Market Cap
$2.3B
RH
RH
$120.46 ▼ -0.04%
Prev close $120.51Market cap$2.3B
ConsensusHold
12-mo target$165.82 (+37.7%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on RH right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$3.3B
Inst. Activity
32 buys / 18 sells
Insider Activity
$1.8M buy / $25.4M sell
Insider Net $
-$23.5M
Social Sentiment
61° Warm
SEC Reports
6
Congressional
2 trades
Price chart 30d -17.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
DEMILIO MARK S sold 1,000 shares
Director @ $132.00 ($132.0K)
Sep 11, 2026 short_volume
Sep 10, 2026 SEC Short Volume: RH — 57.4% short (0.6M / 1.0M)
Short: 598,713 | Exempt: 417 | TRF Vol: 1,043,779 | Short Ratio: 57.4% | Off-exchange volume (dark p
RH reported Q2 FY2026 GAAP net revenues of $922.2M, up 2.6% YoY and above the high end of guidance, but GAAP net income
8-K — Impact 6/10
Analysis based on filing metadata only — document content was unavailable. This 8-K was filed under Item 7.01 (Regulatio
8-K — Impact 2/10
CEO Gary Friedman sold ~$7.65M of RH stock over two days (July 8 and July 10, 2026), with Director Mark DeMilio also sel
CLUSTER — Impact 5/10
Jul 10, 2026 Insider
DEMILIO MARK S sold 1,309 shares
Director @ $167.95 ($219.8K)
Jul 10, 2026 Insider
DEMILIO MARK S sold 1,136 shares
Director @ $169.00 ($192.0K)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
1,978,271 shares ($325.9M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Sep 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 11, 2026 | BNP Paribas | REITERATE | Underperform | — |
| Sep 11, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Sep 11, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 11, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 11, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 11, 2026 | Guggenheim | REITERATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 13 | 2 | 0 | 46% | |
| Aug 1, 2026 | 4 | 9 | 13 | 1 | 0 | 48% | |
| Jul 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% | |
| Jun 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% | |
| May 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% | |
| Apr 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% | |
| Mar 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% | |
| Feb 1, 2026 | 4 | 9 | 12 | 3 | 0 | 46% |
Price targets
Where 17 covering analysts think RH trades over the next 12 months.
$165.82 +37.7% upside Strong Buy
Current$120.46 Low$81.00 Median$164.00 High$258.00 17 analysts
$81.00$258.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
61°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 1 neutral · avg impact 5.3/10.
MIXED8-K6/10
RH reported Q2 FY2026 GAAP net revenues of $922.2M, up 2.6% YoY and above the high end of guidance,
Sep 10, 2026
NEUTRAL8-K2/10
Analysis based on filing metadata only — document content was unavailable. This 8-K was filed under
Jul 23, 2026
BEARISHCLUSTER5/10
CEO Gary Friedman sold ~$7.65M of RH stock over two days (July 8 and July 10, 2026), with Director M
Jul 14, 2026
BEARISHCLUSTER6/10
RH CEO Gary Friedman sold $6.64M in stock on July 6, while a director made a negligible $48K purchas
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
short_volume
Short Volume: RH — 57.4% short (0.6M / 1.0M)
Short: 598,713 | Exempt: 417 | TRF Vol: 1,043,779 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: RH — 62.5% short (0.5M / 0.7M)
Short: 462,364 | Exempt: 2,971 | TRF Vol: 739,552 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
earnings_calendar
RH Q2 2027 Earnings Scheduled — 2026-09-09
Aug 31, 2026
ftd
FTD: RH — 7,840 shares ($1.2M) failed to deliver
Settlement: 20260831, Price: $149.49, FTD Value: $1,172,001.6, RH COM(DE)
Aug 6, 2026
ftd
FTD: RH — 7,001 shares ($1.4M) failed to deliver
Settlement: 20260806, Price: $195.30, FTD Value: $1,367,295.3, RH COM(DE)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.46 | $0.10–$1.13 | -84.2% | +11.3% | 1↑ 0↓ | $0.9B | 18 |
| Next Q | $3.77 | $2.82–$4.95 | 146.5% | +19.6% | — | $1.0B | 16 |
| Current FY | $5.38 | $4.10–$7.07 | -14.5% | +12.9% | 1↑ 0↓ | $3.6B | 19 |
| Next FY | $8.54 | $2.78–$10.70 | 58.8% | -6.0% | 1↑ 1↓ | $4.0B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.463 | — |
| 7d ago | $0.463 | — |
| 30d ago | $0.416 | +0.047 |
| 60d ago | $0.417 | +0.046 |
| 90d ago | $0.817 | -0.355 |
Institutional ownership
Which big funds own RH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.3B total value (20,296,915 shares) as of 2026-Q2. Top holders: Erste, FMR, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| FMR LLC | 2,835,135 | $467.0M | 14.0% | — |
| BlackRock, Inc. | 1,978,271 | $325.9M | 9.7% | ADD +41.7% |
| Alyeska Investment Group, L.P. | 1,708,997 | $281.5M | 8.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 899,500 | $148.2M | 4.4% | NEAR_EXIT -82.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 886,100 | $146.0M | 4.4% | NEAR_EXIT -82.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 778,415 | $128.2M | 3.8% | — |
| TWO SIGMA INVESTMENTS, LP | 763,447 | $125.8M | 3.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 688,225 | $113.4M | 3.4% | — |
| UBS Group AG | 619,174 | $102.0M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 1,396,561 | 1,978,271 | +41.7% | $325.9M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 287,399 | 414,947 | +44.4% | $68.4M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 145,394 | 399,645 | +174.9% | $65.8M |
| MARSHALL WACE, LLP | DOUBLED | 52,001 | 295,133 | +467.6% | $48.6M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 556,233 | 287,226 | -48.4% | $47.3M |
| D. E. Shaw & Co., Inc. | DOUBLED | 27,572 | 260,485 | +844.7% | $42.9M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 910 | 232,674 | +25468.6% | $38.3M |
| CITADEL ADVISORS LLC | DOUBLED | 97,891 | 216,524 | +121.2% | $35.7M |
| Point72 Asset Management, L.P. | TRIM | 641,599 | 212,398 | -66.9% | $35.0M |
| NORTHERN TRUST CORP | ADD | 133,509 | 203,976 | +52.8% | $33.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$23.5M — $1.8M bought, $25.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | DEMILIO MARK S | Director | SELL | 1,000 | $132.00 | $132.0K |
| Jul 10, 2026 | DEMILIO MARK S | Director | SELL | 1,309 | $167.95 | $219.8K |
| Jul 10, 2026 | DEMILIO MARK S | Director | SELL | 1,136 | $169.00 | $192.0K |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 5,897 | $154.71 | $912.3K |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 24,370 | $159.97 | $3.9M |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 3,216 | $155.65 | $500.6K |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 400 | $156.66 | $62.7K |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 5,399 | $157.92 | $852.6K |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 6,833 | $158.92 | $1.1M |
| Jul 8, 2026 | FRIEDMAN GARY G | CHAIRMAN & CEO | SELL | 2,123 | $160.57 | $340.9K |
Congressional trades
RH trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | RH | Apr 22, 2026(35d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | RH | Apr 22, 2026(35d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RH.
Shares short
5,003,985
Settlement Sep 15, 2026
Change vs prior
+2.5%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈26.4%
Estimate — not % of float
All RH filing & press-release reports (6)
- 8-K reportSep 10, 2026
- 8-K reportJul 23, 2026
- CLUSTER reportJul 14, 2026
- CLUSTER reportJul 8, 2026
- 144 reportJul 6, 2026
- 8-K reportApr 21, 2026