Strs Ohio Grows Holdings in RH $RH

Key Points

• Strs Ohio boosted its stake in RH by 3,287.9% in Q4 to 12,366 shares worth about $2.22 million, and institutional investors now own roughly 90.17% of the stock.
• RH missed Q1 estimates (EPS $1.53 vs. $2.21 est.; revenue $842.6M vs. $873.5M est.), prompting analyst cuts and a consensus rating of “Hold” with a $176.47 consensus target price.
• Insiders have been net sellers (25,000 shares sold last quarter, including Eri Chaya’s 11,000-sale) while the stock trades at about $123.52, well below its 12‑month high of $257.00.

Strs Ohio increased its stake in RH (NYSE:RH - Free Report) by 3,287.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,366 shares of the company's stock after buying an additional 12,001 shares during the period. Strs Ohio owned about 0.07% of RH worth $2,215,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Clearstead Advisors LLC raised its stake in shares of RH by 713.3% in the 3rd quarter. Clearstead Advisors LLC now owns 122 shares of the company's stock valued at $25,000 after purchasing an additional 107 shares in the last quarter. Huntington National Bank grew its stake in RH by 87.8% in the third quarter. Huntington National Bank now owns 139 shares of the company's stock worth $28,000 after purchasing an additional 65 shares in the last quarter. Harvest Fund Management Co. Ltd acquired a new position in RH in the third quarter worth about $30,000. Advisory Services Network LLC bought a new stake in RH in the third quarter valued at about $31,000. Finally, Hantz Financial Services Inc. raised its stake in RH by 169.1% during the third quarter. Hantz Financial Services Inc. now owns 218 shares of the company's stock valued at $44,000 after buying an additional 137 shares in the last quarter. 90.17% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on RH. UBS Group reduced their target price on RH from $188.00 to $160.00 and set a "neutral" rating on the stock in a report on Tuesday, March 17th. BNP Paribas Exane dropped their price target on RH from $130.00 to $96.00 and set a "strong sell" rating on the stock in a research report on Wednesday, April 1st. Barclays reduced their price objective on RH from $283.00 to $202.00 and set an "overweight" rating on the stock in a research note on Thursday, April 2nd. Zacks Research downgraded shares of RH from a "hold" rating to a "strong sell" rating in a report on Thursday, April 2nd. Finally, Morgan Stanley dropped their target price on shares of RH from $275.00 to $240.00 and set an "overweight" rating on the stock in a report on Wednesday, April 1st. Seven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $176.47.

RH Trading Up 1.0%

RH stock opened at $123.52 on Wednesday. RH has a 12-month low of $106.30 and a 12-month high of $257.00. The stock has a market capitalization of $2.33 billion, a PE ratio of 19.58, a price-to-earnings-growth ratio of 1.87 and a beta of 1.89. The firm has a 50 day simple moving average of $138.06 and a 200-day simple moving average of $168.00. 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 - Get Free Report) last released its earnings results on Tuesday, March 31st. The company reported $1.53 EPS for the quarter, missing analysts' consensus estimates of $2.21 by ($0.68). RH had a negative return on equity of 567.82% and a net margin of 3.63%.The business had revenue of $842.62 million during the quarter, compared to the consensus estimate of $873.48 million. During the same quarter in the previous year, the firm earned $1.58 earnings per share. The firm's revenue for the quarter was up 3.7% compared to the same quarter last year. As a group, equities research analysts expect that RH will post 6.43 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Eri Chaya sold 11,000 shares of the stock in a transaction on Tuesday, March 31st. The stock was sold at an average price of $137.92, for a total transaction of $1,517,120.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last quarter, insiders have sold 25,000 shares of company stock valued at $3,370,440. 27.00% of the stock is currently owned by corporate insiders.

Key Headlines Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: RH staged a branded event/activation in Milan, showcasing its lifestyle positioning and international marketing push — positive for long‑term brand prestige and high‑end customer engagement, though the near‑term sales impact may be limited. RH brings the party to Milan
• Neutral Sentiment: Proxy/filing detail: a new DEF 14A disclosed estimated 2025 pay for Chairman/CEO Gary Friedman of ~$1.262M (unchanged year-over-year). Compensation disclosures are largely immaterial to operating results but increase transparency. The same dataset also highlights mixed analyst coverage and price targets. RH Chairman and CEO 2025 Pay Revealed
• Negative Sentiment: Recent fundamentals and market reaction remain a headwind — RH’s Q1 results (reported March 31) missed expectations (EPS $1.53 vs. est. $2.21; revenue ~$842.6M vs. est. ~$873.5M), and the stock sold off last session as investors digested the shortfall and margin/ROE concerns. RH (RH) Falls More Steeply Than Broader Market
• Negative Sentiment: Insider activity shows selling pressure — recent filings show multiple insider sales (no purchases) over the past six months, which can weigh on sentiment even if not directly tied to operations. RH Chairman and CEO 2025 Pay Revealed

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.

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