LZB La-Z-Boy Incorporated Common Stock
About La-Z-Boy Incorporated Common Stock Company overview from Wikipedia
La-Z-Boy Inc. is an American furniture manufacturer based in Monroe, Michigan, United States, that makes home furniture, including upholstered recliners, sofas, stationary chairs, lift chairs and sleeper sofas. The company employs more than 11,000 people.
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La-Z-Boy Inc. (pronounced "lazy boy") is an American furniture manufacturer based in Monroe, Michigan, United States, that makes home furniture, including upholstered recliners, sofas, stationary chairs, lift chairs and sleeper sofas. The company employs more than 11,000 people.
La-Z-Boy furniture is sold in retail residential outlets in the United States and Canada and is manufactured and distributed under license in other countries including the United Kingdom, Australia, Germany, Indonesia, Italy, Japan, Mexico, New Zealand, Turkey, South Africa, Kuwait and Qatar. La-Z-Boy holds US and international patents on more than 200 different styles and mechanisms.
The wholesale segment includes England, La-Z-Boy, American Drew, Hammary, Kincaid and the company's international wholesale and manufacturing businesses. The company-owned retail segment includes approximately 165 La-Z-Boy Furniture Galleries stores out of about 350. Joybird is an e-commerce retailer and manufacturer of upholstered furniture.
History
Early history
In 1927, cousins Edward M. Knabusch and Edwin J. Shoemaker partnered and invested in the furniture business in the town of Monroe, Michigan. They set out to design a chair for what they called "nature's way of relaxing." Using orange crates to mock-up and refine their idea, they invented a wood-slat porch chair with a reclining mechanism. Knabusch and Shoemaker then upholstered their innovation and marketed it as a year-round chair. The chair was a success; they held a contest to name it—La-Z-Boy was the winner.
In 1969, after years primarily as a manufacturer of recliners, La-Z-Boy started designing other products including reclining sofas, sleep sofas and modular groups. 1981 sales were $150 million. In 1983, La-Z-Boy introduced its first line of stationary sofas and occasional chairs, later offering a full line of home furnishings. In 1985, Charles Knabusch, son of Edward Knasbuch, became the Chairman and CEO of the company.
The LADD Furniture deal, decline, and recovery
Richard R. Allen, Don A. Hunziker and William O. Fenn borrowed $70 million to buy Lea, American Drew and Daystrom from Sperry & Hutchinson in 1981. LADD, whose name came from the three companies, began trading publicly in 1982. LADD was the third-largest American maker of furniture for homes, with over $600 million in sales, when it bought six Maytag businesses in 1990. LADD Industries moved from High Point, North Carolina, to Grandover in Greensboro, North Carolina, in November 1997, becoming the first company to locate its headquarters there. At the time it was the fifth-largest American furniture maker, with $500 million in sales, and the brands American Drew, American of Martinsville, Barclay, Clayton Marcus, Lea, Pennsylvania House, and Pilliod. In September 1999, La-Z-Boy, at the time the largest American upholstered furniture manufacturer, bought LADD, the seventh-largest American furniture maker, for $197.8 million in stock and $101.5 million in assumed debt. Saul Cutler of BDO Seidman said the deal "sets up La-Z-Boy as an industry behemoth." The deal, approved in January 2000, gave La-Z-Boy $2 billion in sales and made it one of the country's two largest furniture makers, Furniture Brands International being the other.
On July 23, 2001, La-Z-Boy announced the LADD name would cease to exist. John J. Case, president of La-Z-Boy Residential, moved to head the new La-Z-Boy upholstery group, which included Bauhaus, Centurion, Clayton Marcus, England, HickoryMark, La-Z-Boy, Sam Moore and La-Z-Boy Contract Furniture. Don L. Mitchell, who headed the LADD casegoods group, would take the same job at the La-Z-Boy casegoods group, including Alexvale, American Drew, Hammary, Kincaid, Lea, Pennsylvania House, Pilliod, and American of Martinsville.
Competition from China hurt many American furniture makers, and particularly La-Z-Boy's strategy of buying LADD to improve its casegoods position. In 2005, La-Z-Boy chairman Pat Norton called the LADD deal "the biggest mistake that I have ever made in the furniture industry." Pilliod was the first LADD division sold, to Michels & Co. in December 2001. Barclay was closed. American of Martinsville was sold to Hancock Park Associates in November 2006. Sixteen of the former LADD plants had been sold or closed. On September 6, 2007, La-Z-Boy announced the sale of Pennsylvania House to Universal Furniture. Later that month came the sale of Clayton Marcus to Sun Capital affiliate Lexington-Rowe, leaving only American Drew and Lea among the LADD divisions. Also sold was the Sam Moore division, in February 2007 to Hooker Furniture. La-Z-Boy was still number three, with $1.5 billion in shipments.
In November 2006, High Point offered $600,000 to the La-Z-Boy division that was formerly LADD to move its headquarters back.
Late in 2006, La-Z-Boy had 7,000 employees, down from 13,000 six years earlier. The company began working on its image, telling consumers the company offered more than recliners. The company reduced its warehouses from twelve to five and announced plans to add 50 New Generation stores to the 334 the company already had; half of those used the new format already.
Late in 2014, La-Z-Boy announced the closing of Lea after an unsuccessful attempt to find someone to buy the company. The High Point office would continue operations for American Drew, Hammary, and Kincaid.
Licensed manufacturers
In 1970, Morgan Furniture of Takapuna, New Zealand, founded by Jack Morgan, commenced manufacture of the La-Z-Boy recliner for Australia and New Zealand. In September 2007 his son Graham Morgan announced that the company was to import the furniture from China and Thailand with the loss of around 200 Auckland manufacturing jobs.
In media
The 2024 film Here includes a storyline involving a fictionalized depiction of the La-Z-Boy's invention.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
LZB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
LZB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| June 2, 2026 | $0.2420 |
| March 3, 2026 | $0.2420 |
| Dec. 4, 2025 | $0.2420 |
| Sept. 4, 2025 | $0.2200 |
| June 3, 2025 | $0.2200 |
| March 4, 2025 | $0.2200 |
| Dec. 5, 2024 | $0.2200 |
| Sept. 5, 2024 | $0.2000 |
| June 4, 2024 | $0.2000 |
| March 4, 2024 | $0.2000 |
| Dec. 8, 2023 | $0.2000 |
| Sept. 5, 2023 | $0.1820 |
| June 1, 2023 | $0.1820 |
| March 6, 2023 | $0.1820 |
| Dec. 9, 2022 | $0.1820 |
| Sept. 6, 2022 | $0.1650 |
| June 1, 2022 | $0.1650 |
| March 2, 2022 | $0.1650 |
| Dec. 1, 2021 | $0.1650 |
| Sept. 1, 2021 | $0.1500 |
LZB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 28.6%
- Buy 3 42.9%
- Hold 2 28.6%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
2 analysts · 2026-08-19Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| March 31, 2027 | $0.43 | $0.50 | — |
| June 30, 2026 | $1.26 | $0.82 | 0.44% |
| March 31, 2026 | $0.61 | $0.65 | -0.04% |
| Dec. 31, 2025 | $0.71 | $0.61 | 0.10% |
| Sept. 30, 2025 | $0.47 | $0.56 | -0.09% |
| June 30, 2025 | $0.92 | $0.94 | -0.02% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LZB | $1.43B | 14.3 | 0.83% | 4.8% | 9.8% | 44.0% |
| SGI | — | 48.5 | 51.6% | 5.1% | 12.9% | 42.6% |
| MHK | $7.52B | 18.4 | -0.48% | 3.4% | 4.7% | 23.9% |
| LEG | $2.19B | 6.5 | -7.5% | 5.8% | 27.5% | 18.4% |
| ETD | $708M | 13.9 | -4.9% | 8.4% | 10.7% | 60.5% |
| XMAX | — | — | — | — | — | — |
| FLXS | $191M | 10.1 | 6.9% | 4.6% | 12.2% | 22.2% |
| LOVE | $195M | 47.6 | 2.4% | 0.58% | 1.9% | 56.4% |
| BSET | $134M | 22.2 | 1.6% | 1.8% | 3.7% | 56.3% |
| HOFT | $143M | -5.2 | -12.4% | -9.7% | -14.9% | 26.4% |
| LIVE | $56M | 3.7 | -5.9% | 5.1% | 27.0% | 32.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B | $1.73B | $1.70B | $1.75B | $1.58B | $1.52B | $1.53B | $1.43B | |
| Cost of Revenue | $1.19B | $1.18B | $1.17B | $1.38B | $1.48B | $994M | $983M | $1.04B | $961M | $911M | $940M | $921M | |
| Gross Profit | $937M | $926M | $882M | $965M | $880M | $740M | $721M | $703M | $623M | $609M | $585M | $504M | |
| R&D Expense | $11M | $10M | $10M | $9M | $9M | $8M | $11M | $9M | $8M | $8M | $6M | $6M | |
| SG&A Expense | $787M | $770M | $731M | $753M | $673M | $604M | $576M | $573M | $493M | $476M | $460M | $401M | |
| Operating Income | $129M | $136M | $151M | $211M | $207M | $137M | $119M | $130M | $129M | $133M | $125M | $103M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $486.0K | $523.0K | |
| Interest Income | $12M | $15M | $15M | $7M | $1M | $1M | $3M | $2M | $2M | $981.0K | $827.0K | $1M | |
| Other Non-op | $-2M | $-3M | $-71.0K | $-12M | $-2M | $9M | $-5M | $-2M | $-2M | $-3M | $-629.0K | $744.0K | |
| Pretax Income | $139M | $147M | $166M | $206M | $205M | $146M | $115M | $95M | $129M | $131M | $125M | $106M | |
| Income Tax | $36M | $46M | $41M | $54M | $53M | $38M | $36M | $25M | $47M | $44M | $44M | $37M | |
| Net Income | $102M | $100M | $123M | $151M | $150M | $106M | $77M | $69M | $81M | $86M | $79M | $71M | |
| EPS (Basic) | $2.49 | $2.39 | $2.86 | $3.49 | $3.41 | $2.31 | $1.67 | $1.46 | $1.69 | $1.75 | $1.57 | $1.36 | |
| EPS (Diluted) | $2.47 | $2.35 | $2.83 | $3.48 | $3.39 | $2.30 | $1.66 | $1.44 | $1.67 | $1.73 | $1.55 | $1.34 | |
| Shares (Basic) | 40,982,000 | 41,601,000 | 42,878,000 | 43,148,000 | 44,023,000 | 45,983,000 | 46,399,000 | 46,828,000 | 47,621,000 | 48,963,000 | 50,194,000 | 51,767,000 | |
| Shares (Diluted) | 41,341,000 | 42,345,000 | 43,280,000 | 43,240,000 | 44,294,000 | 46,367,000 | 46,736,000 | 47,333,000 | 48,135,000 | 49,470,000 | 50,765,000 | 52,346,000 | |
| EBITDA | $177M | $183M | $199M | $252M | $247M | $170M | $150M | $161M | $161M | $160M | $149M | $125M |
Balance Sheet 24
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $303M | $328M | $341M | $343M | $246M | $391M | $262M | $130M | $135M | $142M | $112M | $98M | |
| Receivables | $131M | $140M | $139M | $126M | $184M | $139M | $99M | $143M | $154M | $151M | $147M | $159M | |
| Inventory | $218M | $255M | $263M | $276M | $303M | $226M | $182M | $197M | $185M | $175M | $176M | $157M | |
| Other Current Assets | $101M | $82M | $93M | $106M | $216M | $166M | $82M | $69M | $42M | $41M | $39M | $42M | |
| Current Assets | $774M | $806M | $837M | $855M | $952M | $926M | $626M | $541M | $518M | $517M | $482M | $476M | |
| PP&E (Net) | $357M | $339M | $298M | $279M | $253M | $219M | $215M | $201M | $181M | $169M | $172M | $174M | |
| PP&E (Gross) | $855M | $814M | $744M | $705M | $649M | $595M | $578M | $548M | $521M | $491M | $483M | $500M | |
| Accum. Depreciation | $499M | $475M | $446M | $426M | $396M | $376M | $364M | $347M | $340M | $322M | $311M | $326M | |
| Goodwill | $243M | $206M | $214M | $205M | $195M | $176M | $161M | $186M | $75M | $74M | $37M | $15M | |
| Intangibles | $78M | $51M | $47M | $39M | $34M | $30M | $29M | $30M | $18M | $18M | $9M | $5M | |
| Other Non-current Assets | $70M | $68M | $60M | $64M | $82M | $79M | $65M | $82M | $79M | $69M | $59M | $68M | |
| Total Assets | $2.04B | $1.92B | $1.91B | $1.87B | $1.93B | $1.79B | $1.43B | $1.06B | $893M | $889M | $800M | $775M | |
| Accounts Payable | $102M | $96M | $96M | $107M | $104M | $94M | $56M | $65M | $62M | $51M | $45M | $46M | |
| Short-term Debt | · | · | · | · | · | $0 | $75M | $0 | · | · | · | · | |
| Current Liabilities | $430M | $421M | $437M | $476M | $676M | $612M | $350M | $239M | $181M | $199M | $157M | $155M | |
| Capital Leases | $474M | $408M | $404M | $368M | $354M | $295M | $270M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $74M | $59M | $58M | $70M | $82M | $97M | $98M | $124M | $86M | $89M | $85M | $86M | |
| Total Debt | · | · | · | · | · | $0 | $75M | · | · | · | · | · | |
| Common Stock | $40M | $41M | $42M | $43M | $43M | $45M | $46M | $47M | $47M | $48M | $49M | $51M | |
| Retained Earnings | $610M | $597M | $598M | $545M | $431M | $399M | $344M | $326M | $292M | $285M | $252M | $236M | |
| AOCI | $-2M | $-4M | $-6M | $-6M | $-6M | $-2M | $-7M | $-3M | $-25M | $-33M | $-34M | $-32M | |
| Stockholders' Equity | $1.05B | $1.02B | $1.00B | $942M | $811M | $773M | $701M | $683M | $612M | $590M | $547M | $524M | |
| Liabilities + Equity | $2.04B | $1.92B | $1.91B | $1.87B | $1.93B | $1.79B | $1.43B | $1.06B | $893M | $889M | $800M | $775M | |
| Shares Outstanding | 40,349,000 | 41,164,000 | 42,440,000 | 43,318,000 | 43,089,000 | 45,361,000 | 45,857,000 | 46,955,000 | 46,788,000 | 48,472,000 | 49,331,000 | 50,747,000 |
Cash Flow 16
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $47M | $49M | $40M | $40M | $33M | $31M | $31M | $32M | $29M | $27M | $22M | |
| Stock-based Comp | $16M | $17M | $14M | $12M | $12M | $13M | $8M | $11M | $9M | $9M | $8M | $7M | |
| Deferred Tax | $18M | $5M | $-3M | $4M | $1M | $9M | $719.0K | $-2M | $17M | $569.0K | $5M | $1M | |
| Amort. of Intangibles | $798.0K | $1M | $1M | $1M | $1M | $1M | $1M | $945.0K | $959.0K | $463.0K | · | · | |
| Other Non-cash | $21M | $19M | $-24M | $-2M | $-124M | $149M | $46M | $42M | $-24M | $22M | $-6M | $-14M | |
| Operating Cash Flow | $204M | $187M | $158M | $205M | $79M | $310M | $164M | $151M | $116M | $148M | $115M | $87M | |
| CapEx | $76M | $74M | $54M | $69M | $77M | $38M | $46M | $48M | $36M | $20M | $25M | $70M | |
| Investing Cash Flow | $-139M | $-98M | $-82M | $-70M | $-78M | $-41M | $-34M | $-122M | $-55M | $-65M | $-37M | $-67M | |
| Stock Repurchased | $47M | $78M | $53M | $5M | $91M | $44M | $43M | $23M | $57M | $36M | $44M | $52M | |
| Net Stock Activity | $-47M | $-78M | $-53M | $-5M | $-91M | $-44M | $-43M | $-23M | $-57M | $-36M | $-44M | $-52M | |
| Dividends Paid | $38M | $35M | $33M | $30M | $28M | · | $25M | $24M | $22M | $21M | $18M | $15M | |
| Financing Cash Flow | $-91M | $-103M | $-81M | $-37M | $-145M | $-141M | $3M | $-34M | $-76M | $-53M | $-63M | $-71M | |
| Net Change in Cash | $-25M | $-13M | $-6M | $98M | $-146M | $131M | $132M | $-5M | $-14M | $30M | $13M | $-51M | |
| Taxes Paid | $30M | $44M | $34M | $70M | $39M | $40M | $25M | $24M | $37M | $34M | $34M | $34M | |
| Free Cash Flow | $128M | $113M | $105M | $136M | $2M | $272M | $118M | $102M | $79M | $126M | $88M | $16M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $87M | $16M |
Profitability 8
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.0% | 43.9% | 43.1% | 42.9% | 38.9% | 42.7% | 42.3% | 40.2% | 39.3% | 39.9% | 38.2% | 35.4% | |
| Operating Margin | 6.1% | 6.4% | 7.4% | 9.0% | 8.8% | 7.9% | 7.0% | 7.4% | 8.2% | 8.6% | 8.0% | 7.2% | |
| Net Margin | 4.8% | 4.7% | 6.0% | 6.4% | 6.4% | 6.1% | 4.5% | 3.9% | 5.1% | 5.7% | 5.2% | 5.0% | |
| Pretax Margin | 6.5% | 7.0% | 8.1% | 8.8% | 8.7% | 8.4% | 6.8% | 5.5% | 8.1% | 8.6% | 8.2% | 7.4% | |
| EBITDA Margin | 8.3% | 8.6% | 9.7% | 10.7% | 10.5% | 9.8% | 8.8% | 9.2% | 10.2% | 10.5% | 9.8% | 8.8% | |
| ROA | 5.1% | 5.2% | 6.5% | 7.9% | 8.1% | 6.6% | 6.2% | 7.0% | 9.1% | 10.2% | 10.1% | 9.2% | |
| ROE | 9.8% | 9.8% | 12.6% | 17.2% | 18.9% | 14.4% | 11.2% | 10.6% | 13.5% | 15.1% | 14.8% | 13.5% | |
| ROIC | 9.1% | 9.1% | 11.3% | 16.6% | 18.9% | 13.0% | 10.5% | 14.0% | 13.4% | 14.7% | 14.5% | 12.8% |
Liquidity & Solvency 4
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | 1.9 | 1.8 | 1.4 | 1.5 | 1.8 | 2.3 | 2.9 | 2.6 | 3.1 | 3.1 | |
| Quick Ratio | 1.0 | 1.1 | 1.1 | 1.0 | 0.6 | 0.9 | 1.0 | 1.1 | 1.6 | 1.5 | 1.6 | 1.7 | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.1 | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 251.8 | 197.3 |
Efficiency 3
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.1 | 1.1 | 1.2 | 1.3 | 1.1 | 1.4 | 1.8 | 1.8 | 1.8 | 1.9 | 1.8 | |
| Inventory Turnover | 5.0 | 4.6 | 4.3 | 4.6 | 5.4 | 4.9 | 5.2 | 5.5 | 5.3 | 5.2 | 5.7 | 6.1 | |
| Receivables Turnover | 15.7 | 15.1 | 15.5 | 15.2 | 14.6 | 14.5 | 14.0 | 11.7 | 10.4 | 10.2 | 10.0 | 9.2 |
Growth Rates 10
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.83% | 3.0% | -12.9% | -0.31% | 35.9% | 1.8% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -3.3% | -3.6% | 5.7% | 11.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.2% | 4.4% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 5.1% | -17.0% | -18.7% | 2.6% | 47.4% | 38.6% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -10.8% | -11.5% | 7.2% | 28.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.4% | 7.2% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 2.4% | -18.8% | -18.6% | 0.43% | 40.9% | 37.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -12.2% | -12.8% | 4.8% | 24.8% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -0.86% | 5.1% | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | · | 6.9% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 17
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B | $1.73B | $1.70B | $1.75B | $1.58B | $1.52B | $1.53B | $1.43B | |
| Net Income TTM | $102M | $100M | $123M | $151M | $150M | $106M | $77M | $69M | $81M | $86M | $79M | $71M | |
| Market Cap | $1.43B | $1.60B | $1.41B | $1.24B | $1.13B | $1.96B | $966M | $1.52B | $1.37B | $1.35B | $1.28B | $1.40B | |
| Enterprise Value | · | · | · | · | · | $1.57B | $780M | · | · | · | · | · | |
| P/E | 14.3 | 16.6 | 11.7 | 8.3 | 7.8 | 18.8 | 12.7 | 22.5 | 17.5 | 16.1 | 16.7 | 20.5 | |
| P/S | 0.7 | 0.8 | 0.7 | 0.5 | 0.5 | 1.1 | 0.6 | 0.9 | 0.9 | 0.9 | 0.8 | 1.0 | |
| P/B | 1.4 | 1.6 | 1.4 | 1.3 | 1.4 | 2.5 | 1.4 | 2.2 | 2.2 | 2.3 | 2.3 | 2.7 | |
| P / Tangible Book | 2.0 | 2.1 | 1.9 | 1.8 | 1.9 | 3.5 | 1.9 | · | · | · | · | · | |
| P / Cash Flow | 7.0 | 8.6 | 8.9 | 6.1 | 14.3 | 6.3 | 5.9 | 10.1 | 11.8 | 9.3 | 11.4 | 16.1 | |
| P / FCF | 11.2 | 14.2 | 13.4 | 9.1 | 467.2 | 7.2 | 8.2 | 14.9 | 17.3 | 10.7 | 14.6 | 84.9 | |
| EV / EBITDA | · | · | · | · | · | 9.2 | 5.2 | · | · | · | · | · | |
| EV / FCF | · | · | · | · | · | 5.8 | 6.6 | · | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | 0.9 | 0.5 | · | · | · | · | · | |
| Dividend Yield | 2.7% | 2.2% | 2.3% | 2.4% | 2.5% | · | 2.6% | 1.5% | 1.6% | 1.5% | 1.4% | 1.0% | |
| Earnings Yield | 7.0% | 6.0% | 8.6% | 12.1% | 12.9% | 5.3% | 7.9% | 4.4% | 5.7% | 6.2% | 6.0% | 4.9% | |
| Payout Ratio | 37.2% | 35.1% | 26.6% | · | · | · | 32.4% | 34.3% | 27.2% | 24.0% | 22.9% | 20.5% | |
| Annual Payout | $38M | $35M | $33M | $30M | $28M | · | $25M | $24M | $22M | $21M | $18M | $15M |
Income Statement 15
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $476M | $570M | $542M | $522M | $492M | $571M | $522M | $521M | $496M | $554M | $500M | $511M | $482M | $561M | $573M | $611M | |
| Cost of Revenue | $267M | $308M | $308M | $291M | $283M | $320M | $290M | $290M | $282M | $313M | $287M | $289M | $276M | $313M | $337M | $362M | |
| Gross Profit | $209M | $263M | $234M | $231M | $209M | $251M | $231M | $231M | $213M | $240M | $213M | $223M | $206M | $249M | $236M | $249M | |
| SG&A Expense | $211M | $202M | $204M | $195M | $187M | $201M | $196M | $192M | $181M | $190M | $181M | $189M | $171M | $195M | $193M | $188M | |
| Operating Income | $-2M | $41M | $30M | $36M | $22M | $30M | $35M | $39M | $32M | $50M | $33M | $34M | $35M | $54M | $43M | $62M | |
| Interest Income | $3M | $3M | $3M | $4M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $2M | $1M | |
| Other Non-op | $-4M | $-520.0K | $-599.0K | $-54.0K | $-585.0K | $-635.0K | $97.0K | $-2M | $-618.0K | $-92.0K | $-639.0K | $104.0K | $556.0K | $-11M | $-1M | $183.0K | |
| Pretax Income | $-4M | $43M | $32M | $40M | $24M | $32M | $39M | $41M | $36M | $54M | $36M | $38M | $38M | $46M | $44M | $63M | |
| Income Tax | $-2M | $9M | $10M | $11M | $6M | $17M | $10M | $11M | $9M | $14M | $7M | $10M | $10M | $11M | $12M | $16M | |
| Net Income | $-2M | $33M | $22M | $29M | $18M | $15M | $28M | $30M | $26M | $39M | $29M | $27M | $27M | $34M | $32M | $46M | |
| EPS (Basic) | $-0.06 | $0.82 | $0.53 | $0.70 | $0.44 | $0.36 | $0.69 | $0.72 | $0.62 | $0.92 | $0.67 | $0.63 | $0.64 | $0.79 | $0.74 | $1.07 | |
| EPS (Diluted) | $-0.06 | $0.81 | $0.52 | $0.70 | $0.44 | $0.35 | $0.68 | $0.71 | $0.61 | $0.91 | $0.66 | $0.63 | $0.63 | $0.78 | $0.74 | $1.07 | |
| Shares (Basic) | 39,995,000 | -82,356,000 | 41,084,000 | 41,227,000 | 41,027,000 | -83,596,000 | 41,437,000 | 41,708,000 | 42,052,000 | -86,136,000 | 42,767,000 | 43,008,000 | 43,239,000 | -86,185,000 | 43,137,000 | 43,104,000 | |
| Shares (Diluted) | 39,995,000 | -82,956,000 | 41,485,000 | 41,387,000 | 41,425,000 | -84,476,000 | 42,103,000 | 42,154,000 | 42,564,000 | -86,649,000 | 43,195,000 | 43,401,000 | 43,333,000 | -86,221,000 | 43,137,000 | 43,182,000 | |
| EBITDA | $11M | · | $42M | $48M | $33M | · | $35M | $39M | $45M | · | $33M | $34M | $45M | · | $43M | $62M |
Balance Sheet 22
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $267M | $303M | $306M | $339M | $319M | $328M | $315M | $303M | $342M | $341M | $329M | $330M | $336M | · | $281M | $205M | |
| Receivables | $118M | $131M | $124M | $138M | $131M | $140M | $128M | $129M | $121M | $139M | $119M | $134M | $111M | · | $138M | $160M | |
| Inventory | $234M | $218M | $235M | $226M | $252M | $255M | $289M | $289M | $272M | $263M | $277M | $268M | $269M | · | $304M | $343M | |
| Other Current Assets | $127M | $101M | $108M | $91M | $92M | $82M | $110M | $98M | $99M | $93M | $121M | $105M | $109M | · | $124M | $147M | |
| Current Assets | $746M | $774M | $809M | $823M | $793M | $806M | $841M | $819M | $834M | $837M | $850M | $841M | $829M | · | $849M | $857M | |
| PP&E (Net) | $369M | $357M | $340M | $349M | $345M | $339M | $325M | $314M | $299M | $298M | $284M | $271M | $277M | · | $268M | $269M | |
| PP&E (Gross) | · | $855M | · | · | · | $814M | · | · | · | $744M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $499M | · | · | · | $475M | · | · | · | $446M | · | · | · | · | · | · | |
| Goodwill | $243M | $243M | $263M | $206M | $206M | $206M | $222M | $222M | $220M | $214M | $210M | $208M | $207M | $205M | $205M | $203M | |
| Intangibles | $82M | $78M | $78M | $50M | $51M | $51M | $51M | $49M | $49M | $47M | $46M | $42M | $42M | $39M | $39M | $39M | |
| Other Non-current Assets | $61M | $70M | $64M | $64M | $63M | $68M | $61M | $62M | $58M | $60M | $59M | $58M | $60M | · | $75M | $74M | |
| Total Assets | $1.99B | $2.04B | $2.09B | $1.96B | $1.93B | $1.92B | $1.96B | $1.93B | $1.92B | $1.91B | $1.92B | $1.88B | $1.85B | · | $1.85B | $1.86B | |
| Accounts Payable | $113M | $102M | $118M | $104M | $100M | $96M | $107M | $108M | $94M | $96M | $87M | $98M | $98M | · | $87M | $107M | |
| Current Liabilities | $448M | $430M | $488M | $424M | $416M | $421M | $456M | $435M | $440M | $437M | $440M | $432M | $438M | · | $509M | $551M | |
| Capital Leases | · | $474M | · | · | · | $408M | $409M | $411M | $407M | $404M | $418M | $406M | $375M | · | $350M | $353M | |
| Other Non-current Liabilities | $68M | $74M | $64M | $63M | $61M | $59M | $62M | $62M | $60M | $58M | $72M | $68M | $71M | · | $70M | $70M | |
| Common Stock | $40M | $40M | $41M | $41M | $41M | $41M | $41M | $42M | $42M | $42M | $43M | $43M | $43M | · | $43M | $43M | |
| Retained Earnings | $571M | $610M | $607M | $608M | $589M | $597M | $604M | $595M | $590M | $598M | $575M | $567M | $558M | · | $519M | $495M | |
| AOCI | $-729.0K | $-2M | $-2M | $-3M | $-3M | $-4M | $-5M | $-4M | $-5M | $-6M | $-5M | $-7M | $-4M | · | $-6M | $-11M | |
| Stockholders' Equity | $1.01B | $1.05B | $1.04B | $1.04B | $1.02B | $1.02B | $1.02B | $1.01B | $999M | $1.00B | $978M | $964M | $953M | · | $906M | $875M | |
| Liabilities + Equity | $1.99B | $2.04B | $2.09B | $1.96B | $1.93B | $1.92B | $1.96B | $1.93B | $1.92B | $1.91B | $1.92B | $1.88B | $1.85B | · | $1.85B | $1.86B | |
| Shares Outstanding | 40,052,000 | 40,349,000 | 40,924,000 | 41,249,000 | 41,207,000 | 41,164,000 | 41,411,000 | 41,647,000 | 42,015,000 | 42,440,000 | 42,613,000 | 42,875,000 | 43,110,000 | · | 43,140,000 | 43,136,000 |
Cash Flow 14
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $13M | $12M | $13M | $12M | $11M | $12M | $11M | $11M | $12M | $12M | $11M | $15M | $10M | $11M | $10M | $10M | |
| Stock-based Comp | $3M | $4M | $4M | $5M | $3M | $4M | $4M | $6M | $3M | $3M | $4M | $5M | $3M | $4M | $3M | $4M | |
| Deferred Tax | $2M | $15M | $-570.0K | $3M | $1M | $3M | $-243.0K | $378.0K | $2M | $-5M | $2M | $-942.0K | $602.0K | $7M | $-3M | $-517.0K | |
| Amort. of Intangibles | $200.0K | $199.0K | $200.0K | $199.0K | $200.0K | $255.0K | $254.0K | $256.0K | $255.0K | $254.0K | $254.0K | $253.0K | $255.0K | · | $252.0K | $249.0K | |
| Other Non-cash | $744.0K | · | · | · | $2M | · | · | · | $9M | · | · | · | $-15M | · | · | · | |
| Operating Cash Flow | $16M | $28M | $89M | $50M | $36M | $62M | $57M | $16M | $52M | $53M | $48M | $31M | $26M | $78M | $96M | $-2M | |
| CapEx | $23M | $20M | $18M | $20M | $18M | $23M | $19M | $17M | $16M | $16M | $12M | $13M | $13M | $11M | $17M | $19M | |
| Investing Cash Flow | $-13M | $-869.0K | $-99M | $-20M | $-19M | $-27M | $-26M | $-28M | $-17M | $-28M | $-29M | $-13M | $-13M | $-12M | $-14M | $-18M | |
| Stock Repurchased | $25M | $20M | $14M | $809.0K | $13M | $14M | $11M | $19M | $34M | $13M | $20M | $10M | $10M | $0 | $0 | $0 | |
| Net Stock Activity | $-25M | · | · | · | $-13M | · | · | · | $-34M | · | · | · | $-10M | · | · | · | |
| Dividends Paid | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $7M | |
| Financing Cash Flow | $-38M | $-30M | $-23M | $-10M | $-28M | $-21M | $-20M | $-27M | $-34M | $-17M | $-21M | $-24M | $-20M | $-3M | $-8M | $-12M | |
| Net Change in Cash | $-36M | $-3M | $-32M | $20M | $-10M | $14M | $12M | $-39M | $1M | $8M | $-288.0K | $-7M | $-6M | $63M | $76M | $-34M | |
| Free Cash Flow | $-8M | · | · | · | $18M | · | · | · | $37M | · | · | · | $12M | · | · | · |
Profitability 8
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.9% | · | 43.1% | 44.2% | 42.5% | · | 44.3% | 44.3% | 43.0% | · | 42.6% | 43.5% | 42.7% | · | 43.0% | 42.6% | |
| Operating Margin | -0.44% | · | 5.5% | 6.9% | 4.5% | · | 6.7% | 7.4% | 6.5% | · | 6.5% | 6.6% | 7.2% | · | 7.5% | 10.1% | |
| Net Margin | -0.48% | · | 4.0% | 5.5% | 3.7% | · | 5.5% | 5.8% | 5.3% | · | 5.7% | 5.3% | 5.7% | · | 5.5% | 7.5% | |
| Pretax Margin | -0.77% | · | 5.9% | 7.6% | 5.0% | · | 7.4% | 7.8% | 7.3% | · | 7.2% | 7.4% | 7.9% | · | 7.6% | 10.3% | |
| EBITDA Margin | 2.2% | · | 7.8% | 9.2% | 6.8% | · | 6.7% | 7.4% | 9.0% | · | 6.5% | 6.6% | 9.3% | · | 7.5% | 10.1% | |
| ROA | -0.12% | · | 1.1% | 1.5% | 0.95% | · | 1.5% | 1.6% | 1.4% | · | 1.5% | 1.5% | 1.5% | · | 1.7% | 2.5% | |
| ROE | -0.23% | · | 2.1% | 2.8% | 1.8% | · | 2.8% | 3.0% | 2.7% | · | 3.0% | 3.0% | 3.1% | · | 3.8% | 5.6% | |
| ROIC | -0.11% | · | 2.0% | 2.5% | 1.6% | · | 2.6% | 2.8% | 2.4% | · | 2.7% | 2.6% | 2.7% | · | 3.4% | 5.2% |
Liquidity & Solvency 2
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | · | 1.7 | 1.9 | 1.9 | · | 1.8 | 1.9 | 1.9 | · | 1.9 | 1.9 | 1.9 | · | 1.7 | 1.6 | |
| Quick Ratio | 0.9 | · | 0.9 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.1 | · | 1.0 | 1.1 | 1.0 | · | 0.8 | 0.7 |
Efficiency 3
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Inventory Turnover | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.1 | 1.1 | |
| Receivables Turnover | 3.8 | · | 4.3 | 3.9 | 3.9 | · | 4.2 | 4.0 | 4.3 | · | 3.9 | 3.5 | 3.6 | · | 3.8 | 3.7 |
Valuation (TTM) 11
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.03B | · | $2.08B | $2.06B | $2.03B | · | $2.04B | $2.03B | $1.99B | · | $2.07B | $2.18B | $2.27B | · | $2.36B | $2.36B | |
| Net Income TTM | $66M | · | $97M | $106M | $103M | · | $113M | $112M | $109M | · | $115M | $132M | $144M | · | $145M | $153M | |
| Market Cap | $1.59B | · | $1.56B | $1.35B | $1.58B | · | $1.89B | $1.64B | $1.83B | · | $1.53B | $1.21B | $1.35B | · | $1.19B | $1.09B | |
| P/E | 24.8 | · | 16.3 | 12.9 | 15.7 | · | 17.1 | 15.1 | 17.2 | · | 13.5 | 9.2 | 9.4 | · | 8.2 | 7.2 | |
| P/S | 0.8 | · | 0.8 | 0.7 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 0.7 | 0.6 | 0.6 | · | 0.5 | 0.5 | |
| P/B | 1.6 | · | 1.5 | 1.3 | 1.6 | · | 1.8 | 1.6 | 1.8 | · | 1.6 | 1.3 | 1.4 | · | 1.3 | 1.2 | |
| P / Tangible Book | 2.3 | · | 2.2 | 1.7 | 2.1 | · | 2.5 | 2.2 | 2.5 | · | 2.1 | 1.7 | 1.9 | · | 1.8 | 1.7 | |
| P / Cash Flow | 101.6 | · | · | · | 43.6 | · | · | · | 35.0 | · | · | · | 52.2 | · | · | · | |
| P / FCF | -208.1 | · | · | · | 88.7 | · | · | · | 49.9 | · | · | · | 108.7 | · | · | · | |
| Earnings Yield | 4.0% | · | 6.1% | 7.7% | 6.4% | · | 5.8% | 6.6% | 5.8% | · | 7.4% | 10.9% | 10.6% | · | 12.2% | 13.8% | |
| Payout Ratio | -422.0% | · | · | · | 49.5% | · | · | · | 32.0% | · | · | · | 28.6% | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| Revenue | $2.13B | $2.11B | $2.05B | $2.35B | $2.36B |
| Gross Margin % | 44.0% | 43.9% | 43.1% | 42.9% | 38.9% |
| Operating Margin % | 6.1% | 6.4% | 7.4% | 9.0% | 8.8% |
| Net Income | $102M | $100M | $123M | $151M | $150M |
| Diluted EPS | $2.47 | $2.35 | $2.83 | $3.48 | $3.39 |
Balance Sheet
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | 1.9 | 1.8 | 1.4 |
| Quick Ratio | 1.0 | 1.1 | 1.1 | 1.0 | 0.6 |
Cash Flow
| 2026-04-25 | 2025-04-26 | 2024-04-27 | 2023-04-29 | 2022-04-30 | |
|---|---|---|---|---|---|
| Free Cash Flow | $128M | $113M | $105M | $136M | $2M |
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Institutional owners (13F) 292 filers · $997.8M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 50 (+10 vs prior Q) | 28 (-2 vs prior Q) | 95 (+8 vs prior Q) | 72 (-10 vs prior Q) | +5.3M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $120,329,188 | 2,999,232 | 12.06% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $104,299,581 | 2,599,690 | 10.45% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $73,905,814 | 1,842,119 | 7.41% | Shares |
| AMERICAN CENTURY COMPANIES INC | $73,657,592 | 1,835,932 | 7.38% | Shares |
| STATE STREET CORP | $67,197,550 | 1,674,914 | 6.73% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $44,180,157 | 1,101,197 | 4.43% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $36,641,810 | 913,305 | 3.67% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $35,844,444 | 893,225 | 3.59% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28,492,061 | 710,171 | 2.86% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $22,920,957 | 571,310 | 2.30% | Shares |
| D. E. Shaw & Co., Inc. | $20,683,224 | 515,534 | 2.07% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $19,511,319 | 486,324 | 1.96% | Shares |
| Qube Research & Technologies Ltd | $18,140,860 | 452,165 | 1.82% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $14,643,800 | 365,000 | 1.47% | Shares |
| Bank of New York Mellon Corp | $12,495,655 | 311,457 | 1.25% | Shares |
| GLENMEDE TRUST CO NA | $11,650,727 | 290,397 | 1.17% | Shares |
| ArchPoint Investors | $11,145,176 | 277,796 | 1.12% | Shares |
| MILLENNIUM MANAGEMENT LLC | $10,997,815 | 274,123 | 1.10% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $10,893,864 | 271,532 | 1.09% | Shares |
| Glenmede Investment Management, LP | $9,541,783 | 278,024 | 0.96% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9,271,852 | 231,103 | 0.93% | Shares |
| LOOMIS SAYLES & CO L P | $8,215,212 | 204,766 | 0.82% | Shares |
| NICHOLAS COMPANY, INC. | $7,968,474 | 198,616 | 0.80% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $7,900,511 | 196,922 | 0.79% | Shares |
| Access Investment Management LLC | $7,426,373 | 185,104 | 0.74% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $7,351,870 | 183,247 | 0.74% | Shares |
| Nuveen Asset Management, LLC | $6,940,788 | 159,302 | 0.70% | Shares |
| Dana Investment Advisors, Inc. | $6,350,033 | 158,276 | 0.64% | Shares |
| FIRST TRUST ADVISORS LP | $6,208,075 | 154,738 | 0.62% | Shares |
| Nuveen, LLC | $6,091,741 | 151,838 | 0.61% | Shares |
| Public Sector Pension Investment Board | $5,639,949 | 140,577 | 0.57% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5,552,568 | 138,399 | 0.56% | Shares |
| GAMCO INVESTORS, INC. ET AL | $5,335,960 | 133,000 | 0.53% | Shares |
| AMERIPRISE FINANCIAL INC | $5,316,661 | 132,519 | 0.53% | Shares |
| RHUMBLINE ADVISERS | $4,802,185 | 119,696 | 0.48% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $4,615,003 | 115,030 | 0.46% | Shares |
| Regal Investment Advisors LLC | $4,407,423 | 109,856 | 0.44% | Shares |
| CITADEL ADVISORS LLC | $4,231,858 | 105,480 | 0.42% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,216,131 | 105,088 | 0.42% | Shares |
| GOLDMAN SACHS GROUP INC | $4,093,644 | 102,035 | 0.41% | Shares |
| XTX Topco Ltd | $4,080,364 | 101,704 | 0.41% | Shares |
| WINTON GROUP Ltd | $3,896,334 | 97,117 | 0.39% | Shares |
| JANE STREET GROUP, LLC | $3,748,291 | 93,427 | 0.38% | Shares |
| CHATHAM CAPITAL GROUP, INC. | $3,331,003 | 83,026 | 0.33% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3,297,382 | 82,188 | 0.33% | Shares |
| Swiss National Bank | $3,293,852 | 82,100 | 0.33% | Shares |
| Phocas Financial Corp. | $3,216,059 | 80,161 | 0.32% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3,104,887 | 77,390 | 0.31% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $2,849,964 | 71,036 | 0.29% | Shares |
| Legal & General Group Plc | $2,514,722 | 62,680 | 0.25% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2,476,407 | 61,725 | 0.25% | Shares |
| ExodusPoint Capital Management, LP | $2,432,917 | 60,641 | 0.24% | Shares |
| ROYCE & ASSOCIATES LP | $2,381,965 | 59,371 | 0.24% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,311,995 | 57,627 | 0.23% | Shares |
| Vanguard Global Advisers, LLC | $2,192,357 | 54,645 | 0.22% | Shares |
| IEQ CAPITAL, LLC | $2,117,576 | 52,781 | 0.21% | Shares |
| Cardinal Capital Management | $2,097,956 | 52,292 | 0.21% | Shares |
| Squarepoint Ops LLC | $2,052,058 | 51,148 | 0.21% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,991,196 | 49,631 | 0.20% | Shares |
| GABELLI FUNDS LLC | $1,957,856 | 48,800 | 0.20% | Shares |
| Linden Thomas Advisory Services, LLC | $1,869,752 | 46,604 | 0.19% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,838,860 | 45,834 | 0.18% | Shares |
| DEUTSCHE BANK AG\ | $1,714,368 | 42,731 | 0.17% | Shares |
| BARCLAYS PLC | $1,697,157 | 42,302 | 0.17% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,602,272 | 39,937 | 0.16% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,592,764 | 39,700 | 0.16% | Call option |
| Mariner, LLC | $1,556,794 | 38,804 | 0.16% | Shares |
| Rafferty Asset Management, LLC | $1,553,406 | 38,719 | 0.16% | Shares |
| Venture Visionary Partners LLC | $1,451,480 | 36,178 | 0.15% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,400,854 | 43,586 | 0.14% | Shares |
| BlackRock, Inc. | $1,391,642 | 34,687 | 0.14% | Shares |
| Pinnacle Holdings, LLC | $1,372,264 | 34,204 | 0.14% | Shares |
| Quantinno Capital Management LP | $1,336,186 | 33,304 | 0.13% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,246,488 | 31,069 | 0.12% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,230,673 | 38,291 | 0.12% | Shares |
| LPL Financial LLC | $1,197,047 | 29,837 | 0.12% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,157,542 | 28,852 | 0.12% | Shares |
| Invesco Ltd. | $1,140,331 | 28,423 | 0.11% | Shares |
| State of Tennessee, Department of Treasury | $1,107,272 | 27,599 | 0.11% | Shares |
| Orion Portfolio Solutions, LLC | $1,015,901 | 25,989 | 0.10% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $997,624 | 24,866 | 0.10% | Shares |
| Orion Porfolio Solutions, LLC | $965,130 | 24,056 | 0.10% | Shares |
| MetLife Investment Management, LLC | $950,563 | 23,693 | 0.10% | Shares |
| Cambria Investment Management, L.P. | $931,947 | 23,229 | 0.09% | Shares |
| Illinois Municipal Retirement Fund | $894,235 | 22,289 | 0.09% | Shares |
| Nebula Research & Development LLC | $892,749 | 24,018 | 0.09% | Shares |
| Cerity Partners LLC | $878,125 | 21,887 | 0.09% | Shares |
| CWM, LLC | $851,558 | 26,495 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $850,544 | 21,200 | 0.09% | Call option |
| Horizon Investments, LLC | $848,578 | 21,151 | 0.09% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $834,370 | 20,797 | 0.08% | Shares |
| OpenArc Corporate Advisory, LLC | $826,352 | 20,597 | 0.08% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $791,000 | 19,712 | 0.08% | Shares |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $775,239 | 19,323 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $752,170 | 18,748 | 0.08% | Shares |
| SummerHaven Investment Management, LLC | $721,037 | 17,972 | 0.07% | Shares |
| Louisiana State Employees Retirement System | $718,148 | 17,900 | 0.07% | Shares |
| Blueshift Asset Management, LLC | $709,402 | 17,682 | 0.07% | Shares |
| TUDOR INVESTMENT CORP ET AL | $692,391 | 17,258 | 0.07% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $682,533 | 17,420 | 0.07% | Shares |
Company insiders 52 insiders · 16 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Melinda D Whittington | President & CEO | June 28, 2026 F | 393,984 | 0 | 2 | $-1,366,513 |
| Robert Gerard Lucian | Sr. Vice President & CFO | June 28, 2024 F | 54,100 | 0 | 0 | $0 |
| Louis M Riccio JR | Senior VP and CFO | June 18, 2018 A | 56,303 | 0 | 0 | $0 |
| Terrence James Linz | President, Wholesale Brands | June 30, 2026 S | 64,383 | 0 | 1 | $-100,575 |
| Robert Sundy II | President, Retail | June 28, 2026 F | 64,297 | 0 | 0 | $0 |
| Darrell Dewain Edwards | Senior Vice President and COO | June 21, 2021 A | 58,296 | 0 | 0 | $0 |
| Carol Young Lee | VP & Chief Information Officer | July 15, 2026 F | 36,645 | 0 | 0 | $0 |
| Jennifer Lynn Mccurry | Chief Accounting Officer | July 15, 2026 F | 16,266 | 0 | 2 | $-290,947 |
| Raphaell Z. Richmond | VP, GC & Chief Compliance Off | June 29, 2026 M | 51,695 | 0 | 1 | $-544,516 |
| Katherine E. Vanderjagt | VP & Chief HR Officer | June 28, 2026 F | 56,289 | 0 | 0 | $0 |
| Michael Adam Leggett | Sr VP & Chief Supply Chain Off | June 28, 2026 F | 46,018 | 0 | 1 | $-374,940 |
| Rebecca M Reeder | Pres., Retail LZB Furn. Gall. | June 26, 2025 F | 35,428 | 0 | 0 | $0 |
| Otis S Sawyer | Senior Vice President | June 28, 2022 A | 54,314 | 0 | 0 | $0 |
| Stephen K Krull | VP, Gen'l Counsel & Secretary | Jan. 7, 2021 F | 8,691 | 0 | 0 | $0 |
| Lindsay A Barnes | Chief Accounting Officer | Nov. 19, 2020 M | 9,732 | 0 | 0 | $0 |
| John Douglas Collier | Senior Vice President | June 17, 2019 A | 71,144 | 0 | 0 | $0 |
| William C Boor | Director | Jan. 15, 2026 A | 2,448 | 0 | 0 | $0 |
| Matt Baer | Director | Aug. 28, 2025 A | 5,683 | 0 | 0 | $0 |
| Lauren B Peters | Director | Aug. 28, 2025 A | 15,497 | 0 | 0 | $0 |
| Raza Syed Haider | Director | Aug. 29, 2024 A | 7,988 | 0 | 0 | $0 |
| Erika L. Alexander | Director | Aug. 29, 2024 A | 11,844 | 0 | 0 | $0 |
| Rebecca L O'Grady | Director | Aug. 29, 2024 A | 11,844 | 0 | 0 | $0 |
| Sarah M. Gallagher | Director | Aug. 29, 2024 A | 11,844 | 0 | 0 | $0 |
| Mark Stephen Lavigne | Director | Aug. 29, 2024 A | 9,115 | 0 | 0 | $0 |
| Michael T Lawton | Director | Aug. 29, 2024 A | 11,844 | 0 | 0 | $0 |
| HACKETT JAMES P | Director | Aug. 29, 2024 A | 13,054 | 0 | 0 | $0 |
| Alan W Mccollough | Director | Sept. 1, 2022 A | 7,000 | 0 | 0 | $0 |
| George H Levy | Director | Aug. 23, 2021 A | 18,100 | 0 | 0 | $0 |
| Nido R Qubein | Director | Aug. 23, 2021 A | 7,000 | 0 | 0 | $0 |
| Edwin J Holman | Director | Aug. 29, 2019 A | 3,000 | 0 | 0 | $0 |
| Taylor Edward Luebke | — | June 28, 2026 F | 37,123 | 0 | 0 | $0 |
| Janet Kerr | — | Sept. 8, 2025 S | 3,653 | 0 | 1 | $-120,380 |
| Kurt L Darrow | — | Dec. 30, 2021 S | 98,713 | 0 | 0 | $0 |
| Margaret L Mueller | — | June 19, 2017 A | 18,558 | 0 | 0 | $0 |
| Mark Bacon | — | Aug. 31, 2016 M | 60,164 | 0 | 0 | $0 |
| Steven M Kincaid | — | Sept. 11, 2015 S | 129,711 | 0 | 0 | $0 |
| Richard Marcel Gabrys | — | Aug. 21, 2015 A | 9,000 | 0 | 0 | $0 |
| David K Hehl | — | Aug. 21, 2015 A | 1,956 | 0 | 0 | $0 |
| Janet Gurwitch | — | Sept. 2, 2014 A | — | 0 | 0 | $0 |
| John H Foss | — | Sept. 2, 2014 A | 15,100 | 0 | 0 | $0 |
| James W Johnston | — | Sept. 1, 2010 A | 492,190 | 0 | 0 | $0 |
| Jack Lee Thompson | — | Sept. 1, 2009 A | 15,400 | 0 | 0 | $0 |
| Rocque E Lipford | — | Sept. 1, 2009 A | 0 | 0 | 0 | $0 |
| Rodney D England | — | Feb. 22, 2008 F | 81,197 | 0 | 0 | $0 |
| Mark A Copping | — | Aug. 16, 2006 J | 1,600 | 0 | 0 | $0 |
| Donald L Mitchell | — | Aug. 16, 2006 M | 16,953 | 0 | 0 | $0 |
| Helen O Petrauskas | — | Aug. 29, 2005 M | 11,700 | 0 | 0 | $0 |
| David M Risley | — | Aug. 23, 2005 J | 16,981 | 0 | 0 | $0 |
| Patrick H Norton | — | Aug. 23, 2005 J | 262,648 | 0 | 0 | $0 |
| Melquiades R Martinez | — | Aug. 26, 2004 M | 7,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 6 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 |
|---|---|---|---|---|---|
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 23, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 11, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 17, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 27, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | March 29, 2007 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 12, 2007 | — | Initial filing | Passive investment | 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 79 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 |
|---|---|---|---|---|
| VAMO · Cambria ETF Trust | 0.91% | 21,698 NS | April 30, 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0.83% | 7,477 NS | May 31, 2026 | N-PORT |
| PSCD · Invesco Exchange-Traded Fund Trust … | 0.66% | 3,809 SH | Aug. 8, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.64% | 33,998 NS | April 30, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.49% | 7,711 NS | April 30, 2026 | N-PORT |
| SVAL · iShares Trust | 0.44% | 22,664 SH | Aug. 8, 2026 | Daily |
| ITB · iShares Trust | 0.35% | 199,728 SH | Aug. 8, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.31% | 108,003 NS | April 30, 2026 | N-PORT |
| NAIL · Direxion Shares ETF Trust | 0.23% | 37,472 NS | April 30, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 38,939 NS | April 30, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.22% | 2,420 NS | April 30, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.21% | 15,202 SH | Aug. 8, 2026 | Daily |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.21% | 1,485,801 NS | May 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.18% | 182,028 NS | April 30, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.18% | 86,838 SH | Aug. 8, 2026 | Daily |
| IJS · iShares Trust | 0.18% | 363,959 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.17% | 34,886 SH | Aug. 8, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.15% | 36,358 NS | April 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.15% | 73,777 SH | Aug. 8, 2026 | Daily |
| SMDX · Tidal Trust III | 0.14% | 5,025 NS | April 30, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.13% | 5,256 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.12% | 259,296 NS | April 30, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.11% | 368 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.11% | 265,771 NS | May 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.11% | 6,623 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.11% | 378,905 SH | Aug. 8, 2026 | Daily |
| XJR · iShares Trust | 0.10% | 4,855 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.10% | 35,580 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.10% | 73,690 NS | May 31, 2026 | N-PORT |
| IJR · iShares Trust | 0.09% | 2,497,405 SH | Aug. 8, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.09% | 11,001 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.09% | 143,154 SH | Aug. 8, 2026 | Daily |
| VCR · VANGUARD WORLD FUND | 0.09% | 159,729 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.09% | 59,735 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.08% | 5,456 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.08% | 19,708 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.07% | 288,691 NS | April 30, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 14,792 NS | April 30, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.07% | 12,379 SH | Aug. 8, 2026 | Daily |
| SAA · ProShares Trust | 0.07% | 493 NS | May 31, 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.05% | 26,957 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.05% | 1,035,825 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 234,159 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.05% | 8,431 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 17,968 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 1,954 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 4,084 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.03% | 133,796 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.03% | 199,216 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.03% | 596,083 SH | Aug. 8, 2026 | Daily |