Hodges Capital Management Inc. Boosts Stock Holdings in RH $RH

Hodges Capital Management Inc. grew its position in shares of RH (NYSE:RH) by 5.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,299 shares of the company’s stock after purchasing an additional 3,440 shares during the quarter. RH makes up about 1.1% of Hodges Capital Management Inc.’s portfolio, making the stock its 27th biggest holding. Hodges Capital Management Inc. owned 0.36% of RH worth $12,236,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Clearstead Advisors LLC increased its holdings in shares of RH by 713.3% during the 3rd quarter. Clearstead Advisors LLC now owns 122 shares of the company’s stock valued at $25,000 after purchasing an additional 107 shares in the last quarter. Huntington National Bank increased its holdings in shares of 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 position in shares of RH during the 3rd quarter valued at approximately $30,000. Advisory Services Network LLC purchased a new position in shares of RH during the 3rd quarter valued at approximately $31,000. Finally, Modus Advisors LLC purchased a new position in shares of RH during the 4th quarter valued at approximately $34,000. 90.17% of the stock is owned by hedge funds and other institutional investors.

RH Trading Down 0.7%

Shares of RH opened at $149.08 on Thursday. RH has a 52-week low of $106.30 and a 52-week high of $257.00. The company has a quick ratio of 0.31, a current ratio of 1.19 and a debt-to-equity ratio of 51.28. The firm’s fifty day moving average is $134.02 and its two-hundred day moving average is $162.81. The stock has a market cap of $2.82 billion, a PE ratio of 23.63, a price-to-earnings-growth ratio of 2.68 and a beta of 1.91.

RH (NYSE:RH) last announced 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 567.82% and a net margin of 3.63%.The business had revenue of $842.62 million for the quarter, compared to analyst estimates of $873.48 million. During the same period last year, the firm earned $1.58 EPS. The company’s revenue for the quarter was up 3.7% compared to the same quarter last year. Research analysts forecast that RH will post 5.49 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Eri Chaya sold 11,000 shares of the company’s stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total value of $1,517,120.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 25,000 shares of company stock valued at $3,370,440 over the last ninety days. Corporate insiders own 26.90% of the company’s stock.

Key RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: Several recent articles frame RH as a potential buy, suggesting some investors see value after the stock’s pullback and expect upside if results and guidance hold up.
• Positive Sentiment: RH’s brand and newer initiatives continue to draw interest, including coverage of RH Estates and its design-led expansion strategy, which could support longer-term growth sentiment. Article Title
• Neutral Sentiment: RH is set to report quarterly earnings, and investors are focused on whether the company can beat estimates and provide reassuring guidance. Article Title
• Neutral Sentiment: Coverage from Yahoo Finance and InsiderMonkey asked whether RH is a good stock to buy now, reflecting a broader debate rather than a clear new catalyst.
• Negative Sentiment: Analysts have flagged several headwinds heading into results, including housing weakness, tariffs, and elevated expansion costs tied to the company’s gallery growth and international buildout.
• Negative Sentiment: The latest earnings preview suggests investors are worried about near-term margin pressure and whether RH can offset softer demand conditions with better execution.

Wall Street Analysts Forecast Growth

RH has been the subject of several recent research reports. TD Cowen cut their target price on shares of RH from $265.00 to $200.00 and set a “buy” rating for the company in a report on Monday, March 30th. Wall Street Zen lowered shares of RH from a “hold” rating to a “sell” rating in a report on Saturday, April 4th. The Goldman Sachs Group cut their price target on shares of RH from $101.00 to $88.00 and set a “sell” rating for the company in a report on Tuesday, April 7th. Wells Fargo & Company cut their price target on shares of RH from $180.00 to $160.00 and set an “overweight” rating for the company in a report on Thursday, May 14th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $240.00 price target on shares of RH in a report on Monday, May 11th. Seven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, RH presently has an average rating of “Hold” and a consensus price target of $174.80.

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.