RH director Mark Demilio sold 2,254 shares on January 14, reducing his holding by 10.15%. The blocks were transacted at an average of $220 per share for a total of $495,880. Following the sale, Demilio directly owns 19,962 shares, representing approximately $4.39 million in holdings. The transaction was disclosed in an SEC filing.

Morgan Stanley raised its target to $275, reflecting an optimistic view on top-line recovery after recent quarterly revenue growth of 8.9%. However, Goldman Sachs cut its target from $195 to $144 and maintained a sell rating. Barclays trimmed its objective from $385 to $283 while keeping an overweight stance. The six-month range of analyst forecasts spans roughly $144 to $275, with a median around $200.

In the quarter ended December 11, RH reported revenue of $883.81 million, up 8.9% year-over-year and essentially in line with consensus. EPS of $1.71 missed the $2.13 estimate, resulting in a net margin of 3.22% and a negative return on equity of 161.72%. The company carries a high leverage profile, with a debt-to-equity ratio exceeding 900%, while maintaining a current ratio of 1.19 and a quick ratio of 0.26.

Institutional investors and hedge funds control 90.17% of RH’s shares. Durable Capital Partners boosted its position by 125% in the second quarter to over 646,000 shares. Westfield Capital initiated a stake worth $67.6 million in the third quarter. Senvest Management and AllianceBernstein increased their holdings by 54.6% and 66.1% respectively, while JPMorgan added nearly 266,000 shares, marking a 388.7% increase.