Insider Selling: RH (NYSE:RH) Insider Sells 11,000 Shares of Stock

RH (NYSE:RH) insider Eri Chaya sold 11,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total transaction of $1,517,120.00. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Eri Chaya also recently made the following trade(s):

• On Tuesday, March 24th, Eri Chaya sold 7,000 shares of RH stock. The shares were sold at an average price of $129.42, for a total value of $905,940.00.
• On Tuesday, March 17th, Eri Chaya sold 7,000 shares of RH stock. The shares were sold at an average price of $135.34, for a total value of $947,380.00.

RH Trading Up 0.0%

RH traded up $0.02 during midday trading on Thursday, hitting $112.87. The company’s stock had a trading volume of 720,157 shares, compared to its average volume of 1,238,184. RH has a 52-week low of $106.30 and a 52-week high of $257.00. The firm has a 50-day moving average price of $172.49 and a two-hundred day moving average price of $179.95. 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 firm has a market cap of $2.12 billion, a P/E ratio of 17.94, a PEG ratio of 0.58 and a beta of 2.14.

RH (NYSE:RH) last released its earnings results on Tuesday, March 31st. The company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.21 by ($0.68). RH had a negative return on equity of 251.87% and a net margin of 3.63%.The company had revenue of $842.62 million during the quarter, compared to analyst estimates of $873.48 million. During the same period in the prior year, the business posted $1.58 earnings per share. RH’s revenue was up 3.7% on a year-over-year basis. On average, research analysts anticipate that RH will post 4.39 earnings per share for the current year.

RH News Summary

Here are the key news stories impacting RH this week:

• Positive Sentiment: Certain sell‑side investors remain constructive: Guggenheim kept a “Buy” rating while lowering its price target to $200, signaling some firms still view RH as a recovery / long‑term opportunity. Guggenheim lowers price target on RH to 200 from 275, keeps buy rating
• Positive Sentiment: RH is pushing a multi‑year growth plan — management reinforced a target of roughly $5.4B–$5.8B revenue by 2030 and is investing in global expansion and leadership hires, which supports the bull case for recovery if demand stabilizes. RH Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Q4 snapshot: revenue rose modestly year‑over‑year but RH missed both top and bottom-line expectations (adjusted EPS $1.53 vs. ~ $2.21 est; revenue ~$842.6M vs. ~$873.5M est.), a primary trigger for the selloff. RH stock tanks as fourth quarter results miss on the top and bottom lines
• Negative Sentiment: Management issued cautious FY26/near‑term guidance: revenue growth of ~4%–8% and EBITDA margin guidance implying compression as RH spends on expansion and pre‑open costs — the outlook lowers near‑term earnings visibility. RH sinks 22% after Q4 earnings miss and softer fiscal 2026 outlook
• Negative Sentiment: Operational headwinds: management cited tariff‑related sourcing/backorder costs (~$30M) and adverse weather (~$10M) that compressed gross margins — a reminder of near‑term margin risk. RH stock: 4 under the surface updates that warrant buying the dip
• Negative Sentiment: Macro demand risk: CEO warned of a worsening housing market as mortgage applications fell ~10.4% on rising rates — weaker housing activity disproportionately pressures high‑end home‑furnishings sales. RH CEO Warns Of ‘Most Dire’ Housing Market As Mortgage Applications Tumble On Rising Rates
• Negative Sentiment: Follow‑on selling and legal risk: multiple analysts slashed forecasts/targets after the miss and several outlets report a shareholder law‑firm inquiry into potential investor claims, adding near‑term downside pressure. These Analysts Slash Their Forecasts On RH After Downbeat Q4 Results RH Shareholders Are Encouraged to Reach Out to Johnson Fistel

Wall Street Analyst Weigh In

Several brokerages recently weighed in on RH. KeyCorp reaffirmed a “sector weight” rating on shares of RH in a research report on Friday, December 12th. Morgan Stanley cut their price objective on RH from $275.00 to $240.00 and set an “overweight” rating on the stock in a report on Wednesday. Zelman & Associates reiterated an “outperform” rating on shares of RH in a report on Thursday, January 29th. Bank of America dropped their target price on shares of RH from $200.00 to $170.00 and set an “underperform” rating for the company in a research report on Friday, December 12th. Finally, TD Cowen reduced their price target on shares of RH from $265.00 to $200.00 and set a “buy” rating on the stock in a research report on Monday. Seven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $186.00.

Institutional Investors Weigh In On RH

A number of large investors have recently modified their holdings of RH. Clearstead Advisors LLC lifted its position in RH by 713.3% during the 3rd quarter. Clearstead Advisors LLC now owns 122 shares of the company’s stock worth $25,000 after acquiring an additional 107 shares in the last quarter. Huntington National Bank grew its holdings in RH by 87.8% during the 3rd quarter. Huntington National Bank now owns 139 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares in the last quarter. Harvest Fund Management Co. Ltd purchased a new stake in RH during the 3rd quarter worth $30,000. Wilmington Savings Fund Society FSB lifted its holdings in RH by 200.0% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock worth $31,000 after buying an additional 116 shares in the last quarter. Finally, Advisory Services Network LLC purchased a new position in RH in the 3rd quarter valued at about $31,000. Institutional investors and hedge funds own 90.17% of the company’s stock.

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.