Telsey Advisory Group Has Positive Outlook of RH Q1 Earnings

RH (NYSE:RH) – Research analysts at Telsey Advisory Group increased their Q1 2026 earnings per share (EPS) estimates for RH in a note issued to investors on Thursday, December 19th. Telsey Advisory Group analyst C. Fernandez now anticipates that the company will post earnings of $1.46 per share for the quarter, up from their previous forecast of $0.97. Telsey Advisory Group currently has a “Outperform” rating and a $500.00 target price 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 $3.86 EPS, Q4 2026 earnings at $3.38 EPS, FY2026 earnings at $13.20 EPS and FY2027 earnings at $18.65 EPS.

Other equities analysts have also recently issued research reports about the company. Stifel Nicolaus raised their price target on RH from $420.00 to $500.00 and gave the company a “buy” rating in a report on Monday, December 16th. JPMorgan Chase & Co. lowered their price objective on shares of RH from $345.00 to $338.00 and set an “overweight” rating for the company in a research report on Monday, September 16th. Morgan Stanley upped their target price on shares of RH from $310.00 to $435.00 and gave the company an “equal weight” rating in a research report on Friday, December 13th. StockNews.com lowered RH from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Citigroup upped their price objective on RH from $340.00 to $355.00 and gave the company a “buy” rating in a research report on Friday, September 13th. Three investment analysts have rated the stock with a sell rating, five have assigned a hold rating and nine have issued a buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $402.40.

RH Stock Performance

Shares of RH stock opened at $408.23 on Monday. The stock has a fifty day simple moving average of $357.27 and a two-hundred day simple moving average of $303.66. RH has a 52-week low of $212.43 and a 52-week high of $457.26. The firm has a market capitalization of $7.59 billion, a PE ratio of 117.31, a PEG ratio of 2.73 and a beta of 2.44.

RH (NYSE:RH) last posted its quarterly earnings data on Thursday, December 12th. The company reported $2.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.67 by ($0.19). RH had a negative return on equity of 32.76% and a net margin of 2.25%. The business had revenue of $811.73 million during the quarter, compared to analysts’ expectations of $812.19 million. During the same period in the previous year, the business posted ($0.42) EPS. The business’s quarterly revenue was up 8.1% compared to the same quarter last year.

Institutional Trading of RH

Hedge funds have recently made changes to their positions in the business. Blue Trust Inc. boosted its holdings in shares of RH by 308.3% in the 3rd quarter. Blue Trust Inc. now owns 98 shares of the company’s stock valued at $33,000 after buying an additional 74 shares in the last quarter. Ridgewood Investments LLC acquired a new position in RH in the 2nd quarter valued at $62,000. Centaurus Financial Inc. purchased a new position in RH during the 3rd quarter worth $100,000. Ameliora Wealth Management Ltd. purchased a new stake in shares of RH in the third quarter valued at about $110,000. Finally, Quarry LP purchased a new stake in RH in the 3rd quarter valued at approximately $141,000. Institutional investors and hedge funds own 90.17% of the company’s stock.

Insider Buying and Selling at RH

In other news, insider Edward T. Lee sold 2,000 shares of the stock in a transaction on Friday, October 18th. The stock was sold at an average price of $353.57, for a total transaction of $707,140.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Keith Belling sold 500 shares of the business’s stock in a transaction dated Tuesday, December 17th. The shares were sold at an average price of $415.00, for a total transaction of $207,500.00. Following the completion of the sale, the director now owns 5,470 shares in the company, valued at approximately $2,270,050. This trade represents a 8.38 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 28.10% of the stock is currently owned by insiders.

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.