Telsey Advisory Group Comments on RH’s Q3 2025 Earnings (NYSE:RH)

RH (NYSE:RH) – Telsey Advisory Group cut their Q3 2025 EPS estimates for shares of RH in a research report issued on Tuesday, September 10th. Telsey Advisory Group analyst C. Fernandez now forecasts that the company will post earnings of $3.16 per share for the quarter, down from their previous estimate of $3.70. Telsey Advisory Group currently has a “Market Perform” rating and a $290.00 target price on the stock. The consensus estimate for RH’s current full-year earnings is $7.40 per share. Telsey Advisory Group also issued estimates for RH’s Q4 2025 earnings at $2.85 EPS, FY2025 earnings at $7.30 EPS, Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $3.20 EPS, Q3 2026 earnings at $4.45 EPS and Q4 2026 earnings at $4.00 EPS.

A number of other equities research analysts have also recently weighed in on the company. TD Cowen reduced their price objective on RH from $350.00 to $325.00 and set a “buy” rating for the company in a research note on Friday, June 14th. Morgan Stanley lowered their price objective on shares of RH from $320.00 to $300.00 and set an “equal weight” rating on the stock in a research report on Monday, June 17th. Wells Fargo & Company reduced their target price on shares of RH from $350.00 to $325.00 and set an “overweight” rating for the company in a report on Friday, September 6th. StockNews.com upgraded shares of RH to a “sell” rating in a research note on Friday, June 21st. Finally, Stifel Nicolaus started coverage on RH in a research report on Tuesday, July 9th. They issued a “buy” rating and a $315.00 price target on the stock. Two analysts have rated the stock with a sell rating, eight have given a hold rating and five have issued a buy rating to the stock. According to data from MarketBeat.com, RH currently has a consensus rating of “Hold” and a consensus target price of $294.25.

RH Stock Performance

RH stock opened at $256.57 on Thursday. The company has a market capitalization of $4.73 billion, a P/E ratio of 71.07, a PEG ratio of 1.07 and a beta of 2.42. RH has a fifty-two week low of $207.26 and a fifty-two week high of $354.86. The stock has a 50-day simple moving average of $261.91 and a 200-day simple moving average of $265.85.

RH (NYSE:RH) last released its quarterly earnings data on Thursday, June 13th. The company reported ($0.40) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.32). RH had a net margin of 2.72% and a negative return on equity of 29.15%. The company had revenue of $726.96 million during the quarter, compared to analyst estimates of $725.15 million. During the same quarter in the prior year, the company earned $2.21 EPS. The business’s revenue was down 1.7% on a year-over-year basis.

Institutional Investors Weigh In On RH

A number of hedge funds and other institutional investors have recently bought and sold shares of RH. Janus Henderson Group PLC boosted its stake in shares of RH by 0.4% during the 1st quarter. Janus Henderson Group PLC now owns 8,580 shares of the company’s stock worth $2,986,000 after acquiring an additional 38 shares in the last quarter. Insight Advisors LLC PA boosted its position in RH by 2.8% during the first quarter. Insight Advisors LLC PA now owns 1,447 shares of the company’s stock worth $504,000 after purchasing an additional 39 shares in the last quarter. Pacer Advisors Inc. grew its holdings in RH by 1.7% in the second quarter. Pacer Advisors Inc. now owns 2,340 shares of the company’s stock valued at $572,000 after purchasing an additional 40 shares during the last quarter. Tradition Wealth Management LLC increased its position in shares of RH by 14.8% in the fourth quarter. Tradition Wealth Management LLC now owns 350 shares of the company’s stock valued at $102,000 after buying an additional 45 shares in the last quarter. Finally, Texas Permanent School Fund Corp raised its stake in shares of RH by 0.4% during the 1st quarter. Texas Permanent School Fund Corp now owns 13,378 shares of the company’s stock worth $4,659,000 after buying an additional 47 shares during the last quarter. Institutional investors and hedge funds own 90.17% of the company’s stock.

Insider Transactions at RH

In other RH news, CEO Gary G. Friedman purchased 34,200 shares of the firm’s stock in a transaction that occurred on Tuesday, June 25th. The shares were purchased at an average cost of $215.00 per share, for a total transaction of $7,353,000.00. Following the completion of the purchase, the chief executive officer now directly owns 3,339,263 shares in the company, valued at $717,941,545. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company 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.