RH (NYSE:RH) Director Mark Demilio Sells 400 Shares of Stock

RH (NYSE:RH) Director Mark Demilio sold 400 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $180.17, for a total transaction of $72,068.00. Following the completion of the transaction, the director directly owned 23,716 shares in the company, valued at $4,272,911.72. This represents a 1.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

RH Stock Up 7.9%

Shares of NYSE RH opened at $193.39 on Friday. The stock’s fifty day simple moving average is $165.90 and its two-hundred day simple moving average is $193.64. RH has a 12-month low of $123.03 and a 12-month high of $455.84. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. The stock has a market capitalization of $3.63 billion, a PE ratio of 34.91, a price-to-earnings-growth ratio of 1.34 and a beta of 2.09.

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

Institutional Trading of RH

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Durable Capital Partners LP boosted its stake in shares of RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after acquiring an additional 359,101 shares in the last quarter. Westfield Capital Management Co. LP acquired a new stake in shares of RH in the 3rd quarter valued at $67,632,000. Senvest Management LLC raised its holdings in RH by 54.6% during the second quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock valued at $138,713,000 after buying an additional 259,200 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of RH by 66.1% in the third quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after purchasing an additional 228,229 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of RH by 388.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 265,271 shares of the company’s stock worth $53,893,000 after purchasing an additional 210,991 shares during the last quarter. 90.17% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

RH has been the subject of several research analyst reports. Zacks Research lowered shares of RH from a “hold” rating to a “strong sell” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of RH in a research note on Wednesday, December 24th. Telsey Advisory Group dropped their price objective on RH from $220.00 to $185.00 and set a “market perform” rating for the company in a research report on Friday, December 12th. The Goldman Sachs Group reduced their price objective on shares of RH from $195.00 to $144.00 and set a “sell” rating on the stock in a research note on Monday, December 15th. Finally, Barclays dropped their target price on RH from $385.00 to $283.00 and set an “overweight” rating for the company in a research note on Monday, December 15th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, RH presently has a consensus rating of “Hold” and a consensus price target of $225.56.

Key Headlines Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: White House delays tariff increase on imported furniture — gives RH a one-year reprieve and removes an imminent cost/headwind for imported products; this policy move is the main driver of today’s rally. CNBC: RH, Wayfair shares rise after Trump delays furniture tariffs again
• Neutral Sentiment: Director Mark S. Demilio disclosed two small open-market sales (400 and 500 shares on Dec. 31 and Dec. 30). These reduce his stake modestly but leave significant ownership intact; likely routine liquidity rather than a clear negative signal. SEC filing
• Neutral Sentiment: Technical/valuation context — RH is trading above its 50-day moving average and near its 200-day average, with heavy intraday volume versus its average. The company also carries high leverage and a rich P/E, so momentum from policy relief may be sensitive to earnings and legal updates.
• Negative Sentiment: Robbins Geller Rudman & Dowd announced an investigation into RH for potential securities law violations alleging misleading statements or omissions — introduces litigation risk and potential headline-driven volatility. PR Newswire: Robbins Geller investigation
• Negative Sentiment: Zacks Research downgraded RH from “hold” to “strong sell,” which could add selling pressure if other analysts follow or institutional holders react. Zacks downgrade

About RH

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.