What is Telsey Advisory Group’s Estimate for RH Q4 Earnings?

RH (NYSE:RH) – Investment analysts at Telsey Advisory Group lifted their Q4 2025 earnings per share estimates for RH in a research note issued to investors on Monday, December 9th. Telsey Advisory Group analyst C. Fernandez now anticipates that the company will earn $1.42 per share for the quarter, up from their previous forecast of $1.41. Telsey Advisory Group 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.

Other analysts have also recently issued reports about the company. StockNews.com raised RH to a “sell” rating in a research report on Thursday, September 19th. Wells Fargo & Company lifted their price target on RH from $325.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, September 13th. Bank of America increased their price objective on RH from $310.00 to $359.00 and gave the stock a “buy” rating in a report on Friday, September 13th. TD Cowen boosted their target price on shares of RH from $325.00 to $350.00 and gave the company a “buy” rating in a report on Friday, September 13th. Finally, Loop Capital increased their price target on shares of RH from $230.00 to $320.00 and gave the stock a “hold” rating in a research note on Monday, September 16th. Three analysts have rated the stock with a sell rating, six have assigned a hold rating and eight have issued a buy rating to the company. According to data from MarketBeat, RH has an average rating of “Hold” and a consensus price target of $338.40.

RH Stock Down 4.4 %

Shares of RH stock opened at $381.51 on Wednesday. The business has a 50 day moving average of $345.55 and a 200 day moving average of $296.23. RH has a 52 week low of $212.43 and a 52 week high of $403.39. The company has a market cap of $7.04 billion, a PE ratio of 224.42, a P/E/G ratio of 2.15 and a beta of 2.44.

RH (NYSE:RH) last posted its quarterly earnings results on Thursday, December 12th. The company reported $2.48 EPS for the quarter, missing analysts’ consensus estimates of $2.67 by ($0.19). RH had a net margin of 1.13% and a negative return on equity of 11.29%. The firm had revenue of $811.73 million for the quarter, compared to the consensus estimate of $812.19 million. During the same quarter in the prior year, the company earned ($0.42) earnings per share. The company’s quarterly revenue was up 8.1% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Texas Permanent School Fund Corp lifted its holdings in shares of RH by 25.3% in the 2nd quarter. Texas Permanent School Fund Corp now owns 16,765 shares of the company’s stock worth $4,098,000 after buying an additional 3,387 shares during the period. Lisanti Capital Growth LLC purchased a new stake in RH in the third quarter worth about $3,251,000. Virtu Financial LLC bought a new position in RH during the 3rd quarter worth about $4,268,000. Invst LLC purchased a new position in RH during the 3rd quarter valued at about $752,000. Finally, Diversified Trust Co bought a new stake in shares of RH in the 2nd quarter valued at about $793,000. Institutional investors own 90.17% of the company’s stock.

Insider Activity at RH

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