Insider Selling: Arhaus (NASDAQ:ARHS) CEO Sells 89,510 Shares of Stock

Arhaus, Inc. (NASDAQ:ARHS) CEO John Reed sold 89,510 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $13.03, for a total transaction of $1,166,315.30. Following the completion of the transaction, the chief executive officer owned 115,799 shares of the company’s stock, valued at approximately $1,508,860.97. The trade was a 43.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arhaus Stock Performance

Arhaus stock traded down $0.21 during midday trading on Thursday, reaching $12.94. 4,352,843 shares of the company traded hands, compared to its average volume of 1,415,924. The business has a 50 day moving average of $9.72 and a two-hundred day moving average of $8.38. The firm has a market capitalization of $1.83 billion, a price-to-earnings ratio of 25.88, a price-to-earnings-growth ratio of 3.42 and a beta of 2.24. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.33 and a quick ratio of 0.60. Arhaus, Inc. has a 12 month low of $5.57 and a 12 month high of $13.36.

Arhaus (NASDAQ:ARHS) last released its earnings results on Thursday, November 5th. The company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.08 by ($0.03). Arhaus had a net margin of 4.91% and a return on equity of 17.23%. The company had revenue of $368.12 million for the quarter, compared to analysts’ expectations of $370.56 million. During the same quarter last year, the firm posted $0.09 earnings per share. Arhaus’s revenue for the quarter was up 6.8% on a year-over-year basis. As a group, research analysts predict that Arhaus, Inc. will post 0.54 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently weighed in on ARHS. Jefferies Financial Group raised shares of Arhaus from a “hold” rating to a “buy” rating and lifted their price target for the company from $9.50 to $10.00 in a research note on Monday, September 21st. Robert W. Baird set a $10.00 target price on Arhaus in a research report on Friday, August 7th. Telsey Advisory Group increased their price objective on shares of Arhaus from $10.00 to $11.00 and gave the stock a “market perform” rating in a research note on Tuesday, October 20th. Zacks Research upgraded shares of Arhaus from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 6th. Finally, Weiss Ratings raised Arhaus from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, August 17th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $10.78.

Institutional Trading of Arhaus

Hedge funds have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP increased its holdings in Arhaus by 18.6% in the first quarter. Dimensional Fund Advisors LP now owns 1,179,268 shares of the company’s stock valued at $7,994,000 after buying an additional 185,208 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Arhaus by 95.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 459,025 shares of the company’s stock worth $3,112,000 after acquiring an additional 223,692 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Arhaus during the 2nd quarter valued at about $1,582,000. Engineers Gate Manager LP grew its position in shares of Arhaus by 54.4% during the 2nd quarter. Engineers Gate Manager LP now owns 213,976 shares of the company’s stock valued at $1,802,000 after acquiring an additional 75,371 shares during the period. Finally, Hardin Capital Partners LLC purchased a new position in shares of Arhaus in the 2nd quarter valued at about $672,000. 27.88% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Revenue rose 6.8% year over year to $368 million, while comparable written sales increased 13.9%, pointing to continued demand and potential future sales growth. Arhaus Reports Third Quarter 2026 Financial Results
• Neutral Sentiment: Comparable delivered sales rose 2.6%, indicating modest growth in sales already delivered. Arhaus Reports Third Quarter 2026 Financial Results
• Negative Sentiment: Adjusted EPS of $0.05 missed the $0.08 consensus and was down from $0.09 a year earlier. Revenue also came in slightly below estimates of $370.56 million. Arhaus Q3 Earnings and Revenues Miss Estimates
• Negative Sentiment: Net income declined 36% to $8 million and adjusted EBITDA fell 12.3% to $27 million, while selling, general and administrative expenses increased 14.8%. The profit decline despite higher revenue highlights cost pressure. Arhaus Reports Third Quarter 2026 Financial Results

About Arhaus

Arhaus, Inc is a lifestyle-focused retailer of luxury and artisan-inspired furniture and home furnishings. The company offers products for living rooms, bedrooms, dining areas, offices and outdoor spaces, along with lighting, rugs, textiles, wall art, mirrors, décor and other home accessories.

Arhaus combines retail showrooms with e-commerce and interior design services, providing products intended to support a coordinated approach to home furnishing. Its collections are developed through collaborations with designers and craftspeople and may incorporate materials such as reclaimed wood, natural stone, upholstery fabrics and other distinctive finishes.

Founded in 1986, Arhaus serves customers primarily in the United States through its stores, online platform and interior design professionals.