HVTNYSERetail-Furniture StoresFiscal year ends December 31Also trades as HVT.A
HAVERTY FURNITURE COMPANIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$28.28+0.18 (+0.64%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.1%
13M of 14M shares
Institutional holders
137
16 new, 16 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $937.00K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Clarence H. Smith | 730,683 | 60.40% | 13D (active) amendment | Mar 17, 2026 |
| Pzena Investment Management LLC | 1,560,557 | 10.50% | 13G (passive) amendment | Jun 30, 2025 |
| Dimensional Fund Advisors LP | 1,084,464 | 7.20% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 1,053,248 | 7.00% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HVT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 1,563,451 | 10.87% | $39.91M | +103,303 | 0.12% |
| BlackRock, Inc. | 1,532,639 | 10.66% | $39.13M | +121,951 | 0.00% |
| Dimensional Fund Advisors LP | 936,118 | 6.51% | $23.90M | −4,946 | 0.00% |
| Renaissance Technologies LLC | 679,713 | 4.73% | $17.35M | −40,117 | 0.02% |
| Vanguard Capital Management LLC | 592,696 | 4.12% | $15.13M | +496 | 0.00% |
| American Century Companies Inc | 572,731 | 3.98% | $14.62M | +31,997 | 0.01% |
| Lsv Asset Management | 475,370 | 3.30% | $12.14K | – | 0.02% |
| Cambria Investment Management, L.P. | 373,803 | 2.60% | $9.54M | −72,223 | 0.47% |
| Geode Capital Management, LLC | 353,791 | 2.46% | $9.03M | +24,192 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 334,359 | 2.32% | $8.54M | – | 0.00% |
| State Street Corp | 322,612 | 2.24% | $8.24M | +18,816 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 318,051 | 2.21% | $8.12M | −34,470 | 0.02% |
| Kanen Wealth Management LLC | 291,400 | 2.03% | $7.41M | New | 1.80% |
| Charles Schwab Investment Management Inc | 255,905 | 1.78% | $6.53M | −69,934 | 0.00% |
| Vanguard Portfolio Management LLC | 237,276 | 1.65% | $6.06M | +19,282 | 0.00% |
| Deprince Race & Zollo Inc | 232,560 | 1.62% | $5.94M | +75,847 | 0.10% |
| Goldman Sachs Group Inc | 204,502 | 1.42% | $5.22M | −34,246 | 0.00% |
| Russell Investments Group, Ltd. | 195,543 | 1.36% | $4.99M | +82,366 | 0.00% |
| Hodges Capital Management Inc. | 183,000 | 1.27% | $4.67M | −26,800 | 0.31% |
| Bridgeway Capital Management, LLC | 166,331 | 1.16% | $4.25M | −7,944 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 137 | 13M | 87.1% | 16 / 52 | 41 / 16 | 1M | 1M |
| Q1 2026 | 141 | 12M | 84.1% | 27 / 44 | 47 / 15 | 2M | 1M |
| Q4 2025 | 133 | 12M | 86.5% | 28 / 37 | 47 / 14 | 1M | 1M |
| Q3 2025 | 120 | 13M | 88.4% | 18 / 35 | 32 / 19 | 1M | 1M |
| Q2 2025 | 122 | 13M | 88.9% | 17 / 39 | 46 / 18 | 1M | 1M |
| Q1 2025 | 123 | 13M | 88.3% | 14 / 43 | 43 / 22 | 1M | 1M |
| Q4 2024 | 133 | 13M | 90.9% | 19 / 49 | 41 / 40 | 2M | 2M |
| Q3 2024 | 154 | 13M | 92.9% | 46 / 34 | 52 / 24 | 5M | 3M |
| Q2 2024 | 133 | 14M | 96.6% | 18 / 43 | 48 / 24 | 2M | 1M |
| Q1 2024 | 142 | 14M | 94.7% | 10 / 46 | 47 / 16 | 1M | 1M |
| Q4 2023 | 148 | 13M | 93.1% | 22 / 41 | 54 / 4 | 1M | 0M |
| Q3 2023 | 131 | 13M | 88.9% | 11 / 36 | 54 / 23 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HVT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 479,359 | 3.33% | $11.12M | 0.04% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 422,808 | 2.94% | $10.79M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 367,729 | 2.56% | $9.39M | 0.01% | Jun 30, 2026 |
| Cambria Shareholder Yield ETF | 366,199 | 2.55% | $9.02M | 0.91% | Jul 31, 2026 |
| Philotimo Focused Growth & Income | 280,000 | 1.95% | $7.15M | 5.18% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 218,452 | 1.52% | $5.38M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 157,654 | 1.10% | $4.02M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 155,344 | 1.08% | $3.83M | 0.01% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 149,070 | 1.04% | $3.46M | 0.04% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 125,547 | 0.87% | $3.21M | 0.02% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 111,931 | 0.78% | $2.86M | 0.12% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 109,550 | 0.76% | $2.70M | 0.02% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 109,002 | 0.76% | $2.69M | 0.02% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 104,886 | 0.73% | $2.43M | 0.05% | May 29, 2026 |
| U.S. Micro Cap Portfolio | 81,285 | 0.57% | $2.00M | 0.03% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven G. Burdette | President and CEO, Director | 61,429 | 0.43% | May 12, 2026 |
| John Linwood Gill | EVP, Merchandising | 40,325 | 0.28% | May 12, 2026 |
| Richard B. Hare | EVP, CFO | 41,441 | 0.29% | May 12, 2026 |
| Clarence H. Smith | Director | 839,927 | 5.84% | Aug 19, 2026 |
| Vicki R. Palmer | Director | 45,450 | 0.32% | May 12, 2026 |
| Alfredo Trujillo | Director | 14,464 | 0.10% | May 12, 2026 |
| Rawson Haverty Jr | Director | 51,579 | 0.36% | May 12, 2026 |
| G. Thomas Hough | Director | 15,146 | 0.11% | May 12, 2026 |
| Laura Allison Dukes | Director | 0 | – | May 12, 2026 |
| Derek Gordon Schiller | Director | 6,660 | 0.05% | May 12, 2026 |
| Michael R. Cote | Director | 1,388 | 0.01% | May 12, 2026 |
| Natalie Bolch Morhous | Director | 12,213 | 0.08% | May 12, 2026 |
| Edward Kendrick Smith | Director | 16,860 | 0.12% | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Clarence H. Smith Director | Aug 17, 2026 | Sale | −20,991 | $28.16 | $591.11K | 71,705 |
| Natalie Bolch Morhous Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 12,213 |
| Rawson Haverty Jr Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 4,468 |
| Vicki R. Palmer Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 45,450 |
| Edward Kendrick Smith Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 6,360 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +1,411 | – | – | 20,399 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Tax withholding | −2,664 | $22.20 | $59.14K | 22,328 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +1,415 | – | – | 21,814 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +3,178 | – | – | 24,992 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +896 | – | – | 22,825 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +961 | – | – | 23,786 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +1,463 | – | – | 25,249 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Tax withholding | −1,441 | $22.20 | $31.99K | 23,808 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,936 | – | – | 31,441 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Tax withholding | −1,959 | $22.20 | $43.49K | 29,482 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,195 | – | – | 28,317 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,188 | – | – | 29,505 |
| Clarence H. Smith Director | May 8, 2026 | Tax withholding | −3,312 | $22.20 | $73.53K | 92,696 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +1,180 | – | – | 96,008 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +2,795 | – | – | 94,828 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +2,648 | – | – | 92,033 |
| Clarence H. Smith Director | Mar 17, 2026 | Other | +700 | – | – | 125,236 |
| Clarence H. Smith Director | Mar 17, 2026 | Other | −700 | – | – | 89,385 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Tax withholding | −3,340 | $23.81 | $79.53K | 18,988 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Option exercise | +888 | – | – | 22,328 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Option exercise | +6,697 | – | – | 21,440 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Tax withholding | −2,796 | $23.81 | $66.57K | 27,122 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Option exercise | +752 | – | – | 29,918 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Option exercise | +5,669 | – | – | 29,166 |
| Clarence H. Smith Director | Feb 27, 2026 | Option exercise | +20,722 | – | – | 97,900 |
| Clarence H. Smith Director | Feb 27, 2026 | Tax withholding | −10,562 | $23.81 | $251.48K | 90,085 |
| Clarence H. Smith Director | Feb 27, 2026 | Option exercise | +2,747 | – | – | 100,647 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Option exercise | +564 | – | – | 23,974 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Tax withholding | −2,045 | $23.81 | $48.69K | 21,929 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Option exercise | +4,252 | – | – | 23,410 |
| Edward Kendrick Smith Director | Feb 26, 2026 | Award | +892 | $23.91 | $21.33K | 1,892 |
| Rawson Haverty Jr Director | Dec 12, 2025 | Sale | −7,500 | $24.86 | $186.45K | 0 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Sale | −2,331 | $24.90 | $58.04K | 0 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Other | −7,500 | – | – | 31,640 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Other | +7,500 | – | – | 7,500 |
| Rawson Haverty Jr Director | Dec 10, 2025 | Other | −2,331 | – | – | 6,743 |
| Rawson Haverty Jr Director | Dec 10, 2025 | Other | +2,331 | – | – | 2,331 |
| Rawson Haverty Jr Director, 10% owner | Nov 19, 2025 | Sale | −4,523 | $22.42 | $101.41K | 0 |
| Clarence H. Smith Director | Nov 12, 2025 | Tax withholding | −688 | $22.85 | $15.72K | 77,178 |
| Clarence H. Smith Director | Nov 12, 2025 | Option exercise | +150 | – | – | 77,866 |
| Clarence H. Smith Director | Nov 12, 2025 | Option exercise | +538 | – | – | 77,716 |
| Rawson Haverty Jr Director, 10% owner | Sep 17, 2025 | Sale | −10,003 | $23.10 | $231.07K | 4,523 |
| Rawson Haverty Jr Director, 10% owner | Sep 16, 2025 | Sale | −14,997 | $23.02 | $345.23K | 14,526 |
| Rawson Haverty Jr Director, 10% owner | Aug 27, 2025 | Sale | −15,000 | $22.84 | $342.60K | 29,523 |
| Rawson Haverty Jr Director, 10% owner | Aug 1, 2025 | Other | +40,000 | – | – | 44,523 |
| Rawson Haverty Jr Director, 10% owner | Aug 1, 2025 | Other | −40,000 | – | – | 9,074 |
| Richard B. Hare EVP, CFO | Aug 1, 2025 | Other | −10,000 | – | – | 23,497 |
| Richard B. Hare EVP, CFO | Aug 1, 2025 | Other | +10,000 | – | – | 10,000 |
| Clarence H. Smith Director | Aug 1, 2025 | Other | +12,500 | – | – | 124,536 |
| Clarence H. Smith Director | Aug 1, 2025 | Other | −12,500 | – | – | 77,178 |
| John Linwood Gill EVP, Merchandising | Aug 1, 2025 | Other | +10,000 | – | – | 17,500 |
| John Linwood Gill EVP, Merchandising | Aug 1, 2025 | Other | −10,000 | – | – | 19,158 |
| Steven G. Burdette President and CEO, Director | Aug 1, 2025 | Other | +12,500 | – | – | 41,030 |
| Steven G. Burdette President and CEO, Director | Aug 1, 2025 | Other | −12,500 | – | – | 14,743 |
| Rawson Haverty Jr Director, 10% owner | Jun 17, 2025 | Sale | −25,000 | – | – | 4,523 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Clarence H. Smith Director | Aug 17, 2026 | 20,991 | $597.51K | Aug 14, 2026 | Stock Award |
| Rawson Haverty Jr Director | Dec 11, 2025 | 9,831 | $244.80K | Dec 11, 2025 | Share Class Exchange |
| Rawson Haverty Jr affiliate | Nov 19, 2025 | 4,523 | $102.31K | Nov 19, 2025 | Non employee director compensation plan |
| Rawson Haverty Jr Director | Sep 16, 2025 | 25,000 | $572.00K | Sep 16, 2025 | Gift |
| Rawson Haverty Jr Director, 10% Stockholder | Aug 27, 2025 | 15,000 | $344.40K | Aug 27, 2025 | Gift |
| Rawson Haverty Jr Officer | Jun 11, 2025 | 35,000 | $723.45K | Jun 11, 2025 | Gifted |
| J Rawson Haverty, Jr. Director, 10% Stockholder | May 22, 2025 | 3,222 | $66.02K | May 22, 2025 | Private Acquisition from Issuer/Affiliate |
| Rawson Haverty Jr Officer | Mar 5, 2025 | 26,000 | $556.02K | Mar 5, 2025 | Inherited |
| Steven G. Burdette Officer | Feb 29, 2024 | 6,500 | $225.29K | Feb 29, 2024 | STOCK BONUS |
| John Linwood Gill Officer | Dec 7, 2023 | 4,000 | $129.28K | Dec 7, 2023 | Equity Compensation |
| J Rawson Haverty, Jr. Director | Nov 15, 2023 | 3,519 | $111.10K | Nov 15, 2023 | Director Retainer |
| Vicki R. Palmer Director | Aug 21, 2023 | 25,000 | $822.75K | Aug 21, 2023 | Director Compensation |
| Mylle H. Mangum Director | May 19, 2023 | 5,158 | $135.57K | May 19, 2023 | Deferred compensation |