Arhaus, Inc.(ARHS)Stock Analysis
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Rank #1,581 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ARHS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Arhaus, Inc. (ARHS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ARHS at 50.7/100 on a 32-signal composite quality model, placing it at rank #1,581 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (35.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Arhaus, Inc. reports quarterly revenue of $384.9M, net income of $39.6M, free cash flow of $48.3M. Top institutional holders of ARHS by reported 13-F value include BlackRock, SIGNATUREFD, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ARHS trades on the Nasdaq exchange and files with the SEC under CIK 1875444. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARHS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arhaus, Inc. directly from SEC EDGAR. Arhaus, Inc.'s 13F Pro composite quality score has ranged between 45 and 71 since 2022, currently 50.7 — a declining long-term trajectory across 63 quarterly and live scoring snapshots.
Revenue
Q2 2026
$384.9M
Net Income
Q2 2026
$39.6M
Free Cash Flow
Q2 2026
$48.3M
ROIC
Q2 2026
52.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+8.5% YoYNet Income
-1.9% YoYOperating Income
+2.2% YoYEPS (Diluted)
-2.0% YoYTotal Assets
+15.6% YoYOp. Cash Flow
-7.0% YoYFree Cash Flow
+48.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.38B +8.5% | $1.27B -1.3% | $1.29B +4.8% | $1.23B +54.2% | $796.9M +57.1% | $507.4M |
| Net Income | $67.3M -1.9% | $68.5M -45.3% | $125.2M -8.3% | $136.6M +547.0% | $21.1M +247.2% | $6.1M |
| Operating Income | $88.9M +2.2% | $87.0M -47.0% | $164.3M -11.0% | $184.7M +453.7% | $33.4M +8.0% | $30.9M |
| EPS (Diluted) | $0.48 -2.0% | $0.49 -44.9% | $0.89 -9.2% | $0.98 +444.4% | $0.18 +500.0% | $0.03 |
| Total Assets | $1.39B +15.6% | $1.21B +9.2% | $1.11B +17.6% | $939.4M +60.2% | $586.5M +81.8% | $322.6M |
| Operating Cash Flow | $136.8M -7.0% | $147.1M -12.8% | $168.7M +117.8% | $77.5M -44.6% | $139.8M -5.7% | $148.3M |
| Free Cash Flow | $59.0M +48.4% | $39.7M -47.2% | $75.2M +245.2% | $21.8M -77.8% | $98.4M -27.3% | $135.3M |
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Top Institutional Holders of ARHS
BlackRock, Inc.
$38.0M4,511,023 shSIGNATUREFD, LLC
$25.8M3,069,105 shVANGUARD PORTFOLIO MANAGEMENT LLC
$22.1M2,621,235 shLong Focus Capital Management, LLC
$20.6M2,450,000 shEMERALD ADVISERS, LLC
$20.0M2,375,058 shVANGUARD CAPITAL MANAGEMENT LLC
$19.6M2,327,723 shKanen Wealth Management LLC
$18.7M2,198,887 shD. E. Shaw & Co., Inc.
$17.2M2,047,414 shBANK OF AMERICA CORP /DE/
$16.9M2,011,684 shMeros Investment Management, LP
$14.2M1,680,568 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $38.0M | 4,511,023 |
| SIGNATUREFD, LLC | $25.8M | 3,069,105 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.1M | 2,621,235 |
| Long Focus Capital Management, LLC | $20.6M | 2,450,000 |
| EMERALD ADVISERS, LLC | $20.0M | 2,375,058 |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.6M | 2,327,723 |
| Kanen Wealth Management LLC | $18.7M | 2,198,887 |
| D. E. Shaw & Co., Inc. | $17.2M | 2,047,414 |
| BANK OF AMERICA CORP /DE/ | $16.9M | 2,011,684 |
| Meros Investment Management, LP | $14.2M | 1,680,568 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is ARHS a good stock to buy?
13F Pro's AI-powered analysis of Arhaus, Inc. (ARHS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARHS are available on the ARHS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ARHS is classified as a small company.
Which hedge funds own ARHS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARHS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arhaus, Inc.'s investment landscape.