Logan Capital Management Inc. Has $5.86 Million Stake in RH $RH

Logan Capital Management Inc. increased its stake in shares of RH (NYSE:RH) by 115.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,716 shares of the company’s stock after acquiring an additional 17,516 shares during the period. Logan Capital Management Inc.’s holdings in RH were worth $5,861,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Durable Capital Partners LP raised its holdings in shares of RH by 125.1% during the second 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. raised its holdings in shares of RH by 66.1% during the third 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 holdings in shares of RH by 40.9% during the third quarter. Two Sigma Investments LP now owns 359,093 shares of the company’s stock worth $72,953,000 after acquiring an additional 104,154 shares during the period. Westfield Capital Management Co. LP acquired a new stake in shares of RH during the third quarter worth $67,632,000. Finally, Alyeska Investment Group L.P. raised its holdings in shares of RH by 200.5% during the third quarter. Alyeska Investment Group L.P. now owns 297,694 shares of the company’s stock worth $60,480,000 after acquiring an additional 198,615 shares during the period. 90.17% of the stock is currently owned by institutional investors and hedge funds.

More RH News

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH beat earnings and revenue estimates for Q1, easing fears that consumer weakness was hitting sales more than expected. RH Reports First Quarter Fiscal 2026 Results
• Positive Sentiment: The company lifted its 2026 revenue growth outlook, signaling management is more confident in demand trends and its luxury strategy. RH Bumps Up Outlook, Expects Boost from Luxury Offerings
• Positive Sentiment: Management said the tariff issue is easing, which could improve margins and reduce a major overhang on the stock. RH stock rises on earnings. The tariff issue is coming to an end

Insider Activity at RH

In other news, insider Eri Chaya sold 11,000 shares of RH stock in a transaction dated Tuesday, March 31st. The shares were sold at an average price of $137.92, for a total value of $1,517,120.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Over the last ninety days, insiders have sold 25,000 shares of company stock valued at $3,370,440. Company insiders own 26.90% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on RH shares. TD Cowen lowered their price target on shares of RH from $265.00 to $200.00 and set a “buy” rating on the stock in a research note on Monday, March 30th. 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 research note on Wednesday, April 1st. Zacks Research lowered shares of RH from a “hold” rating to a “strong sell” rating in a research note on Thursday, April 2nd. Barclays lowered their price target 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. Finally, Weiss Ratings lowered shares of RH from a “sell (d+)” rating to a “sell (d)” rating in a research note on Wednesday, April 29th. Seven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $174.80.

RH Stock Performance

Shares of RH opened at $159.82 on Friday. The firm has a 50-day moving average of $134.41 and a 200-day moving average of $162.86. RH has a one year low of $106.30 and a one year high of $257.00. The company has a market cap of $3.02 billion, a PE ratio of 25.33, a price-to-earnings-growth ratio of 2.73 and a beta of 1.91. The company has a debt-to-equity ratio of 51.28, a current ratio of 1.19 and a quick ratio of 0.31.

RH (NYSE:RH) last announced its quarterly earnings data on Thursday, June 11th. The company reported ($1.97) EPS for the quarter, beating analysts’ consensus estimates of ($2.13) by $0.16. RH had a net margin of 3.63% and a negative return on equity of 567.82%. The company had revenue of $800.33 million during the quarter, compared to the consensus estimate of $792.55 million. During the same quarter last year, the firm posted $0.13 EPS. The company’s quarterly revenue was down 1.7% on a year-over-year basis. As a group, equities analysts forecast that RH will post 5.35 earnings per share for the current 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.