Clearline Capital LP Has $11.96 Million Holdings in RH $RH

Clearline Capital LP grew its holdings in RH (NYSE:RH) by 4,914.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 66,742 shares of the company’s stock after purchasing an additional 65,411 shares during the period. Clearline Capital LP’s holdings in RH were worth $11,957,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Huntington National Bank raised its holdings in shares of RH by 87.8% in the third quarter. Huntington National Bank now owns 139 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in 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 buying an additional 77 shares during the last quarter. Public Employees Retirement System of Ohio increased its holdings in RH by 1.6% during the third quarter. Public Employees Retirement System of Ohio now owns 5,122 shares of the company’s stock worth $1,041,000 after buying an additional 81 shares during the last quarter. CWM LLC increased its holdings in RH by 22.7% during the fourth quarter. CWM LLC now owns 492 shares of the company’s stock worth $88,000 after buying an additional 91 shares during the last quarter. Finally, US Bancorp DE increased its holdings in RH by 30.8% during the third quarter. US Bancorp DE now owns 416 shares of the company’s stock worth $85,000 after buying an additional 98 shares during the last quarter. 90.17% of the stock is currently owned by institutional investors and hedge funds.

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

Analyst Ratings Changes

A number of brokerages recently weighed in on RH. The Goldman Sachs Group lowered their target price on shares of RH from $101.00 to $88.00 and set a “sell” rating on the stock in a report on Tuesday, April 7th. Wells Fargo & Company boosted their target price on shares of RH from $160.00 to $175.00 and gave the stock an “overweight” rating in a report on Friday, June 12th. Stifel Nicolaus boosted their target price on shares of RH from $110.00 to $130.00 and gave the stock a “hold” rating in a report on Friday, June 12th. Guggenheim restated a “buy” rating and set a $200.00 target price on shares of RH in a report on Friday, June 12th. Finally, Robert W. Baird boosted their target price on shares of RH from $125.00 to $150.00 and gave the stock a “neutral” rating in a report on Friday, June 12th. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $172.53.

Insider Buying and Selling

In other RH news, insider Eri Chaya sold 11,000 shares of RH stock in a transaction on 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 Securities & Exchange Commission, which can be accessed through the SEC website. 26.90% of the stock is currently owned by company insiders.

RH Trading Down 7.6%

RH stock opened at $135.70 on Thursday. The company has a debt-to-equity ratio of 54.96, a current ratio of 1.13 and a quick ratio of 0.32. The company has a fifty day moving average price of $136.92 and a two-hundred day moving average price of $162.55. RH has a one year low of $106.30 and a one year high of $257.00. The stock has a market cap of $2.56 billion, a price-to-earnings ratio of 26.20, a price-to-earnings-growth ratio of 2.92 and a beta of 1.91.

RH (NYSE:RH) last released its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) EPS for the quarter, topping analysts’ consensus estimates of ($2.12) by $0.15. RH had a net margin of 3.01% and a return on equity of 423.79%. The firm had revenue of $800.33 million during the quarter, compared to analysts’ expectations of $792.55 million. During the same period in the previous year, the business posted $0.13 earnings per share. The company’s revenue for the quarter was down 1.7% compared to the same quarter last year. Equities analysts anticipate that RH will post 4.94 EPS for the current year.

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.