Q4 EPS Estimates for Arhaus Cut by Telsey Advisory Group

Key Points

• The Telsey Advisory Group has revised its Q4 2025 earnings per share estimate for Arhaus, lowering it from $0.15 to $0.11, maintaining a "Market Perform" rating with a target price of $10.00.
• Arhaus reported $0.25 EPS for its recent quarter, exceeding expectations by $0.10 and showing a 15.6% year-over-year revenue increase to $358.44 million.
• According to recent analyst ratings, Arhaus has a consensus rating of "Hold" with a price target averaging $10.50, highlighting a mixed outlook among analysts.

Arhaus, Inc. (NASDAQ:ARHS - Free Report) - Stock analysts at Telsey Advisory Group decreased their Q4 2025 earnings estimates for shares of Arhaus in a research report issued to clients and investors on Thursday, August 7th. Telsey Advisory Group analyst C. Fernandez now forecasts that the company will earn $0.11 per share for the quarter, down from their previous estimate of $0.15. Telsey Advisory Group has a "Market Perform" rating and a $10.00 price target on the stock. The consensus estimate for Arhaus' current full-year earnings is $0.46 per share.

ARHS has been the subject of several other research reports. Raymond James Financial began coverage on shares of Arhaus in a research note on Monday, June 9th. They set a "market perform" rating for the company. Stifel Nicolaus boosted their target price on shares of Arhaus from $10.00 to $14.00 and gave the company a "buy" rating in a report on Friday. Wall Street Zen upgraded shares of Arhaus from a "sell" rating to a "hold" rating in a report on Saturday, July 12th. Guggenheim decreased their target price on shares of Arhaus from $14.00 to $12.00 and set a "buy" rating on the stock in a report on Friday, May 9th. Finally, Cowen reiterated a "buy" rating on shares of Arhaus in a report on Friday, August 8th. Twelve research analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $10.83.

Arhaus Price Performance

NASDAQ ARHS traded up $0.31 during trading hours on Monday, hitting $12.68. 294,658 shares of the company's stock traded hands, compared to its average volume of 1,964,239. Arhaus has a 52-week low of $6.61 and a 52-week high of $13.97. The company has a market capitalization of $1.79 billion, a PE ratio of 25.36, a PEG ratio of 7.32 and a beta of 2.56. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.33 and a quick ratio of 0.61. The firm's 50-day moving average is $9.31 and its 200-day moving average is $9.35.

Arhaus (NASDAQ:ARHS - Get Free Report) last announced its quarterly earnings data on Thursday, August 7th. The company reported $0.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.15 by $0.10. Arhaus had a net margin of 5.33% and a return on equity of 20.08%. The company had revenue of $358.44 million during the quarter, compared to analysts' expectations of $333.39 million. During the same quarter in the prior year, the company earned $0.16 EPS. Arhaus's revenue was up 15.6% compared to the same quarter last year.

Hedge Funds Weigh In On Arhaus

Several large investors have recently made changes to their positions in ARHS. Vanguard Group Inc. lifted its holdings in shares of Arhaus by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 5,062,635 shares of the company's stock worth $47,589,000 after acquiring an additional 50,250 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Arhaus by 1.0% in the 4th quarter. Geode Capital Management LLC now owns 1,219,876 shares of the company's stock worth $11,470,000 after acquiring an additional 11,895 shares during the last quarter. Wells Fargo & Company MN lifted its holdings in shares of Arhaus by 46.9% in the 4th quarter. Wells Fargo & Company MN now owns 24,828 shares of the company's stock worth $233,000 after acquiring an additional 7,925 shares during the last quarter. Envestnet Asset Management Inc. purchased a new stake in Arhaus during the 4th quarter worth approximately $539,000. Finally, Legal & General Group Plc increased its stake in Arhaus by 4.3% during the 4th quarter. Legal & General Group Plc now owns 37,440 shares of the company's stock worth $352,000 after buying an additional 1,531 shares during the period. 27.88% of the stock is currently owned by institutional investors and hedge funds.

About Arhaus

Arhaus, Inc operates as a lifestyle brand and premium retailer in the home furnishings market in the United States. It provides merchandise assortments across various categories, including furniture, lighting, textiles, décor, and outdoor. The company's furniture products comprise bedroom, dining room, living room, and home office furnishings, which includes sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits.