TD Cowen Cuts Arhaus (NASDAQ:ARHS) Price Target to $12.00

Arhaus (NASDAQ:ARHS) had its target price cut by TD Cowen from $13.00 to $12.00 in a report issued on Friday morning,Benzinga reports. They currently have a buy rating on the stock.

A number of other equities research analysts also recently weighed in on ARHS. Jefferies Financial Group reaffirmed a “hold” rating and issued a $9.50 target price on shares of Arhaus in a research note on Thursday. Wall Street Zen lowered shares of Arhaus from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Morgan Stanley increased their target price on Arhaus from $10.50 to $12.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Zacks Research downgraded Arhaus from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 7th. Finally, Telsey Advisory Group upped their price objective on Arhaus from $12.00 to $13.00 and gave the stock a “market perform” rating in a report on Thursday. Three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $11.20.

Arhaus Price Performance

NASDAQ:ARHS opened at $8.25 on Friday. The firm has a market capitalization of $1.16 billion, a price-to-earnings ratio of 17.19, a P/E/G ratio of 4.19 and a beta of 2.54. Arhaus has a 52-week low of $6.61 and a 52-week high of $12.98. The stock has a fifty day moving average of $10.40 and a 200 day moving average of $10.59. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.62 and a current ratio of 1.37.

Arhaus (NASDAQ:ARHS) last announced its earnings results on Thursday, February 26th. The company reported $0.11 earnings per share for the quarter, topping analysts’ consensus estimates of $0.10 by $0.01. Arhaus had a return on equity of 17.32% and a net margin of 4.88%.The business had revenue of $364.85 million for the quarter, compared to analyst estimates of $351.53 million. During the same period in the prior year, the company earned $0.15 EPS. The company’s quarterly revenue was up 5.1% compared to the same quarter last year. On average, research analysts expect that Arhaus will post 0.46 EPS for the current fiscal year.

Arhaus Announces Dividend

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

Institutional Trading of Arhaus

A number of institutional investors have recently made changes to their positions in the stock. State of Alaska Department of Revenue bought a new position in shares of Arhaus in the third quarter worth approximately $28,000. Larson Financial Group LLC boosted its position in Arhaus by 89.8% during the 3rd quarter. Larson Financial Group LLC now owns 2,780 shares of the company’s stock valued at $30,000 after buying an additional 1,315 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in Arhaus in the 3rd quarter worth $30,000. Global Retirement Partners LLC purchased a new position in shares of Arhaus in the fourth quarter valued at about $39,000. Finally, Johnson Investment Counsel Inc. bought a new position in shares of Arhaus during the third quarter valued at about $49,000. Hedge funds and other institutional investors own 27.88% of the company’s stock.

Arhaus News Summary

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

Arhaus Company Profile

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.