HVT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $27.50
Market Cap $842M
P/E 23.7
Revenue $759M
Div Yield 2.5%
ROE 6.4%
52W Range $20–$30

HVT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 5
Ex-date Split Type
Aug. 26, 1999 2-for-1 Forward
July 1, 1993 3-for-2 Forward
May 27, 1986 2-for-1 Forward
Feb. 28, 1984 5-for-4 Forward
July 1, 1983 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$759M
2016-12-31 → 2025-12-31
Free Cash Flow$33M
2016-12-31 → 2025-12-31
Net margin2.9%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend HVT 5Y avg Peer Median Verdict
P/E 23.75Y avg ≈24.4 ≈24.4 21.8 Fair value
P/S 1.15Y avg ≈1.0 ≈1.0 1.0 Fair value
P/B 2.75Y avg ≈2.8 ≈2.8 7.8 Undervalued
Price / FCF 25.55Y avg ≈27.7 ≈27.7 · ·
Price / Cash Flow 16.05Y avg ≈13.4 ≈13.4 16.0 Fair value
Price / Tangible Book 2.75Y avg ≈2.8 ≈2.8 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield2.5%
Payout Ratio105.6%
Annualized Payout≈$1.32Paid quarterly
5Y Div CAGR≈9.9%Per share, split-adjusted
Growth Streak≈16Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 25, 2026$0.33USD≈4.8%
Jun 1, 2026$0.33USD≈5.8%
Mar 10, 2026$0.33USD≈5.9%
Nov 25, 2025$0.33USD≈5.3%
Aug 25, 2025$0.32USD≈5.5%
Jun 2, 2025$0.32USD≈6.4%
Mar 6, 2025$0.32USD≈5.8%
Nov 26, 2024$0.32USD≈5.3%
Aug 26, 2024$0.32USD≈8.3%
May 23, 2024$0.32USD≈8.1%
Mar 8, 2024$0.30USD≈6.6%
Nov 27, 2023$1.30USD≈7.1%
Aug 25, 2023$0.30USD≈7.0%
Jun 5, 2023$0.30USD≈8.1%
Mar 9, 2023$0.28USD≈6.5%
Nov 25, 2022$1.28USD≈6.9%
Aug 19, 2022$0.28USD≈10.0%
Jun 1, 2022$0.28USD≈11.0%
Mar 10, 2022$0.25USD≈10.5%
Nov 19, 2021$2.25USD≈16.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 21.2%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $0.32 $0.23 37.8%
March 31, 2026 $0.26 $0.27 -2.9%
Dec. 31, 2025 $0.51 $0.48 5.2%
Sept. 30, 2025 $0.28 $0.24 15.5%
June 30, 2025 $0.16 $0.15 9.2%
March 31, 2025 $0.23 $0.14 62.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 9
Metric Trend 202520242023202220212020201920182017201620152014
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
Balance Sheet 26
Metric Trend 202520242023202220212020201920182017201620152014
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 30,633,00030,419,00030,220,00030,006,00029,907,00029,600,00029,431,00029,07928,95028,79328,48628,326,770
Cash Flow 14
Metric Trend 202520242023202220212020201920182017201620152014
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
Profitability 6
Metric Trend 202520242023202220212020201920182017201620152014
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%
Liquidity & Solvency 2
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.91.81.81.81.51.51.62.32.32.02.32.2
Quick Ratio 0.90.90.90.80.81.00.60.80.90.70.80.8
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.21.11.31.61.51.21.61.81.81.81.71.7
Inventory Turnover 3.33.23.23.84.33.43.53.53.6···
Receivables Turnover ······477.6385.6246.5161.2122.9100.3
Per Share 4
Metric Trend 202520242023202220212020201920182017201620152014
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·····
Growth Rates 7
Metric Trend 202520242023202220212020201920182017201620152014
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%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
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 20.119.230.625.826.423.917.4·····
P/S 0.90.91.20.9·0.00.00.00.80.10.80.8
P/B 2.32.23.53.1·0.00.00.02.20.22.02.1
P / Tangible Book 2.32.23.53.1·0.0······
P / Cash Flow 13.611.511.017.6·0.00.00.012.50.911.711.2
P / FCF 21.725.224.339.7·0.00.00.023.41.824.325.4
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

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $759M $723M $862M $1.05B $1.01B
Gross Margin % 60.7% 60.7% 60.7% 57.7% 56.7%
Net Income $20M $20M $56M $89M $91M

Institutional owners (13F) 150 filers · $331.2M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 150
Value held $331.2M
New positions 16
Exited positions 15
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 (-15 vs prior Q) 15 (+1 vs prior Q) 55 (+13 vs prior Q) 40 (-6 vs prior Q) +569K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
PZENA INVESTMENT MANAGEMENT LLC $39,914,904 1,563,451 12.05% Shares
BlackRock, Inc. $39,128,286 1,532,639 11.81% Shares
DIMENSIONAL FUND ADVISORS LP $23,899,101 936,118 7.22% Shares
VANGUARD GROUP INC $21,832,070 934,592 6.59% Shares
RENAISSANCE TECHNOLOGIES LLC $17,353,073 679,713 5.24% Shares
VANGUARD CAPITAL MANAGEMENT LLC $15,131,529 592,696 4.57% Shares
AMERICAN CENTURY COMPANIES INC $14,621,822 572,731 4.41% Shares
Cambria Investment Management, L.P. $9,543,191 373,803 2.88% Shares
GEODE CAPITAL MANAGEMENT, LLC $9,034,152 353,791 2.73% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,536,185 334,359 2.58% Shares
STATE STREET CORP $8,236,284 322,612 2.49% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $8,119,842 318,051 2.45% Shares
Kanen Wealth Management LLC $7,414,242 291,400 2.24% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,533,255 255,905 1.97% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $6,057,656 237,276 1.83% Shares
DEPRINCE RACE & ZOLLO INC $5,937,257 232,560 1.79% Shares
GOLDMAN SACHS GROUP INC $5,220,936 204,502 1.58% Shares
Russell Investments Group, Ltd. $4,991,898 195,543 1.51% Shares
Hodges Capital Management Inc. $4,671,990 183,000 1.41% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,246,430 166,331 1.28% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $4,158,020 162,868 1.26% Shares
Bank of New York Mellon Corp $4,122,506 161,477 1.24% Shares
CWA Asset Management Group, LLC $3,676,320 144,000 1.11% Shares
NORTHERN TRUST CORP $3,561,077 139,486 1.08% Shares
Empowered Funds, LLC $3,051,243 119,516 0.92% Shares
MORGAN STANLEY $2,890,911 113,234 0.87% Shares
Nuveen, LLC $2,682,287 105,065 0.81% Shares
AQR CAPITAL MANAGEMENT LLC $2,401,790 94,077 0.73% Shares
VANGUARD FIDUCIARY TRUST CO $2,293,973 89,854 0.69% Shares
SEI INVESTMENTS CO $2,235,855 87,577 0.67% Shares
LAZARD ASSET MANAGEMENT LLC $2,149,269 84,186 0.65% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,085,367 81,683 0.63% Shares
D. E. Shaw & Co., Inc. $2,020,393 79,138 0.61% Shares
TECTONIC ADVISORS LLC $1,601,689 62,738 0.48% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,521,588 59,600 0.46% Shares
Creative Planning $1,487,007 58,245 0.45% Shares
AMERIPRISE FINANCIAL INC $1,445,509 56,620 0.44% Shares
SG Capital Management LLC $1,426,259 55,866 0.43% Shares
Qube Research & Technologies Ltd $1,407,239 55,121 0.42% Shares
Vanguard Global Advisers, LLC $1,246,477 48,824 0.38% Shares
Quantinno Capital Management LP $1,109,610 43,463 0.33% Shares
WATERS PARKERSON & CO., LLC $1,062,048 41,600 0.32% Shares
HSBC HOLDINGS PLC $1,042,264 41,034 0.31% Shares
JPMORGAN CHASE & CO $958,634 37,623 0.29% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $898,656 35,200 0.27% Shares
WULFF, HANSEN & CO. $779,227 30,522 0.24% Shares
AXA Investment Managers S.A. $771,936 35,200 0.23% Shares
Parallel Advisors, LLC $747,314 29,272 0.23% Shares
Invesco Ltd. $655,304 25,668 0.20% Shares
XTX Topco Ltd $637,663 24,977 0.19% Shares

Show all 150 institutional owners →

Activists & 5%+ owners 15 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Villa Clare Partners, L.P., West Wesley Associates, LLC, Clarence H. Smith ×10 filings April 21, 2026 0.00% Amendment · 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 filings Aug. 17, 2021 · Initial filing · 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 filings May 22, 2019 · Initial filing · SEC
The Estate of Frank S. McGaughey, III, Ridge Partners, L.P., Richard N. McGaughey Jan. 3, 2017 · Initial filing · SEC
Frank S. McGaughey III, Ridge Partners, L.P., Richard N. McGaughey ×7 filings June 26, 2015 · Initial filing · SEC
Villa Clara Partners, L.P., West Wesley Associates, LLC, Clarence H. Smith June 11, 2015 · Initial filing · SEC
IRS IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Clarence H. Ridley May 19, 2010 · Initial filing · 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. March 24, 2010 · Initial filing · SEC
SS OR IRS IDENTIFICATION 1 OF ABOVE PERSON July 24, 2007 · Initial filing Passive investment SEC
Estate of Rawson Haverty, J. Rawson Haverty, Jr. July 20, 2007 · Initial filing Passive investment SEC
Betty H. Smith ×2 filings June 11, 2007 · Initial filing · SEC
SS OR IRS IDENTIFICATION NO OF ABOVE PERSON Rawson Haverty Jan. 27, 2003 · Initial filing · SEC
Betty H. Smith (2) Dec. 11, 2002 · Initial filing · SEC
SS or IRS identification # of above person 1. Clarence H. Smith Dec. 11, 2002 · Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 1, 2001 · Initial filing · 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.

Company insiders 41 insiders · 16 officers · 19 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Steven G Burdette President and CEO May 8, 2026 M 22,328 0 0 $0
Richard B Hare EVP, CFO May 8, 2026 M 29,482 0 0 $0
John Linwood Gill EVP, Merchandising May 8, 2026 M 23,808 0 0 $0
Helen Berry Bautista Senior Vice President, Mktg May 8, 2024 M 13,056 0 0 $0
Kelly Allen Fladger SVP, Chief HR Officer May 8, 2024 M 18,091 0 0 $0
Janet E Taylor Sr. VP, General Counsel May 8, 2024 M 60,759 0 0 $0
Edward J Clary Executive VP & CIO May 8, 2024 M 47,872 0 0 $0
Jenny H Parker Sr. VP, Finance & Corp Sec May 8, 2024 M 33,472 0 0 $0
Kathleen Marie Daly Senior V.P., Marketing May 8, 2019 M 11,099 0 0 $0
Allan J Deniro Sr. VP, Chief People Officer May 8, 2019 M 13,233 0 0 $0
Richard Dewey Gallagher Executive Vice President Sept. 30, 2018 J 18,297 0 0 $0
Dennis L Fink Executive Vice Pres., Finance May 17, 2017 M 142,458 0 0 $0
Thomas P Curran Senior Vice President May 12, 2014 M 33,706 0 0 $0
Tony M Wilkerson Executive Vice President Jan. 27, 2009 A 140,728 0 0 $0
Justin P Seamonds Vice President and Controller June 9, 2008 S 11,906 0 0 $0
Gerald M Hohman Vice President, Supply Chain Dec. 20, 2004 A 30,051 0 0 $0
Clarence H. Smith Director Aug. 17, 2026 S 71,705 0 1 $-591,107
Edward Kendrick Smith Director May 11, 2026 A 6,360 0 0 $0
Natalie Bolch Morhous Director May 11, 2026 A 12,213 0 0 $0
Derek Gordon Schiller Director May 11, 2026 A 6,660 0 0 $0
Laura Allison Dukes Director May 11, 2026 A 5,666 0 0 $0
Michael R Cote Director May 11, 2026 A 1,388 0 0 $0
Thomas G. Hough Director May 11, 2026 A 15,146 0 0 $0
Alfredo Trujillo Director May 11, 2026 A 14,464 0 0 $0
Rawson Haverty JR Director May 11, 2026 A 4,468 0 3 $-345,898
Vicki R Palmer Director May 11, 2026 A 45,450 0 0 $0
Mylle H Mangum Director May 19, 2023 S 3,519 0 0 $0
John T Glover Director May 9, 2021 A 65,250 0 0 $0
Fred L Schuermann Director May 7, 2018 A 3 0 0 $0
HUMANN L PHILLIP Director May 8, 2017 A 56,095 0 0 $0
Frank S Mcgaughey III Director May 9, 2016 A 5,087 0 0 $0
Terence F Mcguirk Director May 11, 2015 A 32,124 0 0 $0
Clarence H Ridley Director May 10, 2010 M 26,596 0 0 $0
Ben M Haverty Director Jan. 1, 2006 A 4,962 0 0 $0
Pine Hill Associates, LLC 10% owner July 3, 2019 J 0 0 0 $0
H5, L.P. 10% owner June 21, 2019 J 0 0 0 $0
West Wesley Associates, LLC 10% owner July 23, 2007 G 603,497 0 0 $0
Villa Clare Partners, L.P. 10% owner July 23, 2007 G 603,497 0 0 $0
Betty H Smith 10% owner May 24, 2007 G 0 0 0 $0
HAVERTY RAWSON 10% owner Dec. 11, 2006 G 650,264 0 0 $0
Ridge Partners, L.P. · March 17, 2016 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 33 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MYLD · Cambria ETF Trust 0.93% 12,859 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 0.91% 366,199 NS July 31, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.34% 8,550 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 32,674 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.12% 41,344 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.11% 21,065 SH Aug. 19, 2026 Daily
IWC · iShares Trust 0.09% 47,686 SH Sept. 11, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.06% 17,058 SH Aug. 19, 2026 Daily
EBIT · Harbor ETF Trust 0.04% 202 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 2,493 SH Oct. 1, 2026 Daily
DFSV · Dimensional ETF Trust 0.02% 76,285 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 12,078 SH Aug. 19, 2026 Daily
VCR · VANGUARD WORLD FUND 0.02% 52,788 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.02% 109,550 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 15,505 SH Oct. 1, 2026 Daily
IWM · iShares Trust 0.01% 370,830 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.01% 6,605 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 79,334 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.01% 44,706 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 13,820 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 32,084 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.00% 424 SH Sept. 21, 2026 Daily
DCOR · Dimensional ETF Trust 0.00% 1,912 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 766 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 21,521 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 4,717 SH Sept. 9, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 2,103 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 2,060 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 20 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 157,556 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 422,808 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 960 SH Aug. 19, 2026 Daily
IWN · iShares Trust · 130,518 SH Sept. 11, 2026 Daily

HVT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 5 analysts BUY
Median target $33.00 +20.0%
1 20.0% Strong Buy
3 60.0% Buy
1 20.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

Mean target $33.00 +20.0%

← Below all targets Current price $27.50
Low$30.00 Mean$33.00 High$36.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
HVT $716M 20.1 5.0% 2.6% 6.4% 60.7%
WSM $24.31B 23.2 1.2% 13.9% 51.4% 46.2%
W $13.05B -41.2 5.1% -2.5% 11.4% 30.2%
RH $3.74B 31.5 8.1% 3.6% 1266.9% 44.1%
BOBS · · · · · ·
ARHS · 23.4 8.5% 4.9% 16.7% 38.9%
NXH · · · · · ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 4, 2026