ARHS

Arhaus, Inc.

Nasdaq · Retail-Furniture Stores · Inc. DE · CIK 0001875444
$7.17 +1.41% $1.0B
High Impact Filing (7/10)14 New Institutional Positions10 Institutional Exits
Vol
Market Cap$1.0B
Cap SizeSmall Cap
Analyst ConsensusHold (48%)
Inst. Holders50 funds
Inst. Value$209.6M
Inst. Activity14 buys / 10 sells
SEC Reports4
Exchange Nasdaq·Sector Retail-Furniture Stores·Inc. DE·CIK 0001875444·Prev Close $7.07

Recent Activity

Jun 11, 2026 SEC
A bearish institutional cluster formed in ARHS during Q3 2025, with 6 sellers reducing holdings by $16.7M against only 2
INST-CLUSTER — Impact 5/10
Jun 2, 2026 other
Arhaus Announces Participation in Jefferies Consumer Conference in Nantucket
ARHAUS ANNOUNCES PARTICIPATION IN JEFFERIES CONSUMER CONFERENCE IN NANTUCKET
May 15, 2026 Insider
Hyde Andrea acquired via exercise 16,110 shares
Director
May 15, 2026 Insider
Hyde Andrea acquired via exercise 832 shares
Director
May 15, 2026 Insider
DePree Alexis acquired via exercise 16,110 shares
Director
May 7, 2026 SEC
Arhaus reported Q1 2026 revenue of $314M (+0.9% YoY) and diluted EPS of $0.02, beating consensus of $0.01. However, net
8-K — Impact 6/10
May 7, 2026 SEC
Arhaus reported Q1 2026 EPS of $0.02, in line with consensus of $0.02, and revenue of $314M, slightly above the $313.6M
PRESS-RELEASE — Impact 7/10
Inst.
VOYA INVESTMENT MANAGEMENT LLC — ADD
2,769,746 shares ($18.8M)

Price Targets

$8.94 +24.7% upside Strong Buy
Current $7.17 Low $7.00 Median $8.00 High $13.00 13 analysts
$7.00 $13.00

Analyst Ratings

Hold48% buy · 21 analysts
5Strong Buy
5Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 TD Cowen MAINTAIN Buy → Buy
May 11, 2026 Stifel MAINTAIN Buy → Buy
May 11, 2026 Piper Sandler MAINTAIN Neutral → Neutral
May 8, 2026 Guggenheim MAINTAIN Buy → Buy
May 4, 2026 Telsey Advisory Group MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.16 ▼ -29.3% $0.15 — $0.18 -35% YoY 15
Next Q $0.13 ▲ +9.4% $0.11 — $0.15 41% YoY 15
Current FY $0.48 ▼ -6.4% $0.45 — $0.51 -1% YoY 15
Next FY $0.55 ▼ -5.0% $0.50 — $0.65 16% YoY 14

Latest Reports

BEARISH INST-CLUSTER 5/10
A bearish institutional cluster formed in ARHS during Q3 2025, with 6 sellers reducing holdings by $16.7M against only 2
Jun 11, 2026
BEARISH 8-K 6/10
Arhaus reported Q1 2026 revenue of $314M (+0.9% YoY) and diluted EPS of $0.02, beating consensus of $0.01. However, net
May 7, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$29.2M—
VOYA INVESTMENT MANAGEMENT LLC$18.8MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$17.0M—
BANK OF AMERICA CORP$15.8M—
VANGUARD CAPITAL MANAGEMENT LLC$15.3M—

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Hyde AndreaM$0.00
May 15, 2026Hyde AndreaM$0.00
May 15, 2026DePree AlexisM$0.00
May 15, 2026Beargie WilliamM$0.00
May 15, 2026LEWIS GARYM$0.00
50 institutional holders with $209.6M total value (30,877,031 shares) as of 2026-Q1. Top holders: BlackRock,, VOYA, VANGUARD. Net buying activity: 14 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,312,136$29.2M14.0%—
2VOYA INVESTMENT MANAGEMENT LLC2,769,746$18.8M9.0%ADD +83.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,505,246$17.0M8.1%—
4BANK OF AMERICA CORP /DE/2,337,340$15.8M7.6%—
5VANGUARD CAPITAL MANAGEMENT LLC2,262,104$15.3M7.3%—
6D. E. Shaw & Co., Inc.1,776,073$12.0M5.7%DOUBLED +151.2%
7DIMENSIONAL FUND ADVISORS LP1,179,268$8.0M3.8%—
8RENAISSANCE TECHNOLOGIES LLC1,172,600$8.0M3.8%TRIM -33.1%
9STATE STREET CORP1,139,079$7.7M3.7%—
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,131,950$7.7M3.7%—
11BALYASNY ASSET MANAGEMENT L.P.1,049,988$7.1M3.4%NEW
12SILVERCREST ASSET MANAGEMENT GROUP LLC940,065$6.4M3.0%ADD +28.9%
13Nuveen, LLC857,141$5.8M2.8%DOUBLED +616.6%
14Point72 Asset Management, L.P.851,075$5.8M2.8%ADD +85.9%
15MARSHALL WACE, LLP725,595$4.9M2.3%DOUBLED +118.4%
16SEI INVESTMENTS CO562,410$3.8M1.8%TRIM -34.6%
17TUDOR INVESTMENT CORP ET AL529,634$3.6M1.7%DOUBLED +498.8%
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP459,025$3.1M1.5%ADD +95.1%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC434,445$2.9M1.4%—
20WASATCH ADVISORS LP432,913$2.9M1.4%NEAR_EXIT -96.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VOYA INVESTMENT MANAGEMENT LLCADD1,511,4162,769,746+83.3%$18.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM1,754,0001,172,600-33.1%$8.0M2026-Q1
Point72 Asset Management, L.P.ADD457,877851,075+85.9%$5.8M2026-Q1
MARSHALL WACE, LLPDOUBLED332,275725,595+118.4%$4.9M2026-Q1
SEI INVESTMENTS COTRIM859,865562,410-34.6%$3.8M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED88,451529,634+498.8%$3.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD235,333459,025+95.1%$3.1M2026-Q1
WASATCH ADVISORS LPNEAR_EXIT11,126,553432,913-96.1%$2.9M2026-Q1
MORGAN STANLEYADD230,195297,215+29.1%$2.0M2026-Q1
Trexquant Investment LPTRIM475,822129,119-72.9%$875.4K2026-Q1
AMERIPRISE FINANCIAL INCTRIM181,733110,617-39.1%$750.0K2026-Q1
HSBC HOLDINGS PLCADD48,95982,190+67.9%$548.2K2026-Q1
Russell Investments Group, Ltd.DOUBLED18,82553,229+182.8%$360.9K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED20,10052,700+162.2%$357.3K2026-Q1
NISA INVESTMENT ADVISORS, LLCDOUBLED92334,378+3624.6%$233.1K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD21,84033,512+53.4%$227.2K2026-Q1
Legal & General Group PlcTRIM40,95424,719-39.6%$167.6K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM66,08721,366-67.7%$144.9K2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT235,62418,800-92.0%$127.4K2026-Q1
Brevan Howard Capital Management LPTRIM55,47615,252-72.5%$103.4K2026-Q1
Gotham Asset Management, LLCTRIM22,58712,374-45.2%$83.9K2026-Q1
FMR LLCDOUBLED4,16011,593+178.7%$78.6K2026-Q1
CWM, LLCDOUBLED9257,000+656.8%$47.5K2026-Q1
Allworth Financial LPDOUBLED114397+248.2%$2.7K2026-Q1
D. E. Shaw & Co., Inc.DOUBLED557,1561,399,735+151.2%$15.7M2025-Q4
15 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Hyde AndreaDirectorEXERCISE16,110——
May 15, 2026Hyde AndreaDirectorEXERCISE832——
May 15, 2026DePree AlexisDirectorEXERCISE16,110——
May 15, 2026Beargie WilliamDirectorEXERCISE16,110——
May 15, 2026LEWIS GARY LDirectorEXERCISE832——
May 15, 2026ADAMS ALBERT TDirectorEXERCISE16,110——
May 15, 2026DePree AlexisDirectorEXERCISE832——
May 15, 2026Doody Alton F IIIDirectorEXERCISE16,110——
May 15, 2026Beargie WilliamDirectorEXERCISE832——
May 15, 2026KYEES JOHN EDirectorEXERCISE16,110——
May 15, 2026Doody Alton F IIIDirectorEXERCISE832——
May 15, 2026KYEES JOHN EDirectorEXERCISE832——
May 15, 2026ADAMS ALBERT TDirectorEXERCISE832——
May 15, 2026Burgdoerfer Stuart BDirectorEXERCISE832——
May 15, 2026LEWIS GARY LDirectorEXERCISE16,110——
May 15, 2026Burgdoerfer Stuart BDirectorEXERCISE16,110——
May 15, 2026Desai SamirDirectorEXERCISE14,627——
May 15, 2026Desai SamirDirectorEXERCISE756——
May 14, 2026Hyde AndreaDirectorAWARD22,960——
May 14, 2026Desai SamirDirectorAWARD22,960——
May 14, 2026DePree AlexisDirectorAWARD22,960——
May 14, 2026Doody Alton F IIIDirectorAWARD22,960——
May 14, 2026Burgdoerfer Stuart BDirectorAWARD22,960——
May 14, 2026KYEES JOHN EDirectorAWARD22,960——
May 14, 2026LEWIS GARY LDirectorAWARD22,960——
May 14, 2026Beargie WilliamDirectorAWARD22,960——
May 14, 2026ADAMS ALBERT TDirectorAWARD22,960——
May 12, 2026Lee Michael AlanChief Financial OfficerTAX W/H12,241$5.90$72.2K
May 12, 2026Lee Michael AlanChief Financial OfficerEXERCISE2,065——
May 12, 2026Lee Michael AlanChief Financial OfficerEXERCISE40,000——
Apr 15, 2026VELTRI KATHY EChief Retail OfficerAWARD39,783——
Apr 15, 2026Sedor ChristianChief Accounting OfficerAWARD15,734——
Apr 15, 2026Sutley AllisonChief Information OfficerAWARD36,166——
Apr 15, 2026Sutley AllisonChief Information OfficerAWARD36,166——
Apr 15, 2026VELTRI KATHY EChief Retail OfficerAWARD39,782——
Apr 15, 2026Lee Michael AlanChief Financial OfficerAWARD39,782——
Apr 15, 2026Lee Michael AlanChief Financial OfficerAWARD39,783——
Apr 15, 2026Porter Jennifer EChief Marketing OfficerAWARD39,782——
Apr 15, 2026Porter Jennifer EChief Marketing OfficerAWARD39,783——
Apr 15, 2026Rengel MichaelChief Merchandising OfficerAWARD150,000——
Apr 15, 2026Rengel MichaelChief Merchandising OfficerAWARD150,000——
Apr 15, 2026Sedor ChristianChief Accounting OfficerAWARD15,735——
Apr 14, 2026Sutley AllisonChief Information OfficerEXERCISE8,323——
Apr 14, 2026Sutley AllisonChief Information OfficerTAX W/H2,548$6.90$17.6K
Apr 14, 2026Sutley AllisonChief Information OfficerEXERCISE430——
Apr 10, 2026Porter Jennifer EChief Marketing OfficerTAX W/H668$6.77$4.5K
Apr 10, 2026Sedor ChristianChief Accounting OfficerTAX W/H265$6.77$1.8K
Apr 10, 2026Porter Jennifer EChief Marketing OfficerEXERCISE1,513——
Apr 10, 2026Sedor ChristianChief Accounting OfficerEXERCISE908——
Apr 10, 2026VELTRI KATHY EChief Retail OfficerEXERCISE1,513——
4 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 1 mixed, 0 neutral. Avg impact: 6.0/10.
BEARISH INST-CLUSTER 5/10
A bearish institutional cluster formed in ARHS during Q3 2025, with 6 sellers reducing holdings by $
Jun 11, 2026
BEARISH 8-K 6/10
Arhaus reported Q1 2026 revenue of $314M (+0.9% YoY) and diluted EPS of $0.02, beating consensus of
May 7, 2026
BEARISH PRESS-RELEASE 7/10
Arhaus reported Q1 2026 EPS of $0.02, in line with consensus of $0.02, and revenue of $314M, slightl
May 7, 2026
MIXED 8-K 6/10
Arhaus reported record full-year 2025 revenue of $1.38 billion, up 8.5% YoY, driven by showroom expa
Feb 26, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (48% buy). Based on 21 analysts: 5 strong buy, 5 buy, 11 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$8.94 mean target +24.7% upside Strong Buy (2.40)
$7.00 Low $13.00 High
MetricValue
Current Price$7.17
Target Low$7.00
Target Mean$8.94
Target Median$8.00
Target High$13.00
# Analysts13
RecommendationStrong Buy (2.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.16 $0.15 $0.18 -35.4% -29.3% 0↑ 14↓ $0.4B 1.8% 15
Next Q
2026-09-30
 $0.13 $0.11 $0.15 40.9% +9.4% 10↑ 1↓ $0.4B 7.8% 15
Current FY
2026-12-31
 $0.48 $0.45 $0.51 -0.6% -6.4% 0↑ 14↓ $1.4B 4.8% 15
Next FY
2027-12-31
 $0.55 $0.50 $0.65 16.0% -5.0% 3↑ 11↓ $1.5B 6.4% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.162
7d ago$0.228-0.067
30d ago$0.228-0.067
60d ago$0.229-0.068
90d ago$0.225-0.063
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 TD Cowen MAINTAIN Buy Buy
May 11, 2026 Stifel MAINTAIN Buy Buy
May 11, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 8, 2026 Guggenheim MAINTAIN Buy Buy
May 4, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Apr 7, 2026 Jefferies MAINTAIN Hold Hold
Mar 30, 2026 TD Cowen MAINTAIN Buy Buy
Feb 27, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Feb 27, 2026 TD Cowen MAINTAIN Buy Buy
Feb 26, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Feb 18, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jan 15, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202655110048%
May 1, 202655110048%
Apr 1, 202655110048%
Mar 1, 202655110048%
Feb 1, 202655110048%
Jan 1, 202655110048%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
other
Arhaus Announces Participation in Jefferies Consumer Conference in Nantucket
ARHAUS ANNOUNCES PARTICIPATION IN JEFFERIES CONSUMER CONFERENCE IN NANTUCKET
May 15, 2026
short_volume
Short Volume: ARHS — 65.5% short (0.6M / 0.9M)
Short: 602,026 | Exempt: 14 | TRF Vol: 918,656 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ARHS — 56.3% short (0.6M / 1.0M)
Short: 575,777 | Exempt: 46 | TRF Vol: 1,023,371 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ARHS — 64.7% short (0.4M / 0.6M)
Short: 389,236 | Exempt: 81 | TRF Vol: 601,484 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ARHS — 69.4% short (0.4M / 0.6M)
Short: 402,328 | Exempt: 2,229 | TRF Vol: 579,790 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ARHS — 70.7% short (0.5M / 0.7M)
Short: 489,330 | Exempt: 10 | TRF Vol: 691,904 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: ARHS — 59.2% short (0.4M / 0.7M)
Short: 415,388 | Exempt: 3,660 | TRF Vol: 702,244 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Arhaus Reports First Quarter 2026 Financial Results
ARHAUS REPORTS FIRST QUARTER 2026 FINANCIAL RESULTS
May 7, 2026
earnings_calendar
ARHS Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
short_volume
Short Volume: ARHS — 62.8% short (0.6M / 1.0M)
Short: 642,884 | Exempt: 5,476 | TRF Vol: 1,023,871 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ARHS — 74.8% short (0.5M / 0.7M)
Short: 529,624 | Exempt: 0 | TRF Vol: 708,027 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: ARHS — 65.3% short (0.5M / 0.7M)
Short: 454,813 | Exempt: 0 | TRF Vol: 697,003 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Apr 3, 2026
other
Arhaus Expands in Northern Virginia with New Ashburn Showroom
<p align="center"><em>The artisan-crafted furnishings brand deepens its roots in Northern Virginia with a new showroom opening at One Loudoun</em></p>
Apr 1, 2026
other
Arhaus Announces Evolution of Trade Program to Deepen Engagement with Interior Design Community
Company Formalizes Strategic Growth Initiative Targeting the Professional Interior Design Channel <pre>Company Formalizes Strategic Growth Initiative
Feb 26, 2026
earnings_calendar
ARHS Q4 2025 Earnings After Market Close — 2026-02-26