Arhaus Dividends and Buybacks
Dividend criteria checks 3/6
Arhaus is a dividend paying company with a current yield of 4.62%.
Key information
4.6%
Dividend yield
0.2%
Buyback Yield
| Total Shareholder Yield | 4.8% |
| Future Dividend Yield | 0% |
| Dividend Growth | n/a |
| Next dividend pay date | n/a |
| Ex dividend date | n/a |
| Dividend per share | n/a |
| Payout ratio | n/a |
Recent dividend and buyback updates
Recent updates
ARHS: Showroom Expansion And Supply Chain Efficiencies Will Support Future Upside
Arhaus' updated analyst price target shifts modestly lower to about $10.71, from roughly $11.12, as analysts factor in ongoing housing turnover softness, choppy demand and near term margin pressure from tech and store investments, while also acknowledging the longer term potential tied to showroom expansion, domestic sourcing and supply chain efficiencies. Analyst Commentary Recent research updates around Arhaus focus on how near term demand volatility and investment spending are feeding into valuation, while longer term growth projects like showroom expansion and supply chain work remain key swing factors in analyst models.
ARHS: Supply Chain Efficiencies Will Support Margin Recovery Despite Near Term Demand Volatility
Analysts have trimmed their average price targets for Arhaus by a few dollars to reflect choppy near term demand, housing and consumer headwinds, and planned systems and tech investments that could hold back margin recovery. At the same time, they still point to showroom expansion, supply chain efficiencies, and market share opportunities over time.ARHS: Supply Chain Efficiencies And Domestic Sourcing Will Support Future Margin Recovery
Arhaus' updated analyst price target edges lower to a blended $11 to $12 range, as analysts balance expectations for steadier margins, supported by domestic sourcing and supply chain efficiencies, against softer near term demand trends and ongoing investments in systems, technology and new showrooms. Analyst Commentary Recent research updates point to a more cautious tone around Arhaus, with several bearish analysts trimming price targets into a tighter US$10.50 to US$12 band.ARHS: Showroom Expansion And Domestic Sourcing Will Drive Future Upside
Analysts have trimmed their implied price target for Arhaus from about $11.35 to roughly $11.12, reflecting slightly softer revenue growth assumptions and a lower future P/E multiple. This is partly balanced by modestly higher expected profit margins as they factor in choppy housing trends, consumer uncertainty and ongoing investment needs.ARHS: Future P/E Repricing Will Drive Upside In Revised Outlook
Analysts nudged their Arhaus fair value estimate slightly lower to about $11.35, with the change tied to updated assumptions on discount rates, revenue growth, profit margins and future P/E, and they framed it against recent research that includes a $1.50 price target increase and commentary on leadership changes at a key peer. Analyst Commentary Recent research around Arhaus and a key peer gives you a mix of positives and watchpoints that feed directly into how analysts think about the updated fair value estimate and execution risk.ARHS: Diverging Street Views On Q3 Execution Will Pressure Shares
Analysts have nudged their price targets on Arhaus higher by about $1.50, citing updated views on its revenue growth outlook and profitability assumptions, even as they fine tune discount rate and future P/E inputs. Analyst Commentary Recent Street research on Arhaus reflects a mix of optimism on the long term story and more cautious tweaks to valuation, especially around the time of the company’s Q3 report.ARHS: Store Openings And Margin Assumptions Will Shape Balanced Forward Outlook
Arhaus' analyst fair value estimate has been adjusted to US$11.50 from US$11.23 as analysts factor in updated expectations for revenue growth, profit margins, discount rate, and future P/E using recent price target moves as reference points. Analyst Commentary Recent Street research on Arhaus points to a mixed but engaged view from analysts who are fine tuning their expectations after the latest company updates and price target moves.ARHS: Lower Street Expectations Will Pressure Shares Despite New Showroom Openings
Narrative Update on Arhaus The analyst price target for Arhaus has shifted lower by a few dollars to align with recent Street moves, including reductions to $10.50 and $12. This reflects analysts factoring in updated fair value estimates, discount rates, revenue growth expectations, profit margin assumptions, and a modestly lower future P/E multiple.
ARHS: Store Expansion And Margin Framework Will Drive Upside Potential
The analyst price target for Arhaus has been reduced from approximately $14.00 to $12.79 per share, as analysts factor in lower expected revenue growth and profit margins, despite a higher assumed future P E multiple. Analyst Commentary Recent Street research reflects a more nuanced view of Arhaus, with price targets adjusted lower but fundamental optimism on the company’s long term opportunity largely intact.ARHS: Future Showroom Expansion And Design Services Will Offset Macro Uncertainty
Analysts have modestly reduced their price target on Arhaus, trimming expectations by a few dollars per share to reflect a slightly higher discount rate and more conservative valuation assumptions following recent Street research updates. Analyst Commentary Street research updates reflect a nuanced view of Arhaus, with analysts adjusting price targets lower but maintaining a constructive stance on the company’s underlying fundamentals and execution.Arhaus Provides Mixed Signals About The Demand Cycle
Dec 02ARHS: Expanding Showrooms And Design Services Will Drive Forthcoming Revenue Upside
Arhaus's analyst price target has been lowered by analysts to a range of $10.50 to $12 from previous levels of $12.50 to $14, reflecting slightly more cautious expectations following the company’s recent Q3 report and modest adjustments to growth and profitability forecasts. Analyst Commentary Following Arhaus's Q3 report, analysts offered a measured assessment of the company's outlook, adjusting price targets to reflect updated expectations around growth and execution.Arhaus, Inc. Just Recorded A 10.0% EPS Beat: Here's What Analysts Are Forecasting Next
Nov 09
ARHS: Brand Momentum And Margin Stability Will Support Market Share Expansion
Arhaus's average analyst price target has been revised downward, declining by approximately $0.62 per share. Analysts have adjusted forecasts in light of slightly more cautious growth and margin outlooks following the recent company report.Calculating The Intrinsic Value Of Arhaus, Inc. (NASDAQ:ARHS)
Oct 01Some Investors May Be Worried About Arhaus' (NASDAQ:ARHS) Returns On Capital
Sep 05Consumer Preference Will Reshape US Premium Home Environments
Despite a modest downgrade in revenue growth forecasts, Arhaus’s rising future P/E indicates improved sentiment or higher expected profitability, resulting in a higher analyst price target from $9.88 to $11.38. What's in the News Arhaus provided Q3 2025 guidance with expected net revenue of $320 million to $350 million and net income of $7 million to $17 million; full year 2025 guidance reaffirmed with net revenue of $1.29 billion to $1.38 billion and net income of $48 million to $68 million.Arhaus, Inc.'s (NASDAQ:ARHS) Shares Climb 31% But Its Business Is Yet to Catch Up
Aug 08What Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Not Telling You
Jun 16We Take A Look At Whether Arhaus, Inc.'s (NASDAQ:ARHS) CEO May Be Underpaid
May 08Arhaus' (NASDAQ:ARHS) Returns On Capital Not Reflecting Well On The Business
Apr 28A Look At The Fair Value Of Arhaus, Inc. (NASDAQ:ARHS)
Apr 01Arhaus' (NASDAQ:ARHS) Shareholders Have More To Worry About Than Only Soft Earnings
Mar 05Arhaus, Inc. (NASDAQ:ARHS) Might Not Be As Mispriced As It Looks After Plunging 27%
Mar 04Arhaus Q4: Structural Margins Lower Than Expected, Price Is Not Opportunistic
Feb 26Investors Could Be Concerned With Arhaus' (NASDAQ:ARHS) Returns On Capital
Jan 07Arhaus: Rating Downgrade On Uncertain Demand Outlook
Dec 18Pinning Down Arhaus, Inc.'s (NASDAQ:ARHS) P/E Is Difficult Right Now
Nov 28Is There An Opportunity With Arhaus, Inc.'s (NASDAQ:ARHS) 26% Undervaluation?
Nov 07Stability and Growth of Payments
Fetching dividends data
Stable Dividend: Too early to tell whether ARHS's dividend payments have been stable as they only just started paying a dividend.
Growing Dividend: Too early to tell if ARHS's dividend payments are increasing as they only just started paying a dividend.
Dividend Yield vs Market
| Arhaus Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (ARHS) | 4.6% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.2% |
| Industry Average (Specialty Retail) | 2.2% |
| Analyst forecast (ARHS) (up to 3 years) | 0% |
Notable Dividend: ARHS's dividend (4.62%) is higher than the bottom 25% of dividend payers in the US market (1.4%).
High Dividend: ARHS's dividend (4.62%) is in the top 25% of dividend payers in the US market (4.23%)
Earnings Payout to Shareholders
Earnings Coverage: Insufficient data to calculate ARHS's payout ratio to determine if its dividend payments are covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: At its current cash payout ratio (83.8%), ARHS's dividend payments are covered by cash flows.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 11:15 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Arhaus, Inc. is covered by 15 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Benedict | Baird |
| Seth Sigman | Barclays |
| Madeline Cech | BofA Global Research |