock in a research note on Friday, December 12th. Morgan Stanley raised their target price on shares of RH from $250.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday. UBS Group reiterated a “neutral” rating on shares of RH in a report on Friday, December 12th. Finally, Zacks Research downgraded RH from a “hold” rating to a “strong sell” rating in a report on Tuesday, December 30th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $227.13.

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.