Private Advisory Group LLC Sells 39,090 Shares of RH $RH

Private Advisory Group LLC lowered its stake in shares of RH (NYSE:RH) by 96.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,297 shares of the company’s stock after selling 39,090 shares during the quarter. Private Advisory Group LLC’s holdings in RH were worth $263,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. United Services Automobile Association bought a new stake in shares of RH during the first quarter valued at approximately $231,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in RH by 6.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 38,622 shares of the company’s stock worth $9,053,000 after buying an additional 2,244 shares in the last quarter. AlphaQuest LLC lifted its holdings in RH by 197.6% during the 2nd quarter. AlphaQuest LLC now owns 366 shares of the company’s stock worth $69,000 after buying an additional 243 shares in the last quarter. State of New Jersey Common Pension Fund D boosted its position in RH by 80.0% in the 2nd quarter. State of New Jersey Common Pension Fund D now owns 10,058 shares of the company’s stock valued at $1,901,000 after buying an additional 4,470 shares during the last quarter. Finally, Twin Lakes Capital Management LLC acquired a new stake in shares of RH in the 2nd quarter valued at $3,213,000. 90.17% of the stock is owned by institutional investors.

Insider Activity 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 stock was sold at an average price of $220.00, for a total transaction of $495,880.00. Following the sale, 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. In the last three months, insiders have sold 5,154 shares of company stock valued at $1,100,148. 27.00% of the stock is owned by corporate insiders.

RH Stock Performance

Shares of RH stock opened at $189.11 on Tuesday. The stock has a 50-day moving average of $202.06 and a 200-day moving average of $195.90. RH has a one year low of $123.03 and a one year high of $365.67. The stock has a market cap of $3.55 billion, a PE ratio of 34.14, a price-to-earnings-growth ratio of 0.87 and a beta of 2.11. 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 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 firm had revenue of $883.81 million during 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 firm’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.48 EPS. As a group, sell-side analysts expect that RH will post 4.39 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages have recently issued reports on RH. KeyCorp reaffirmed a “sector weight” rating on shares of RH in a research note on Friday, December 12th. Barclays dropped their price objective on RH from $385.00 to $283.00 and set an “overweight” rating for the company in a report on Monday, December 15th. Zacks Research upgraded shares of RH from a “strong sell” rating to a “hold” rating in a research report on Friday, February 13th. Zelman & Associates reiterated an “outperform” rating on shares of RH in a research report on Thursday, January 29th. Finally, Telsey Advisory Group dropped their price target on shares of RH from $220.00 to $185.00 and set a “market perform” rating for the company in a research note on Friday, December 12th. Eight equities 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. According to MarketBeat, RH currently has an average rating of “Hold” and a consensus target price of $231.19.

More RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH released its 2026 RH Interiors Spring Sourcebook — a nearly 600‑page product and lifestyle showcase that supports the brand’s premium positioning, can drive gallery traffic and full‑price sales, and reiterates management’s focus on design-led differentiation. RH UNVEILS 2026 INTERIORS SPRING SOURCEBOOK
• Neutral Sentiment: Recent headlines noted a sharp intraday jump in RH shares last Friday; that move was on very low volume and looks sentiment‑driven rather than fundamental, increasing short‑term volatility and the likelihood of profit‑taking this week. RH (NYSE:RH) Shares Up 9% – Time to Buy?
• Negative Sentiment: Negative local press about RH’s restaurant in Orange County (described as a “dining disaster” despite high revenue) could pressure the brand experience narrative; this matters for RH because restaurants and hospitality concepts are part of its gallery ecosystem and marketing strategy. Impact is likely reputational and localized, but may amplify investor nervousness. This gorgeous Orange County restaurant makes $10M a year. It’s terrible. One of Orange County’s most picturesque restaurants is a dining disaster
• Negative Sentiment: Underlying fundamentals remain a concern for some investors: RH’s last reported quarter missed EPS expectations, revenue was roughly inline, and the company carries heavy leverage and thin near‑term margins — factors that increase downside sensitivity if sentiment turns. (See company filings/earnings for details.)

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.