RH (NYSE:RH – Get Free Report) had its price target decreased by Citigroup from $183.00 to $150.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Citigroup’s price target would indicate a potential upside of 30.93% from the company’s previous close.
A number of other research analysts have also commented on the company. Jefferies Financial Group reiterated a “hold” rating on shares of RH in a research report on Tuesday, January 27th. Robert W. Baird dropped their target price on RH from $235.00 to $180.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. Barclays cut their price target on RH from $283.00 to $202.00 and set an “overweight” rating on the stock in a research note on Thursday. Guggenheim decreased their price target on RH from $275.00 to $200.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, KeyCorp reissued a “sector weight” rating on shares of RH in a report on Friday, December 12th. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, RH currently has an average rating of “Hold” and an average target price of $180.81.
View Our Latest Research Report on RH
RH Price Performance
RH (NYSE:RH – Get Free Report) last released its quarterly earnings results on Tuesday, March 31st. The company reported $1.53 EPS for the quarter, missing the consensus estimate of $2.21 by ($0.68). The company had revenue of $842.62 million for the quarter, compared to the consensus estimate of $873.48 million. RH had a net margin of 3.63% and a negative return on equity of 251.87%. RH’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period last year, the company earned $1.58 earnings per share. Analysts expect that RH will post 4.39 earnings per share for the current year.
Insiders Place Their Bets
In other RH news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total transaction of $495,880.00. Following the completion of the transaction, the director owned 19,962 shares in the company, valued at approximately $4,391,640. This represents a 10.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Eri Chaya sold 11,000 shares of RH 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 29,254 shares of company stock valued at $4,306,520. Company insiders own 27.00% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds have recently modified their holdings of the company. Arizona State Retirement System boosted its holdings in shares of RH by 1.4% during the 3rd quarter. Arizona State Retirement System now owns 4,434 shares of the company’s stock worth $901,000 after buying an additional 62 shares during the period. Steward Partners Investment Advisory LLC raised its holdings in RH by 12.0% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 605 shares of the company’s stock valued at $114,000 after acquiring an additional 65 shares during the period. Davidson Kahn Capital Management LLC lifted its position in RH by 0.5% during the third quarter. Davidson Kahn Capital Management LLC now owns 12,437 shares of the company’s stock worth $2,531,000 after acquiring an additional 65 shares during the last quarter. Huntington National Bank lifted its position in RH by 87.8% during the third quarter. Huntington National Bank now owns 139 shares of the company’s stock worth $28,000 after acquiring an additional 65 shares during the last quarter. Finally, Farther Finance Advisors LLC boosted its holdings in shares of RH by 45.0% during the fourth quarter. Farther Finance Advisors LLC now owns 248 shares of the company’s stock worth $44,000 after acquiring an additional 77 shares during the period. 90.17% of the stock is currently owned by institutional investors.
RH News Roundup
Here are the key news stories impacting RH this week:
- Positive Sentiment: Some research firms kept Buy/Overweight ratings despite cutting targets, leaving material upside vs. today’s price (examples: Barclays, Guggenheim, Wells Fargo, Morgan Stanley) — this provides support for a partial rebound as investors price in longer-term recovery potential. Analyst Revisions
- Neutral Sentiment: RH reiterated its longer-term strategy and posted the formal Q4 release and investor presentation/webcast; management still targets revenue of $5.4B–$5.8B by 2030 while guiding FY26 to mid-single‑digit revenue growth as it invests in global expansion — a mixed signal that supports growth prospects but increases near-term cash/expense load. Q4 Results & Presentation
- Negative Sentiment: Core trigger for the selloff: Q4 adjusted EPS $1.53 vs. ~$2.21 expected and revenue $842.6M vs. ~$873.5M; management said tariffs (~$30M headwind), late‑quarter adverse weather (~$10M) and higher expansion/pre‑opening spending will compress margins and push FY26 EBITDA margin down — this drove the large post‑earnings decline. Earnings Miss & Guidance
- Negative Sentiment: Investor reaction and follow‑on risks: shares plunged ~20%+ after the print, hit 52‑week lows, several analysts cut targets and a plaintiff law firm opened an investor inquiry — factors that can prolong volatility and keep selling pressure elevated. Analyst Cuts & Shareholder Inquiry
- Negative Sentiment: Insider selling: director Eri Chaya sold 11,000 shares at ~$137.92 on Mar. 31 — an additional negative signal for some investors. Insider Sale
- Negative Sentiment: Macro headwind: RH’s CEO warned of a worsening housing market and mortgage applications have dropped — a weaker housing / moving environment hits demand for high‑end home furnishings. Housing Market Comment
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.
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