Arhaus, Inc. $ARHS Shares Sold by Sei Investments Co.

Sei Investments Co. lessened its stake in Arhaus, Inc. (NASDAQ:ARHS) by 34.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 562,410 shares of the company’s stock after selling 297,455 shares during the quarter. Sei Investments Co.’s holdings in Arhaus were worth $3,813,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in ARHS. Simcoe Capital LLC purchased a new stake in shares of Arhaus during the fourth quarter worth approximately $4,592,000. Tudor Investment Corp ET AL purchased a new position in Arhaus in the third quarter worth approximately $1,897,000. AGP Franklin LLC acquired a new position in Arhaus during the 4th quarter worth approximately $1,705,000. UBS Group AG grew its holdings in Arhaus by 43.3% during the 4th quarter. UBS Group AG now owns 1,098,150 shares of the company’s stock worth $12,310,000 after acquiring an additional 331,961 shares in the last quarter. Finally, Meros Investment Management LP grew its holdings in Arhaus by 71.1% during the 4th quarter. Meros Investment Management LP now owns 821,734 shares of the company’s stock worth $9,212,000 after acquiring an additional 341,577 shares in the last quarter. 27.88% of the stock is owned by institutional investors and hedge funds.

Arhaus News Roundup

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.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ARHS. Telsey Advisory Group set a $8.00 price objective on shares of Arhaus and gave the company a “market perform” rating in a report on Friday, May 8th. Craig Hallum upgraded shares of Arhaus from a “hold” rating to a “buy” rating and set a $12.00 target price for the company in a research note on Thursday. Stifel Nicolaus dropped their target price on Arhaus from $12.00 to $11.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Wall Street Zen upgraded Arhaus from a “sell” rating to a “hold” rating in a research note on Monday, July 20th. Finally, Guggenheim decreased their price target on Arhaus from $14.00 to $12.00 and set a “buy” rating for the company in a report on Friday, May 8th. Four research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $9.82.

Arhaus Stock Performance

Shares of Arhaus stock opened at $9.68 on Friday. The company has a quick ratio of 0.46, a current ratio of 1.25 and a debt-to-equity ratio of 0.14. Arhaus, Inc. has a 52 week low of $5.57 and a 52 week high of $12.98. The firm’s 50 day moving average is $7.58 and its two-hundred day moving average is $7.77. The firm has a market capitalization of $1.37 billion, a P/E ratio of 20.60, a P/E/G ratio of 3.31 and a beta of 2.29.

Arhaus (NASDAQ:ARHS) last issued its quarterly earnings data 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. Arhaus had a net margin of 4.67% and a return on equity of 16.39%. The business had revenue of $384.90 million during the quarter, compared to the consensus estimate of $365.66 million. During the same quarter in the previous year, the firm earned $0.25 EPS. The company’s revenue was up 7.5% compared to the same quarter last year. Research analysts forecast that Arhaus, Inc. will post 0.47 EPS for the current fiscal year.

Arhaus Profile

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.