Brokers Set Expectations for RH’s Q1 Earnings (NYSE:RH)

RH (NYSE:RH) – Investment analysts at William Blair issued their Q1 2026 earnings per share estimates for shares of RH in a research report issued on Wednesday, February 5th. William Blair analyst P. Blee forecasts 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 (NYSE:RH) last announced its quarterly 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 business had revenue of $811.73 million during the quarter, compared to the consensus estimate of $812.19 million. RH had a net margin of 2.25% and a negative return on equity of 35.72%. RH’s revenue was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.42) EPS.

Several other research firms have also issued reports on RH. Wedbush reiterated an “outperform” rating and issued a $500.00 target price on shares of RH in a research note on Monday, January 27th. Morgan Stanley raised shares of RH from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $435.00 to $530.00 in a research report on Monday, January 13th. Loop Capital upped their target price on RH from $320.00 to $450.00 and gave the company a “hold” rating in a report on Monday, December 16th. BNP Paribas reissued an “underperform” rating and set a $253.00 target price on shares of RH in a research report on Wednesday, November 13th. Finally, The Goldman Sachs Group upgraded RH from a “sell” rating to a “neutral” rating and upped 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. According to data from MarketBeat.com, RH has a consensus rating of “Moderate Buy” and a consensus target price of $431.60.

RH Trading Up 2.1 %

NYSE RH opened at $414.78 on Thursday. The business has a fifty day simple moving average of $407.56 and a 200 day simple moving average of $340.09. RH has a 12 month low of $212.43 and a 12 month high of $457.26. The firm has a market capitalization of $7.71 billion, a P/E ratio of 119.19, a PEG ratio of 9.60 and a beta of 2.42.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Two Sigma Advisers LP increased its position in RH by 141.5% during the 3rd quarter. Two Sigma Advisers LP now owns 159,600 shares of the company’s stock valued at $53,375,000 after purchasing an additional 93,500 shares during the period. Artemis Investment Management LLP purchased a new position in shares of RH during the fourth quarter valued at about $31,384,000. Proficio Capital Partners LLC bought a new position in RH in the fourth quarter worth about $19,674,000. WCM Investment Management LLC purchased a new stake in RH in the fourth quarter worth about $18,006,000. Finally, Charles Schwab Investment Management Inc. lifted its holdings in RH by 26.4% in the third quarter. Charles Schwab Investment Management Inc. now owns 184,834 shares of the company’s stock worth $61,814,000 after buying an additional 38,572 shares during the period. Hedge funds and other institutional investors own 90.17% of the company’s stock.

Insider Buying and Selling

In related news, insider Eri Chaya sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $416.27, for a total transaction of $4,162,700.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Keith Belling sold 500 shares of the business’s stock in a transaction that occurred on Tuesday, December 17th. The shares were sold at an average price of $415.00, for a total value of $207,500.00. Following the completion of the sale, the director now owns 5,470 shares of the company’s stock, valued at $2,270,050. The trade was a 8.38 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 66,880 shares of company stock worth $29,129,879. Corporate insiders own 28.10% of the company’s stock.

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.