# Haverty Furniture Companies, Inc. (HVT)

> Source: Nexqual · https://nexqual.com/HVT · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Haverty Furniture Companies, Inc. (HVT), nexqual.com/HVT" · informational, not investment advice.

**Price:** USD 29.88 (+4.70% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 28.54 · day 28.42–29.88 · 52w 20.06–29.88 · market cap $466M · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $780M, net income $22.8M (2.9% margin), free cash flow $39.5M (SEC filings).
- Valuation: P/E 20.4x.
- 1 of 80 tracked superinvestors hold HVT (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $591K; 1 not under a Rule 10b5-1 plan ($591K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (1 analysts), mean target USD 33 (range 30–36).
- Total return with dividends: 1Y +55.5% vs S&P 500 +14.9%; 5Y +27.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.41, revenue estimate $205M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.01B | $1.05B | $862M | $723M | $759M | $780M |
| Gross profit | $575M | $604M | $523M | $439M | $460M | — |
| Net income | $90.8M | $89.4M | $56.3M | $20.0M | $19.7M | $22.8M |
| Free cash flow | $63.2M | $22.6M | $44.1M | $26.8M | $33.0M | $39.5M |
| Gross margin | 56.7% | 57.7% | 60.7% | 60.7% | 60.7% | — |
| Net margin | 9.0% | 8.5% | 6.5% | 2.8% | 2.6% | 2.9% |
| Revenue growth | +35.4% | +3.4% | -17.7% | -16.1% | +5.0% | — |
| Cash + short-term investments | $166M | $123M | $121M | $120M | $125M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 20.4x · P/S 0.6x · P/FCF 11.8x · P/B 1.6x · FCF yield 8.48% · Earnings yield 4.90% · Dividend yield (paid, TTM) 4.53% · Buyback yield (TTM) 4.15%

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold HVT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.12% | $39.9M | Added +7.1% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-17 | Smith Clarence H | Director | 20,991 | $591K | 2.9% | No | Too little history (no open-market trades in 2024 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 3.00 on a 1–5 scale), 1 analysts; mean target USD 33 (low 30, high 36).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +55.5% | +27.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +55.7% | +4.9% |
| Volatility (annualized) | 31.6% | 35.0% |
| Max drawdown | -24.7% (Feb 2026→May 2026) | -48.0% (Feb 2024→Apr 2025) |

## Peers (Home Improvement Retail)
FND (Floor & Decor Holdings, Inc.) USD 48.17 +6.78% · LOW (Lowe's Companies, Inc.) USD 204.37 +3.97% · HD (Home Depot, Inc. (The)) USD 327.73 +4.33% · YUM (Yum! Brands, Inc.) USD 154.45 +2.12% · HMC (Honda Motor Company, Ltd.) USD 34.58 +1.80% · SE (Sea Limited) USD 75.69 -2.89%

## More
Full page: https://nexqual.com/HVT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Upholstery | $86.6M | 44.4% | +7.0% |
| Case Goods | $64.5M | 33.1% | +12.0% |
| — Bedroom Furniture (part of Case Goods) | $29.5M | 15.1% | +9.7% |
| — Dining Room Furniture (part of Case Goods) | $20.3M | 10.4% | +14.6% |
| — Occasional (part of Case Goods) | $14.7M | 7.6% | +13.3% |
| Accessories and Other | $27.1M | 13.9% | +4.0% |
| Mattresses | $16.8M | 8.6% | +1.6% |
| Total revenue | $194.9M | 100% | — |

## Company outlook (8-K filed 2026-08-04)

- "Expectations and Other • Our 2026 guidance includes tariffs currently in effect as of August 4, 2026 but excludes future IEEPA tariff refunds that may be received for indirectly sourced products."
- "We are closely monitoring the tariff developments to manage our exposure and minimize the effects on our business. • Our expectations for gross profit margins for 2026 are between 60.5% to 61.0%, unchanged from our previous guidance."
- "Gross profit margins fluctuate quarter to quarter in relation to our promotional cadence. • Fixed and discretionary expenses within SG&A for the full year of 2026 are expected to be in the $307.0 to $309.0 million range, unchanged from our previous guidance."
- "These forward-looking statements include, without limitation, our expectations for retail and operating margins, selling square footage and capital expenditures for 2026, our liquidity position to continue to fund our growth plans, and our efforts and initiatives to execute our strategic plan."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.41 | $0.45 | -10.0% | $204.9M | 2 |
| Next quarter (ends 2026-12-31) | $0.68 | $0.69 | -1.4% | $215.6M | 2 |
| Current fiscal year (ends 2026-12-31) | $1.66 | $1.61 | +2.8% | $804.5M | 2 |
| Next fiscal year (ends 2027-12-31) | $2.63 | $2.58 | +1.5% | $868.1M | 2 |