Xcel Wealth Management LLC Has $21.53 Million Stock Position in RH $RH

Key Points

• Xcel Wealth Management LLC has reduced its stake in RH by 10.6%, now holding approximately $21.53 million or 0.61% of the company's shares.
• RH's stock price has decreased by 2.5% following a quarter report that included an EPS miss, with actual earnings at $2.93 compared to the expected $3.22.
• The stock has a market capitalization of $3.99 billion, with a P/E ratio of 39.67 and a consensus target price of $259.29 from analysts.

Xcel Wealth Management LLC trimmed its position in RH (NYSE:RH - Free Report) by 10.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 113,888 shares of the company's stock after selling 13,497 shares during the period. RH makes up approximately 6.1% of Xcel Wealth Management LLC's holdings, making the stock its 3rd biggest holding. Xcel Wealth Management LLC owned 0.61% of RH worth $21,526,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Public Employees Retirement System of Ohio boosted its position in shares of RH by 3.0% during the second quarter. Public Employees Retirement System of Ohio now owns 5,041 shares of the company's stock worth $953,000 after purchasing an additional 146 shares in the last quarter. GAMMA Investing LLC raised its stake in RH by 359.4% during the 2nd quarter. GAMMA Investing LLC now owns 859 shares of the company's stock worth $162,000 after buying an additional 672 shares during the period. Ridgewood Investments LLC raised its stake in RH by 19.8% during the 2nd quarter. Ridgewood Investments LLC now owns 303 shares of the company's stock worth $57,000 after buying an additional 50 shares during the period. Farther Finance Advisors LLC lifted its holdings in RH by 67.8% during the second quarter. Farther Finance Advisors LLC now owns 151 shares of the company's stock worth $29,000 after acquiring an additional 61 shares in the last quarter. Finally, UMB Bank n.a. grew its stake in RH by 53.8% in the second quarter. UMB Bank n.a. now owns 180 shares of the company's stock valued at $34,000 after acquiring an additional 63 shares during the period. Institutional investors and hedge funds own 90.17% of the company's stock.

Insider Buying and Selling at RH

In related news, Director Mark S. Demilio sold 2,000 shares of RH stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $236.13, for a total value of $472,260.00. Following the sale, the director owned 24,616 shares of the company's stock, valued at approximately $5,812,576.08. The trade was a 7.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 27.00% of the stock is owned by insiders.

RH Stock Down 2.5%

NYSE RH opened at $213.03 on Thursday. RH has a 12-month low of $123.03 and a 12-month high of $457.26. The company has a market capitalization of $3.99 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 1.04 and a beta of 2.15. The firm's 50 day moving average is $222.12 and its 200-day moving average is $204.71.

RH (NYSE:RH - Get Free Report) last announced its earnings results on Thursday, September 11th. The company reported $2.93 EPS for the quarter, missing the consensus estimate of $3.22 by ($0.29). RH had a negative return on equity of 113.58% and a net margin of 3.20%.The business had revenue of $899.15 million for the quarter, compared to analyst estimates of $906.58 million. During the same quarter in the previous year, the company posted $1.69 EPS. The business's revenue for the quarter was up 8.4% compared to the same quarter last year. RH has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. As a group, sell-side analysts expect that RH will post 4.39 EPS for the current year.

Wall Street Analyst Weigh In

RH has been the topic of a number of research analyst reports. Robert W. Baird raised their price target on RH from $215.00 to $230.00 and gave the stock a "neutral" rating in a research report on Monday, June 16th. Barclays dropped their target price on shares of RH from $436.00 to $385.00 and set an "overweight" rating on the stock in a report on Friday, September 12th. Citigroup upped their price target on shares of RH from $200.00 to $233.00 and gave the company a "neutral" rating in a report on Wednesday, September 3rd. TD Cowen increased their price objective on shares of RH from $235.00 to $265.00 and gave the stock a "buy" rating in a research report on Friday, September 12th. Finally, Zelman & Associates cut their price objective on shares of RH from $305.00 to $251.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 9th. Ten investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $259.29.

RH Company Profile

RH, together with its subsidiaries, operates as a retailer in the home furnishings market. The company offers products in various categories, including furniture, lighting, textiles, bathware, décor, outdoor and garden, baby, child, and teen furnishings. It provides its products through rh.com, rhbabyandchild.com, rhteen.com, rhmodern.com, and waterworks.com online channels, as well as operates RH Galleries, RH outlet stores, RH Guesthouse, and Waterworks showrooms in the United States, Canada, the United Kingdom, and Germany.

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