Ardsley Advisory Partners LP Takes Position in RH $RH

Ardsley Advisory Partners LP bought a new stake in RH (NYSE:RH) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 30,000 shares of the company’s stock, valued at approximately $5,374,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Clearstead Advisors LLC boosted its position in RH by 713.3% during the third quarter. Clearstead Advisors LLC now owns 122 shares of the company’s stock worth $25,000 after acquiring an additional 107 shares during the last quarter. Huntington National Bank raised its stake in shares of RH by 87.8% in the 3rd quarter. Huntington National Bank now owns 139 shares of the company’s stock valued at $28,000 after acquiring an additional 65 shares during the period. Harvest Fund Management Co. Ltd purchased a new stake in shares of RH in the 3rd quarter valued at approximately $30,000. Advisory Services Network LLC purchased a new stake in RH during the 3rd quarter worth approximately $31,000. Finally, Wilmington Savings Fund Society FSB increased its stake in RH by 200.0% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 174 shares of the company’s stock worth $31,000 after buying an additional 116 shares during the period. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other RH news, insider Eri Chaya sold 11,000 shares of the firm’s stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total transaction of $1,517,120.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 26.90% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Barclays cut their target price on shares of RH from $283.00 to $202.00 and set an “overweight” rating on the stock in a research note on Thursday, April 2nd. Wells Fargo & Company upped their target price on shares of RH from $160.00 to $175.00 and gave the company an “overweight” rating in a report on Friday, June 12th. TD Cowen reduced their price target on shares of RH from $265.00 to $200.00 and set a “buy” rating for the company in a research report on Monday, March 30th. Zacks Research downgraded shares of RH from a “hold” rating to a “strong sell” rating in a research report on Thursday, April 2nd. Finally, Telsey Advisory Group cut their price objective on shares of RH from $165.00 to $140.00 and set a “market perform” rating for the company in a research report on Wednesday, April 1st. Seven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat, RH has a consensus rating of “Hold” and an average target price of $172.53.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Neutral Sentiment: RH’s latest coverage highlights that its luxury brand remains intact, but the investment case now depends on whether earnings can stabilize and if management’s longer-term growth plan starts to show up in results. Article Title
• Neutral Sentiment: Another analysis says RH is navigating tariffs, global sourcing changes, experiential retail, European expansion, and digital upgrades, all of which are shaping the company’s growth strategy but also adding uncertainty in the near term. Article Title
• Negative Sentiment: Options traders have recently shown unusual activity in RH, which can signal expectations for continued price swings and adds to investor caution around the name. Article Title
• Negative Sentiment: Broader market coverage also flags RH among the names “plummeting,” reinforcing concerns that investors are rotating away from the stock amid ongoing questions about demand, tariffs, and the housing backdrop. Article Title

RH Stock Performance

Shares of RH opened at $135.70 on Thursday. The company has a market capitalization of $2.56 billion, a PE ratio of 26.20, a P/E/G ratio of 2.92 and a beta of 1.91. RH has a 52-week low of $106.30 and a 52-week high of $257.00. The company has a 50-day simple moving average of $136.92 and a 200-day simple moving average of $162.55. The company has a quick ratio of 0.32, a current ratio of 1.13 and a debt-to-equity ratio of 54.96.

RH (NYSE:RH) last issued its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $792.55 million. RH had a net margin of 3.01% and a return on equity of 423.79%. The firm’s revenue was down 1.7% on a year-over-year basis. During the same period in the prior year, the company earned $0.13 EPS. Equities research analysts predict that RH will post 4.94 earnings per share for the current fiscal year.

RH 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.