Koa Wealth Management LLC Has $2.75 Million Stock Holdings in RH $RH

Koa Wealth Management LLC increased its holdings in shares of RH (NYSE:RH) by 29.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,551 shares of the company’s stock after buying an additional 3,094 shares during the quarter. RH accounts for approximately 2.0% of Koa Wealth Management LLC’s holdings, making the stock its 14th biggest position. Koa Wealth Management LLC owned approximately 0.07% of RH worth $2,753,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Senvest Management LLC boosted its position in RH by 54.6% during the 2nd quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock worth $138,713,000 after acquiring an additional 259,200 shares during the period. Durable Capital Partners LP lifted its position in shares of RH by 125.1% in the second quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after purchasing an additional 359,101 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of RH by 0.7% during the second quarter. Geode Capital Management LLC now owns 265,762 shares of the company’s stock worth $50,240,000 after purchasing an additional 1,829 shares during the period. Scopus Asset Management L.P. purchased a new position in RH during the second quarter valued at approximately $30,457,000. Finally, Norges Bank acquired a new position in RH in the 2nd quarter valued at approximately $29,083,000. 90.17% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

RH has been the subject of a number of research reports. The Goldman Sachs Group decreased their target price on shares of RH from $195.00 to $144.00 and set a “sell” rating for the company in a research note on Monday, December 15th. Stifel Nicolaus reaffirmed a “hold” rating and issued a $165.00 target price (down from $320.00) on shares of RH in a research report on Friday, December 12th. Morgan Stanley lifted their price target on RH from $250.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday. Barclays lowered their price target on RH from $385.00 to $283.00 and set an “overweight” rating for the company in a research note on Monday, December 15th. Finally, Robert W. Baird cut their price objective on shares of RH from $235.00 to $180.00 and set a “neutral” rating on the stock in a research report on Friday, December 12th. Nine research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $227.13.

RH Stock Performance

RH opened at $223.54 on Friday. The company has a debt-to-equity ratio of 944.39, a quick ratio of 0.26 and a current ratio of 1.19. The company has a market cap of $4.20 billion, a PE ratio of 40.35, a price-to-earnings-growth ratio of 1.63 and a beta of 2.09. The stock has a 50-day moving average of $173.07 and a 200-day moving average of $195.28. RH has a 52-week low of $123.03 and a 52-week high of $455.84.

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

Insider Buying and Selling at RH

In related news, Director Mark S. Demilio sold 2,254 shares of the company’s stock in a transaction 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 completion of the sale, the director directly owned 19,962 shares of the company’s stock, valued at approximately $4,391,640. This represents a 10.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold 5,154 shares of company stock valued at $1,100,148 in the last ninety days. 27.00% of the stock is currently owned by insiders.

RH News Summary

Here are the key news stories impacting RH this week:

• Positive Sentiment: Morgan Stanley analyst Simeon Gutman set a $275 price target for RH, well above several recent targets and the recent consensus median — this upgrade is a clear near‑term catalyst supporting the stock. Article Title
• Positive Sentiment: RH’s revenue growth remains intact: quarterly revenue was up ~8–9% year‑over‑year and roughly in line with estimates, which underpins the bull case for continued top‑line recovery (supports higher analyst targets and multiple expansion).
• Neutral Sentiment: The analyst landscape is mixed — QuiverQuant shows a six‑month median price target near $200 and a wide range of estimates (roughly $144 to $283), so while one high target helps sentiment, consensus is still split. Article Title
• Neutral Sentiment: Institutional activity is mixed — the Quiver summary notes sizable portfolio moves both adding and removing RH shares among hedge funds, which can amplify intraday volatility but doesn’t give a clear directional signal.
• Negative Sentiment: Recent quarterly EPS missed expectations (reported $1.71 vs. $2.13 consensus) and RH still shows a weak return on equity and very high reported leverage — fundamentals that keep downside risk if margins don’t improve.
• Negative Sentiment: Insider selling has occurred (executive sales reported in the Quiver summary), which investors often view as a modest negative signal on near‑term insider conviction. Article Title

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.