Future Fund LLC Acquires 5,650 Shares of RH $RH

Future Fund LLC lifted its holdings in shares of RH (NYSE:RH) by 35.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 21,577 shares of the company’s stock after acquiring an additional 5,650 shares during the period. Future Fund LLC’s holdings in RH were worth $3,017,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Senvest Management LLC boosted its stake in RH by 30.1% in the fourth quarter. Senvest Management LLC now owns 842,577 shares of the company’s stock valued at $150,948,000 after acquiring an additional 194,773 shares during the last quarter. Durable Capital Partners LP grew its holdings in RH by 125.1% during the 2nd quarter. Durable Capital Partners LP now owns 646,097 shares of the company’s stock worth $122,119,000 after acquiring an additional 359,101 shares during the period. Alliancebernstein L.P. grew its holdings in RH by 66.1% during the 3rd quarter. Alliancebernstein L.P. now owns 573,666 shares of the company’s stock worth $116,546,000 after acquiring an additional 228,229 shares during the period. Two Sigma Investments LP raised 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 acquiring an additional 104,154 shares during the last quarter. Finally, Morgan Stanley raised 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 acquiring an additional 2,658 shares during the last quarter. 90.17% of the stock is owned by institutional investors.

Key RH News

Here are the key news stories impacting RH this week:

• Negative Sentiment: RH was flagged as fully valued, which may have prompted profit-taking and renewed concerns that the stock’s recent rally has outpaced fundamentals. RH (RH) Looks Fully Valued As Its Luxury Brand Push Draws Attention
• Neutral Sentiment: The company’s latest quarterly report was mixed but not alarming: RH beat EPS and revenue estimates, though sales still declined year over year, leaving investors focused on whether growth can reaccelerate.
• Neutral Sentiment: Broader market attention remains on RH’s elevated leverage and premium valuation metrics, which can amplify downside moves when sentiment turns cautious.

Insider Buying and Selling

In other RH news, Director Mark S. Demilio sold 2,445 shares of RH 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 transaction, the director directly owned 25,680 shares in the company, valued at approximately $4,325,539.20. The trade was a 8.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Gary G. Friedman sold 48,238 shares of the business’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $158.66, for a total value of $7,653,441.08. Following the completion of the transaction, the chief executive officer directly owned 3,226,337 shares of the company’s stock, valued at approximately $511,890,628.42. The trade was a 1.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 132,749 shares of company stock valued at $21,856,812. 26.90% of the stock is owned by company insiders.

RH Trading Down 0.7%

RH opened at $187.80 on Friday. The firm’s fifty day moving average is $151.56 and its two-hundred day moving average is $162.24. The firm has a market cap of $3.55 billion, a PE ratio of 36.26, a price-to-earnings-growth ratio of 4.34 and a beta of 1.88. RH has a twelve month low of $106.30 and a twelve month high of $257.00. The company has a debt-to-equity ratio of 54.96, a quick ratio of 0.32 and a current ratio of 1.13.

RH (NYSE:RH) last announced its quarterly earnings results on Thursday, June 11th. The company reported ($1.97) earnings per share (EPS) for the quarter, beating the consensus estimate of ($2.12) by $0.15. RH had a net margin of 3.01% and a return on equity of 423.79%. The company had revenue of $800.33 million during the quarter, compared to analyst estimates of $792.55 million. During the same quarter in the previous year, the business earned $0.13 EPS. The firm’s revenue was down 1.7% on a year-over-year basis. Equities research analysts anticipate that RH will post 4.27 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently issued reports on RH. Barclays reduced their price target on RH from $283.00 to $202.00 and set an “overweight” rating on the stock in a research report on Thursday, April 2nd. Guggenheim reiterated a “buy” rating and issued a $200.00 price objective on shares of RH in a report on Friday, June 12th. Telsey Advisory Group cut their target price on RH from $165.00 to $140.00 and set a “market perform” rating on the stock in a research note on Wednesday, April 1st. Zacks Research upgraded RH from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 16th. Finally, KeyCorp restated a “sector weight” rating on shares of RH in a research report on Friday, June 12th. Seven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $171.71.

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.