Cibc World Market Inc. Grows Holdings in RH $RH

Cibc World Market Inc. grew its position in RH (NYSE:RH) by 61.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,679 shares of the company’s stock after acquiring an additional 5,586 shares during the period. Cibc World Market Inc. owned about 0.08% of RH worth $2,982,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Quinn Opportunity Partners LLC purchased a new stake in shares of RH during the second quarter worth approximately $378,000. Norges Bank acquired a new stake in RH during the 2nd quarter worth $29,083,000. Senvest Management LLC grew its holdings 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 in the last quarter. Greatmark Investment Partners Inc. grew its holdings in shares of RH by 8.6% during the third quarter. Greatmark Investment Partners Inc. now owns 81,015 shares of the company’s stock worth $16,459,000 after buying an additional 6,412 shares in the last quarter. Finally, Twin Lakes Capital Management LLC acquired a new stake in shares of RH in the second quarter valued at about $3,213,000. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at RH

In related news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total transaction of $495,880.00. Following the completion of the transaction, the director owned 19,962 shares of the company’s stock, valued at approximately $4,391,640. This trade represents a 10.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold 5,154 shares of company stock worth $1,100,148 in the last ninety days. 27.00% of the stock is owned by company insiders.

RH Trading Up 5.1%

Shares of RH stock opened at $205.15 on Monday. The stock has a 50 day moving average of $196.52 and a 200 day moving average of $196.18. The company has a debt-to-equity ratio of 944.39, a quick ratio of 0.26 and a current ratio of 1.19. The firm has a market capitalization of $3.85 billion, a price-to-earnings ratio of 37.03, a PEG ratio of 0.86 and a beta of 2.11. RH has a fifty-two week low of $123.03 and a fifty-two week high of $389.25.

RH (NYSE:RH) last announced its quarterly earnings results on Thursday, December 11th. The company reported $1.71 EPS for the quarter, missing the consensus estimate of $2.13 by ($0.42). The business had revenue of $883.81 million during the quarter, compared to analyst estimates of $883.65 million. RH had a net margin of 3.22% and a negative return on equity of 161.72%. The business’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period last year, the company earned $2.48 EPS. As a group, research analysts predict that RH will post 4.39 earnings per share for the current year.

More RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: Technical and market context supports a short-term bounce: RH is trading around its 50- and 200-day moving averages (~$195) after a long period of volatility, and today’s intraday strength suggests momentum/rotation into consumer discretionary names. (Background: RH price & technicals)
• Neutral Sentiment: No direct mention of RH in recent institutional filings — Rhumbline Advisers’ large portfolio changes and new positions (e.g., SOLS, Q, LXP) are notable for institutional flows but don’t show a new or enlarged RH stake, so these filings are unlikely to be the driver of RH’s move. Fund Update: RHUMBLINE ADVISERS Just Disclosed New Holdings
• Neutral Sentiment: Broader market / sector items in the feed (e.g., CRH buyback announcements) could indirectly support cyclical and housing-related names, but these are peripheral to RH’s core retail/furnishings business and not a clear direct catalyst. CRH Advances $300 Million Share Buyback
• Negative Sentiment: Company fundamentals remain a caution: RH reported an EPS miss in December (Q3/FY quarter) and carries a very high debt-to-equity ratio, along with thin liquidity ratios — factors that increase downside risk if consumer demand softens. Analysts still expect ~4.39 EPS for the fiscal year, but the recent earnings miss keeps execution risk elevated. RH Price & Earnings Background

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on RH. Jefferies Financial Group restated a “hold” rating on shares of RH in a research report on Tuesday, January 27th. UBS Group restated a “neutral” rating on shares of RH in a report on Friday, December 12th. Zacks Research cut RH from a “hold” rating to a “strong sell” rating in a report on Tuesday, December 30th. Zelman & Associates reissued an “outperform” rating on shares of RH in a research note on Thursday, January 29th. Finally, Bank of America dropped their target price on RH from $200.00 to $170.00 and set an “underperform” rating for the company in a report on Friday, December 12th. Eight research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $231.19.

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.