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Haverty Furniture Companies, Inc. (HVT)

USD25.58 +0.39 (+1.55%)
US NYSE Consumer Cyclical Home Improvement
Address 780 Johnson Ferry Road 30342
Atlanta, GA, US
CEO Steven G. Burdette
IPO 1980-03-17
CIK 216085 ISIN US4195961010

Explore sections of this company profile

Also trades on New York Stock Exchange · HVT (USD) New York Stock Exchange · HVT-A (USD)
Description

Haverty Furniture Companies, Inc. (HVT) is a specialty retailer distributing residential furniture and home accessories across the U.S. The company's core offering features furniture under its exclusive Havertys brand, complemented by custom upholstery services and diverse aesthetic styles. Beyond its furniture collections, Havertys also stocks mattress product lines from major manufacturers such as Sealy, Stearns and Foster, Tempur-Pedic, and Serta, in addition to its proprietary Skye label. Customers can purchase items through its network of retail showrooms or via its online platform. As of the close of 2021, Haverty operated 121 showrooms situated in 16 states, primarily spanning the Southern and Midwestern regions. The company, which traces its origins to 1885, maintains its corporate headquarters in Atlanta, Georgia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD25.58 +0.39 (+1.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
104.0K
Beta
1.17
Float Shares
13.69M
Free Float %
84.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.23% -2.34% -5.09% -18.51% -6.96% -8.99% +1.24% -18.17% -49.45% +18.05% +2,451.18%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
25.58
Low 42.00 +64.2%
Consensus 42.00 +64.2%
Median 42.00 +64.2%
High 42.00 +64.2%
DCF (Unlevered) 19.65 -23.2%
DCF (Levered) 17.12 -33.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
42.00
+64.2%
Quality scores
Altman Z-Score
3.05
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Home Improvement: +3.5%
    +5.0% Q1'26: +4.1% (vs Q1'25)
  • EPS growth Home Improvement: +2.9%
    +0.0% Q1'26: -99.9% (vs Q1'25)
  • FCF margin FCF growth · Home Improvement: +33.5%
    +3.5% Q1'26: -5.2% (vs Q1'25)
  • EBIT margin Home Improvement: +5.8%
    +3.5% Q1'26: +2.6% (vs Q1'25)
  • ROIC Home Improvement: +4.8%
    +5.0% Q1'26: +3.4% (vs Q1'25)
  • Share dilution Home Improvement: +0.0%
    -1.9% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Home Improvement: 2.28×
    4.27× Q1'26: 4.88× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.16) × ERP
WACC = 61% × Ke + 39% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 19.96 Current price: 25.58
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2010
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Revenue
861.92M
est: 776.22M (+11.0%)
787.06M
est: 468.80M (+67.9%)
693.05M
est: 713.96M (-2.9%)
620.33M
est: 880.02M (-29.5%)
670.07M
est: 447.89M (+49.6%)
746.09M
est: 616.42M (+21.0%)
768.41M
est: 643.57M (+19.4%)
804.87M
est: 804.90M (0.0%)
821.57M
est: 821.60M (0.0%)
819.87M
est: 819.90M (0.0%)
817.73M
est: 817.70M (+0.0%)
802.29M
est: 799.34M (+0.4%)
748.25M
est: 741.99M (+0.8%)
1.01B
est: 1.01B (+0.3%)
1.05B
est: 1.03B (+1.3%)
862.13M
est: 793.72M (+8.6%)
722.90M
est: 718.37M (+0.6%)
759.00M
est: 754.56M (+0.6%)
797.20M
786.72M – 807.68M
+5.7% YoY
856.85M
835.09M – 878.60M
+7.5% YoY
EBITDA
50.57M
est: 38.04M (+32.9%)
27.39M
est: 21.73M (+26.0%)
15.46M
est: 28.66M (-46.1%)
24.07M
est: 25.61M (-6.0%)
42.75M
est: 45.37M (-5.8%)
74.55M
est: 58.25M (+28.0%)
48.74M
est: 48.51M (+0.5%)
71.70M
est: 68.91M (+4.1%)
72.99M
est: 66.09M (+10.4%)
72.49M
est: 51.54M (+40.7%)
71.49M
est: 55.70M (+28.4%)
47.63M
est: 53.28M (-10.6%)
59.91M
est: 79.12M (-24.3%)
134.66M
est: 113.72M (+18.4%)
134.85M
est: 104.34M (+29.2%)
85.88M
est: 77.06M (+11.4%)
41.47M
est: 69.75M (-40.5%)
50.66M
est: 73.26M (-30.9%)
77.40M
76.38M – 78.42M
+5.7% YoY
83.19M
81.08M – 85.30M
+7.5% YoY
EBIT
28.91M
est: 19.17M (+50.8%)
4.98M
est: -1.36M (+464.7%)
-6.14M
est: -1.25M (-389.7%)
7.21M
est: 5.90M (+22.1%)
23.34M
est: 22.57M (+3.4%)
53.10M
est: 41.93M (+26.6%)
26.13M
est: 27.66M (-5.5%)
45.95M
est: 44.76M (+2.7%)
43.95M
est: 38.93M (+12.9%)
41.98M
est: 29.21M (+43.7%)
41.69M
est: 33.41M (+24.8%)
27.03M
est: 28.82M (-6.2%)
41.71M
est: 25.84M (+61.4%)
118.36M
est: 99.98M (+18.4%)
117.93M
est: 91.38M (+29.1%)
67.28M
est: 58.79M (+14.4%)
19.86M
est: 53.21M (-62.7%)
26.83M
est: 55.89M (-52.0%)
59.05M
58.27M – 59.82M
+5.7% YoY
63.46M
61.85M – 65.07M
+7.5% YoY
Net Income
16.00M
est: 12.77M (+25.3%)
1.76M
est: 1.20M (+46.2%)
-12.10M
est: -12.02M (-0.7%)
8.44M
est: 6.98M (+21.0%)
14.91M
est: 14.69M (+1.5%)
32.27M
est: 25.53M (+26.4%)
8.59M
est: 11.10M (-22.6%)
27.79M
est: 27.03M (+2.8%)
28.36M
est: 24.89M (+13.9%)
21.08M
est: 14.84M (+42.0%)
30.31M
est: 24.04M (+26.1%)
21.87M
est: 23.33M (-6.3%)
59.15M
est: 44.65M (+32.5%)
90.80M
est: 76.70M (+18.4%)
89.36M
est: 69.24M (+29.1%)
56.32M
est: 38.99M (+44.5%)
19.96M
est: 13.99M (+42.6%)
19.73M
est: 19.13M (+3.1%)
28.32M
24.56M – 28.33M
+48.0% YoY
47.23M
36.07M – 48.69M
+66.8% YoY
SGA
404.52M
est: 329.51M (+22.8%)
391.11M
est: 356.53M (+9.7%)
364.08M
est: 520.94M (-30.1%)
311.90M
est: 327.26M (-4.7%)
328.83M
est: 359.52M (-8.5%)
348.60M
est: 271.42M (+28.4%)
386.28M
est: 365.77M (+5.6%)
384.80M
est: 371.78M (+3.5%)
399.24M
est: 355.65M (+12.3%)
402.88M
est: 283.14M (+42.3%)
404.86M
est: 320.29M (+26.4%)
407.46M
est: 446.28M (-8.7%)
377.29M
est: 406.74M (-7.2%)
456.27M
est: 381.45M (+19.6%)
486.30M
est: 355.12M (+36.9%)
455.81M
est: 321.22M (+41.9%)
419.22M
est: 290.72M (+44.2%)
est: 305.37M (-100.0%)
322.63M
318.38M – 326.87M
+5.7% YoY
346.77M
337.96M – 355.57M
+7.5% YoY
EPS
0.72
est: 0.48 (+50.0%)
0.08
est: 0.07 (+23.1%)
-0.57
est: -0.40 (-44.3%)
0.39
est: 0.21 (+90.2%)
0.69
est: 0.35 (+97.1%)
1.45
est: 0.92 (+57.6%)
0.38
est: 1.16 (-67.2%)
1.24
est: 1.20 (+3.3%)
1.32
est: 1.18 (+12.2%)
0.99
est: 1.12 (-11.3%)
1.48
est: 1.32 (+12.4%)
1.10
est: 1.13 (-2.2%)
3.17
est: 1.41 (+124.8%)
5.03
est: 4.75 (+5.9%)
5.87
est: 5.13 (+14.5%)
3.76
est: 2.40 (+56.9%)
1.22
est: 0.86 (+42.4%)
1.22
est: 1.16 (+5.6%)
1.62
1.50 – 1.72
+39.8% YoY
2.59
2.20 – 2.96
+60.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 2/5 3/5 2/5 2/5 4/5
2026-05-08 B- 2/5 3/5 2/5 3/5 1/5 1/5 4/5
2026-05-07 B- 2/5 3/5 2/5 3/5 1/5 1/5 4/5
2026-05-06 B- 2/5 3/5 2/5 3/5 1/5 1/5 4/5
2026-05-05 C 2/5 3/5 2/5 3/5 1/5 1/5 1/5
2026-05-04 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-05-01 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-30 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-29 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-28 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-27 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-24 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-23 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-22 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-21 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-20 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-17 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5
2026-04-16 B 3/5 3/5 2/5 4/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
48.01M
OE per share TTM
2.93
Owner's Yield
15.06%
Maintenance CapEx ratio
34.27%
Maint CapEx / Avg PPE
41.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
23
Total invested
45.46M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 2.73M 16.50% 2.69M 2.73M HC Delaware 2022-01-27
2 (. 1.63M 8.57% 1.57M 1.63M IA Delaware 2019-02-08
3 30-0447847 1.17M 7.10% 1.15M 1.17M IA Delaware Limited Partnership 2022-02-08
4 13-3127734 1.15M 6.98% 1.06M 1.15M HC Delaware 2022-02-11
5 26-0385758 1.15M 6.98% 1.06M 1.15M IA Delaware 2022-02-11
6 The Vanguard Group - 23-1945930 1.12M 6.80% 27.7K 1.09M 37.3K IA Pennsylvania For 2022-02-10
7 2 969.7K 4.99% 969.7K 969.7K IA U.S.A. 2017-10-10
8 23-2772200 762.1K 5.08% 439.8K 762.1K IA State of Delaware 2024-02-09
9 52-2343049 714.2K 3.95% 714.2K 714.2K IA New York 2020-02-04
10 Wellington Management Group LLP 0.00% HC Massachusetts 2017-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
23
-111 vs prev Q
New positions
1
Closed positions
111
Increased
7
Reduced
8
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 28.3K +28.3K (+100.0%) 661.00M +661.0M (+100.0%) 0.18% +0.180 pp 0.00% +0.001 pp USD23.36 +0.0% 1 qtrs NEW
2 EP WEALTH ADVISORS, LLC 14.5K +14.5K (+100.0%) 337.83M +337.8M (+100.0%) 0.09% +0.092 pp 0.00% +0.002 pp USD23.36 +0.0% 1 qtrs NEW
3 PZENA INVESTMENT MANAGEMENT LLC 1.46M -100.0K (-6.4%) 34.07M -107.4K (-0.3%) 9.27% -0.635 pp 0.10% -0.009 pp USD23.93 -2.4% 6 qtrs
4 BLACKROCK, INC. 1.44M -66.3K (-4.4%) 33.60M +601.8K (+1.8%) 9.14% -0.421 pp 0.00% +0.000 pp USD25.99 -10.1% 6 qtrs
5 DIMENSIONAL FUND ADVISORS LP 943.8K -11.5K (-1.2%) 22.05M +1.1M (+5.2%) 6.00% -0.073 pp 0.00% +0.000 pp USD23.93 -2.4% 51 qtrs
6 VANGUARD GROUP INC 934.6K +23.7K (+2.6%) 21.83M +1.9M (+9.3%) 5.94% +0.151 pp 0.00% +0.000 pp USD21.32 +9.6% 84 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 700.2K -24.0K (-3.3%) 16.36M +475.0K (+3.0%) 4.45% -0.153 pp 0.03% +0.004 pp USD24.17 -3.4% 74 qtrs
8 GOLDMAN SACHS GROUP INC 525.6K -77.8K (-12.9%) 12.28M -955.2K (-7.2%) 3.34% -0.494 pp 0.00% 0.000 pp USD23.97 -2.5% 55 qtrs
9 AMERICAN CENTURY COMPANIES INC 512.0K +15.9K (+3.2%) 11.96M +1.1M (+9.9%) 3.25% +0.101 pp 0.01% +0.001 pp USD26.83 -12.9% 23 qtrs
10 LSV ASSET MANAGEMENT 488.2K -10.7K (-2.1%) 11.40M +464.0K (+4.2%) 3.10% -0.068 pp 0.02% +0.001 pp USD23.43 -0.3% 49 qtrs
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 452.3K +9.4K (+2.1%) 10.56M +852.4K (+8.8%) 2.87% +0.060 pp 0.03% +0.002 pp USD27.02 -13.5% 17 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 371.8K +64.6K (+21.0%) 8.69M +1.9M (+28.9%) 2.36% +0.411 pp 0.00% +0.000 pp USD22.42 +4.2% 57 qtrs
13 CAMBRIA INVESTMENT MANAGEMENT, L.P. 354.3K +30.8K (+9.5%) 8.28M +1.2M (+16.7%) 2.25% +0.196 pp 0.48% +0.076 pp USD30.59 -23.6% 20 qtrs
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 337.9K +— (+0.0%) 7.89M +483.2K (+6.5%) 2.15% +0.000 pp 0.00% +0.000 pp USD22.17 +5.4% 36 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 321.8K -5.8K (-1.8%) 7.52M +334.0K (+4.6%) 2.04% -0.037 pp 0.00% +0.000 pp USD24.31 -3.9% 78 qtrs
16 STATE STREET CORP 314.8K -6.7K (-2.1%) 7.35M +303.1K (+4.3%) 2.00% -0.043 pp 0.00% +0.000 pp USD23.94 -2.4% 51 qtrs
17 HODGES CAPITAL MANAGEMENT INC. 211.8K +211.8K (+100.0%) 4.95M +4.9M (+100.0%) 1.35% +1.346 pp 0.43% +0.425 pp USD23.36 +0.0% 1 qtrs NEW
18 DEPRINCE RACE & ZOLLO INC 209.1K -1.1K (-0.5%) 4.88M +273.9K (+5.9%) 1.33% -0.007 pp 0.09% +0.001 pp USD27.05 -13.6% 10 qtrs
19 JACOBS LEVY EQUITY MANAGEMENT, INC 194.2K -8.6K (-4.2%) 4.54M +89.9K (+2.0%) 1.23% -0.054 pp 0.02% 0.000 pp USD25.92 -9.9% 6 qtrs
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 170.6K -17.8K (-9.5%) 3.98M -146.7K (-3.6%) 1.08% -0.113 pp 0.08% -0.005 pp USD25.86 -9.7% 45 qtrs
21 BANK OF NEW YORK MELLON CORP 146.4K -49.4K (-25.2%) 3.42M -873.0K (-20.3%) 0.93% -0.314 pp 0.00% 0.000 pp USD22.85 +2.2% 66 qtrs
22 CWA ASSET MANAGEMENT GROUP, LLC 144.0K +— (+0.0%) 3.36M +205.9K (+6.5%) 0.91% +0.000 pp 0.12% +0.004 pp USD27.47 -15.0% 6 qtrs
23 RUSSELL INVESTMENTS GROUP, LTD. 139.0K -6.9K (-4.7%) 3.25M +47.8K (+1.5%) 0.88% -0.044 pp 0.00% 0.000 pp USD26.61 -12.2% 37 qtrs
24 NORTHERN TRUST CORP 125.8K -12.3K (-8.9%) 2.94M -90.3K (-3.0%) 0.80% -0.078 pp 0.00% +0.000 pp USD23.83 -2.0% 51 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 124.1K -7.6K (-5.8%) 2.90M +10.9K (+0.4%) 0.79% -0.048 pp 0.00% +0.000 pp USD24.95 -6.4% 20 qtrs
26 MORGAN STANLEY 113.0K -202.9K (-64.2%) 2.64M -4.3M (-61.9%) 0.72% -1.289 pp 0.00% 0.000 pp USD25.13 -7.0% 51 qtrs
27 AQR CAPITAL MANAGEMENT LLC 110.8K +28.4K (+34.4%) 2.59M +780.5K (+43.2%) 0.70% +0.180 pp 0.00% +0.000 pp USD23.76 -1.7% 53 qtrs
28 EMPOWERED FUNDS, LLC 106.2K -7.8K (-6.9%) 2.48M -19.5K (-0.8%) 0.67% -0.050 pp 0.02% -0.006 pp USD27.61 -15.4% 11 qtrs
29 SEI INVESTMENTS CO 99.7K +78.8K (+378.0%) 2.33M +1.9M (+409.2%) 0.63% +0.501 pp 0.00% +0.002 pp USD24.04 -2.8% 42 qtrs
30 AMERIPRISE FINANCIAL INC 87.3K -2.2K (-2.5%) 2.04M +75.9K (+3.9%) 0.55% -0.014 pp 0.00% +0.000 pp USD23.06 +1.3% 55 qtrs
31 TECTONIC ADVISORS LLC 85.2K +85.2K (+100.0%) 1.99M +2.0M (+100.0%) 0.54% +0.541 pp 0.11% +0.105 pp USD23.36 +0.0% 1 qtrs NEW
32 LAZARD ASSET MANAGEMENT LLC 71.8K +4.9K (+7.2%) 1.68M +209.2K (+14.2%) 0.46% +0.031 pp 0.00% +0.001 pp USD20.67 +13.0% 3 qtrs
33 D. E. SHAW & CO., INC. 61.5K +38.5K (+167.0%) 1.44M +931.3K (+184.5%) 0.39% +0.244 pp 0.00% +0.001 pp USD23.33 +0.1% 8 qtrs
34 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 59.6K +— (+0.0%) 1.39M +85.2K (+6.5%) 0.38% +0.000 pp 0.00% +0.000 pp USD22.26 +4.9% 5 qtrs
35 UBS GROUP AG 51.4K +25.1K (+95.9%) 1.20M +624.9K (+108.7%) 0.33% +0.160 pp 0.00% +0.000 pp USD23.34 +0.1% 45 qtrs
36 INSPIRE INVESTING, LLC 50.8K +50.8K (+100.0%) 1.19M +1.2M (+100.0%) 0.32% +0.323 pp 0.11% +0.107 pp USD23.36 +0.0% 6 qtrs
37 MILLENNIUM MANAGEMENT LLC 48.2K +27.3K (+130.6%) 1.13M +667.1K (+145.6%) 0.31% +0.173 pp 0.00% +0.000 pp USD23.35 +0.0% 53 qtrs
38 HSBC HOLDINGS PLC 46.2K -875.0 (-1.9%) 1.08M +44.9K (+4.3%) 0.29% -0.006 pp 0.00% +0.000 pp USD22.44 +4.1% 6 qtrs
39 BARCLAYS PLC 42.1K +5.0K (+13.6%) 982.7K -35.0K (-3.4%) 0.27% +0.032 pp 0.00% +0.000 pp USD26.02 -10.2% 39 qtrs
40 WATERS PARKERSON & CO., LLC 39.9K +4.4K (+12.4%) 930.9K +153.5K (+19.7%) 0.25% +0.028 pp 0.05% +0.008 pp USD27.46 -14.9% 12 qtrs
41 JPMORGAN CHASE & CO 37.1K -10.0 (0.0%) 867.6K +52.9K (+6.5%) 0.24% 0.000 pp 0.00% +0.000 pp USD30.43 -23.2% 51 qtrs
42 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 35.2K +35.2K (+100.0%) 822.0K +822.0K (+100.0%) 0.22% +0.224 pp 0.00% +0.001 pp USD23.36 +0.0% 1 qtrs NEW
43 NUVEEN, LLC 35.0K -3.4K (-8.8%) 818.3K -23.6K (-2.8%) 0.22% -0.021 pp 0.00% +0.000 pp USD19.72 +18.5% 4 qtrs
44 WULFF, HANSEN & CO. 30.5K +— (+0.0%) 713.0K +43.6K (+6.5%) 0.19% +0.000 pp 0.60% +0.022 pp USD26.20 -10.8% 17 qtrs
45 INVESCO LTD. 29.9K -3.4K (-10.2%) 699.4K -31.7K (-4.3%) 0.19% -0.022 pp 0.00% +0.000 pp USD25.87 -9.7% 57 qtrs
46 JANE STREET GROUP, LLC 29.7K -20.0K (-40.3%) 693.9K -397.2K (-36.4%) 0.19% -0.127 pp 0.00% 0.000 pp USD24.55 -4.8% 10 qtrs
47 MAN GROUP PLC 28.9K -36.1K (-55.5%) 675.3K -749.3K (-52.6%) 0.18% -0.229 pp 0.00% -0.001 pp USD21.93 +6.5% 2 qtrs
48 PARALLEL ADVISORS, LLC 28.7K -26.0 (-0.1%) 670.0K +40.4K (+6.4%) 0.18% 0.000 pp 0.01% +0.001 pp USD31.87 -26.7% 27 qtrs
49 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 27.6K +7.6K (+38.1%) 644.0K +206.3K (+47.1%) 0.18% +0.048 pp 0.00% +0.000 pp USD22.32 +4.7% 2 qtrs
50 BANK OF AMERICA CORP /DE/ 25.0K -16.4K (-39.5%) 584.4K -322.8K (-35.6%) 0.16% -0.104 pp 0.00% +0.000 pp USD22.97 +1.7% 52 qtrs
51 VERITION FUND MANAGEMENT LLC 23.2K -196.0 (-0.8%) 541.5K +28.8K (+5.6%) 0.15% -0.001 pp 0.00% +0.000 pp USD27.44 -14.9% 8 qtrs
52 PANAGORA ASSET MANAGEMENT INC 22.8K +22.8K (+100.0%) 533.2K +533.2K (+100.0%) 0.15% +0.145 pp 0.00% +0.002 pp USD23.36 +0.0% 1 qtrs NEW
53 TOROSO INVESTMENTS, LLC 21.8K -766.0 (-3.4%) 510.4K +14.4K (+2.9%) 0.14% -0.005 pp 0.00% +0.000 pp USD23.50 -0.6% 7 qtrs
54 CREATIVE PLANNING 21.6K +21.6K (+100.0%) 504.4K +504.4K (+100.0%) 0.14% +0.137 pp 0.00% +0.000 pp USD23.36 +0.0% 1 qtrs NEW
55 QUANTINNO CAPITAL MANAGEMENT LP 21.6K +7.5K (+53.2%) 504.2K +195.3K (+63.2%) 0.14% +0.048 pp 0.00% +0.000 pp USD21.69 +7.7% 3 qtrs
56 PRUDENTIAL FINANCIAL INC 20.8K +7.3K (+54.3%) 486.6K +190.6K (+64.4%) 0.13% +0.047 pp 0.00% +0.000 pp USD22.43 +4.1% 85 qtrs
57 GRAHAM CAPITAL MANAGEMENT, L.P. 20.0K +20.0K (+100.0%) 467.6K +467.6K (+100.0%) 0.13% +0.127 pp 0.01% +0.011 pp USD23.36 +0.0% 5 qtrs
58 CITADEL ADVISORS LLC 19.7K -3.2K (-14.0%) 460.2K -42.0K (-8.4%) 0.13% -0.020 pp 0.00% +0.000 pp USD21.64 +7.9% 21 qtrs
59 RHUMBLINE ADVISERS 17.8K -3.9K (-17.8%) 416.6K -59.2K (-12.4%) 0.11% -0.025 pp 0.00% +0.000 pp USD26.54 -12.0% 55 qtrs
60 ENGINEERS GATE MANAGER LP 17.7K +4.3K (+31.6%) 414.3K +118.7K (+40.2%) 0.11% +0.027 pp 0.00% +0.002 pp USD22.27 +4.9% 6 qtrs
61 WELLS FARGO & COMPANY/MN 16.2K +4.8K (+41.9%) 378.2K +128.0K (+51.1%) 0.10% +0.030 pp 0.00% +0.000 pp USD26.34 -11.3% 57 qtrs
62 ALLIANCEBERNSTEIN L.P. 15.8K +— (+0.0%) 368.4K +22.6K (+6.5%) 0.10% +0.000 pp 0.00% +0.000 pp USD27.03 -13.6% 61 qtrs
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.6K -300.0 (-1.9%) 364.4K +15.7K (+4.5%) 0.10% -0.002 pp 0.00% +0.000 pp USD21.93 +6.5% 2 qtrs
64 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 15.5K -845.0 (-5.2%) 361.5K +3.6K (+1.0%) 0.10% -0.005 pp 0.00% +0.000 pp USD25.88 -9.7% 35 qtrs
65 ACADIAN ASSET MANAGEMENT LLC 14.8K +3.4K (+29.4%) 344.0K +95.0K (+38.2%) 0.09% +0.021 pp 0.00% +0.000 pp USD21.26 +9.9% 38 qtrs
66 MARTINGALE ASSET MANAGEMENT L P 14.7K +14.7K (+100.0%) 343.9K +343.9K (+100.0%) 0.09% +0.094 pp 0.01% +0.009 pp USD23.36 +0.0% 1 qtrs NEW
67 JAMES INVESTMENT RESEARCH INC 14.0K +— (+0.0%) 326.6K +20.0K (+6.5%) 0.09% +0.000 pp 0.04% +0.002 pp USD21.66 +7.8% 35 qtrs
68 STATE OF WYOMING 11.8K +3.2K (+37.5%) 274.9K +87.2K (+46.5%) 0.07% +0.020 pp 0.03% +0.009 pp USD21.94 +6.5% 3 qtrs
69 DEUTSCHE BANK AG\ 11.1K -124.0 (-1.1%) 260.3K +13.2K (+5.3%) 0.07% -0.001 pp 0.00% +0.000 pp USD25.23 -7.4% 50 qtrs
70 SG AMERICAS SECURITIES, LLC 10.2K +10.2K (+100.0%) 238.0K +238.0K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD23.36 +0.0% 1 qtrs NEW
71 BALYASNY ASSET MANAGEMENT L.P. 9.2K +9.2K (+100.0%) 215.4K +215.4K (+100.0%) 0.06% +0.059 pp 0.00% +0.000 pp USD23.36 +0.0% 1 qtrs NEW
72 ALGERT GLOBAL LLC 8.8K +8.8K (+100.0%) 206.0K +206.0K (+100.0%) 0.06% +0.056 pp 0.00% +0.003 pp USD23.36 +0.0% 1 qtrs NEW
73 METLIFE INVESTMENT MANAGEMENT, LLC 8.1K +— (+0.0%) 189.2K +11.6K (+6.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD24.27 -3.7% 33 qtrs
74 SIGNATUREFD, LLC 7.2K -9.3K (-56.3%) 168.7K -193.8K (-53.5%) 0.05% -0.059 pp 0.00% -0.003 pp USD40.37 -42.1% 27 qtrs
75 FMR LLC 7.2K +5.7K (+378.1%) 168.5K +135.4K (+409.2%) 0.05% +0.036 pp 0.00% +0.000 pp USD23.50 -0.6% 30 qtrs
76 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 6.3K +1.0 (+0.0%) 147.1K +9.0K (+6.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD24.14 -3.2% 7 qtrs
77 CITIGROUP INC 6.2K +2.5K (+66.3%) 143.8K +62.6K (+77.2%) 0.04% +0.016 pp 0.00% +0.000 pp USD29.79 -21.6% 54 qtrs
78 NEW YORK STATE COMMON RETIREMENT FUND 6.0K +— (+0.0%) 140.7K +8.6K (+6.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD29.86 -21.8% 81 qtrs
79 CANADA PENSION PLAN INVESTMENT BOARD 6.0K +6.0K (+100.0%) 140.2K +140.2K (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD23.36 +0.0% 1 qtrs NEW
80 CWM, LLC 5.9K +2.5K (+74.8%) 139.0K +64.0K (+85.3%) 0.04% +0.016 pp 0.00% +0.000 pp USD22.39 +4.3% 15 qtrs
81 BNP PARIBAS ARBITRAGE, SNC 5.9K -30.6K (-83.9%) 136.8K -662.9K (-82.9%) 0.04% -0.195 pp 0.00% 0.000 pp USD23.45 -0.4% 49 qtrs
82 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5.6K +— (+0.0%) 131.0K +8.0K (+6.5%) 0.04% +0.000 pp 0.00% +0.000 pp USD16.31 +43.2% 95 qtrs
83 HIGHLINE WEALTH PARTNERS LLC 3.7K +— (+0.0%) 86.4K +5.3K (+6.5%) 0.02% +0.000 pp 0.02% +0.003 pp USD20.35 +14.8% 3 qtrs
84 BRYN MAWR TRUST CO 3.2K +— (+0.0%) 74.8K +4.6K (+6.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD27.47 -15.0% 6 qtrs
85 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.1K +— (+0.0%) 73.0K +4.5K (+6.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD22.26 +4.9% 5 qtrs
86 MONTAG A & ASSOCIATES INC 3.1K +900.0 (+41.6%) 71.5K +24.1K (+50.9%) 0.02% +0.006 pp 0.00% +0.001 pp USD26.40 -11.5% 21 qtrs
87 AQUATIC CAPITAL MANAGEMENT LLC 3.0K -8.7K (-74.2%) 70.8K -186.7K (-72.5%) 0.02% -0.055 pp 0.00% -0.003 pp USD20.88 +11.9% 6 qtrs
88 QUEST PARTNERS LLC 2.5K +151.0 (+6.4%) 58.6K +6.9K (+13.3%) 0.02% +0.001 pp 0.00% 0.000 pp USD23.46 -0.4% 6 qtrs
89 COMERICA BANK 2.3K +— (+0.0%) 54.0K +3.3K (+6.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD28.78 -18.8% 10 qtrs
90 ADVISOR GROUP HOLDINGS, INC. 2.2K -613.0 (-21.6%) 51.9K -12.0K (-18.8%) 0.01% -0.004 pp 0.00% +0.000 pp USD24.97 -6.4% 24 qtrs
91 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.0K +2.0K (+100.0%) 45.0K +45.0K (+100.0%) 0.01% +0.012 pp 0.00% +0.001 pp USD23.36 +0.0% 1 qtrs NEW
92 EMC CAPITAL MANAGEMENT 1.9K -343.0 (-15.0%) 45.0K -5.0K (-10.0%) 0.01% -0.002 pp 0.02% -0.004 pp USD27.73 -15.8% 16 qtrs
93 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.7K +625.0 (+57.0%) 40.0K +16.0K (+66.7%) 0.01% +0.004 pp 0.00% +0.000 pp USD22.37 +4.4% 46 qtrs
94 AMERITAS INVESTMENT PARTNERS, INC. 1.4K +— (+0.0%) 32.0K +2.0K (+6.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD24.35 -4.1% 36 qtrs
95 LEGAL & GENERAL GROUP PLC 1.3K +— (+0.0%) 29.6K +1.8K (+6.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD22.83 +2.3% 46 qtrs
96 ROYAL BANK OF CANADA 1.0K +743.0 (+268.2%) 24.0K +18.0K (+300.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD25.00 -6.6% 51 qtrs
97 TOWER RESEARCH CAPITAL LLC (TRC) 925.00 +118.0 (+14.6%) 21.6K +3.9K (+22.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD21.20 +10.2% 23 qtrs
98 PINNACLE WEALTH PLANNING SERVICES, INC. 873.00 +873.0 (+100.0%) 20.4K +20.4K (+100.0%) 0.01% +0.006 pp 0.00% +0.002 pp USD23.36 +0.0% 1 qtrs NEW
99 GAMMA INVESTING LLC 835.00 +87.0 (+11.6%) 19.5K +3.1K (+18.9%) 0.01% +0.001 pp 0.00% +0.000 pp USD21.55 +8.4% 9 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 96 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Cambria Shareholder Yield ETF SYLD 0.96% 9.11M 0.59%
2 Hartford Multifactor Small Cap ETF ROSC 0.35% 215.0K 0.34%
3 Lazard US Systematic Small Cap Equity ETF SYZ 0.17% 89.5K 0.74%
4 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.14% 807.5K 0.29%
5 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.12% 2.02M 0.47%
6 Vanguard U.S. Value Factor ETF VFVA 0.12% 955.2K 0.13%
7 Vanguard U.S. Quality Factor ETF VFQY 0.11% 500.3K 0.13%
8 Franklin Small Cap Enhanced ETF FSML 0.09% 131.8K 0.45%
9 Vanguard Global Value Factor ETF VVL.TO 0.09% 495.6K 0.38%
10 WisdomTree U.S. SmallCap Dividend Fund DES 0.08% 1.73M 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.69
Bullish
Ratio by volume
2.62
Bullish
Buys
22
Sells
13
Shares acquired
161.5K
Shares disposed
61.7K
Cash buys
Cash sales
Net activity
+99,737
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-17 SMITH CLARENCE H Director J-Other A Class A Common Stock 700 0.00 125,236 D
2026-02-27 SMITH CLARENCE H Director M-Exempt D PRSUs 2023.1 2,747 0.00 0 D
2026-02-27 Hare Richard B Officer M-Exempt D PRSUs 2023 5,669 0.00 0 D
2026-02-27 Gill John Linwood Officer M-Exempt D PRSUs 2023.1 564 0.00 0 D
2026-02-27 BURDETTE STEVEN G Director / Officer M-Exempt D PRSUs 2023.1 888 0.00 0 D
2026-02-26 Smith Edward Kendrick Director A-Award A Common Stock 892 23.91 21.3K 1,892 D
2026-02-17 Smith Edward Kendrick Director Common Stock 0 0.00 1,000 D
2026-01-22 SMITH CLARENCE H Director A-Award A RSUs 2026 2,424 0.00 2,424 D
2026-01-22 Hare Richard B Officer A-Award A RSUs 2026 5,970 0.00 5,970 D
2026-01-22 Gill John Linwood Officer A-Award A RSUs 2026 4,677 0.00 4,677 D
2026-01-22 BURDETTE STEVEN G Director / Officer A-Award A RSUs 2026 11,190 0.00 11,190 D
2025-12-12 HAVERTY RAWSON JR Director S-Sale D Common Stock 7,500 24.86 186.5K 0 I
2025-12-11 HAVERTY RAWSON JR Director J-Other D Class A Common Stock 7,500 0.00 31,640 I
2025-12-10 HAVERTY RAWSON JR Director J-Other D Class A Common Stock 2,331 0.00 6,743 D
2025-11-19 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 4,523 22.42 101.4K 0 D
2025-11-12 SMITH CLARENCE H Director F-InKind D Common Stock 688 22.85 15.7K 77,178 D
2025-09-17 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 10,003 23.10 231.1K 4,523 D
2025-09-16 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 14,997 23.02 345.2K 14,526 D
2025-08-27 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 15,000 22.84 342.6K 29,523 D
2025-08-01 SMITH CLARENCE H Director J-Other D Common Stock 12,500 0.00 77,178 D
2025-08-01 Hare Richard B Officer J-Other D Common Stock 10,000 0.00 23,497 D
2025-08-01 HAVERTY RAWSON JR Director / 10% Owner J-Other D Class A Common Stock 40,000 0.00 9,074 D
2025-08-01 Gill John Linwood Officer J-Other D Common Stock 10,000 0.00 19,158 D
2025-08-01 BURDETTE STEVEN G Director / Officer J-Other D Common Stock 12,500 0.00 14,743 D
2025-06-17 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 25,000 0.00 4,523 D
2025-06-12 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 8,500 0.00 29,523 D
2025-06-11 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 1,500 20.67 31.0K 38,023 D
2025-06-10 HAVERTY RAWSON JR Director / 10% Owner J-Other D Class A Common Stock 35,000 0.00 49,074 D
2025-05-22 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 3,222 20.49 66.0K 4,523 D
2025-05-12 TRUJILLO ALFREDO Director A-Award A Phantom Stock 8,153 0.00 66,207 D
2025-05-12 Schiller Derek Gordon Director A-Award A Phantom Stock 5,100 0.00 14,315 D
2025-05-12 SMITH CLARENCE H Director A-Award A Phantom Stock 404 0.00 6,870 D
2025-05-12 PALMER VICKI R Director A-Award A Common Stock 4,523 21.00 95.0K 40,982 D
2025-05-12 Morhous Natalie Bolch Director A-Award A Common Stock 4,523 21.00 95.0K 7,745 D
2025-05-12 HOUGH G. THOMAS Director A-Award A Phantom Stock 9,774 0.00 29,013 D
2025-05-12 HAVERTY RAWSON JR Director / 10% Owner A-Award A Common Stock 4,523 21.00 95.0K 7,745 D
2025-05-12 DUKES LAURA ALLISON Director A-Award A Phantom Stock 6,532 0.00 38,648 D
2025-05-12 Cote Michael R Director A-Award A Phantom Stock 8,576 0.00 20,065 D
2025-05-08 SMITH CLARENCE H Director M-Exempt D RSUs 2023 2,648 0.00 2,648 D
2025-05-08 Hare Richard B Officer M-Exempt A Common Stock 1,162 0.00 32,704 D
2025-05-08 Gill John Linwood Officer F-InKind D Common Stock 1,191 19.38 23.1K 29,158 D
2025-05-08 BURDETTE STEVEN G Director / Officer M-Exempt A Common Stock 1,457 0.00 29,131 D
2025-03-10 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 10,000 0.00 0 I
2025-03-07 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 16,000 0.00 10,000 I
2025-03-03 HAVERTY RAWSON JR Director / 10% Owner J-Other D Class A Common Stock 26,000 0.00 39,140 I
2025-02-28 SMITH CLARENCE H Director M-Exempt D PRSUs.1 2022 6,237 0.00 0 D
2025-02-28 Hare Richard B Officer M-Exempt A Common Stock 6,853 0.00 33,735 D
2025-02-28 Gill John Linwood Officer F-InKind D Common Stock 2,566 22.83 58.6K 27,604 D
2025-02-28 BURDETTE STEVEN G Officer M-Exempt A Common Stock 1,899 0.00 29,308 D
2025-01-23 SMITH CLARENCE H Director A-Award A RSUs 2025 3,913 0.00 3,913 D
2025-01-23 Hare Richard B Officer A-Award A RSUs 2025 5,693 0.00 5,693 D
2025-01-23 Gill John Linwood Officer A-Award A RSUs 2025 4,304 0.00 4,304 D
2025-01-23 BURDETTE STEVEN G Officer A-Award A RSUs 2025 9,348 0.00 9,348 D
2024-11-13 SMITH CLARENCE H Director / Officer M-Exempt A Common Stock 323 0.00 69,599 D
2024-05-17 Davis Braton Gregory Officer D Common Stock 0 0.00 3,805
2024-05-08 Taylor Janet E Officer M-Exempt A Common Stock 880 0.00 61,603
2024-05-08 SMITH CLARENCE H Director / Officer M-Exempt A Common Stock 2,419 0.00 71,428
2024-05-08 PARKER JENNY H Officer M-Exempt A Common Stock 777 0.00 33,649
2024-05-08 Hare Richard B Officer F-InKind D Common Stock 1,558 28.58 44.5K 26,882
2024-05-08 Gill John Linwood Officer M-Exempt D RSUs 2021 830 0.00 0
2024-05-08 Fladger Kelly Allen Officer M-Exempt D RSUs 2021 799 0.00 0
2024-05-08 CLARY J EDWARD Officer M-Exempt D RSUs 2022 858 0.00 858
2024-05-08 Bautista Helen Berry Officer M-Exempt A Common Stock 880 0.00 13,939
2024-05-08 BURDETTE STEVEN G Officer M-Exempt A Common Stock 1,454 0.00 22,082
2024-05-06 TRUJILLO ALFREDO Director A-Award A Phantom Stock 7,113 0.00 58,054
2024-05-06 Schiller Derek Gordon Director A-Award A Phantom Stock 5,696 0.00 9,215
2024-05-06 SMITH CLARENCE H Director / Officer A-Award A Phantom Stock 459 0.00 6,466
2024-05-06 PALMER VICKI R Director A-Award A Common Stock 3,222 29.48 95.0K 36,459
2024-05-06 Morhous Natalie Bolch Director A-Award A Common Stock 3,222 29.48 95.0K 3,222
2024-05-06 HOUGH G. THOMAS Director A-Award A Phantom Stock 4,359 0.00 19,239
2024-05-06 HAVERTY RAWSON JR Director / 10% Owner A-Award A Common Stock 3,222 29.48 95.0K 3,222
2024-05-06 DUKES LAURA ALLISON Director A-Award A Phantom Stock 5,272 0.00 32,116
2024-05-06 Cote Michael R Director A-Award A Phantom Stock 6,015 0.00 11,489
2024-02-29 BURDETTE STEVEN G Officer S-Sale D Common Stock 6,500 34.35 223.3K 16,663
2024-02-28 Taylor Janet E Officer M-Exempt A Common Stock 908 0.00 61,075
2024-02-28 SMITH CLARENCE H Director / Officer M-Exempt A Common Stock 6,670 0.00 82,883
2024-02-28 PARKER JENNY H Officer M-Exempt A Common Stock 868 0.00 34,437
2024-02-28 Hare Richard B Officer M-Exempt A Common Stock 10,290 0.00 28,672
2024-02-28 Gill John Linwood Officer A-Award A PRSUs 2023 4,252 0.00 4,252
2024-02-28 Fladger Kelly Allen Officer M-Exempt D PRSUs 2021 5,082 0.00 0
2024-02-28 CLARY J EDWARD Officer F-InKind D Common Stock 3,619 33.72 122.0K 46,238
2024-02-28 Bautista Helen Berry Officer M-Exempt D PRSUs 2021.1 688 0.00 0
2024-02-28 BURDETTE STEVEN G Officer M-Exempt A Common Stock 1,759 0.00 28,428
2024-01-25 Taylor Janet E Officer A-Award A RSUs 2024 2,606 0.00 2,606
2024-01-25 SMITH CLARENCE H Director / Officer A-Award A RSUs 2024 8,469 0.00 8,469
2024-01-25 PARKER JENNY H Officer A-Award A RSUs 2024 2,606 0.00 2,606
2024-01-25 Hare Richard B Officer A-Award A RSUs 2024 3,600 0.00 3,600
2024-01-25 Gill John Linwood Officer A-Award A RSUs 2024 2,914 0.00 2,914
2024-01-25 Fladger Kelly Allen Officer A-Award A RSUs 2024 2,606 0.00 2,606
2024-01-25 CLARY J EDWARD Officer A-Award A RSUs 2024 2,700 0.00 2,700
2024-01-25 Bautista Helen Berry Officer A-Award A RSUs 2024 2,606 0.00 2,606
2024-01-25 BURDETTE STEVEN G Officer A-Award A RSUs 2024 4,286 0.00 4,286
2023-12-07 Gill John Linwood Officer S-Sale D Common Stock 4,000 32.47 129.9K 16,477
2023-11-15 HAVERTY RAWSON JR Director / 10% Owner S-Sale D Common Stock 3,519 31.57 111.1K 0
2023-11-07 SMITH CLARENCE H Director / Officer M-Exempt A Common Stock 1,020 0.00 39,881
2023-11-07 PARKER JENNY H Officer M-Exempt D RSUs 2021 35 0.00 764
2023-08-30 PALMER VICKI R Director S-Sale D Common Stock 25,000 31.16 779.1K 33,237
2023-05-19 MANGUM MYLLE H Director S-Sale D Common Stock 5,158 26.28 135.6K 3,519
2023-05-08 Taylor Janet E Officer M-Exempt D RSUs 2020 1,158 0.00 0
2023-05-08 TRUJILLO ALFREDO Director A-Award A Phantom Stock 7,199 0.00 50,941
2023-05-08 Schiller Derek Gordon Director A-Award A Phantom Stock 3,519 0.00 3,519
2023-05-08 SMITH CLARENCE H Director / Officer F-InKind D Common Stock 3,444 25.57 88.1K 38,861
2023-05-08 PARKER JENNY H Officer F-InKind D Common Stock 1,596 25.57 40.8K 28,687
2023-05-08 PALMER VICKI R Director A-Award A Common Stock 1,564 25.57 40.0K 58,237
2023-05-08 MANGUM MYLLE H Director A-Award A Common Stock 1,955 25.57 50.0K 7,113
2023-05-08 Hare Richard B Officer M-Exempt D RSUs 2019 997 0.00 0
2023-05-08 HOUGH G. THOMAS Director A-Award A Phantom Stock 2,958 0.00 14,880
2023-05-08 HAVERTY RAWSON JR Director / 10% Owner A-Award A Common Stock 1,955 25.57 50.0K 1,955
2023-05-08 Gill John Linwood Officer M-Exempt D RSUs 2020 1,114 0.00 0
2023-05-08 Fladger Kelly Allen Officer M-Exempt D RSUs 2020 1,158 0.00 0
2023-05-08 DUKES LAURA ALLISON Director A-Award A Phantom Stock 5,330 0.00 26,844
2023-05-08 Cote Michael R Director A-Award A Phantom Stock 5,474 0.00 5,474
2023-05-08 CLARY J EDWARD Officer M-Exempt D RSUs 2021 830 0.00 830
2023-05-08 Bautista Helen Berry Officer M-Exempt A Common Stock 484 0.00 7,238
2023-05-08 BURDETTE STEVEN G Officer M-Exempt D RSUs 2022 1,360 0.00 2,640
2023-03-09 Hare Richard B Officer S-Sale D Common Stock 7,100 32.29 229.2K 15,878
2023-03-07 SMITH CLARENCE H Director / Officer S-Sale D Common Stock 13,880 34.29 475.9K 34,300
2023-03-06 BURDETTE STEVEN G Officer S-Sale D Common Stock 3,789 34.00 128.8K 13,351
2023-02-28 Taylor Janet E Officer F-InKind D Common Stock 3,916 37.74 147.8K 53,076
2023-02-28 SMITH CLARENCE H Director / Officer M-Exempt A Common Stock 7,680 0.00 70,747
2023-02-28 PARKER JENNY H Officer M-Exempt A Common Stock 1,264 0.00 30,347
2023-02-28 Hare Richard B Officer M-Exempt D PRSUs 2020.1 2,293 0.00 0
2023-02-28 Gill John Linwood Officer M-Exempt A Common Stock 1,890 0.00 23,954
2023-02-28 Fladger Kelly Allen Officer M-Exempt A Common Stock 1,264 0.00 11,737
2023-02-28 CLARY J EDWARD Officer F-InKind D Common Stock 5,858 37.74 221.1K 38,156
2023-02-28 Bautista Helen Berry Officer M-Exempt A Common Stock 4,200 0.00 7,516
2023-02-28 BURDETTE STEVEN G Officer M-Exempt A Common Stock 2,293 0.00 24,247
2023-02-27 PARKER JENNY H Officer S-Sale D Common Stock 2,620 38.07 99.7K 21,714
2023-02-24 Taylor Janet E Officer A-Award A PRSUs 2022 3,212 0.00 3,212
2023-02-24 SMITH CLARENCE H Director / Officer A-Award A PRSUs 2022 26,612 0.00 26,612
2023-02-24 PARKER JENNY H Officer A-Award A PRSUs.1 2022 783 0.00 783
2023-02-24 Hare Richard B Officer A-Award A PRSUs.1 2022 1,671 0.00 1,671
2023-02-24 Gill John Linwood Officer S-Sale D Common Stock 3,612 37.51 135.5K 11,039
2023-02-24 Fladger Kelly Allen Officer A-Award A PRSUs 2022 3,212 0.00 3,212
2023-02-24 CLARY J EDWARD Officer A-Award A PRSUs 2022 5,063 0.00 5,063
2023-02-24 Bautista Helen Berry Officer A-Award A PRSUs 2022 3,212 0.00 3,212
2023-02-24 BURDETTE STEVEN G Officer A-Award A PRSUs.1 2022 1,899 0.00 1,899
2023-01-26 Taylor Janet E Officer A-Award A RSUs 2023 2,589 0.00 2,589
2023-01-26 SMITH CLARENCE H Officer A-Award A RSUs 2023 8,025 0.00 8,025
2023-01-26 PARKER JENNY H Officer A-Award A RSUs 2023 2,589 0.00 2,589
2023-01-26 Hare Richard B Officer A-Award A RSUs 2023 3,620 0.00 3,620
2023-01-26 Gill John Linwood Officer A-Award A RSUs 2023 2,715 0.00 2,715
2023-01-26 Fladger Kelly Allen Officer A-Award A RSUs 2023 2,589 0.00 2,589
2023-01-26 CLARY J EDWARD Officer A-Award A RSUs 2023 2,715 0.00 2,715
2023-01-26 Bautista Helen Berry Officer A-Award A RSUs 2023 2,589 0.00 2,589
2023-01-26 BURDETTE STEVEN G Officer A-Award A RSUs 2023 4,276 0.00 4,276
2022-12-31 SMITH CLARENCE H Officer I Class A Common Stock 0 0.00 1,950
2022-12-31 PARKER JENNY H 0
2022-11-21 HAVERTY RAWSON JR Officer D-Return D RSUs 2019 850 31.88 27.1K 0
2022-11-11 Cote Michael R Director A-Award A Common Stock 617 32.41 20.0K 1,388
2022-09-06 HAVERTY RAWSON JR Officer J-Other D RSUs 2022 88 25.64 2.3K 2,479
2022-08-12 HAVERTY RAWSON JR Officer S-Sale D Common Stock 3,351 29.94 100.3K 0
2022-08-11 BURDETTE STEVEN G Officer S-Sale D Common Stock 6,250 30.00 187.5K 8,577
2022-08-10 SMITH CLARENCE H Officer S-Sale D Common Stock 11,260 29.24 329.2K 19,618
2022-05-13 HAVERTY RAWSON JR Officer S-Sale D Common Stock 13,905 28.44 395.4K 3,351
2022-05-13 Fladger Kelly Allen Officer S-Sale D Common Stock 3,104 27.88 86.5K 3,104
2022-05-09 Taylor Janet E Officer M-Exempt D RSUs 2021 823 0.00 1,597
2022-05-09 TRUJILLO ALFREDO Director A-Award A Common Stock 1,436 27.86 40.0K 12,670
2022-05-09 Schiller Derek Gordon Director A-Award A Common Stock 1,794 27.86 50.0K 6,660
2022-05-09 SMITH CLARENCE H Director / Officer M-Exempt D RSUs 2020 2,640 0.00 2,640
2022-05-09 PARKER JENNY H Officer M-Exempt D RSUs 2020 1,158 0.00 1,158
2022-05-09 PALMER VICKI R Director A-Award A Common Stock 1,436 27.86 40.0K 52,924
2022-05-09 MANGUM MYLLE H Director A-Award A Common Stock 1,794 27.86 50.0K 3,722
2022-05-09 Hare Richard B Officer M-Exempt A Common Stock 998 0.00 13,930
2022-05-09 HOUGH G. THOMAS Director A-Award A Common Stock 1,436 27.86 40.0K 13,582
2022-05-09 HAVERTY RAWSON JR Director / Officer / 10% Owner M-Exempt A Common Stock 848 0.00 18,367
2022-05-09 Gill John Linwood Officer M-Exempt D RSUs 2018 500 0.00 0
2022-05-09 Fladger Kelly Allen Officer M-Exempt A Common Stock 765 0.00 4,584
2022-05-09 DUKES LAURA ALLISON Director A-Award A Phantom Stock 5,009 0.00 21,514
2022-05-09 CLARY J EDWARD Officer F-InKind D Common Stock 1,632 27.20 44.4K 31,099
2022-05-09 Bautista Helen Berry Officer M-Exempt A Common Stock 291 0.00 2,170
2022-05-09 BURDETTE STEVEN G Officer M-Exempt D RSUs 2020 1,352 0.00 1,351
2022-02-28 Taylor Janet E Officer M-Exempt A Common Stock 1,656 0.00 47,244
2022-02-28 SMITH CLARENCE H Director / Officer M-Exempt D PRSUs 2019 8,477 0.00 0
2022-02-28 PARKER JENNY H Officer M-Exempt A Common Stock 1,656 0.00 23,548
2022-02-28 Hare Richard B Officer M-Exempt D PRSUs 2019 3,024 0.00 0
2022-02-28 HAVERTY RAWSON JR Director / Officer / 10% Owner M-Exempt D PRSUs 2019 1,656 0.00 0
2022-02-28 Gill John Linwood Officer M-Exempt D PRSUs 2019 1,656 0.00 0
2022-02-28 Fladger Kelly Allen Officer M-Exempt A Common Stock 1,491 0.00 4,347
2022-02-28 CLARY J EDWARD Officer M-Exempt A Common Stock 2,615 0.00 30,460
2022-02-28 Bautista Helen Berry Officer F-InKind D Common Stock 201 28.41 5.7K 1,879
2022-02-28 BURDETTE STEVEN G Officer M-Exempt A Common Stock 3,024 0.00 13,061
2022-01-26 Taylor Janet E Officer A-Award A PRSUs 2021.1 908 0.00 908
2022-01-26 SMITH CLARENCE H Director / Officer A-Award A PRSUs 2021 37,352 0.00 37,352
2022-01-26 PARKER JENNY H Officer A-Award A PRSUs 2021.1 908 0.00 908
2022-01-26 Hare Richard B Officer A-Award A RSUs 2022 3,520 0.00 3,520
2022-01-26 HAVERTY RAWSON JR Director / Officer / 10% Owner A-Award A PRSUs 2021.1 935 0.00 935
2022-01-26 Gill John Linwood Officer A-Award A RSUs 2022 2,600 0.00 2,600
2022-01-26 Fladger Kelly Allen Officer A-Award A PRSUs 2021.1 908 0.00 908
2022-01-26 CLARY J EDWARD Officer A-Award A PRSUs 2021 8,218 0.00 8,218
2022-01-26 Bautista Helen Berry Officer A-Award A PRSUs 2021.1 688 0.00 688
2022-01-26 BURDETTE STEVEN G Officer A-Award A PRSUs 2021 9,849 0.00 9,849
2021-12-31 SMITH CLARENCE H Director / Officer I Common Stock 0 0.00 29,689
2021-12-31 DUKES LAURA ALLISON Director 0 0.00 0
2021-09-15 HAVERTY RAWSON JR Director / Officer / 10% Owner S-Sale D Common Stock 3,296 34.00 112.1K 0
2021-09-13 HAVERTY RAWSON JR Director / Officer / 10% Owner J-Other A Common Stock 3,296 0.00 3,296
2021-05-10 TRUJILLO ALFREDO Director A-Award A Common Stock 428 46.63 20.0K 10,162
2021-05-10 Schiller Derek Gordon Director A-Award A Common Stock 1,072 46.63 50.0K 3,430
2021-05-10 SMITH CLARENCE H Director / Officer A-Award A Phantom Stock 282 0.00 5,001
2021-05-10 PALMER VICKI R Director A-Award A Common Stock 428 46.63 20.0K 50,416

Executive team

Top executives
EBIT / Employee
11.5K
Shares Outstanding
16.19M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2022 Clarence H. Smith CEO 725.0K 1.15M 772.7K 31.0K 2.68M 42.94%
2 2022 Rawson Haverty Jr. SVP, Real Estate 350.0K 185.2K 184.2K 849.2K 1.57M 11.81%
3 2022 Steven G. Burdette President 500.0K 384.8K 369.5K 48.5K 1.30M 29.53%
4 2022 Richard B. Hare EVP and CFO 440.0K 338.6K 304.8K 25.9K 1.11M 30.53%
5 2022 J. Edward Clary EVP and CIO 400.0K 250.1K 255.8K 32.4K 938.3K 26.66%
6 2022 John L. Gill EVP, Merchandising 400.0K 250.1K 255.8K 25.1K 931.0K 26.87%
7 2021 Clarence H. Smith CEO 690.0K 1.09M 1.10M 275.6K 3.16M 34.54%
8 2021 Steven G. Burdette President 462.8K 510.7K 494.0K 45.1K 1.51M 33.76%
9 2021 Richard B. Hare EVP and CFO 420.0K 343.9K 436.8K 27.5K 1.23M 28.00%
10 2021 J. Edward Clary EVP and CIO 387.0K 274.6K 371.5K 28.3K 1.06M 25.87%
11 2021 John L. Gill EVP, Merchandising 387.0K 274.6K 371.5K 25.1K 1.06M 25.95%
12 2020 Clarence H. Smith CEO 601.9K 816.8K 954.7K 63.5K 2.44M 33.52%
13 2020 Steven G. Burdette President 365.2K 278.7K 341.2K 86.0K 1.07M 26.02%
14 2020 J. Edward Clary EVP and CIO 351.1K 229.7K 328.1K 106.0K 1.01M 22.63%
15 2020 Richard B. Hare EVP and CFO 365.2K 278.7K 341.2K 24.2K 1.01M 27.61%
16 2020 John L. Gill EVP, Merchandising 351.1K 229.7K 328.1K 50.2K 959.1K 23.95%
17 2019 Clarence H. Smith CEO 660.0K 590.7K 311.6K 77.7K 1.64M 36.02%
18 2019 Steven G. Burdette President 380.0K 270.9K 118.7K 94.9K 864.6K 31.34%
19 2019 J. Edward Clary EVP and CIO 365.0K 234.3K 121.7K 123.9K 844.8K 27.73%
20 2019 Richard B. Hare EVP and CFO 380.0K 270.9K 119.1K 24.4K 794.5K 34.10%
21 2019 John L. Gill EVP, Merchandising 331.7K 173.1K 84.0K 51.3K 640.2K 27.05%
22 2018 Clarence H. Smith CEO 660.0K 592.1K 474.4K 49.0K 1.78M 33.35%
23 2018 Richard B. Hare EVP and CFO 380.0K 259.3K 193.2K 118.8K 951.3K 27.26%
24 2018 Steven G. Burdette President 380.0K 259.3K 180.4K 27.4K 847.1K 30.61%
25 2018 J. Edward Clary EVP and CIO 365.0K 234.1K 187.8K 31.1K 818.1K 28.62%
26 2008 Clarence H. Smith President CEO 465.0K 177.5K 12.0K 699.7K 25.37%
27 2008 Dennis L. Fink EVP CFO 340.0K 101.4K 11.9K 501.5K 20.22%
28 2008 Clarence H. Ridley Chairman 401.7K 47.4K 11.6K 499.2K 9.50%
29 2008 M. Tony Wilkerson EVP, Merchandising 290.0K 80.4K 9.8K 439.5K 18.30%
30 2008 Steven G. Burdette EVP, Operations 266.6K 75.9K 11.9K 370.3K 20.50%
31 2007 Clarence H. Smith President CEO 450.0K 143.2K 43.9K 7.7K 689.7K 20.76%
32 2007 Clarence H. Ridley Chairman 420.0K 99.0K 37.8K 7.3K 592.6K 16.70%
33 2007 Dennis L. Fink EVP CFO 330.0K 86.1K 39.6K 7.8K 510.5K 16.87%
34 2007 M. Tony Wilkerson EVP, Merchandising 280.0K 22.0K 72.3K 8.4K 7.7K 449.1K 16.09%
35 2007 Steven G. Burdette EVP, Operations 235.0K 15.0K 66.1K 35.3K 7.7K 369.8K 17.88%
36 2007 Steven G. Burdette EVP, Operations 235.0K 15.0K 66.1K 35.3K 7.7K 369.8K 17.88%
37 2006 Clarence H. Ridley Chairman 410.0K 165.3K 96.0K 6.0K 795.4K 20.79%
38 2006 Clarence H. Ridley, Chairman 410.0K 165.3K 96.0K 6.0K 795.4K 20.79%
39 2006 Clarence H. Smith, CEO 420.0K 97.4K 105.0K 6.0K 668.2K 14.58%
40 2006 Clarence H. Smith President CEO 420.0K 97.4K 105.0K 6.0K 668.2K 14.58%
41 2006 Dennis L. Fink EVP CFO 320.0K 10.0K 53.7K 71.0K 2.9K 509.9K 10.54%
42 2006 Dennis L. Fink EVP CFO 320.0K 10.0K 53.7K 71.0K 2.9K 509.9K 10.54%
43 2006 M. Tony Wilkerson EVP, Merchandising 270.0K 8.0K 46.0K 73.0K 2.9K 454.4K 10.12%
44 2006 M. Tony Wilkerson EVP, Merchandising 270.0K 8.0K 46.0K 73.0K 2.9K 454.4K 10.12%
45 2006 Rawson Haverty, Jr. SVP, Real Estate and Development 215.0K 7.0K 39.6K 79.0K 5.9K 380.9K 10.40%
46 2004 Clarence H. Smith (d) President and Chief Executive Officer 400.0K 160.0K 20.0K 2.8K 582.8K 3.43%
47 2004 Clarence H. Ridley Chairman of the Board 400.0K 150.0K 15.0K 3.2K 568.2K 2.64%
48 2004 Dennis L. Fink Executive Vice President and Chief Financial Officer 310.0K 130.0K 10.0K 3.2K 453.2K 2.21%
49 2004 M. Tony Wilkerson Senior Vice President, Marketing 250.0K 125.0K 8.0K 2.8K 385.8K 2.07%
50 2004 Rawson Haverty, Jr. Senior Vice President, Real Estate and Development 201.0K 110.0K 7.0K 3.2K 321.2K 2.18%
51 2003 Clarence H. Smith (d) President and Chief Executive Officer 375.0K 265.0K 25.0K 2.8K 642.8K 3.89%
52 2003 Clarence H. Ridley Chairman of the Board 375.0K 245.0K 25.0K 2.8K 622.8K 4.01%
53 2003 Dennis L. Fink Executive Vice President and Chief Financial Officer 300.0K 215.0K 20.0K 2.8K 517.8K 3.86%
54 2003 M. Tony Wilkerson Senior Vice President, Marketing 235.0K 185.0K 15.0K 2.8K 422.8K 3.55%
55 2003 Rawson Haverty, Jr. Senior Vice President, Real Estate and Development 195.0K 160.0K 15.0K 2.8K 357.8K 4.19%
56 2002 Clarence H. Ridley Chairman of the Board 375.0K 210.0K 3.2K 588.2K 0.00%
57 2002 Clarence H. Smith (d) President and Chief Executive Officer 300.0K 265.0K 22.0K 3.2K 568.2K 3.87%
58 2002 Dennis L. Fink Executive Vice President and Chief Financial Officer 300.0K 210.0K 18.0K 2.6K 512.6K 3.51%
59 2002 M. Tony Wilkerson Senior Vice President, Marketing 230.0K 172.0K 14.0K 3.2K 405.2K 3.45%
60 2002 Rawson Haverty, Jr. Senior Vice President, Real Estate and Development 190.0K 155.0K 13.0K 3.2K 348.2K 3.73%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-27 DEF 14A
2025-03-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-21 SC 13D/A
2026-03-27 SC 13G/A
2026-03-27 DEF 14A
2026-03-18 4
2026-03-03 4
2026-03-03 4
2026-03-03 4
2026-03-03 4
2026-02-27 4

Executive team

NameTitleCompensationGender
Steven G. Burdette President, Chief Executive Officer & Director 2M male
Clarence H. Smith Executive Chairman 1M male
Richard Hare Executive Vice President & Chief Financial Officer 962.2K male
John L. Gill Executive Vice President of Merchandising 845.8K male
Helen Bautista Senior Vice President of Marketing & Digital 480.3K female
Randall A. Davis Vice President, Corporate Controller & Treasurer male
Scott T. Miles Senior Vice President of Stores male
Brendan McGill Senior Vice President & General Counsel male
Tiffany Hinkle Assistant Vice President of Financial Reporting female
Gregory Davis Senior Vice President of Information Technology male
Jenny Hill Parker Senior Vice President of Finance & Corporate Secretary female
Katie R. Mendolera Senior Vice President of Strategic Development & Real Estate female
ESG Rating
B
HOME IMPROVEMENT
2015
E (Environmental)
63.3 / 81.0
Company / Sector avg.
S (Social)
66.1 / 71.6
Company / Sector avg.
G (Governance)
61.9 / 54.1
Company / Sector avg.
ESG Total
63.8 / 68.9
Company / Sector avg.
ESG Score History HOME IMPROVEMENT
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits