Integrated Financial Solutions Inc. Makes New $1.04 Million Investment in RH $RH

Integrated Financial Solutions Inc. purchased a new stake in shares of RH (NYSE:RH) during the third quarter, Holdings Channel.com reports. The fund purchased 5,480 shares of the company’s stock, valued at approximately $1,036,000. RH makes up about 0.8% of Integrated Financial Solutions Inc.’s investment portfolio, making the stock its 16th biggest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in RH. Arizona State Retirement System raised its stake in RH by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 4,434 shares of the company’s stock valued at $901,000 after acquiring an additional 62 shares during the period. Steward Partners Investment Advisory LLC raised its position in shares of RH by 12.0% in the second quarter. Steward Partners Investment Advisory LLC now owns 605 shares of the company’s stock valued at $114,000 after purchasing an additional 65 shares during the period. Davidson Kahn Capital Management LLC lifted its stake in shares of RH by 0.5% during the 3rd quarter. Davidson Kahn Capital Management LLC now owns 12,437 shares of the company’s stock valued at $2,531,000 after buying an additional 65 shares in the last quarter. US Bancorp DE boosted its holdings in RH by 30.8% in the 3rd quarter. US Bancorp DE now owns 416 shares of the company’s stock worth $85,000 after buying an additional 98 shares during the period. Finally, Teacher Retirement System of Texas grew its stake in RH by 4.6% in the 2nd quarter. Teacher Retirement System of Texas now owns 2,275 shares of the company’s stock valued at $430,000 after buying an additional 100 shares in the last quarter. Institutional investors own 90.17% of the company’s stock.

Key Headlines Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Revenue held up: RH reported revenue of $883.8M for the quarter, roughly in line with consensus and up ~8.9% year-over-year — a sign demand didn’t collapse even as profitability weakened.
• Neutral Sentiment: Street consensus is cautious: brokerages’ average rating is “Hold,” reflecting a wait-and-see stance from analysts as RH works through margin and balance-sheet issues. RH Receives Average Recommendation of “Hold” from Brokerages
• Negative Sentiment: Earnings miss and weak profitability: RH reported $1.71 EPS vs. consensus ~$2.13, with net margin near 3.2% and return on equity deeply negative — results indicate pressure on margins and profitability that prompted investor selling.
• Negative Sentiment: High leverage and tight liquidity: the company shows a very high debt-to-equity ratio (reported ~944) and low quick ratio (~0.26), elevating financial risk and increasing sensitivity to any sales or margin softness.
• Negative Sentiment: Technical and sentiment downside: recent coverage and market pieces call out the share slide and downdraft in sentiment; the stock is trading below both its 50‑day and 200‑day moving averages, which can accelerate outflows. RH Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Transactions at RH

In other RH 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 transaction, the director directly owned 19,962 shares in the company, valued at $4,391,640. This trade represents a 10.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold a total of 5,154 shares of company stock valued at $1,100,148 over the last ninety days. 27.00% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on RH shares. Stifel Nicolaus reaffirmed a “hold” rating and issued a $165.00 price target (down from $320.00) on shares of RH in a report on Friday, December 12th. KeyCorp reissued a “sector weight” rating on shares of RH in a report on Friday, December 12th. UBS Group reaffirmed a “neutral” rating on shares of RH in a report on Friday, December 12th. Robert W. Baird decreased their price target on RH from $235.00 to $180.00 and set a “neutral” rating on the stock in a research report on Friday, December 12th. Finally, Jefferies Financial Group restated a “hold” rating on shares of RH in a research report on Tuesday, January 27th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, RH presently has an average rating of “Hold” and an average price target of $231.19.

RH Trading Down 11.6%

Shares of RH stock opened at $164.93 on Friday. 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 has a 1 year low of $123.03 and a 1 year high of $331.77. The firm has a market cap of $3.10 billion, a PE ratio of 29.77, a PEG ratio of 0.78 and a beta of 2.12. The company has a 50 day simple moving average of $202.94 and a two-hundred day simple moving average of $195.23.

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

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.