HVT Haverty Furniture Companies, Inc. Common Stock
$28.31
Price · Aug 18, 2026
Fundamentals as of Aug 4, 2026
52W Range
$20–$30
85% of range
Analyst Rating
BUY
5 analysts
Price Target
$33
+17% upside
P/E (TTM)
24.4
ROE
6.4%
Net Profit Margin
2.6%
HVT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$28.31
Market Cap
$867M
P/E (TTM)
24.4
EPS (TTM)
—
Revenue (TTM)
$759M
Div Yield
2.4%
ROE
6.4%
Debt/Equity
—
52W Range
$20 – $30
HVT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$759M
2016-12-31
→
2025-12-31
EPS
—
Free Cash Flow
$33M
2016-12-31
→
2025-12-31
Margins
2.6%
2016-12-31
→
2025-12-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
HVT
Peer Median
P/E (TTM)
24.4
19.7
P/S (TTM)
1.1
0.8
P/B
2.8
8.0
Price / FCF
26.3
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
HVT
Peer Median
Gross Margin
60.7%
41.4%
Net Profit Margin
2.6%
3.1%
ROA
3.0%
2.9%
ROE
6.4%
11.5%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
HVT
Peer Median
Current Ratio
1.9
1.2
Quick Ratio
0.9
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
HVT
Peer Median
Revenue YoY
5.0%
—
Revenue CAGR 3Y
-10.2%
—
Revenue CAGR 5Y
0.29%
—
Net Income YoY
-1.1%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
HVT
Peer Median
Payout Ratio
105.6%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
2.4%
Payout Ratio
105.6%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 1, 2026 | $0.3300 |
| March 10, 2026 | $0.3300 |
| Nov. 25, 2025 | $0.3300 |
| Aug. 25, 2025 | $0.3200 |
| June 2, 2025 | $0.3200 |
| March 6, 2025 | $0.3200 |
| Nov. 26, 2024 | $0.3200 |
| Aug. 26, 2024 | $0.3200 |
| May 23, 2024 | $0.3200 |
| March 8, 2024 | $0.3000 |
| Nov. 27, 2023 | $1.3000 |
| Aug. 25, 2023 | $0.3000 |
| June 5, 2023 | $0.3000 |
| March 9, 2023 | $0.2800 |
| Nov. 25, 2022 | $1.2800 |
| Aug. 19, 2022 | $0.2800 |
| June 1, 2022 | $0.2800 |
| March 10, 2022 | $0.2500 |
| Nov. 19, 2021 | $2.2500 |
| Aug. 20, 2021 | $0.2500 |
HVT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
5 analysts
- Strong Buy 1 20.0%
- Buy 3 60.0%
- Hold 1 20.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
2 analysts · 2026-08-19
Median
$33.00
← Below all targets
$28.31
Low
$30.00
High
$36.00
Median target
$33.00
+16.6%
Mean target
$33.00
+16.6%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.04%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.32 | $0.23 | 0.09% |
| March 31, 2026 | $0.26 | $0.27 | -0.01% |
| Dec. 31, 2025 | $0.51 | $0.48 | 0.03% |
| Sept. 30, 2025 | $0.28 | $0.24 | 0.04% |
| June 30, 2025 | $0.16 | $0.15 | 0.01% |
| March 31, 2025 | $0.23 | $0.14 | 0.09% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| 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% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | 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 |
Balance Sheet 26
| Metric | 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 |
Cash Flow 14
| Metric | 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 |
Profitability 6
| Metric | 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% |
Liquidity & Solvency 2
| Metric | 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 |
Efficiency 3
| Metric | 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 |
Growth Rates 7
| Metric | 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -16.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | 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 |
Income Statement 9
| Metric | 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 | · | · |
Balance Sheet 24
| Metric | 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 | · |
Cash Flow 12
| Metric | 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 | · | · |
Profitability 6
| Metric | 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% |
Liquidity & Solvency 2
| Metric | 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 |
Efficiency 2
| Metric | 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 |
Valuation (TTM) 5
| Metric | 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 | $760M | $746M | · | $733M | $717M | $720M | · | $759M | $789M | $835M | · | $932M | $986M | $1.03B | · | $1.03B | |
| Net Income TTM | $17M | $15M | · | $16M | $16M | $16M | · | $29M | $36M | $44M | · | $65M | $72M | $82M | · | $90M | |
| P/E | 22.0 | 18.3 | · | 18.9 | 17.5 | 17.0 | · | 23.7 | 21.8 | 29.4 | · | 24.8 | 26.1 | 27.5 | · | 21.5 | |
| Earnings Yield | 4.5% | 5.5% | · | 5.3% | 5.7% | 5.9% | · | 4.2% | 4.6% | 3.4% | · | 4.0% | 3.8% | 3.6% | · | 4.7% | |
| Payout Ratio | · | 124.6% | · | · | · | 136.9% | · | · | · | 202.5% | · | · | · | 36.6% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 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 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 1.8 | 1.8 | 1.5 |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.8 | 0.8 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $33M | $27M | $44M | $23M | $63M |
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Institutional owners (13F) 152 filers · $258.2M total · As of June 30, 2026
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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 22 (-5 vs prior Q) | 15 (+1 vs prior Q) | 48 (+6 vs prior Q) | 40 (-4 vs prior Q) | +993K |
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 | 15.46% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $23,020,350 | 901,698 | 8.92% | Shares |
| VANGUARD GROUP INC | $18,763,500 | 803,232 | 7.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $17,353,073 | 679,713 | 6.72% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $15,131,529 | 592,696 | 5.86% | Shares |
| AMERICAN CENTURY COMPANIES INC | $14,621,822 | 572,731 | 5.66% | Shares |
| Cambria Investment Management, L.P. | $9,543,191 | 373,803 | 3.70% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,536,185 | 334,359 | 3.31% | Shares |
| STATE STREET CORP | $8,236,284 | 322,612 | 3.19% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8,119,842 | 318,051 | 3.15% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $7,751,551 | 303,552 | 3.00% | Shares |
| Kanen Wealth Management LLC | $7,414,242 | 291,400 | 2.87% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6,533,255 | 255,905 | 2.53% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6,057,656 | 237,276 | 2.35% | Shares |
| Hodges Capital Management Inc. | $4,671,990 | 183,000 | 1.81% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4,246,430 | 166,331 | 1.64% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4,158,020 | 162,868 | 1.61% | Shares |
| CWA Asset Management Group, LLC | $3,676,320 | 144,000 | 1.42% | Shares |
| DEPRINCE RACE & ZOLLO INC | $3,319,182 | 156,713 | 1.29% | Shares |
| Bank of New York Mellon Corp | $3,292,349 | 128,960 | 1.28% | Shares |
| BlackRock, Inc. | $2,715,192 | 106,353 | 1.05% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,293,973 | 89,854 | 0.89% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $2,149,269 | 84,186 | 0.83% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2,085,367 | 81,683 | 0.81% | Shares |
| D. E. Shaw & Co., Inc. | $2,020,393 | 79,138 | 0.78% | Shares |
| TECTONIC ADVISORS LLC | $1,601,689 | 62,738 | 0.62% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,521,588 | 59,600 | 0.59% | Shares |
| AMERIPRISE FINANCIAL INC | $1,426,974 | 55,894 | 0.55% | Shares |
| SG Capital Management LLC | $1,426,259 | 55,866 | 0.55% | Shares |
| Qube Research & Technologies Ltd | $1,407,239 | 55,121 | 0.55% | Shares |
| Vanguard Global Advisers, LLC | $1,246,477 | 48,824 | 0.48% | Shares |
| Quantinno Capital Management LP | $1,109,610 | 43,463 | 0.43% | Shares |
| WATERS PARKERSON & CO., LLC | $1,062,048 | 41,600 | 0.41% | Shares |
| HSBC HOLDINGS PLC | $1,042,264 | 41,034 | 0.40% | Shares |
| MORGAN STANLEY | $937,358 | 36,715 | 0.36% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $898,656 | 35,200 | 0.35% | Shares |
| WULFF, HANSEN & CO. | $779,227 | 30,522 | 0.30% | Shares |
| AXA Investment Managers S.A. | $771,936 | 35,200 | 0.30% | Shares |
| Russell Investments Group, Ltd. | $751,118 | 29,421 | 0.29% | Shares |
| Parallel Advisors, LLC | $747,314 | 29,272 | 0.29% | Shares |
| GOLDMAN SACHS GROUP INC | $735,953 | 28,827 | 0.29% | Shares |
| XTX Topco Ltd | $637,663 | 24,977 | 0.25% | Shares |
| Engineers Gate Manager LP | $583,565 | 22,858 | 0.23% | Shares |
| BANK OF AMERICA CORP /DE/ | $574,451 | 22,501 | 0.22% | Shares |
| TRUIST FINANCIAL CORP | $570,034 | 22,328 | 0.22% | Shares |
| BARCLAYS PLC | $514,071 | 20,136 | 0.20% | Shares |
| Toroso Investments, LLC | $509,762 | 21,822 | 0.20% | Shares |
| Susquehanna Portfolio Strategies, LLC | $498,703 | 19,534 | 0.19% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $487,623 | 19,100 | 0.19% | Put option |
| Watershed Asset Management, L.L.C. | $453,847 | 17,777 | 0.18% | Shares |
| RHUMBLINE ADVISERS | $441,584 | 17,297 | 0.17% | Shares |
| TWO SIGMA INVESTMENTS, LP | $430,155 | 16,849 | 0.17% | Shares |
| CITADEL ADVISORS LLC | $428,904 | 16,800 | 0.17% | Call option |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $426,000 | 16,700 | 0.17% | Shares |
| Odyssean, LLC | $422,419 | 16,546 | 0.16% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $389,103 | 15,241 | 0.15% | Shares |
| JAMES INVESTMENT RESEARCH, INC. | $356,986 | 13,983 | 0.14% | Shares |
| CITADEL ADVISORS LLC | $345,293 | 13,525 | 0.13% | Shares |
| DEUTSCHE BANK AG\ | $344,808 | 13,506 | 0.13% | Shares |
| Nebula Research & Development LLC | $342,124 | 16,812 | 0.13% | Shares |
| ALLIANCEBERNSTEIN L.P. | $329,773 | 15,570 | 0.13% | Shares |
| EP Wealth Advisors, LLC | $318,078 | 12,459 | 0.12% | Shares |
| LPL Financial LLC | $307,022 | 12,026 | 0.12% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $302,071 | 11,832 | 0.12% | Shares |
| WELLS FARGO & COMPANY/MN | $299,748 | 11,741 | 0.12% | Shares |
| Skopos Labs, Inc. | $297,918 | 14,066 | 0.12% | Shares |
| PRUDENTIAL FINANCIAL INC | $279,554 | 10,950 | 0.11% | Shares |
| ICON ADVISERS INC/CO | $273,171 | 10,700 | 0.11% | Shares |
| FRANKLIN RESOURCES INC | $260,151 | 10,190 | 0.10% | Shares |
| Sanctuary Advisors, LLC | $255,989 | 10,027 | 0.10% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $255,300 | 10,000 | 0.10% | Call option |
| MetLife Investment Management, LLC | $231,225 | 9,057 | 0.09% | Shares |
| IEQ CAPITAL, LLC | $205,061 | 8,032 | 0.08% | Shares |
| Empowered Funds, LLC | $193,645 | 7,585 | 0.08% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $169,851 | 6,653 | 0.07% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $162,626 | 6,370 | 0.06% | Shares |
| SIGNATUREFD, LLC | $146,236 | 5,728 | 0.06% | Shares |
| JPMORGAN CHASE & CO | $146,128 | 5,735 | 0.06% | Shares |
| Invesco Ltd. | $140,747 | 5,513 | 0.05% | Shares |
| Nuveen, LLC | $131,658 | 5,157 | 0.05% | Shares |
| Aquatic Capital Management LLC | $126,322 | 4,948 | 0.05% | Shares |
| Police & Firemen's Retirement System of New Jersey | $124,765 | 4,887 | 0.05% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $124,765 | 4,887 | 0.05% | Shares |
| CWM, LLC | $120,387 | 5,684 | 0.05% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $94,461 | 3,700 | 0.04% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $93,261 | 3,653 | 0.04% | Shares |
| Wilmington Savings Fund Society, FSB | $81,696 | 3,200 | 0.03% | Shares |
| MONTAG A & ASSOCIATES INC | $78,173 | 3,062 | 0.03% | Shares |
| Arax Advisory Partners | $59,384 | 2,326 | 0.02% | Shares |
| FIFTH THIRD BANCORP | $58,974 | 2,310 | 0.02% | Shares |
| AlphaQuest LLC | $58,610 | 2,509 | 0.02% | Shares |
| NORTHERN TRUST CORP | $55,400 | 2,170 | 0.02% | Shares |
| COMERICA BANK | $53,962 | 2,310 | 0.02% | Shares |
| OSAIC HOLDINGS, INC. | $53,525 | 2,097 | 0.02% | Shares |
| UBS Group AG | $50,294 | 1,970 | 0.02% | Shares |
| Versant Capital Management, Inc | $49,043 | 1,921 | 0.02% | Shares |
| Ameritas Investment Partners, Inc. | $35,002 | 1,371 | 0.01% | Shares |
| Legal & General Group Plc | $32,295 | 1,265 | 0.01% | Shares |
| CITIGROUP INC | $26,398 | 1,034 | 0.01% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $22,288 | 873 | 0.01% | Shares |
Company insiders 41 insiders · 16 officers · 19 directors
| 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 |
| 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 | 6 | $-1,264,798 |
| Vicki R Palmer | Director | May 11, 2026 A | 45,450 | 0 | 0 | $0 |
| Clarence H. Smith | Director | May 8, 2026 M | 92,696 | 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
Activists & 5%+ owners 15 positions
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.
ETF ownership Held by 47 ETFs
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 |
|---|---|---|---|---|
| SYLD · Cambria ETF Trust | 1.00% | 433,570 NS | April 30, 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0.80% | 10,658 NS | April 30, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.33% | 8,264 NS | April 30, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 32,928 NS | April 30, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 41,344 SH | Aug. 8, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.11% | 21,065 SH | Aug. 8, 2026 | Daily |
| IWC · iShares Trust | 0.09% | 46,903 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.06% | 17,058 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.05% | 20,207 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.04% | 479,359 NS | May 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.04% | 209 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.04% | 149,070 NS | May 31, 2026 | N-PORT |
| IWN · iShares Trust | 0.03% | 130,018 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 2,508 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.02% | 26,795 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.02% | 75,426 NS | April 30, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 12,078 SH | Aug. 8, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.02% | 52,788 SH | Aug. 8, 2026 | Daily |
| SFGV · EA Series Trust | 0.02% | 7,595 NS | May 29, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.02% | 110,247 NS | April 30, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 15,472 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.01% | 370,082 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 79,334 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 6,032 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 635 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 43,114 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 66,578 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 496 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 502 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 656 NS | May 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 1,690 NS | May 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 13,820 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 532 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 32,084 NS | April 30, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.00% | 424 SH | Aug. 8, 2026 | Daily |
| HDG · ProShares Trust | 0.00% | 13 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 6,902 NS | May 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 4,667 SH | Aug. 8, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 21,523 SH | Aug. 8, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.00% | 849 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2,103 NS | April 30, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 8,044 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 2,060 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 20 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 157,556 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 422,808 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 960 SH | Aug. 8, 2026 | Daily |