AGF Management Ltd. Invests $12.48 Million in RH $RH

AGF Management Ltd. purchased a new stake in shares of RH (NYSE:RH) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 61,437 shares of the company’s stock, valued at approximately $12,482,000. AGF Management Ltd. owned about 0.33% of RH as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new position in shares of RH during the second quarter valued at about $26,000. Farther Finance Advisors LLC increased its holdings in RH by 67.8% during the 2nd quarter. Farther Finance Advisors LLC now owns 151 shares of the company’s stock valued at $29,000 after purchasing an additional 61 shares during the period. Solstein Capital LLC bought a new position in RH during the 2nd quarter valued at approximately $38,000. Elevation Point Wealth Partners LLC purchased a new position in shares of RH during the second quarter valued at approximately $56,000. Finally, AlphaQuest LLC raised its holdings in shares of RH by 197.6% during the second quarter. AlphaQuest LLC now owns 366 shares of the company’s stock valued at $69,000 after acquiring an additional 243 shares in the last quarter. Institutional investors own 90.17% of the company’s stock.

Insiders Place Their Bets

In other RH news, Director Mark S. Demilio sold 2,254 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $220.00, for a total transaction of $495,880.00. Following the sale, the director directly owned 19,962 shares in the company, valued at approximately $4,391,640. This trade represents a 10.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In the last ninety days, insiders have sold 5,154 shares of company stock valued at $1,100,148. 27.00% of the stock is owned by insiders.

Key Stories Impacting RH

Here are the key news stories impacting RH this week:

• Positive Sentiment: Revenue growth: RH reported revenue of $883.8M (up ~8.9% YoY) and revenue essentially matched Street expectations, indicating underlying demand held up. Analysts still model FY EPS of about $4.39, which suggests some confidence in near-term earnings recovery.
• Neutral Sentiment: Brokerage consensus: Several brokerages have a consensus rating of “Hold” on RH, reflecting mixed views among analysts and likely limiting fresh buy-side momentum. RH (NYSE:RH) Receives Consensus Rating of “Hold” from Brokerages
• Negative Sentiment: Significant EPS miss: RH reported $1.71 EPS vs. consensus $2.13 — a sizable beat/miss gap that pressures near-term sentiment and raises questions about margin recovery.
• Negative Sentiment: Weak profitability & leverage: Net margin is low (~3.2%) and return on equity is deeply negative (~-161.7%). Reported debt-to-equity (~944x) is unusually high, highlighting capital structure risk and potential financing concerns.
• Negative Sentiment: Technical / liquidity signals: Today’s volume is below average and the stock sits near/below its 200-day moving average — a setup that can amplify downside if sentiment worsens.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Telsey Advisory Group reduced their price objective on shares of RH from $220.00 to $185.00 and set a “market perform” rating on the stock in a research report on Friday, December 12th. The Goldman Sachs Group cut their price objective on RH from $195.00 to $144.00 and set a “sell” rating on the stock in a research report on Monday, December 15th. Barclays decreased their target price on RH from $385.00 to $283.00 and set an “overweight” rating for the company in a research report on Monday, December 15th. Zacks Research lowered RH from a “hold” rating to a “strong sell” rating in a research report on Tuesday, December 30th. Finally, Morgan Stanley increased their price objective on RH from $250.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Eight investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $231.19.

RH Trading Down 1.7%

NYSE RH opened at $195.47 on Tuesday. RH has a 12 month low of $123.03 and a 12 month high of $419.50. The company has a current ratio of 1.19, a quick ratio of 0.26 and a debt-to-equity ratio of 944.39. The stock’s fifty day moving average price is $188.69 and its 200-day moving average price is $196.60. The stock has a market cap of $3.67 billion, a P/E ratio of 35.28, a P/E/G ratio of 1.49 and a beta of 2.11.

RH (NYSE:RH) last announced its quarterly 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 the consensus estimate 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 for the quarter was up 8.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.48 EPS. As a group, equities analysts forecast that RH will post 4.39 EPS for the current fiscal year.

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.