Altfest L J & Co. Inc. Makes New $755,000 Investment in RH $RH

Altfest L J & Co. Inc. acquired a new position in shares of RH (NYSE:RH) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 4,217 shares of the company’s stock, valued at approximately $755,000.

Other hedge funds also recently added to or reduced their stakes in the company. Durable Capital Partners LP raised its holdings in shares of RH by 125.1% during the second quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after purchasing an additional 359,101 shares during the period. Alliancebernstein L.P. raised 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 worth $116,546,000 after purchasing an additional 228,229 shares during the period. Two Sigma Investments LP raised its holdings in shares of RH by 40.9% during the third quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock worth $72,953,000 after purchasing an additional 104,154 shares during the period. Westfield Capital Management Co. LP acquired a new stake in shares of RH during the third quarter worth $67,632,000. Finally, Alyeska Investment Group L.P. raised its holdings in shares of RH by 200.5% during the third quarter. Alyeska Investment Group L.P. now owns 297,694 shares of the company’s stock worth $60,480,000 after purchasing an additional 198,615 shares during the period. 90.17% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Some investors and commentators see RH as a potential value buy after a roughly 37.5% share-price drop, which could attract bargain hunters and support a bounce. Is RH (RH) A Value Opportunity After A 37.5% Share Price Decline?
• Neutral Sentiment: RH updated FY-2026 revenue guidance to a range of about $3.6B–$3.7B (roughly in line with consensus at the midpoint), which reduces uncertainty on full-year outlook but leaves EPS guidance unspecified in the release.
• Negative Sentiment: RH’s Q1-2026 revenue guidance ($781.4M–$797.7M) is well below the sell‑side consensus (~$878M), signaling weaker near-term sales and likely contributing to downward pressure on sentiment and valuations.
• Negative Sentiment: An investor class-action investigation has been announced by Pomerantz LLP, which can increase legal risk, create headline volatility, and pressure the stock while inquiries proceed. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of RH – RH
• Negative Sentiment: Recent analyst commentary has been bearish — including a pessimistic forecast reported by market news outlets — adding pressure on sentiment and likely keeping downward bias among some institutional holders. The Goldman Sachs Group Issues Pessimistic Forecast for RH (NYSE:RH) Stock Price
• Negative Sentiment: RH missed its most recent quarterly EPS and revenue expectations (reported March 31), and its profitability metrics remain under pressure, which continues to weigh on investor confidence.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on RH shares. Barclays dropped their target price on shares of RH from $283.00 to $202.00 and set an “overweight” rating on the stock in a report on Thursday, April 2nd. Telsey Advisory Group dropped their target price on shares of RH from $165.00 to $140.00 and set a “market perform” rating on the stock in a report on Wednesday, April 1st. The Goldman Sachs Group dropped their target price on shares of RH from $101.00 to $88.00 and set a “sell” rating on the stock in a report on Tuesday, April 7th. Wells Fargo & Company dropped their target price on shares of RH from $225.00 to $180.00 and set an “overweight” rating on the stock in a report on Wednesday, April 1st. Finally, UBS Group dropped their price objective on shares of RH from $188.00 to $160.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th. Seven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, RH currently has an average rating of “Hold” and an average target price of $176.47.

RH Stock Down 0.1%

RH stock opened at $125.51 on Monday. The company has a quick ratio of 0.31, a current ratio of 1.19 and a debt-to-equity ratio of 51.28. RH has a fifty-two week low of $106.30 and a fifty-two week high of $257.00. The firm’s 50-day simple moving average is $159.16 and its 200 day simple moving average is $174.44. The stock has a market cap of $2.36 billion, a PE ratio of 19.89, a price-to-earnings-growth ratio of 1.71 and a beta of 2.10.

RH (NYSE:RH) last released its quarterly earnings data on Tuesday, March 31st. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $2.21 by ($0.68). RH had a negative return on equity of 567.82% and a net margin of 3.63%.The firm had revenue of $842.62 million during the quarter, compared to analyst estimates of $873.48 million. During the same period last year, the business earned $1.58 EPS. The firm’s revenue was up 3.7% on a year-over-year basis. As a group, sell-side analysts predict that RH will post 4.39 EPS for the current year.

Insider Transactions at RH

In related news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total value of $495,880.00. Following the completion of the transaction, the director owned 19,962 shares in the company, valued at $4,391,640. This represents a 10.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Eri Chaya sold 11,000 shares of the stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total transaction of $1,517,120.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 29,254 shares of company stock valued at $4,306,520 in the last quarter. 27.00% of the stock is currently owned by insiders.

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.