Union Square Park Capital Management LLC lifted its position in RH (NYSE:RH – Free Report) by 10.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,000 shares of the company’s stock after purchasing an additional 5,000 shares during the period. RH comprises about 4.7% of Union Square Park Capital Management LLC’s portfolio, making the stock its 2nd biggest holding. Union Square Park Capital Management LLC’s holdings in RH were worth $9,853,000 at the end of the most recent reporting period.
Several other large investors have also recently made changes to their positions in the company. Senvest Management LLC lifted its position in shares of RH by 30.1% during the 4th quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock valued at $150,948,000 after buying an additional 194,773 shares in the last quarter. Durable Capital Partners LP lifted its position 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 valued at $122,119,000 after buying an additional 359,101 shares in the last quarter. Alliancebernstein L.P. lifted its position in shares of RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock valued at $116,546,000 after buying an additional 228,229 shares in the last quarter. Two Sigma Investments LP lifted its position in shares of RH by 40.9% during the 3rd quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock valued at $72,953,000 after buying an additional 104,154 shares in the last quarter. Finally, Morgan Stanley lifted its position in shares of RH by 0.8% during the 4th quarter. Morgan Stanley now owns 353,996 shares of the company’s stock valued at $63,419,000 after buying an additional 2,658 shares in the last quarter. 90.17% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at RH
In other news, insider Eri Chaya sold 11,000 shares of RH stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $137.92, for a total transaction of $1,517,120.00. The transaction was disclosed in a document filed with the SEC, which is available at this link. 26.90% of the stock is currently owned by corporate insiders.
RH Trading Down 0.7%
RH (NYSE:RH – Get Free Report) last announced its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) earnings per share for the quarter, beating analysts’ consensus estimates of ($2.12) by $0.15. The company had revenue of $800.33 million for the quarter, compared to analyst estimates of $792.55 million. RH had a return on equity of 423.79% and a net margin of 3.01%.The firm’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.13 EPS. Research analysts expect that RH will post 5.02 earnings per share for the current fiscal year.
More RH News
Here are the key news stories impacting RH this week:
- Positive Sentiment: RH’s Q1 results beat estimates on both earnings and revenue, and management raised full-year guidance, which supports the long-term growth story. RH’s Strong Q1 Still Leaves Investors With One Big Question
- Positive Sentiment: Investors are encouraged by RH’s expansion plans, including RH Estates, European openings, digital upgrades, and broader luxury growth initiatives. RH is Chasing Luxury Growth as Tariffs Reshape the Playbook
- Neutral Sentiment: Market participants are closely watching options activity, suggesting traders expect a meaningful move but not yet a clear direction. Do Options Traders Know Something About RH Stock We Don’t?
- Negative Sentiment: Analysts and commentators are highlighting tariffs, housing weakness, and broader economic pressure as headwinds that could limit near-term upside. RH Stock Outlook Hinges on Tariffs, Housing and a Big Reset
- Negative Sentiment: Recent coverage also frames RH as a stock that has suffered a sharp multi-year decline, reinforcing concerns that the turnaround may take time. Down 75% in 5 Years, Is RH Stock Finally Positioned for a Turnaround?
Analysts Set New Price Targets
A number of research analysts have recently issued reports on the company. Wells Fargo & Company increased their target price on RH from $160.00 to $175.00 and gave the company an “overweight” rating in a research report on Friday. Stifel Nicolaus increased their target price on RH from $110.00 to $130.00 and gave the company a “hold” rating in a research report on Friday. Citigroup raised their price objective on RH from $150.00 to $166.00 and gave the company a “neutral” rating in a report on Monday. Telsey Advisory Group decreased their price objective on RH from $165.00 to $140.00 and set a “market perform” rating on the stock in a report on Wednesday, April 1st. Finally, The Goldman Sachs Group decreased their price objective on RH from $101.00 to $88.00 and set a “sell” rating on the stock in a report on Tuesday, April 7th. Seven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $172.53.
Get Our Latest Research Report on RH
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.
Featured Stories
- Five stocks we like better than RH
- Could a Tesla-SpaceX Merger Be Closer Than Investors Think?
- Gravity Check: Houston, SpaceX Has a Valuation Problem
- Strategy’s Bitcoin Rally Has a Hidden Engine
- Okta’s AI Moment May Be Bigger Than Investors Realize
Want to see what other hedge funds are holding RH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for RH (NYSE:RH – Free Report).
Receive News & Ratings for RH Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for RH and related companies with MarketBeat.com's FREE daily email newsletter.
