Barclays PLC Grows Position in RH $RH

Barclays PLC raised its stake in shares of RH (NYSE:RH) by 93.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 146,247 shares of the company’s stock after purchasing an additional 70,702 shares during the period. Barclays PLC owned 0.78% of RH worth $29,712,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Orion Porfolio Solutions LLC purchased a new position in shares of RH in the 3rd quarter worth $573,000. Huntington National Bank increased its stake in RH by 87.8% during the third quarter. Huntington National Bank now owns 139 shares of the company’s stock worth $28,000 after acquiring an additional 65 shares during the last quarter. Integrated Financial Solutions Inc. purchased a new position in shares of RH in the 3rd quarter worth about $1,036,000. Westfield Capital Management Co. LP purchased a new position in shares of RH in the 3rd quarter worth about $67,632,000. Finally, Intech Investment Management LLC lifted its stake in shares of RH by 7.0% in the 3rd quarter. Intech Investment Management LLC now owns 7,790 shares of the company’s stock valued at $1,583,000 after purchasing an additional 510 shares in the last quarter. Institutional investors and hedge funds own 90.17% of the company’s stock.

Trending Headlines about RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Relative strength vs. market — Zacks notes RH climbed while the broader market fell, citing the stock’s outperformance as a possible technical/bargain-driven bounce. This reflects investor interest after recent price weakness. RH (RH) Ascends While Market Falls: Some Facts to Note
• Neutral Sentiment: Valuation/technical debate — A Yahoo piece asks whether the recent share-price slump creates a buying opportunity, highlighting RH’s one‑year low vs. high, a forward P/E near mid-20s, and elevated beta. This is more analyst/retail debate than new fundamental news; investors should weigh valuation against operational risks. Has The RH (RH) Share Price Slump Created A New Opportunity For Investors?
• Negative Sentiment: Fundamental headwinds called out — Another Yahoo report highlights ongoing pressure from weak housing demand and tariff-related cost risk that can squeeze margins and sales for RH’s high‑end home furnishings. This follows RH’s recent earnings miss (quarterly EPS $1.71 vs. $2.13 est.), slim net margins (~3.2%), very high reported debt-to-equity, and negative ROE — all factors that amplify downside if housing or input-cost trends worsen. RH Share Slide Highlights Pressure From Weak Housing And Tariff Risks

Insider Buying and Selling at RH

In related news, Director Mark S. Demilio sold 2,254 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $220.00, for a total value of $495,880.00. Following the transaction, the director directly owned 19,962 shares in the company, valued at approximately $4,391,640. This trade represents a 10.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Over the last quarter, insiders sold 5,154 shares of company stock valued at $1,100,148. 27.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Morgan Stanley boosted their target price on RH from $250.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Barclays cut their price target on shares of RH from $385.00 to $283.00 and set an “overweight” rating on the stock in a report on Monday, December 15th. Stifel Nicolaus reiterated a “hold” rating and set a $165.00 price objective (down from $320.00) on shares of RH in a research note on Friday, December 12th. Telsey Advisory Group dropped their price objective on shares of RH from $220.00 to $185.00 and set a “market perform” rating for the company in a research report on Friday, December 12th. Finally, TD Cowen lifted their target price on shares of RH from $200.00 to $265.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $231.19.

RH Trading Up 1.3%

RH stock opened at $143.16 on Wednesday. RH has a 12-month low of $123.03 and a 12-month high of $264.58. The stock has a market capitalization of $2.69 billion, a PE ratio of 25.84, a price-to-earnings-growth ratio of 0.59 and a beta of 2.14. The firm has a 50 day simple moving average of $198.21 and a 200-day simple moving average of $190.59. 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 posted its quarterly earnings data 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). The business had revenue of $883.81 million for the quarter, compared to the consensus estimate 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 quarter last year, the business posted $2.48 EPS. As a group, equities research analysts expect that RH will post 4.39 EPS for the current fiscal year.

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.