EFG International AG Decreases Stake in RH $RH

EFG International AG reduced its position in RH (NYSE:RH) by 49.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 8,276 shares of the company’s stock after selling 7,984 shares during the period. EFG International AG’s holdings in RH were worth $1,365,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Harvest Fund Management Co. Ltd bought a new position in RH during the third quarter worth about $30,000. Wilmington Savings Fund Society FSB lifted its stake in shares of RH by 200.0% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock valued at $31,000 after buying an additional 116 shares in the last quarter. Advisory Services Network LLC purchased a new stake in shares of RH during the 3rd quarter valued at approximately $31,000. Modus Advisors LLC bought a new position in RH in the 4th quarter worth approximately $34,000. Finally, Geneos Wealth Management Inc. bought a new position in RH in the 1st quarter worth approximately $42,000. 90.17% of the stock is owned by hedge funds and other institutional investors.

RH News Summary

Here are the key news stories impacting RH this week:

• Neutral Sentiment: RH’s latest reported quarter showed revenue of $800.3 million, slightly above analyst expectations of $792.6 million, while its adjusted loss of $1.97 per share was narrower than the expected $2.12 loss. However, revenue declined 1.7% year over year and profitability remained weak.
• Neutral Sentiment: The stock remains volatile, with a beta of 1.87, and trades below its 50-day moving average while remaining near its 200-day average. This suggests investor sentiment is still cautious despite the quarterly earnings beat.
• Negative Sentiment: RH’s low quick ratio of 0.32 and substantial debt-to-equity ratio indicate balance-sheet and liquidity risks that may remain concerns for investors, particularly if the luxury home-furnishings market weakens.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on RH. The Goldman Sachs Group upgraded shares of RH from a “sell” rating to a “neutral” rating and lifted their price objective for the company from $86.00 to $155.00 in a research note on Wednesday, July 8th. Weiss Ratings restated a “sell (d)” rating on shares of RH in a research report on Friday, July 24th. TD Cowen reaffirmed a “buy” rating on shares of RH in a report on Monday, August 10th. Zacks Research upgraded RH from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 16th. Finally, JPMorgan Chase & Co. dropped their price objective on RH from $225.00 to $212.00 and set an “overweight” rating on the stock in a report on Monday, August 17th. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, RH presently has an average rating of “Hold” and a consensus target price of $173.36.

RH Stock Performance

NYSE RH opened at $148.50 on Thursday. The company’s 50 day simple moving average is $169.56 and its two-hundred day simple moving average is $154.95. The company has a debt-to-equity ratio of 54.96, a current ratio of 1.13 and a quick ratio of 0.32. RH has a 1 year low of $106.30 and a 1 year high of $257.00. The stock has a market capitalization of $2.81 billion, a PE ratio of 28.67, a P/E/G ratio of 3.36 and a beta of 1.87.

RH (NYSE:RH) last released its quarterly earnings results on Thursday, June 11th. The company reported ($1.97) EPS for the quarter, beating analysts’ consensus estimates of ($2.12) by $0.15. The firm had revenue of $800.33 million during the quarter, compared to analyst estimates of $792.55 million. RH had a net margin of 3.01% and a return on equity of 423.79%. The business’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.13 EPS. Analysts predict that RH will post 4.2 earnings per share for the current fiscal year.

Insider Activity at RH

In related news, Director Mark S. Demilio sold 2,445 shares of the business’s stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $168.44, for a total transaction of $411,835.80. Following the completion of the transaction, the director directly owned 25,680 shares in the company, valued at $4,325,539.20. The trade was a 8.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Carlos Alberini bought 11,388 shares of RH stock in a transaction that occurred on Monday, June 29th. The shares were acquired at an average price of $160.90 per share, with a total value of $1,832,329.20. Following the completion of the transaction, the director owned 32,190 shares of the company’s stock, valued at $5,179,371. This represents a 54.74% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders sold 132,749 shares of company stock valued at $21,856,812. Company insiders own 26.90% 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.