Inspire Trust Co. N.A. Purchases New Position in RH $RH

Inspire Trust Co. N.A. acquired a new position in shares of RH (NYSE:RH) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 5,000 shares of the company’s stock, valued at approximately $1,016,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Quinn Opportunity Partners LLC bought a new stake in RH during the 2nd quarter valued at $378,000. Norges Bank bought a new stake in RH during the second quarter valued at about $29,083,000. Senvest Management LLC boosted its position in RH by 54.6% during the second quarter. Senvest Management LLC now owns 733,894 shares of the company’s stock valued at $138,713,000 after purchasing an additional 259,200 shares in the last quarter. Greatmark Investment Partners Inc. grew its stake in RH by 8.6% in the third quarter. Greatmark Investment Partners Inc. now owns 81,015 shares of the company’s stock valued at $16,459,000 after purchasing an additional 6,412 shares during the last quarter. Finally, Twin Lakes Capital Management LLC bought a new position in RH in the second quarter worth about $3,213,000. 90.17% of the stock is owned by institutional investors.

RH Price Performance

Shares of RH opened at $207.50 on Friday. The company has a debt-to-equity ratio of 944.39, a current ratio of 1.19 and a quick ratio of 0.26. The company’s fifty day moving average price is $201.55 and its 200-day moving average price is $196.19. RH has a 1-year low of $123.03 and a 1-year high of $369.59. The firm has a market capitalization of $3.90 billion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 0.87 and a beta of 2.12.

RH (NYSE:RH) last issued its earnings results on Thursday, December 11th. The company reported $1.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.13 by ($0.42). The firm had revenue of $883.81 million during the quarter, compared to analysts’ expectations of $883.65 million. RH had a negative return on equity of 161.72% and a net margin of 3.22%.The business’s revenue was up 8.9% on a year-over-year basis. During the same quarter last year, the business earned $2.48 EPS. On average, equities research analysts predict that RH will post 4.39 EPS for the current year.

Insider Activity at RH

In related news, Director Mark S. Demilio sold 2,254 shares of RH 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 sale, the director owned 19,962 shares of the company’s stock, valued at $4,391,640. The trade was a 10.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold a total of 5,154 shares of company stock worth $1,100,148 over the last three months. Insiders own 27.00% of the company’s stock.

Key RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH is moving forward with a large, experiential destination in Walnut Creek (store + food hub) — a high‑profile local project that aims to drive foot traffic, create jobs and showcase RH’s gallery/experience strategy that supports higher ASPs and brand premium. Article Title Article Title
• Positive Sentiment: RH Estates expansion: RH Estates is set to open this spring in a former Ralph Lauren building on Greenwich Avenue — this furthers RH’s lifestyle/hospitality pivot and recurring revenue/real‑estate experiential play that can differentiate it from traditional furniture sellers. Article Title
• Neutral Sentiment: Local retail churn: a longtime independent furniture store in Milwaukee announced it will close March 1 — signals ongoing consolidation in the sector but not a direct RH event; it’s useful context on regional retail weakness and competitive dynamics. Article Title
• Negative Sentiment: Tariff risk for furniture retailers: CNBC reports that new/continuing tariffs on upholstered furniture, kitchen cabinets and vanities are likely to remain in place regardless of a pending Supreme Court decision — this raises input‑cost risk for import‑dependent retailers like RH and could squeeze gross margins or force pricing changes. Investors should watch margin commentary and any supply‑chain or sourcing adjustments from RH. Article Title

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Barclays lowered their price target on shares of RH from $385.00 to $283.00 and set an “overweight” rating on the stock in a report on Monday, December 15th. JPMorgan Chase & Co. cut their price target on shares of RH from $275.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, December 19th. UBS Group reaffirmed a “neutral” rating on shares of RH in a research report on Friday, December 12th. Robert W. Baird lowered their price objective on RH from $235.00 to $180.00 and set a “neutral” rating for the company in a research report on Friday, December 12th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of RH in a research note on Wednesday, December 24th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $231.19.

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.