Telsey Advisory Group Brokers Lift Earnings Estimates for RH

RH (NYSE:RH) – Investment analysts at Telsey Advisory Group upped their Q4 2025 EPS estimates for RH in a research report issued to clients and investors on Monday, December 9th. Telsey Advisory Group analyst C. Fernandez now forecasts that the company will earn $1.42 per share for the quarter, up from their previous forecast of $1.41. Telsey Advisory Group currently has a “Market Perform” rating and a $330.00 price objective on the stock. The consensus estimate for RH’s current full-year earnings is $5.63 per share. Telsey Advisory Group also issued estimates for RH’s Q2 2026 earnings at $3.08 EPS, Q3 2026 earnings at $4.19 EPS and Q4 2026 earnings at $2.63 EPS.

A number of other brokerages also recently commented on RH. Wells Fargo & Company raised their target price on shares of RH from $325.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, September 13th. Robert W. Baird raised their price objective on RH from $275.00 to $290.00 and gave the company a “neutral” rating in a research report on Friday, September 13th. JPMorgan Chase & Co. decreased their target price on RH from $345.00 to $338.00 and set an “overweight” rating for the company in a research report on Monday, September 16th. Citigroup raised their target price on RH from $340.00 to $355.00 and gave the company a “buy” rating in a report on Friday, September 13th. Finally, Stifel Nicolaus restated a “buy” rating and issued a $420.00 price target (up previously from $375.00) on shares of RH in a report on Monday. Three equities research analysts have rated the stock with a sell rating, six have assigned a hold rating and eight have assigned a buy rating to the company. Based on data from MarketBeat, RH presently has a consensus rating of “Hold” and an average target price of $338.40.

RH Price Performance

RH stock opened at $399.04 on Wednesday. RH has a 12 month low of $212.43 and a 12 month high of $403.39. The company has a market cap of $7.36 billion, a price-to-earnings ratio of 234.73, a price-to-earnings-growth ratio of 2.15 and a beta of 2.44. The stock’s 50-day moving average is $344.61 and its 200-day moving average is $295.63.

RH (NYSE:RH) last issued its quarterly earnings results on Thursday, September 12th. The company reported $1.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.56 by $0.13. The firm had revenue of $829.66 million for the quarter, compared to analyst estimates of $824.52 million. RH had a negative return on equity of 11.29% and a net margin of 1.13%. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period last year, the company earned $3.93 EPS.

Hedge Funds Weigh In On RH

A number of large investors have recently bought and sold shares of RH. Inspire Trust Co. N.A. increased its position in RH by 8.6% in the third quarter. Inspire Trust Co. N.A. now owns 5,065 shares of the company’s stock worth $1,694,000 after buying an additional 400 shares during the period. Blankinship & Foster LLC bought a new position in shares of RH during the third quarter worth about $846,000. Sanctuary Advisors LLC increased its holdings in shares of RH by 55.6% in the 3rd quarter. Sanctuary Advisors LLC now owns 3,755 shares of the company’s stock worth $1,382,000 after acquiring an additional 1,341 shares during the period. Virtu Financial LLC bought a new stake in RH in the 3rd quarter valued at about $4,268,000. Finally, Invst LLC bought a new stake in RH in the 3rd quarter valued at about $752,000. Institutional investors own 90.17% of the company’s stock.

Insiders Place Their Bets

In other news, insider Stefan Duban sold 4,285 shares of the firm’s stock in a transaction dated Thursday, September 19th. The shares were sold at an average price of $346.37, for a total value of $1,484,195.45. Following the transaction, the insider now directly owns 78 shares in the company, valued at approximately $27,016.86. This trade represents a 98.21 % decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Mark S. Demilio sold 2,000 shares of the business’s stock in a transaction dated Wednesday, September 18th. The shares were sold at an average price of $340.30, for a total transaction of $680,600.00. Following the sale, the director now directly owns 10,914 shares of the company’s stock, valued at approximately $3,714,034.20. This represents a 15.49 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 8,285 shares of company stock valued at $2,871,935 in the last ninety days. Corporate insiders own 28.10% of the company’s stock.

About RH

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.