Sequoia Financial Advisors LLC Increases Holdings in RH $RH

Sequoia Financial Advisors LLC lifted its holdings in shares of RH (NYSE:RH) by 611.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,833 shares of the company’s stock after purchasing an additional 11,890 shares during the period. Sequoia Financial Advisors LLC’s holdings in RH were worth $1,934,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Carmel Capital Partners LLC increased its holdings in RH by 4.6% during the first quarter. Carmel Capital Partners LLC now owns 12,262 shares of the company’s stock worth $1,714,000 after buying an additional 539 shares during the last quarter. Oregon Public Employees Retirement Fund boosted its stake in RH by 3.3% in the first quarter. Oregon Public Employees Retirement Fund now owns 3,170 shares of the company’s stock valued at $443,000 after acquiring an additional 100 shares during the last quarter. Greatmark Investment Partners Inc. boosted its stake in RH by 8.8% in the first quarter. Greatmark Investment Partners Inc. now owns 106,208 shares of the company’s stock valued at $14,850,000 after acquiring an additional 8,633 shares during the last quarter. First Dallas Securities Inc. grew its position in shares of RH by 6.5% during the 1st quarter. First Dallas Securities Inc. now owns 2,850 shares of the company’s stock valued at $398,000 after acquiring an additional 175 shares during the period. Finally, Strs Ohio grew its position in shares of RH by 48.5% during the 1st quarter. Strs Ohio now owns 18,365 shares of the company’s stock valued at $2,568,000 after acquiring an additional 5,999 shares during the period. 90.17% of the stock is owned by hedge funds and other institutional investors.

Key RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH’s June quarter results beat expectations, with revenue of $800.3 million and adjusted EBITDA margin of 7.1%, while management said performance exceeded the high end of its outlook despite tariff-related sourcing disruption.
• Positive Sentiment: The company raised its fiscal 2026 guidance, calling for revenue growth of 4.5% to 8.0% and adjusted EBITDA margin of 14.2% to 16.0%, which signals more confidence in the second half. RH shareholder letter
• Positive Sentiment: A major Wall Street firm upgraded RH to Neutral from Sell and lifted its price target to $155, reinforcing the view that the business is stabilizing after earnings. Analyst upgrade article
• Neutral Sentiment: RH remains heavily shorted, which can amplify upside moves when sentiment improves, but also signals that some investors still expect volatility.
• Neutral Sentiment: Chairman and CEO Gary Friedman sold 125,000 shares earlier this month for personal financial obligations; the disclosure is now better understood, which may reduce near-term overhang. CEO share sale filing
• Negative Sentiment: Insider selling has remained a theme, with recent director sales adding to investor caution around management’s confidence in the near-term stock move.

Insiders Place Their Bets

In related news, Director Carlos Alberini purchased 11,388 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was purchased at an average cost of $160.90 per share, with a total value of $1,832,329.20. Following the completion of the acquisition, the director directly owned 32,190 shares of the company’s stock, valued at approximately $5,179,371. The trade was a 54.74% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Mark S. Demilio sold 2,445 shares of RH stock in a transaction on Friday, July 10th. The shares were sold at an average price of $168.44, for a total value of $411,835.80. Following the completion of the transaction, the director owned 25,680 shares of the company’s stock, valued at approximately $4,325,539.20. This trade represents a 8.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 132,749 shares of company stock worth $21,856,812 over the last 90 days. Corporate insiders own 26.90% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on RH. BNP Paribas Exane lowered their price target on shares of RH from $130.00 to $96.00 and set a “strong sell” rating on the stock in a report on Wednesday, April 1st. Weiss Ratings lowered RH from a “sell (d+)” rating to a “sell (d)” rating in a report on Wednesday, April 29th. Robert W. Baird raised their target price on RH from $125.00 to $150.00 and gave the stock a “neutral” rating in a research report on Friday, June 12th. TD Cowen lowered their target price on RH from $265.00 to $200.00 and set a “buy” rating on the stock in a research note on Monday, March 30th. Finally, Citigroup upped their price target on RH from $150.00 to $166.00 and gave the company a “neutral” rating in a research report on Monday, June 15th. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, RH currently has a consensus rating of “Hold” and a consensus price target of $171.71.

RH Stock Performance

NYSE RH opened at $191.53 on Thursday. The company’s 50 day moving average is $149.37 and its 200-day moving average is $162.03. RH has a 12-month low of $106.30 and a 12-month high of $257.00. The company has a quick ratio of 0.32, a current ratio of 1.13 and a debt-to-equity ratio of 54.96. The firm has a market cap of $3.62 billion, a P/E ratio of 36.98, a price-to-earnings-growth ratio of 4.01 and a beta of 1.88.

RH (NYSE:RH) last released its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) EPS for the quarter, topping 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 the consensus estimate of $792.55 million. During the same period last year, the firm earned $0.13 EPS. RH’s revenue for the quarter was down 1.7% on a year-over-year basis. Sell-side analysts predict that RH will post 4.27 earnings per share for the current year.

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.