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

Key Points

• Arhaus CEO John Reed sold 89,510 shares for about $1.17 million at an average price of $13.03 under a pre-arranged Rule 10b5-1 plan, reducing his direct stake by 43.6% to 115,799 shares.
• For the quarter, Arhaus reported revenue of $368.12 million, up 6.8% year over year, but EPS of $0.05 fell short of the $0.08 analyst consensus; revenue also slightly missed estimates.
• Analyst sentiment was moderately positive: MarketBeat reported a “Moderate Buy” consensus rating and a $10.78 average price target.

Arhaus, Inc. (NASDAQ:ARHS - Get Free Report) CEO John Reed sold 89,510 shares of the stock in a transaction dated 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 directly owned 115,799 shares of the company's stock, valued at $1,508,860.97. This trade represents a 43.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arhaus Price Performance

Shares of Arhaus stock traded down $0.21 during midday trading on Thursday, hitting $12.94. 4,352,843 shares of the company traded hands, compared to its average volume of 1,415,924. The stock has a market cap of $1.83 billion, a price-to-earnings ratio of 25.88, a PEG ratio of 3.42 and a beta of 2.24. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.60 and a current ratio of 1.33. The firm's fifty day moving average price is $9.72 and its 200-day moving average price is $8.38. Arhaus, Inc. has a 12 month low of $5.57 and a 12 month high of $13.36.

Arhaus (NASDAQ:ARHS - Get Free Report) last released its quarterly earnings data on Thursday, November 5th. The company reported $0.05 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.08 by ($0.03). The company had revenue of $368.12 million for the quarter, compared to analyst estimates of $370.56 million. Arhaus had a return on equity of 17.23% and a net margin of 4.91%. Arhaus's revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.09 earnings per share. As a group, sell-side analysts forecast that Arhaus, Inc. will post 0.54 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ARHS. Bank of America Corp DE grew its position in Arhaus by 2.1% during the first quarter. Bank of America Corp DE now owns 2,337,340 shares of the company's stock valued at $15,847,000 after acquiring an additional 49,036 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Arhaus by 18.6% during the first quarter. Dimensional Fund Advisors LP now owns 1,179,268 shares of the company's stock worth $7,994,000 after purchasing an additional 185,208 shares during the period. Punch & Associates Investment Management Inc. lifted its holdings in Arhaus by 2.1% in 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 period. Granite Investment Partners LLC boosted its holdings in Arhaus by 14.0% in the first quarter. Granite Investment Partners LLC now owns 460,322 shares of the company's stock valued at $3,121,000 after acquiring an additional 56,628 shares in the last quarter. Finally, 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 valued at $3,112,000 after purchasing an additional 223,692 shares in the last quarter. Institutional investors and hedge funds own 27.88% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on ARHS shares. Piper Sandler raised shares of Arhaus from a "neutral" rating to an "overweight" rating and boosted their target price for the stock from $9.00 to $13.00 in a report on Tuesday, October 20th. Wall Street Zen raised shares of Arhaus from a "sell" rating to a "hold" rating in a research note on Monday, July 20th. Morgan Stanley lifted their price target on shares of Arhaus from $9.00 to $10.00 and gave the stock an "equal weight" rating in a report on Friday, August 7th. Weiss Ratings raised shares of Arhaus from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, August 17th. Finally, Jefferies Financial Group raised shares of Arhaus from a "hold" rating to a "buy" rating and boosted their price objective for the stock from $9.50 to $10.00 in a research note on Monday, September 21st. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $10.78.

Key Arhaus News

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

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.

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