Arhaus (NASDAQ:ARHS) Price Target Raised to $13.00

Arhaus (NASDAQ:ARHS) had its target price upped by Telsey Advisory Group from $12.00 to $13.00 in a research report released on Thursday morning, Marketbeat Ratings reports. Telsey Advisory Group currently has a market perform rating on the stock.

A number of other analysts also recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arhaus in a report on Monday, December 29th. Zacks Research cut Arhaus from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 7th. Morgan Stanley lifted their price target on Arhaus from $10.50 to $12.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, Wall Street Zen cut Arhaus from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $11.20.

Arhaus Stock Performance

ARHS opened at $8.25 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.64 and a current ratio of 1.34. Arhaus has a 52-week low of $6.61 and a 52-week high of $12.98. The firm has a market cap of $1.16 billion, a P/E ratio of 17.19, a price-to-earnings-growth ratio of 4.26 and a beta of 2.51. The business’s fifty day moving average is $10.40 and its 200-day moving average is $10.60.

Arhaus (NASDAQ:ARHS) last posted its quarterly earnings results on Thursday, February 26th. The company reported $0.11 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $364.85 million during the quarter, compared to the consensus estimate of $351.53 million. Arhaus had a return on equity of 17.78% and a net margin of 4.88%.Arhaus’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.15 earnings per share. Sell-side analysts expect that Arhaus will post 0.46 EPS for the current fiscal year.

Arhaus Dividend Announcement

The business also recently declared a special dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Wednesday, March 18th will be issued a dividend of $0.35 per share. The ex-dividend date is Wednesday, March 18th.

Institutional Investors Weigh In On Arhaus

A number of hedge funds and other institutional investors have recently bought and sold shares of ARHS. Voya Investment Management LLC increased its holdings in Arhaus by 10,207.1% in the 3rd quarter. Voya Investment Management LLC now owns 1,512,367 shares of the company’s stock worth $16,076,000 after purchasing an additional 1,497,694 shares in the last quarter. Balyasny Asset Management L.P. bought a new position in Arhaus in the 4th quarter valued at approximately $10,962,000. Wasatch Advisors LP raised its holdings in Arhaus by 6.8% in the 2nd quarter. Wasatch Advisors LP now owns 12,703,259 shares of the company’s stock valued at $110,137,000 after buying an additional 811,337 shares during the last quarter. CenterBook Partners LP boosted its position in Arhaus by 207.9% during the 3rd quarter. CenterBook Partners LP now owns 1,056,367 shares of the company’s stock worth $11,229,000 after buying an additional 713,324 shares during the period. Finally, Nuveen LLC grew its holdings in Arhaus by 616.6% during the 4th quarter. Nuveen LLC now owns 751,950 shares of the company’s stock worth $8,429,000 after acquiring an additional 647,020 shares during the last quarter. Institutional investors own 27.88% of the company’s stock.

Trending Headlines about Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Declared a special cash dividend of $0.35/share payable March 31, rewarding shareholders and signaling strong cash generation. Arhaus press release
• Positive Sentiment: Q4 results beat expectations: revenue $364.8M (above consensus) and EPS $0.11 vs. $0.10 estimate; full-year revenue rose ~8.5% to a record $1.38B and adjusted EBITDA increased — supports longer‑term growth thesis. Earnings beat article
• Positive Sentiment: Company set FY2026 net revenue target of $1.43B–$1.47B and plans 10–14 showroom projects (4–6 new openings), continuing its showroom expansion strategy that drove 2025 growth. Revenue target / expansion
• Positive Sentiment: One analyst (Telsey) raised its target to $13 (from $12), signaling some analyst confidence in the recovery/expansion story. Benzinga note
• Neutral Sentiment: Management will attend investor conferences (Raymond James meetings), increasing access for investors and potential for additional clarity. Investor conference notice
• Neutral Sentiment: Short-interest data reported appears unreliable (zeros/NaN) and should not be interpreted as a material driver today; ignore until corrected.
• Negative Sentiment: Q1 2026 revenue guidance of $300M–$320M is below the consensus (~$327M), implying near-term demand softness and pressuring the stock. Guidance details
• Negative Sentiment: Profitability/momentum mixed: full-year net income declined ~1.9% YoY and comparable written sales grew only 1.3%, suggesting slower demand and pressure on margins despite revenue growth. Earnings release
• Negative Sentiment: TD Cowen trimmed its target to $12 from $13 (but kept a Buy), a modest analyst downgrade that can weigh on sentiment. Analyst note

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.