William Blair Comments on RH’s Q1 Earnings (NYSE:RH)

RH (NYSE:RH) – Research analysts at William Blair issued their Q1 2026 EPS estimates for RH in a report released on Wednesday, February 5th. William Blair analyst P. Blee expects that the company will post earnings per share of $1.39 for the quarter. The consensus estimate for RH’s current full-year earnings is $4.37 per share. William Blair also issued estimates for RH’s Q2 2026 earnings at $4.36 EPS, Q3 2026 earnings at $4.67 EPS and Q4 2026 earnings at $3.23 EPS.

RH has been the topic of a number of other reports. Loop Capital boosted their price target on shares of RH from $320.00 to $450.00 and gave the stock a “hold” rating in a research note on Monday, December 16th. Barclays upgraded shares of RH from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $383.00 to $515.00 in a report on Wednesday, January 8th. Guggenheim increased their target price on shares of RH from $425.00 to $550.00 and gave the company a “buy” rating in a report on Friday, December 13th. StockNews.com lowered RH from a “hold” rating to a “sell” rating in a research note on Saturday, December 21st. Finally, The Goldman Sachs Group raised RH from a “sell” rating to a “neutral” rating and raised their price objective for the company from $261.00 to $374.00 in a research note on Thursday, January 30th. Two equities research analysts have rated the stock with a sell rating, four have issued a hold rating and eleven have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, RH has an average rating of “Moderate Buy” and a consensus price target of $431.60.

RH Price Performance

RH stock opened at $414.61 on Thursday. RH has a 12 month low of $212.43 and a 12 month high of $457.26. The company has a market cap of $7.71 billion, a price-to-earnings ratio of 119.14, a price-to-earnings-growth ratio of 9.60 and a beta of 2.42. The company has a fifty day moving average price of $408.13 and a 200 day moving average price of $340.61.

RH (NYSE:RH) last posted its earnings results on Thursday, December 12th. The company reported $2.48 earnings per share for the quarter, missing the consensus estimate of $2.67 by ($0.19). The firm had revenue of $811.73 million during the quarter, compared to analysts’ expectations of $812.19 million. RH had a net margin of 2.25% and a negative return on equity of 35.72%. The firm’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.42) earnings per share.

Insider Activity

In related news, insider Eri Chaya sold 25,000 shares of RH stock in a transaction on Tuesday, January 14th. The shares were sold at an average price of $426.41, for a total value of $10,660,250.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Keith Belling sold 500 shares of the stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $417.85, for a total transaction of $208,925.00. Following the transaction, the director now directly owns 4,970 shares in the company, valued at $2,076,714.50. The trade was a 9.14 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 66,880 shares of company stock worth $29,129,879 over the last 90 days. Company insiders own 28.10% of the company’s stock.

Institutional Investors Weigh In On RH

Hedge funds have recently added to or reduced their stakes in the stock. Vestmark Advisory Solutions Inc. acquired a new position in RH during the 4th quarter valued at about $258,000. Carmel Capital Partners LLC raised its stake in RH by 4.5% during the 4th quarter. Carmel Capital Partners LLC now owns 5,944 shares of the company’s stock valued at $2,339,000 after acquiring an additional 254 shares in the last quarter. Raymond James Financial Inc. bought a new position in shares of RH in the fourth quarter worth $52,190,000. Vision Financial Markets LLC bought a new stake in shares of RH during the fourth quarter valued at about $506,000. Finally, Arizona State Retirement System lifted its holdings in RH by 1.0% in the fourth quarter. Arizona State Retirement System now owns 4,291 shares of the company’s stock worth $1,689,000 after purchasing an additional 42 shares during the period. 90.17% of the stock is currently owned by institutional investors.

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.