Auf dieser Seite
HVT Haverty Furniture Companies, Inc. Common Stock
NYSE · Retail · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Aug 4, 2026
$27,50
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$19,8952-Wochen-Tief
$29,8352-Wochen-Hoch
Marktkapitalisierung
$842M
P/E
23.7
Umsatz
$759M
Ihre Abzeichen
52W-Spanne
$20–$30
Analystenbewertung
BUY
Kursziel
$33
P/E
23.7
ROE
6.4%
Nettogewinnmarge
2.9%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
HVT Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$27.50
Marktkapitalisierung
$842M
P/E
23.7
Umsatz
$759M
Dividendenrendite
2.5%
ROE
6.4%
52W-Spanne
$20–$30
HVT Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Spanne
Balken
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
Aktiensplits
| Ex-Datum | Split | Typ |
|---|---|---|
| 26. August 1999 | 2-for-1 | Vorwärts |
| 1. Juli 1993 | 3-for-2 | Vorwärts |
| 27. Mai 1986 | 2-for-1 | Vorwärts |
| 28. Februar 1984 | 5-for-4 | Vorwärts |
| 1. Juli 1983 | 2-for-1 | Vorwärts |
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz$759M2016-12-31 → 2025-12-31
Freier Cashflow$33M2016-12-31 → 2025-12-31
Nettogewinnmarge2.9%2016-12-31 → 2025-12-31
Bewertung & Kennzahlen
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | HVT | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E | 23.75-Jahres-Durchschnitt ≈24.4 | ≈24.4 | 21.8 | Fairer Wert | |
| P/S | 1.15-Jahres-Durchschnitt ≈1.0 | ≈1.0 | 1.0 | Fairer Wert | |
| P/B (K/B) | 2.75-Jahres-Durchschnitt ≈2.8 | ≈2.8 | 7.8 | Unterbewertet | |
| Price / FCF (Kurs / FCF) | 25.55-Jahres-Durchschnitt ≈27.7 | ≈27.7 | · | · | |
| Price / Cash Flow (Kurs / Cashflow) | 16.05-Jahres-Durchschnitt ≈13.4 | ≈13.4 | 16.0 | Fairer Wert | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 2.75-Jahres-Durchschnitt ≈2.8 | ≈2.8 | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | HVT | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Bruttogewinnmarge (TTM) | 60.9%5-Jahres-Durchschnitt ≈59.3% | ≈59.3% | 49.9% | Spitzenklasse | |
| EBITDA Margin (EBITDA-Marge) | 3.1%5-Jahres-Durchschnitt ≈2.3% | ≈2.3% | 12.2% | Schwach | |
| Vorgewinnmarge (TTM) | 3.9%5-Jahres-Durchschnitt ≈7.7% | ≈7.7% | 9.6% | Schwach | |
| Nettogewinnmarge (TTM) | 2.9%5-Jahres-Durchschnitt ≈5.9% | ≈5.9% | 7.9% | Schwach | |
| ROA | 3.0%5-Jahres-Durchschnitt ≈8.3% | ≈8.3% | 3.0% | Im Einklang | |
| ROE | 6.4%5-Jahres-Durchschnitt ≈19.1% | ≈19.1% | 16.7% | Schwach |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
| Kennzahl | 5-Jahres-Trend | HVT | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Liquiditätsgrad (MRQ) | 1.75-Jahres-Durchschnitt ≈1.8 | ≈1.8 | 1.3 | Starke Liquidität | |
| Quick Ratio | 0.95-Jahres-Durchschnitt ≈0.9 | ≈0.9 | 0.5 | Starke Liquidität |
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | HVT | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 5.0%5-Jahres-Durchschnitt ≈2.0% | ≈2.0% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | -10.2%5-Jahres-Durchschnitt ≈-5.3% | ≈-5.3% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 0.29% | · | · | · | |
| Net Income YoY (Nettogewinn YoY) | -1.1%5-Jahres-Durchschnitt ≈-10.1% | ≈-10.1% | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | -39.6%5-Jahres-Durchschnitt ≈-26.9% | ≈-26.9% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | -19.7% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | HVT | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 1.25-Jahres-Durchschnitt ≈1.3 | ≈1.3 | 1.2 | Im Einklang | |
| Inventory Turnover (Lagerumschlag) | 3.35-Jahres-Durchschnitt ≈3.6 | ≈3.6 | 3.2 | Im Einklang | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$317.3K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite2.5%
Ausschüttungsquote105.6%
Annualisierte Auszahlung≈$1.32
5J Div CAGR≈9.9%
Wachstumsphase≈16
| Ex-Datum | Betrag | Währung | Rendite |
|---|---|---|---|
| Aug 25, 2026 | $0,33 | USD | ≈4.8% |
| Jun 1, 2026 | $0,33 | USD | ≈5.8% |
| Mär 10, 2026 | $0,33 | USD | ≈5.9% |
| Nov 25, 2025 | $0,33 | USD | ≈5.3% |
| Aug 25, 2025 | $0,32 | USD | ≈5.5% |
| Jun 2, 2025 | $0,32 | USD | ≈6.4% |
| Mär 6, 2025 | $0,32 | USD | ≈5.8% |
| Nov 26, 2024 | $0,32 | USD | ≈5.3% |
| Aug 26, 2024 | $0,32 | USD | ≈8.3% |
| Mai 23, 2024 | $0,32 | USD | ≈8.1% |
| Mär 8, 2024 | $0,30 | USD | ≈6.6% |
| Nov 27, 2023 | $1,30 | USD | ≈7.1% |
| Aug 25, 2023 | $0,30 | USD | ≈7.0% |
| Jun 5, 2023 | $0,30 | USD | ≈8.1% |
| Mär 9, 2023 | $0,28 | USD | ≈6.5% |
| Nov 25, 2022 | $1,28 | USD | ≈6.9% |
| Aug 19, 2022 | $0,28 | USD | ≈10.0% |
| Jun 1, 2022 | $0,28 | USD | ≈11.0% |
| Mär 10, 2022 | $0,25 | USD | ≈10.5% |
| Nov 19, 2021 | $2,25 | USD | ≈16.5% |
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
21.2%
Nächster Bericht
Okt 27, 2026
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | Jul 28, 2026 | $0.32 | $0.23 | 37.8% |
| 31. März 2026 | $0.26 | $0.27 | -2.9% | |
| 31. Dezember 2025 | $0.51 | $0.48 | 5.2% | |
| 30. September 2025 | $0.28 | $0.24 | 15.5% | |
| 30. Juni 2025 | $0.16 | $0.15 | 9.2% | |
| 31. März 2025 | $0.23 | $0.14 | 62.7% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $759M | $723M | $862M | $1.05B | $1.01B | $748M | $802M | $818M | $820M | $822M | $805M | $768M | |
| Cost of Revenue | $298M | $284M | $339M | $443M | $438M | $329M | $368M | $371M | $375M | $378M | $374M | · | |
| Gross Profit | $460M | $439M | $523M | $604M | $575M | $419M | $434M | $447M | $445M | $443M | $431M | $412M | |
| SG&A Expense | $439M | $419M | $456M | $486M | $456M | $377M | $407M | $405M | $403M | $399M | $385M | $365M | |
| Operating Expenses | $439M | $419M | $456M | $486M | $456M | $342M | $407M | $405M | $400M | $396M | $383M | · | |
| Pretax Income | $27M | $26M | $73M | $120M | $119M | $77M | $29M | $40M | $43M | $46M | $45M | $25M | |
| Income Tax | $7M | $6M | $16M | $30M | $28M | $18M | $7M | $10M | $22M | $17M | $17M | $17M | |
| Net Income | $20M | $20M | $56M | $89M | $91M | $59M | $22M | $30M | $21M | $28M | $28M | $9M | |
| EBITDA | $24M | $22M | $19M | $17M | $16M | $18M | $21M | $30M | $31M | $29M | $26M | $23M |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $125M | $120M | $121M | $123M | $166M | $200M | $76M | $72M | $79M | $63M | $71M | $65M | |
| Receivables | · | · | · | · | · | · | $2M | $2M | $2M | $4M | $6M | $7M | |
| Inventory | $96M | $83M | $94M | $118M | $112M | $90M | $105M | $106M | $103M | $102M | $109M | $107M | |
| Prepaid Expense | $10M | $15M | $17M | $10M | $12M | $10M | $8M | $8M | $11M | $9M | $6M | $6M | |
| Other Current Assets | $11M | $15M | $13M | $18M | $12M | $10M | $10M | $6M | $6M | $8M | $6M | $8M | |
| Current Assets | $249M | $239M | $252M | $276M | $309M | $316M | $205M | $202M | $211M | $194M | $219M | $209M | |
| PP&E (Net) | $177M | $183M | $172M | $137M | $126M | $108M | $157M | $217M | $229M | $234M | $229M | $225M | |
| PP&E (Gross) | $509M | $493M | $463M | $417M | $391M | $359M | $424M | $514M | $543M | $541M | $512M | $486M | |
| Accum. Depreciation | $332M | $311M | $292M | $280M | $265M | $251M | · | · | · | · | $283M | · | |
| Other Non-current Assets | $13M | $16M | $13M | $12M | $12M | $11M | $10M | $9M | $9M | $8M | $5M | $8M | |
| Total Assets | $649M | $649M | $654M | $649M | $686M | $680M | $560M | $440M | $461M | $455M | $471M | $461M | |
| Accounts Payable | $15M | $15M | $19M | $23M | $31M | $31M | $28M | $20M | $21M | $26M | $28M | $24M | |
| Accrued Liabilities | $47M | $40M | $46M | $49M | $47M | $53M | $40M | $40M | $38M | $42M | $42M | $40M | |
| Current Liabilities | $133M | $132M | $138M | $154M | $210M | $204M | $127M | $88M | $90M | $96M | $94M | $96M | |
| Capital Leases | $180M | $182M | $180M | $187M | $197M | $200M | $150M | $47M | $51M | $52M | $50M | $47M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $10M | $21M | |
| Other Non-current Liabilities | $27M | $28M | $27M | $18M | $23M | $23M | $23M | $31M | $27M | $25M | $25M | $26M | |
| Total Liabilities | $341M | $341M | $346M | $360M | $430M | $427M | $300M | $166M | $167M | $173M | $170M | $169M | |
| Common Stock | $31M | $30M | $30M | $30M | $30M | $30M | $29M | $29M | $29M | $29M | $28M | $28M | |
| Paid-in Capital | $123M | $117M | $113M | $109M | $103M | $97M | $93M | $91M | $89M | $86M | $83M | $80M | |
| Retained Earnings | $418M | $419M | $419M | $398M | $343M | $305M | $296M | $282M | $287M | $278M | $280M | $260M | |
| Treasury Stock | $265M | $260M | $255M | $249M | $219M | $178M | $158M | $129M | $111M | $111M | $90M | $76M | |
| AOCI | $-1M | $-869.0K | $-983.0K | $-756.0K | $-2M | $-3M | $-2M | $-1M | $-2M | $-2M | $-2M | $-2M | |
| Stockholders' Equity | $308M | $308M | $308M | $289M | $256M | $253M | $261M | $275M | $294M | $282M | $302M | $292M | |
| Liabilities + Equity | $649M | $649M | $654M | $649M | $686M | $680M | $560M | $440M | $461M | $455M | $471M | $461M | |
| Shares Outstanding | 30,633,000 | 30,419,000 | 30,220,000 | 30,006,000 | 29,907,000 | 29,600,000 | 29,431,000 | 29,079 | 28,950 | 28,793 | 28,486 | 28,326,770 |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $24M | $22M | $19M | $17M | $16M | $18M | $21M | $30M | $31M | $29M | $26M | $23M | |
| Stock-based Comp | $7M | $7M | $8M | $7M | $8M | $4M | $3M | $4M | $4M | $4M | $4M | $3M | |
| Deferred Tax | $-2M | $-1M | $-1M | $584.0K | $234.0K | $-2M | $-3M | $-439.0K | $6M | $-1M | $-3M | $5M | |
| Other Non-cash | $4M | $12M | $15M | $-63M | $-18M | $51M | $20M | $6M | $-9M | $-99.0K | $-2M | $16M | |
| Operating Cash Flow | $53M | $59M | $97M | $51M | $97M | $130M | $63M | $70M | $52M | $60M | $52M | $55M | |
| CapEx | $20M | $32M | $53M | $28M | $34M | $11M | $17M | $21M | $24M | $30M | $27M | $31M | |
| Investing Cash Flow | $-20M | $-32M | $-53M | $-28M | $-34M | $65M | $-15M | $-19M | $-22M | $-13M | $-28M | · | |
| Stock Repurchased | $5M | $5M | $7M | $30M | $42M | $20M | $30M | $19M | $0 | $21M | $14M | $804.0K | |
| Net Stock Activity | $-5M | $-5M | $-7M | $-30M | $-42M | $-20M | $-30M | $-19M | $0 | $-21M | · | · | |
| Dividends Paid | $21M | $20M | $35M | $34M | $52M | $51M | $15M | $35M | $11M | $30M | $8M | $30M | |
| Financing Cash Flow | $-28M | $-29M | $-46M | $-66M | $-97M | $-71M | $-46M | $-59M | $-15M | $-54M | $-19M | · | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $16M | $-7M | $5M | $-18M | |
| Taxes Paid | · | $3M | $23M | $28M | $32M | $18M | $9M | $8M | · | · | · | · | |
| Free Cash Flow | $33M | $27M | $44M | $23M | $63M | $119M | $47M | $49M | $28M | $30M | $25M | $25M |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 60.7% | 60.7% | 60.7% | 57.7% | 56.7% | 56.0% | 54.2% | 54.6% | 54.3% | 54.0% | 53.5% | 53.7% | |
| Net Margin | 2.6% | 2.8% | 6.5% | 8.5% | 9.0% | 7.9% | 2.7% | 3.7% | 2.6% | 3.5% | 3.5% | 1.1% | |
| Pretax Margin | 3.5% | 3.6% | 8.4% | 11.4% | 11.7% | 10.2% | 3.6% | 4.9% | 5.3% | 5.6% | 5.6% | 3.3% | |
| EBITDA Margin | 3.1% | 3.0% | 2.2% | 1.6% | 1.6% | 2.4% | 2.6% | 3.6% | 3.7% | 3.5% | 3.2% | 2.9% | |
| ROA | 3.0% | 3.1% | 8.6% | 13.4% | 13.3% | 9.5% | 4.4% | 6.7% | 4.6% | 6.1% | 6.0% | 1.9% | |
| ROE | 6.4% | 6.5% | 18.0% | 31.2% | 33.2% | 22.7% | 8.3% | 10.7% | 7.3% | 9.7% | 9.4% | 2.9% |
Liquidität & Solvenz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.8 | 1.5 | 1.5 | 1.6 | 2.3 | 2.3 | 2.0 | 2.3 | 2.2 | |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 | 1.0 | 0.6 | 0.8 | 0.9 | 0.7 | 0.8 | 0.8 |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.2 | 1.1 | 1.3 | 1.6 | 1.5 | 1.2 | 1.6 | 1.8 | 1.8 | 1.8 | 1.7 | 1.7 | |
| Inventory Turnover | 3.3 | 3.2 | 3.2 | 3.8 | 4.3 | 3.4 | 3.5 | 3.5 | 3.6 | · | · | · | |
| Receivables Turnover | · | · | · | · | · | · | 477.6 | 385.6 | 246.5 | 161.2 | 122.9 | 100.3 |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.05 | $10.11 | $10.20 | $9.64 | · | $8546.18 | $8851.31 | $9444.24 | $10.16 | $120.45 | $10.59 | $10.31 | |
| Cash / Share | $4.09 | $3.95 | $3.99 | $4.10 | · | $6758.72 | $2573.44 | $2460.09 | $2.75 | $27.13 | $2.48 | $2.31 | |
| Dividend Paid / Share | $1.29 | $1.26 | $2.18 | $2.09 | $2.97 | $2.77 | $0.76 | $1.72 | $0.54 | $1.44 | $0.36 | $1.32 | |
| EPS (TTM) | $1.16 | $1.16 | $1.16 | $1.16 | $1.16 | $1.16 | $1.16 | · | · | · | · | · |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.0% | -16.2% | -17.7% | 3.4% | 35.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -10.2% | -10.6% | 4.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.1% | -64.6% | -37.0% | -1.6% | 53.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -39.6% | -39.6% | -1.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -19.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -16.2% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $759M | $723M | $862M | $1.05B | $1.01B | $748M | $802M | $818M | $820M | $822M | $805M | $768M | |
| Net Income TTM | $20M | $20M | $56M | $89M | $91M | $59M | $22M | $30M | $21M | $28M | $28M | $9M | |
| Market Cap | $716M | $677M | $1.07B | $897M | · | $819.0K | $593.3K | $546.1K | $656M | $55M | $611M | $623M | |
| P/E | 20.1 | 19.2 | 30.6 | 25.8 | 26.4 | 23.9 | 17.4 | · | · | · | · | · | |
| P/S | 0.9 | 0.9 | 1.2 | 0.9 | · | 0.0 | 0.0 | 0.0 | 0.8 | 0.1 | 0.8 | 0.8 | |
| P/B | 2.3 | 2.2 | 3.5 | 3.1 | · | 0.0 | 0.0 | 0.0 | 2.2 | 0.2 | 2.0 | 2.1 | |
| P / Tangible Book | 2.3 | 2.2 | 3.5 | 3.1 | · | 0.0 | · | · | · | · | · | · | |
| P / Cash Flow | 13.6 | 11.5 | 11.0 | 17.6 | · | 0.0 | 0.0 | 0.0 | 12.5 | 0.9 | 11.7 | 11.2 | |
| P / FCF | 21.7 | 25.2 | 24.3 | 39.7 | · | 0.0 | 0.0 | 0.0 | 23.4 | 1.8 | 24.3 | 25.4 | |
| Dividend Yield | 2.9% | 3.0% | 3.3% | 3.8% | · | 6168.4% | 2537.5% | 6494.0% | 1.7% | 54.8% | 1.3% | 4.8% | |
| Earnings Yield | 5.0% | 5.2% | 3.3% | 3.9% | 3.8% | 4.2% | 5.8% | · | · | · | · | · | |
| Payout Ratio | 105.6% | 102.6% | 62.6% | 38.0% | 57.8% | 85.4% | 68.9% | 117.0% | 54.0% | 107.2% | 29.0% | 346.7% | |
| Annual Payout | $21M | $20M | $35M | $34M | $52M | $51M | $15M | $35M | $11M | $30M | $8M | $30M |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $195M | $189M | $202M | $194M | $181M | $182M | $184M | $176M | $179M | $184M | $211M | $220M | $206M | $225M | $281M | $274M | |
| Cost of Revenue | $75M | $73M | $80M | $77M | $71M | $70M | $70M | $70M | $71M | $73M | $79M | $86M | $81M | $92M | $121M | $118M | |
| Gross Profit | $120M | $116M | $122M | $117M | $110M | $111M | $114M | $106M | $108M | $111M | $131M | $134M | $125M | $133M | $160M | $157M | |
| SG&A Expense | $113M | $111M | $112M | $112M | $107M | $107M | $106M | $101M | $103M | $109M | $115M | $113M | $110M | $118M | $128M | $125M | |
| Operating Expenses | $113M | $111M | $112M | $112M | $107M | $107M | $106M | $101M | $103M | $109M | $115M | $113M | $110M | $118M | $128M | $125M | |
| Pretax Income | $7M | $6M | $11M | $6M | $4M | $5M | $10M | $7M | $6M | $3M | $19M | $23M | $16M | $15M | $33M | $33M | |
| Income Tax | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $2M | $802.0K | $4M | $6M | $4M | $3M | $9M | $8M | |
| Net Income | $5M | $4M | $9M | $5M | $3M | $4M | $8M | $5M | $4M | $2M | $15M | $17M | $12M | $12M | $24M | $25M | |
| EBITDA | $6M | $6M | · | $6M | $6M | $6M | · | · | · | $5M | · | · | · | $4M | · | · |
Bilanz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $104M | $107M | $125M | $130M | $107M | $112M | $120M | $121M | $110M | $112M | · | $134M | $109M | $120M | · | $137M | |
| Inventory | $101M | $107M | $96M | $92M | $93M | $89M | $83M | $89M | $92M | $92M | · | $102M | $115M | $114M | · | $137M | |
| Prepaid Expense | $17M | $12M | $10M | $12M | $16M | $12M | $15M | $17M | $16M | $17M | · | $13M | $12M | $11M | · | $12M | |
| Other Current Assets | $8M | $8M | $11M | $9M | $13M | $14M | $15M | $18M | $15M | $14M | · | $14M | $15M | $20M | · | $17M | |
| Current Assets | $237M | $241M | $249M | $251M | $236M | $233M | $239M | $250M | $240M | $241M | · | $271M | $257M | $272M | · | $310M | |
| PP&E (Net) | $179M | $179M | $177M | $180M | $181M | $182M | $183M | $180M | $177M | $173M | · | $170M | $169M | $139M | · | $135M | |
| PP&E (Gross) | · | · | $509M | · | · | · | $493M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $332M | · | · | · | $311M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $15M | $13M | $13M | $16M | $16M | $16M | $16M | $14M | $14M | $14M | · | $12M | $13M | $13M | · | $12M | |
| Total Assets | $656M | $647M | $649M | $652M | $643M | $643M | $649M | $659M | $642M | $641M | · | $677M | $656M | $648M | · | $693M | |
| Accounts Payable | $21M | $19M | $15M | $20M | $16M | $17M | $15M | $18M | $18M | $17M | · | $21M | $20M | $16M | · | $25M | |
| Accrued Liabilities | $41M | $36M | $47M | $43M | $37M | $32M | $40M | $39M | $37M | $36M | · | $46M | $42M | $40M | · | $53M | |
| Current Liabilities | $140M | $131M | $133M | $143M | $131M | $129M | $132M | $138M | $130M | $131M | · | $151M | $144M | $139M | · | $193M | |
| Capital Leases | $195M | $184M | $180M | $175M | $180M | $181M | $182M | $186M | $177M | $175M | · | $182M | $179M | $186M | · | $197M | |
| Other Non-current Liabilities | $26M | $26M | $27M | $27M | $27M | $28M | $28M | $28M | $28M | $28M | · | $27M | $27M | $28M | · | $20M | |
| Total Liabilities | $362M | $341M | $341M | $346M | $338M | $337M | $341M | $352M | $335M | $334M | · | $360M | $351M | $352M | · | $409M | |
| Common Stock | $31M | $31M | $31M | $31M | $31M | $30M | $30M | $30M | $30M | $30M | · | $30M | $30M | $30M | · | $30M | |
| Paid-in Capital | $127M | $125M | $123M | $122M | $120M | $118M | $117M | $116M | $115M | $114M | · | $111M | $110M | $108M | · | $108M | |
| Retained Earnings | $417M | $417M | $418M | $415M | $415M | $418M | $419M | $416M | $416M | $417M | · | $425M | $413M | $406M | · | $395M | |
| Treasury Stock | $281M | $267M | $265M | $262M | $262M | $262M | $260M | $255M | $255M | $255M | · | $252M | $249M | $249M | · | $249M | |
| AOCI | $-1M | $-1M | $-1M | $-869.0K | $-869.0K | $-869.0K | $-869.0K | $-983.0K | $-983.0K | $-983.0K | · | $-756.0K | $-756.0K | $-756.0K | · | $-2M | |
| Stockholders' Equity | $294M | $307M | $308M | $306M | $305M | $305M | $308M | $308M | $307M | $307M | $308M | $316M | $306M | $296M | $289M | $284M | |
| Liabilities + Equity | $656M | $647M | $649M | $652M | $643M | $643M | $649M | $659M | $642M | $641M | · | $677M | $656M | $648M | · | $693M | |
| Shares Outstanding | · | · | 30,633,000 | · | · | · | 30,419,000 | · | · | · | 30,220,000 | · | · | · | 30,006,000 | · |
Cashflow
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $998.0K | $1M | $3M | $2M | $2M | $2M | $2M | $1M | $2M | |
| Other Non-cash | · | $-16M | · | · | · | $-6M | · | · | · | $-7M | · | · | · | $-8M | · | · | |
| Operating Cash Flow | $24M | $-3M | $7M | $32M | $7M | $6M | $17M | $24M | $14M | $3M | $18M | $39M | $29M | $11M | $13M | $12M | |
| CapEx | $6M | $7M | $4M | $4M | $6M | $6M | $8M | $8M | $10M | $6M | $7M | $6M | $34M | $7M | $6M | $9M | |
| Investing Cash Flow | $-6M | $-7M | $-4M | $-4M | $-6M | $-6M | $-8M | $-8M | $-10M | $-6M | $-7M | $-6M | $-34M | $-7M | $-6M | $-9M | |
| Stock Repurchased | $15M | $2M | $3M | $0 | $0 | $2M | $5M | $0 | $0 | $0 | $4M | $3M | $0 | $0 | $0 | $5M | |
| Net Stock Activity | · | $-2M | · | · | · | $-2M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $21M | $5M | $5M | $5M | $21M | $5M | |
| Financing Cash Flow | $-21M | $-8M | $-8M | $-5M | $-6M | $-8M | $-10M | $-5M | $-7M | $-7M | $-25M | $-8M | $-6M | $-7M | $-21M | $-10M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | $25M | $-11M | $-3M | · | $-6M | |
| Free Cash Flow | · | $-10M | · | · | · | $27.0K | · | · | · | $-3M | · | · | · | $4M | · | · |
Rentabilität
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.4% | 61.5% | · | 60.3% | 60.8% | 61.2% | · | 60.2% | 60.5% | 60.3% | · | 60.8% | 60.5% | 59.1% | · | 57.1% | |
| Net Margin | 2.7% | 2.2% | · | 2.4% | 1.5% | 2.1% | · | 2.8% | 2.5% | 1.3% | · | 7.8% | 5.7% | 5.5% | · | 8.9% | |
| Pretax Margin | 3.8% | 3.1% | · | 3.3% | 2.4% | 2.9% | · | 3.9% | 3.6% | 1.7% | · | 10.4% | 7.7% | 6.9% | · | 11.9% | |
| EBITDA Margin | 3.1% | 3.3% | · | 3.1% | 3.3% | 3.2% | · | · | · | 2.7% | · | · | · | 1.9% | · | · | |
| ROA | 0.82% | 0.66% | · | 0.72% | 0.42% | 0.59% | · | 0.74% | 0.68% | 0.37% | · | 2.5% | 1.8% | 1.8% | · | 3.4% | |
| ROE | 1.8% | 1.4% | · | 1.5% | 0.88% | 1.2% | · | 1.6% | 1.5% | 0.79% | · | 5.7% | 4.1% | 4.4% | · | 8.5% |
Liquidität & Solvenz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.8 | · | 1.7 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 2.0 | · | 1.6 | |
| Quick Ratio | 0.7 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.9 | 0.8 | 0.9 | · | 0.9 | 0.8 | 0.9 | · | 0.7 |
Effizienz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | |
| Inventory Turnover | 0.8 | 0.7 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.8 | · | 0.9 |
Pro Aktie
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend / Share | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $1.00 | · | |
| Dividend Paid / Share | $0.33 | $0.33 | $0.33 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.30 | $1.00 | $0.30 | $0.30 | $0.28 | $1.28 | $0.28 |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $780M | $766M | · | $741M | $723M | $720M | · | $749M | $794M | $821M | · | $932M | $986M | $1.03B | · | $1.03B | |
| Net Income TTM | $23M | $20M | · | $19M | $20M | $21M | · | $27M | $39M | $46M | · | $65M | $72M | $82M | · | $90M | |
| Payout Ratio | · | 124.6% | · | · | · | 136.9% | · | · | · | 202.5% | · | · | · | 36.6% | · | · | |
| Annual Payout | $21M | $21M | · | $21M | $21M | $21M | · | $36M | $36M | $36M | · | $35M | $35M | $34M | · | $53M |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Umsatz | $759M | $723M | $862M | $1.05B | $1.01B |
| Bruttogewinnmarge % | 60.7% | 60.7% | 60.7% | 57.7% | 56.7% |
| Nettoergebnis | $20M | $20M | $56M | $89M | $91M |
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Liquiditätsgrad | 1.9 | 1.8 | 1.8 | 1.8 | 1.5 |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 |
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Freier Cashflow | $33M | $27M | $44M | $23M | $63M |
Institutionelle Eigentümer (13F) 150 Einreicher · $331.2M gesamt · Stand 30. September 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Inhaber
150
Gehaltener Wert
$331.2M
Neue Positionen
16
Geschlossene Positionen
15
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 16 (-15 vs. Vorquartal) | 15 (+1 vs. Vorquartal) | 55 (+13 vs. Vorquartal) | 40 (-6 vs. Vorquartal) | +569K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $39.914.904 | 1.563.451 | 12,05% | Aktien |
| BlackRock, Inc. | $39.128.286 | 1.532.639 | 11,81% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $23.899.101 | 936.118 | 7,22% | Aktien |
| VANGUARD GROUP INC | $21.832.070 | 934.592 | 6,59% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $17.353.073 | 679.713 | 5,24% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.131.529 | 592.696 | 4,57% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $14.621.822 | 572.731 | 4,41% | Aktien |
| Cambria Investment Management, L.P. | $9.543.191 | 373.803 | 2,88% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $9.034.152 | 353.791 | 2,73% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.536.185 | 334.359 | 2,58% | Aktien |
| STATE STREET CORP | $8.236.284 | 322.612 | 2,49% | Aktien |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.119.842 | 318.051 | 2,45% | Aktien |
| Kanen Wealth Management LLC | $7.414.242 | 291.400 | 2,24% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.533.255 | 255.905 | 1,97% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.057.656 | 237.276 | 1,83% | Aktien |
| DEPRINCE RACE & ZOLLO INC | $5.937.257 | 232.560 | 1,79% | Aktien |
| GOLDMAN SACHS GROUP INC | $5.220.936 | 204.502 | 1,58% | Aktien |
| Russell Investments Group, Ltd. | $4.991.898 | 195.543 | 1,51% | Aktien |
| Hodges Capital Management Inc. | $4.671.990 | 183.000 | 1,41% | Aktien |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.246.430 | 166.331 | 1,28% | Aktien |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.158.020 | 162.868 | 1,26% | Aktien |
| Bank of New York Mellon Corp | $4.122.506 | 161.477 | 1,24% | Aktien |
| CWA Asset Management Group, LLC | $3.676.320 | 144.000 | 1,11% | Aktien |
| NORTHERN TRUST CORP | $3.561.077 | 139.486 | 1,08% | Aktien |
| Empowered Funds, LLC | $3.051.243 | 119.516 | 0,92% | Aktien |
| MORGAN STANLEY | $2.890.911 | 113.234 | 0,87% | Aktien |
| Nuveen, LLC | $2.682.287 | 105.065 | 0,81% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $2.401.790 | 94.077 | 0,73% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $2.293.973 | 89.854 | 0,69% | Aktien |
| SEI INVESTMENTS CO | $2.235.855 | 87.577 | 0,67% | Aktien |
| LAZARD ASSET MANAGEMENT LLC | $2.149.269 | 84.186 | 0,65% | Aktien |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.085.367 | 81.683 | 0,63% | Aktien |
| D. E. Shaw & Co., Inc. | $2.020.393 | 79.138 | 0,61% | Aktien |
| TECTONIC ADVISORS LLC | $1.601.689 | 62.738 | 0,48% | Aktien |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.521.588 | 59.600 | 0,46% | Aktien |
| Creative Planning | $1.487.007 | 58.245 | 0,45% | Aktien |
| AMERIPRISE FINANCIAL INC | $1.445.509 | 56.620 | 0,44% | Aktien |
| SG Capital Management LLC | $1.426.259 | 55.866 | 0,43% | Aktien |
| Qube Research & Technologies Ltd | $1.407.239 | 55.121 | 0,42% | Aktien |
| Vanguard Global Advisers, LLC | $1.246.477 | 48.824 | 0,38% | Aktien |
| Quantinno Capital Management LP | $1.109.610 | 43.463 | 0,33% | Aktien |
| WATERS PARKERSON & CO., LLC | $1.062.048 | 41.600 | 0,32% | Aktien |
| HSBC HOLDINGS PLC | $1.042.264 | 41.034 | 0,31% | Aktien |
| JPMORGAN CHASE & CO | $958.634 | 37.623 | 0,29% | Aktien |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $898.656 | 35.200 | 0,27% | Aktien |
| WULFF, HANSEN & CO. | $779.227 | 30.522 | 0,24% | Aktien |
| AXA Investment Managers S.A. | $771.936 | 35.200 | 0,23% | Aktien |
| Parallel Advisors, LLC | $747.314 | 29.272 | 0,23% | Aktien |
| Invesco Ltd. | $655.304 | 25.668 | 0,20% | Aktien |
| XTX Topco Ltd | $637.663 | 24.977 | 0,19% | Aktien |
Aktivisten & 5%+-Eigentümer 15 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| Villa Clare Partners, L.P., West Wesley Associates, LLC, Clarence H. Smith ×10 Einreichungen | 21. April 2026 | 0,00% | Änderung | · | SEC |
| H5, LLC, Pine Hill Associates, LLC, J. Rawson Haverty, Jr., Trust Created Under Item VI of the Last Will and Testament of Rawson Haverty Dated July 21, 2003, a/k/a Marital Trust u/w July 21, 2003, Marital Trust B Dated October 31, 2012 Created by the Trustees of the Trust Created Under Item VI of the Last Will and Testament of Rawson Haverty Dated July 21, 2003, Margaret Munnerlyn Haverty Revocable Trust Dated August 15, 2007 as Amended and Restated on December 17, 2012, H5-MHG, LLC, H5-JMH, LLC, H5-JRH, LLC, H5-MEH, LLC, H5-BMH, LLC, Margaret Haverty Glover, Jane Middleton Haverty, Mary Elizabeth Haverty, Ben M. Haverty ×2 Einreichungen | 17. August 2021 | · | Erste Einreichung | · | SEC |
| H5, L.P., Pine Hill Associates, LLC, J. Rawson Haverty, Jr., Trust Created Under Item VI of the Last Will and Testament of Rawson Haverty Dated July 21, 2003, a/k/a Marital Trust u/w July 21, 2003, Marital Trust B Dated October 31, 2012 Created by the Trustees of the Trust Created Under Item VI of the Last Will and Testament of Rawson Haverty Dated July 21, 2003, Margaret Munnerlyn Haverty Revocable Trust Dated August 15, 2007 as Amended and Restated on December 17, 2012, H5-MHG, LLC, H5-JMH, LLC, H5-JRH, LLC, H5-MEH, LLC, H5-BMH, LLC, Margaret Haverty Glover, Jane Middleton Haverty, Mary Elizabeth Haverty, Ben M. Haverty ×11 Einreichungen | 22. Mai 2019 | · | Erste Einreichung | · | SEC |
| The Estate of Frank S. McGaughey, III, Ridge Partners, L.P., Richard N. McGaughey | 3. Januar 2017 | · | Erste Einreichung | · | SEC |
| Frank S. McGaughey III, Ridge Partners, L.P., Richard N. McGaughey ×7 Einreichungen | 26. Juni 2015 | · | Erste Einreichung | · | SEC |
| Villa Clara Partners, L.P., West Wesley Associates, LLC, Clarence H. Smith | 11. Juni 2015 | · | Erste Einreichung | · | SEC |
| IRS IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Clarence H. Ridley | 19. Mai 2010 | · | Erste Einreichung | · | SEC |
| SS OR IRS IDENTIFICATION NO OF ABOVE PERSON H5, L.P., SS OR IRS IDENTIFICATION NO OF ABOVE PERSON Pine Hill Associates, LLC, SS OR IRS IDENTIFICATION NO OF ABOVE PERSON J. Rawson Haverty, Jr. | 24. März 2010 | · | Erste Einreichung | · | SEC |
| SS OR IRS IDENTIFICATION 1 OF ABOVE PERSON | 24. Juli 2007 | · | Erste Einreichung | Passive Anlage | SEC |
| Estate of Rawson Haverty, J. Rawson Haverty, Jr. | 20. Juli 2007 | · | Erste Einreichung | Passive Anlage | SEC |
| Betty H. Smith ×2 Einreichungen | 11. Juni 2007 | · | Erste Einreichung | · | SEC |
| SS OR IRS IDENTIFICATION NO OF ABOVE PERSON Rawson Haverty | 27. Januar 2003 | · | Erste Einreichung | · | SEC |
| Betty H. Smith (2) | 11. Dezember 2002 | · | Erste Einreichung | · | SEC |
| SS or IRS identification # of above person 1. Clarence H. Smith | 11. Dezember 2002 | · | Erste Einreichung | Passive Anlage | SEC |
| Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter | 1. März 2001 | · | Erste Einreichung | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Unternehmensinsider 41 Insider · 16 Führungskräfte · 19 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Steven G Burdette | President and CEO | 8. Mai 2026 M | 22.328 | 0 | 0 | $0 |
| Richard B Hare | EVP, CFO | 8. Mai 2026 M | 29.482 | 0 | 0 | $0 |
| John Linwood Gill | EVP, Merchandising | 8. Mai 2026 M | 23.808 | 0 | 0 | $0 |
| Helen Berry Bautista | Senior Vice President, Mktg | 8. Mai 2024 M | 13.056 | 0 | 0 | $0 |
| Kelly Allen Fladger | SVP, Chief HR Officer | 8. Mai 2024 M | 18.091 | 0 | 0 | $0 |
| Janet E Taylor | Sr. VP, General Counsel | 8. Mai 2024 M | 60.759 | 0 | 0 | $0 |
| Edward J Clary | Executive VP & CIO | 8. Mai 2024 M | 47.872 | 0 | 0 | $0 |
| Jenny H Parker | Sr. VP, Finance & Corp Sec | 8. Mai 2024 M | 33.472 | 0 | 0 | $0 |
| Kathleen Marie Daly | Senior V.P., Marketing | 8. Mai 2019 M | 11.099 | 0 | 0 | $0 |
| Allan J Deniro | Sr. VP, Chief People Officer | 8. Mai 2019 M | 13.233 | 0 | 0 | $0 |
| Richard Dewey Gallagher | Executive Vice President | 30. September 2018 J | 18.297 | 0 | 0 | $0 |
| Dennis L Fink | Executive Vice Pres., Finance | 17. Mai 2017 M | 142.458 | 0 | 0 | $0 |
| Thomas P Curran | Senior Vice President | 12. Mai 2014 M | 33.706 | 0 | 0 | $0 |
| Tony M Wilkerson | Executive Vice President | 27. Januar 2009 A | 140.728 | 0 | 0 | $0 |
| Justin P Seamonds | Vice President and Controller | 9. Juni 2008 S | 11.906 | 0 | 0 | $0 |
| Gerald M Hohman | Vice President, Supply Chain | 20. Dezember 2004 A | 30.051 | 0 | 0 | $0 |
| Clarence H. Smith | Direktor | 17. August 2026 S | 71.705 | 0 | 1 | $-591.107 |
| Edward Kendrick Smith | Direktor | 11. Mai 2026 A | 6.360 | 0 | 0 | $0 |
| Natalie Bolch Morhous | Direktor | 11. Mai 2026 A | 12.213 | 0 | 0 | $0 |
| Derek Gordon Schiller | Direktor | 11. Mai 2026 A | 6.660 | 0 | 0 | $0 |
| Laura Allison Dukes | Direktor | 11. Mai 2026 A | 5.666 | 0 | 0 | $0 |
| Michael R Cote | Direktor | 11. Mai 2026 A | 1.388 | 0 | 0 | $0 |
| Thomas G. Hough | Direktor | 11. Mai 2026 A | 15.146 | 0 | 0 | $0 |
| Alfredo Trujillo | Direktor | 11. Mai 2026 A | 14.464 | 0 | 0 | $0 |
| Rawson Haverty JR | Direktor | 11. Mai 2026 A | 4.468 | 0 | 3 | $-345.898 |
| Vicki R Palmer | Direktor | 11. Mai 2026 A | 45.450 | 0 | 0 | $0 |
| Mylle H Mangum | Direktor | 19. Mai 2023 S | 3.519 | 0 | 0 | $0 |
| John T Glover | Direktor | 9. Mai 2021 A | 65.250 | 0 | 0 | $0 |
| Fred L Schuermann | Direktor | 7. Mai 2018 A | 3 | 0 | 0 | $0 |
| HUMANN L PHILLIP | Direktor | 8. Mai 2017 A | 56.095 | 0 | 0 | $0 |
| Frank S Mcgaughey III | Direktor | 9. Mai 2016 A | 5.087 | 0 | 0 | $0 |
| Terence F Mcguirk | Direktor | 11. Mai 2015 A | 32.124 | 0 | 0 | $0 |
| Clarence H Ridley | Direktor | 10. Mai 2010 M | 26.596 | 0 | 0 | $0 |
| Ben M Haverty | Direktor | 1. Januar 2006 A | 4.962 | 0 | 0 | $0 |
| Pine Hill Associates, LLC | 10%-Eigentümer | 3. Juli 2019 J | 0 | 0 | 0 | $0 |
| H5, L.P. | 10%-Eigentümer | 21. Juni 2019 J | 0 | 0 | 0 | $0 |
| West Wesley Associates, LLC | 10%-Eigentümer | 23. Juli 2007 G | 603.497 | 0 | 0 | $0 |
| Villa Clare Partners, L.P. | 10%-Eigentümer | 23. Juli 2007 G | 603.497 | 0 | 0 | $0 |
| Betty H Smith | 10%-Eigentümer | 24. Mai 2007 G | 0 | 0 | 0 | $0 |
| HAVERTY RAWSON | 10%-Eigentümer | 11. Dezember 2006 G | 650.264 | 0 | 0 | $0 |
| Ridge Partners, L.P. | · | 17. März 2016 J | 0 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 33 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| MYLD · Cambria ETF Trust | 0,93% | 12.859 NS | 31. Juli 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0,91% | 366.199 NS | 31. Juli 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,34% | 8.550 NS | 31. Juli 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 32.674 NS | 31. Juli 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,12% | 41.344 SH | 19. August 2026 | Täglich |
| VFQY · VANGUARD WELLINGTON FUND | 0,11% | 21.065 SH | 19. August 2026 | Täglich |
| IWC · iShares Trust | 0,09% | 47.686 SH | 11. September 2026 | Täglich |
| VFMF · VANGUARD WELLINGTON FUND | 0,06% | 17.058 SH | 19. August 2026 | Täglich |
| EBIT · Harbor ETF Trust | 0,04% | 202 NS | 31. Juli 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2.493 SH | 1. Oktober 2026 | Täglich |
| DFSV · Dimensional ETF Trust | 0,02% | 76.285 NS | 31. Juli 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 12.078 SH | 19. August 2026 | Täglich |
| VCR · VANGUARD WORLD FUND | 0,02% | 52.788 SH | 19. August 2026 | Täglich |
| DFAT · Dimensional ETF Trust | 0,02% | 109.550 NS | 31. Juli 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 15.505 SH | 1. Oktober 2026 | Täglich |
| IWM · iShares Trust | 0,01% | 370.830 SH | 11. September 2026 | Täglich |
| RSSL · Global X Funds | 0,01% | 6.605 NS | 31. Juli 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 79.334 SH | 19. August 2026 | Täglich |
| DFAS · Dimensional ETF Trust | 0,01% | 44.706 NS | 31. Juli 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 13.820 NS | 31. Juli 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 32.084 NS | 31. Juli 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 424 SH | 21. September 2026 | Täglich |
| DCOR · Dimensional ETF Trust | 0,00% | 1.912 NS | 31. Juli 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 766 NS | 31. Juli 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 21.521 SH | 11. September 2026 | Täglich |
| IWV · iShares Trust | 0,00% | 4.717 SH | 9. September 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,00% | 2.103 NS | 31. Juli 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 2.060 NS | 31. Juli 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 20 NS | 31. Juli 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 157.556 SH | 19. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 422.808 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 960 SH | 19. August 2026 | Täglich |
| IWN · iShares Trust | · | 130.518 SH | 11. September 2026 | Täglich |
HVT Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 5 Analysten
KAUF
Median-Ziel
$33.00
+20,0%
1 20,0%
Starker Kauf
3 60,0%
Kauf
1 20,0%
Halten
0 0,0%
Verkauf
0 0,0%
Starker Verkauf
12-Monats-Kursziel
Mittelwert-Ziel $33.00 +20,0%
← Unter allen Zielen
Aktueller Preis $27.50
Tief$30.00
Mittelwert$33.00
Hoch$36.00
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.
Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.
Quelle: SEC 10-Q eingereicht Aug 4, 2026