Arhaus (NASDAQ:ARHS) CEO John Reed Sells 89,510 Shares of Stock

Arhaus, Inc. (NASDAQ:ARHS) CEO John Reed sold 89,510 shares of the firm’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 value of $1,166,315.30. Following the transaction, the chief executive officer owned 115,799 shares in the company, valued at $1,508,860.97. This represents a 43.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arhaus Trading Down 1.6%

ARHS opened at $12.94 on Friday. The firm has a market cap of $1.83 billion, a price-to-earnings ratio of 25.88, a price-to-earnings-growth ratio of 3.73 and a beta of 2.24. Arhaus, Inc. has a 52 week low of $5.57 and a 52 week high of $13.36. The business’s 50 day moving average is $9.80 and its two-hundred day moving average is $8.39. The company has a quick ratio of 0.60, a current ratio of 1.33 and a debt-to-equity ratio of 0.13.

Arhaus (NASDAQ:ARHS) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.05 earnings per share for the quarter, missing analysts’ consensus estimates of $0.08 by ($0.03). The firm had revenue of $368.12 million during the quarter, compared to analysts’ expectations of $370.56 million. Arhaus had a net margin of 4.91% and a return on equity of 17.23%. Arhaus’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.09 EPS. On average, research analysts predict that Arhaus, Inc. will post 0.54 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have issued reports on ARHS. Craig Hallum raised shares of Arhaus from a “hold” rating to a “buy” rating and set a $12.00 price objective on the stock in a research report on Thursday, August 6th. Morgan Stanley lifted their price objective on shares of Arhaus from $9.00 to $10.00 and gave the company an “equal weight” rating in a research note on Friday, August 7th. Robert W. Baird set a $10.00 target price on shares of Arhaus in a report on Friday, August 7th. Telsey Advisory Group upped their target price on shares of Arhaus from $10.00 to $11.00 and gave the company a “market perform” rating in a report on Tuesday, October 20th. Finally, Wall Street Zen upgraded shares of Arhaus from a “sell” rating to a “hold” rating in a research note on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $10.78.

Key Stories Impacting Arhaus

Here are the key news stories impacting Arhaus this week:

• Positive Sentiment: Comparable Written Sales rose 13.9% year over year, while Comparable Delivered Sales increased 2.6%, offering evidence of continued demand. Arhaus Reports Third Quarter 2026 Financial Results
• Neutral Sentiment: Revenue rose 6.8% to about $368 million, but came in slightly below analysts’ $370.6 million estimate. Arhaus Q3 results
• Negative Sentiment: Adjusted earnings were $0.05 per share, below the $0.08 consensus and down from $0.09 a year earlier. Net income fell 36% to $8 million and adjusted EBITDA declined 12.3% to $27 million. SG&A expenses rose 14.8%, faster than gross margin’s 8.2% increase, adding to concern about profitability. Arhaus Reports Third Quarter 2026 Financial Results
• Negative Sentiment: CEO John Reed and the 2018 Reed Dynasty Trust disclosed sizable share sales across November 3–4. The transactions were made under pre-arranged Rule 10b5-1 plans, which may temper their significance, but the sales could still weigh on sentiment. SEC filing for CEO transactions SEC filing for trust transactions

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Bank of America Corp DE increased its stake in Arhaus by 2.1% in the 1st quarter. Bank of America Corp DE now owns 2,337,340 shares of the company’s stock valued at $15,847,000 after buying an additional 49,036 shares during the period. Dimensional Fund Advisors LP raised its position in Arhaus by 18.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,179,268 shares of the company’s stock worth $7,994,000 after buying an additional 185,208 shares during the last quarter. Punch & Associates Investment Management Inc. raised its position in Arhaus by 2.1% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 1,115,665 shares of the company’s stock worth $7,564,000 after buying an additional 22,580 shares during the last quarter. Granite Investment Partners LLC lifted its stake in shares of Arhaus by 14.0% in the 1st quarter. Granite Investment Partners LLC now owns 460,322 shares of the company’s stock worth $3,121,000 after acquiring an additional 56,628 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Arhaus by 95.1% in 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 during the period. Institutional investors and hedge funds own 27.88% of the company’s stock.

Arhaus Company Profile

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.