Sei Investments Co. cut its holdings in shares of Arhaus, Inc. (NASDAQ:ARHS – Free Report) by 34.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 562,410 shares of the company’s stock after selling 297,455 shares during the quarter. Sei Investments Co. owned about 0.40% of Arhaus worth $3,813,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Simcoe Capital LLC acquired a new position in Arhaus in the fourth quarter valued at about $4,592,000. Tudor Investment Corp ET AL acquired a new stake in shares of Arhaus during the third quarter valued at about $1,897,000. AGP Franklin LLC acquired a new stake in shares of Arhaus during the fourth quarter valued at about $1,705,000. UBS Group AG raised its stake in shares of Arhaus by 43.3% in the 4th quarter. UBS Group AG now owns 1,098,150 shares of the company’s stock valued at $12,310,000 after acquiring an additional 331,961 shares during the period. Finally, Meros Investment Management LP raised its stake in shares of Arhaus by 71.1% in the 4th quarter. Meros Investment Management LP now owns 821,734 shares of the company’s stock valued at $9,212,000 after acquiring an additional 341,577 shares during the period. 27.88% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
ARHS has been the topic of several recent analyst reports. Piper Sandler decreased their price objective on shares of Arhaus from $11.00 to $8.00 and set a “neutral” rating on the stock in a report on Monday, May 11th. Stifel Nicolaus cut their target price on Arhaus from $12.00 to $11.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Robert W. Baird set a $8.00 price target on Arhaus in a research note on Friday, May 8th. TD Cowen lowered their price target on Arhaus from $9.00 to $8.00 and set a “buy” rating for the company in a research report on Monday, May 11th. Finally, Wall Street Zen raised Arhaus from a “sell” rating to a “hold” rating in a research note on Monday, July 20th. Four investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $9.82.
Arhaus News Summary
Here are the key news stories impacting Arhaus this week:
- Positive Sentiment: Quarterly results exceeded expectations: Arhaus reported adjusted EPS of $0.28 versus the $0.16 consensus estimate, while revenue rose 7.4% year over year to $384.9 million, above expectations of $365.7 million. Arhaus quarterly earnings report
- Positive Sentiment: Improved operating performance: Net income increased 13.1% to approximately $40 million, adjusted EBITDA grew 16.8% to $70 million, and comparable written sales rose 12.5%, signaling strong demand for Arhaus products. Comparable delivered sales increased 4.0% in the quarter. Arhaus second-quarter financial results
- Positive Sentiment: Higher profitability outlook: Arhaus raised its full-year 2026 adjusted EBITDA outlook to $160 million-$171 million, reflecting $37.8 million of received tariff refunds plus $1.3 million of interest. Full-year revenue guidance remains $1.43 billion-$1.47 billion.
- Positive Sentiment: Analyst upgrade: Craig Hallum upgraded ARHS from “hold” to “buy” and set a $12 price target, supporting investor confidence in the company’s growth and earnings trajectory. Finviz analyst upgrade report
- Neutral Sentiment: Arhaus ended the quarter with 109 showrooms and plans 10-14 showroom projects during 2026, including four to six new openings. The expansion supports longer-term growth but requires continued investment.
- Negative Sentiment: Some benefits are nonrecurring: The quarter’s margin and EBITDA gains included $23.8 million in tariff recoveries, which may make year-over-year profitability comparisons less sustainable once the refunds are absorbed.
- Negative Sentiment: Third-quarter revenue guidance of $355 million-$375 million is broadly in line with, but has a midpoint below, the $371.5 million analyst consensus. Year-to-date comparable delivered sales growth remains modest at 1.4%.
- Negative Sentiment: Cash declined 10.6% from year-end to $226 million, primarily following a $49 million special dividend, while inventory increased 4.3%, factors investors may monitor for liquidity and demand risks.
Arhaus Trading Up 17.6%
NASDAQ ARHS opened at $9.68 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.46 and a current ratio of 1.25. The firm has a market cap of $1.37 billion, a price-to-earnings ratio of 20.60, a PEG ratio of 3.31 and a beta of 2.29. The firm has a 50 day simple moving average of $7.58 and a 200-day simple moving average of $7.77. Arhaus, Inc. has a one year low of $5.57 and a one year high of $12.98.
Arhaus (NASDAQ:ARHS – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.12. The firm had revenue of $384.90 million for the quarter, compared to the consensus estimate of $365.66 million. Arhaus had a net margin of 4.67% and a return on equity of 16.39%. The firm’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.25 EPS. Equities research analysts anticipate that Arhaus, Inc. will post 0.47 EPS for the current fiscal year.
About Arhaus
Arhaus (NASDAQ:ARHS) is a U.S.-based retailer specializing in high-end home furnishings and décor. Since its founding in 1986 in northeastern Ohio, the company has built a reputation for curating unique, design-forward products that blend contemporary aesthetics with artisanal craftsmanship. Headquartered in Boston Heights, Ohio, Arhaus operates a network of brick-and-mortar galleries across the United States alongside a robust e-commerce platform, serving customers from coastal metropolitan areas to interior regions.
The company’s product portfolio encompasses a wide range of furniture categories—including sofas, dining tables, bedroom pieces and storage solutions—complemented by lighting fixtures, rugs, pillows, wall art and decorative accessories.
Featured Stories
- Five stocks we like better than Arhaus
- Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling
- 4 Oil and Gas ETF Plays as Prices Stay Sky-High
- What Tesla Stands to Lose If It Walks Away From China
- Disney Sets Up for a Magical Year in 2027
Receive News & Ratings for Arhaus Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Arhaus and related companies with MarketBeat.com's FREE daily email newsletter.
