RH (NYSE:RH – Free Report) had its price objective lowered by BNP Paribas Exane from $130.00 to $96.00 in a research note published on Wednesday,Benzinga reports. The brokerage currently has an underperform rating on the stock.
A number of other equities analysts have also weighed in on RH. Stifel Nicolaus reiterated a “hold” rating and set a $165.00 target price (down from $320.00) on shares of RH in a research report on Friday, December 12th. Wells Fargo & Company lowered their price target on shares of RH from $225.00 to $180.00 and set an “overweight” rating on the stock in a research report on Wednesday. Telsey Advisory Group dropped their price target on shares of RH from $165.00 to $140.00 and set a “market perform” rating on the stock in a research note on Wednesday. Zelman & Associates reaffirmed an “outperform” rating on shares of RH in a report on Thursday, January 29th. Finally, KeyCorp reiterated a “sector weight” rating on shares of RH in a research note on Friday, December 12th. Seven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $191.06.
RH Stock Performance
RH (NYSE:RH – Get Free Report) last posted its quarterly earnings results on Tuesday, March 31st. The company reported $1.53 earnings per share for the quarter, missing the consensus estimate of $2.21 by ($0.68). RH had a negative return on equity of 251.87% and a net margin of 3.63%.The firm had revenue of $842.62 million for the quarter, compared to the consensus estimate of $873.48 million. During the same quarter in the previous year, the company posted $1.58 EPS. The firm’s revenue was up 3.7% compared to the same quarter last year. On average, equities research analysts forecast that RH will post 4.39 EPS for the current year.
Insider Activity
In other news, insider Eri Chaya sold 7,000 shares of the company’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $129.42, for a total transaction of $905,940.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total transaction of $495,880.00. Following the completion of the sale, the director directly owned 19,962 shares in the company, valued at approximately $4,391,640. The trade was a 10.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 18,254 shares of company stock worth $2,789,400. Company insiders own 27.00% of the company’s stock.
Institutional Trading of RH
A number of hedge funds and other institutional investors have recently bought and sold shares of RH. Hsbc Holdings PLC lifted its stake in RH by 41.5% in the 4th quarter. Hsbc Holdings PLC now owns 5,649 shares of the company’s stock worth $1,015,000 after purchasing an additional 1,656 shares in the last quarter. Rockefeller Capital Management L.P. grew its position in shares of RH by 37.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 133,676 shares of the company’s stock valued at $23,948,000 after purchasing an additional 36,691 shares in the last quarter. Corient Private Wealth LLC purchased a new position in shares of RH during the 4th quarter valued at $287,000. Invesco Ltd. increased its holdings in shares of RH by 29.3% in the fourth quarter. Invesco Ltd. now owns 37,409 shares of the company’s stock worth $6,702,000 after purchasing an additional 8,468 shares during the period. Finally, Alberta Investment Management Corp purchased a new stake in shares of RH in the fourth quarter worth $1,397,000. Institutional investors own 90.17% of the company’s stock.
Key RH News
Here are the key news stories impacting RH this week:
- Positive Sentiment: Some sell-side supporters remain constructive on RH’s long-term opportunity — several firms kept buy/overweight ratings even after lowering targets (Guggenheim kept a Buy while cutting its target to $200; Morgan Stanley remains overweight with a $240 target). Guggenheim Lowers Price Target
- Positive Sentiment: Management reiterated multi-year growth ambitions (targeting roughly $5.4B–$5.8B revenue by 2030), signaling a strategic plan for scale that some investors view as a reason to buy the dip. Long-Term Revenue Target
- Neutral Sentiment: Company posted full Q4 results and held an earnings call; investors can review the release and transcript for management’s color on sourcing, store openings and margin drivers. RH Q4 Press Release
- Negative Sentiment: Q4 adjusted EPS of $1.53 missed consensus (~$2.21) and revenue of $842.6M missed estimates, triggering the initial selloff. Q4 Results Miss
- Negative Sentiment: Guidance and margin pressure: RH signaled FY26 revenue growth of ~4%–8% and adjusted EBITDA margin of ~14%–16%, and flagged a Q1 revenue decline (~2%–4%) as it funds expansion — a softer near-term outlook that disappointed the street. Guidance Reaction
- Negative Sentiment: Tariffs and weather hit margins — management said sourcing/tariff-related disruptions reduced Q4 revenue by roughly $30M and adverse weather another ~$10M; gross margin contracted ~180–190 bps. Tariff & Weather Impact
- Negative Sentiment: Analysts rapidly cut targets and trimmed forecasts after the print, amplifying selling pressure (multiple notes and target downgrades reported across outlets). Analyst Cuts
- Negative Sentiment: Heightened legal and balance-sheet risk: a shareholder law firm announced an inquiry into potential claims, and RH’s reported leverage and negative return-on-equity figures increase financial risk perception. Shareholder Inquiry
About RH
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.
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