LZBNYSEHousehold FurnitureFiscal year ends April 24
LA-Z-BOY INC
Financials through Q1 FY2027, quarter ended Jul 25, 2026Last filing: 10-Q on Aug 18, 2026
$29.25−0.82 (-2.73%)
Close on Oct 19, 2026
- Market cap
- $1.17B
- P/E (TTM)
- 14.8
- Dividend yield
- 2.61%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
41M of 40M shares
Institutional holders
270
44 new, 30 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $3.03M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 6,105,620 | 14.90% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,781,291 | 6.79% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,648,484 | 6.40% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 2,145,818 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LZB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,618,524 | 16.52% | $265.54M | +196,575 | 0.00% |
| Vanguard Portfolio Management LLC | 2,999,232 | 7.49% | $120.33M | +259,669 | 0.01% |
| Dimensional Fund Advisors LP | 2,705,433 | 6.75% | $108.54M | +11,178 | 0.02% |
| Vanguard Capital Management LLC | 1,842,119 | 4.60% | $73.91M | +9,512 | 0.00% |
| American Century Companies Inc | 1,835,932 | 4.58% | $73.66M | +206,014 | 0.03% |
| State Street Corp | 1,674,914 | 4.18% | $67.20M | +47,073 | 0.00% |
| Lsv Asset Management | 1,540,557 | 3.85% | $61.81K | +34,375 | 0.11% |
| Franklin Resources Inc | 1,399,255 | 3.49% | $56.14M | −272,295 | 0.01% |
| Silvercrest Asset Management Group LLC | 1,101,197 | 2.75% | $44.18M | −68,898 | 0.29% |
| Geode Capital Management, LLC | 1,047,135 | 2.61% | $42.02M | +38,969 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 913,305 | 2.28% | $36.64M | +228,737 | 0.10% |
| Charles Schwab Investment Management Inc | 710,171 | 1.77% | $28.49M | −50,239 | 0.00% |
| Allspring Global Investments Holdings, LLC | 660,908 | 1.65% | $26.28M | −94,359 | 0.04% |
| Brown Advisory Inc | 656,030 | 1.64% | $26.32M | +105,250 | 0.04% |
| Systematic Financial Management LP | 597,777 | 1.49% | $23.98M | +5,937 | 0.48% |
| Aqr Capital Management LLC | 535,727 | 1.34% | $21.49M | +278,260 | 0.01% |
| D. E. Shaw & Co., Inc. | 515,534 | 1.29% | $20.68M | +73,523 | 0.01% |
| William Blair Investment Management, LLC | 486,324 | 1.21% | $19.51M | −258,157 | 0.06% |
| Morgan Stanley | 486,278 | 1.21% | $19.51M | −55,370 | 0.00% |
| Northern Trust Corp | 475,102 | 1.19% | $19.06M | +18,833 | 0.00% |
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 | 270 | 41M | 100.0% | 44 / 107 | 71 / 30 | 3M | 4M |
| Q1 2026 | 263 | 41M | 100.0% | 38 / 101 | 80 / 31 | 8M | 4M |
| Q4 2025 | 260 | 42M | 100.0% | 48 / 92 | 84 / 29 | 6M | 5M |
| Q3 2025 | 244 | 41M | 100.0% | 27 / 74 | 102 / 32 | 3M | 4M |
| Q2 2025 | 251 | 42M | 100.0% | 33 / 86 | 94 / 25 | 3M | 3M |
| Q1 2025 | 246 | 43M | 100.0% | 31 / 82 | 90 / 27 | 6M | 3M |
| Q4 2024 | 245 | 40M | 99.7% | 27 / 73 | 98 / 20 | 2M | 3M |
| Q3 2024 | 240 | 41M | 100.0% | 38 / 72 | 93 / 28 | 10M | 4M |
| Q2 2024 | 231 | 41M | 100.0% | 40 / 78 | 78 / 26 | 2M | 4M |
| Q1 2024 | 219 | 43M | 100.0% | 27 / 59 | 88 / 25 | 3M | 3M |
| Q4 2023 | 218 | 43M | 100.0% | 26 / 61 | 96 / 22 | 3M | 3M |
| Q3 2023 | 215 | 43M | 100.0% | 30 / 63 | 83 / 39 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LZB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,466,093 | 6.16% | $98.94M | 0.09% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,485,801 | 3.71% | $55.84M | 0.21% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,300,304 | 3.25% | $52.17M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,057,217 | 2.64% | $42.42M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 937,728 | 2.34% | $37.62M | 0.02% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 872,973 | 2.18% | $35.02M | 0.28% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 838,608 | 2.09% | $33.02M | 0.77% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 623,348 | 1.56% | $24.55M | 0.13% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 594,528 | 1.48% | $23.85M | 0.04% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 573,985 | 1.43% | $21.57M | 0.39% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 470,372 | 1.17% | $18.87M | 0.02% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 455,041 | 1.14% | $18.26M | 0.62% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 444,824 | 1.11% | $17.52M | 0.05% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 427,435 | 1.07% | $17.15M | 0.16% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 382,688 | 0.96% | $15.35M | 0.11% | Jun 30, 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 |
|---|---|---|---|---|
| Melinda D. Whittington | President & CEO, Director | 393,984 | 0.98% | Jun 29, 2026 |
| Robert Sundy II | President, Retail | 59,297 | 0.15% | Sep 14, 2026 |
| Carol Young Lee | VP & Chief Information Officer | 36,645 | 0.09% | Jul 16, 2026 |
| Jennifer Lynn McCurry | Chief Accounting Officer | 22,167 | 0.06% | Jul 16, 2026 |
| Terrence James Linz | President, Wholesale Brands | 64,383 | 0.16% | Jul 1, 2026 |
| Raphaell Z. Richmond | VP, GC & Chief Compliance Off | 51,695 | 0.13% | Jun 30, 2026 |
| Taylor Edward Luebke | SVP and CFO | 37,123 | 0.09% | Jun 29, 2026 |
| Michael Adam Leggett | Sr VP & Chief Supply Chain Off | 46,018 | 0.11% | Jun 29, 2026 |
| Katherine E. Vanderjagt | VP & Chief HR Officer | 56,289 | 0.14% | Jun 29, 2026 |
| Rebecca M. Reeder | Pres., Retail LZB Furn. Gall. | 35,428 | 0.09% | Jun 30, 2025 |
| Janet Kerr | Director | 4,125 | 0.01% | Sep 9, 2026 |
| Michael T. Lawton | Director | 19,622 | 0.05% | Aug 31, 2026 |
| William C. Boor | Director | 6,573 | 0.02% | Aug 31, 2026 |
| Mark Stephen LaVigne | Director | 16,893 | 0.04% | Aug 31, 2026 |
| Matt Baer | Director | 9,808 | 0.02% | Aug 31, 2026 |
| Rebecca L. O'Grady | Director | 19,622 | 0.05% | Aug 31, 2026 |
| Raza Syed Haider | Director | 15,766 | 0.04% | Aug 31, 2026 |
| Erika L. Alexander | Director | 19,622 | 0.05% | Aug 31, 2026 |
| Lauren B. Peters | Director | 19,622 | 0.05% | Aug 31, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Sundy II President, Retail | Sep 10, 2026 | Sale | −5,000 | $30.85 | $154.25K | 59,297 |
| Janet Kerr Director | Sep 8, 2026 | Sale(10b5-1 plan) | −3,653 | $31.75 | $115.98K | 4,125 |
| Erika L. Alexander Director | Aug 27, 2026 | Award | +4,125 | – | – | 19,622 |
| Rebecca L. O'Grady Director | Aug 27, 2026 | Award | +4,125 | – | – | 19,622 |
| Raza Syed Haider Director | Aug 27, 2026 | Award | +4,125 | – | – | 15,766 |
| Lauren B. Peters Director | Aug 27, 2026 | Award | +4,125 | – | – | 19,622 |
| Michael T. Lawton Director | Aug 27, 2026 | Award | +4,125 | – | – | 19,622 |
| William C. Boor Director | Aug 27, 2026 | Award | +4,125 | – | – | 6,573 |
| Janet Kerr Director | Aug 27, 2026 | Award | +4,125 | – | – | 7,778 |
| Mark Stephen LaVigne Director | Aug 27, 2026 | Award | +4,125 | – | – | 16,893 |
| Matt Baer Director | Aug 27, 2026 | Award | +4,125 | – | – | 9,808 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jul 15, 2026 | Tax withholding | −108 | $39.93 | $4.31K | 16,266 |
| Carol Young Lee VP & Chief Information Officer | Jul 15, 2026 | Tax withholding | −122 | $39.93 | $4.87K | 36,645 |
| Terrence James Linz President, Wholesale Brands | Jun 30, 2026 | Sale | −2,500 | $40.23 | $100.57K | 64,383 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 29, 2026 | Sale | −13,671 | $39.83 | $544.52K | 51,695 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 29, 2026 | Option exercise | +13,671 | $24.41 | $333.71K | 65,366 |
| Terrence James Linz President, Wholesale Brands | Jun 28, 2026 | Tax withholding | −295 | $40.95 | $12.08K | 66,883 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 28, 2026 | Tax withholding | −317 | $40.95 | $12.98K | 51,695 |
| Katherine E. Vanderjagt VP & Chief HR Officer | Jun 28, 2026 | Tax withholding | −283 | $40.95 | $11.59K | 56,289 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jun 28, 2026 | Tax withholding | −136 | $40.95 | $5.57K | 16,374 |
| Michael Adam Leggett Sr VP & Chief Supply Chain Off | Jun 28, 2026 | Tax withholding | −365 | $40.95 | $14.95K | 46,018 |
| Taylor Edward Luebke SVP and CFO | Jun 28, 2026 | Tax withholding | −127 | $40.95 | $5.20K | 37,123 |
| Carol Young Lee VP & Chief Information Officer | Jun 28, 2026 | Tax withholding | −194 | $40.95 | $7.94K | 36,767 |
| Melinda D. Whittington President & CEO, Director | Jun 28, 2026 | Tax withholding | −3,381 | $40.95 | $138.45K | 393,984 |
| Robert Sundy II President, Retail | Jun 28, 2026 | Tax withholding | −296 | $40.95 | $12.12K | 64,297 |
| Terrence James Linz President, Wholesale Brands | Jun 26, 2026 | Tax withholding | −661 | $40.95 | $27.07K | 67,178 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 26, 2026 | Tax withholding | −608 | $40.95 | $24.90K | 52,012 |
| Katherine E. Vanderjagt VP & Chief HR Officer | Jun 26, 2026 | Tax withholding | −534 | $40.95 | $21.87K | 56,572 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jun 26, 2026 | Tax withholding | −253 | $40.95 | $10.36K | 16,510 |
| Michael Adam Leggett Sr VP & Chief Supply Chain Off | Jun 26, 2026 | Tax withholding | −659 | $40.95 | $26.99K | 46,383 |
| Taylor Edward Luebke SVP and CFO | Jun 26, 2026 | Tax withholding | −214 | $40.95 | $8.76K | 37,250 |
| Carol Young Lee VP & Chief Information Officer | Jun 26, 2026 | Tax withholding | −342 | $40.95 | $14.00K | 36,961 |
| Melinda D. Whittington President & CEO, Director | Jun 26, 2026 | Tax withholding | −6,376 | $40.95 | $261.10K | 397,365 |
| Robert Sundy II President, Retail | Jun 26, 2026 | Tax withholding | −683 | $40.95 | $27.97K | 64,593 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jun 25, 2026 | Sale | −3,715 | $41.05 | $152.50K | 16,763 |
| Katherine E. Vanderjagt VP & Chief HR Officer | Jun 24, 2026 | Tax withholding | −408 | $41.85 | $17.07K | 57,106 |
| Robert Sundy II President, Retail | Jun 24, 2026 | Tax withholding | −497 | $41.85 | $20.80K | 65,276 |
| Carol Young Lee VP & Chief Information Officer | Jun 24, 2026 | Tax withholding | −262 | $41.85 | $10.96K | 37,303 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jun 24, 2026 | Tax withholding | −193 | $41.85 | $8.08K | 20,478 |
| Melinda D. Whittington President & CEO, Director | Jun 24, 2026 | Tax withholding | −5,096 | $41.85 | $213.27K | 403,741 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 24, 2026 | Tax withholding | −474 | $41.85 | $19.84K | 52,620 |
| Taylor Edward Luebke SVP and CFO | Jun 24, 2026 | Tax withholding | −159 | $41.85 | $6.65K | 37,464 |
| Terrence James Linz President, Wholesale Brands | Jun 24, 2026 | Tax withholding | −482 | $41.85 | $20.17K | 67,839 |
| Michael Adam Leggett Sr VP & Chief Supply Chain Off | Jun 24, 2026 | Tax withholding | −509 | $41.85 | $21.30K | 47,042 |
| Michael Adam Leggett Sr VP & Chief Supply Chain Off | Jun 24, 2026 | Sale | −9,000 | $41.66 | $374.94K | 47,551 |
| Michael Adam Leggett Sr VP & Chief Supply Chain Off | Jun 23, 2026 | Tax withholding | −526 | $40.30 | $21.20K | 56,551 |
| Katherine E. Vanderjagt VP & Chief HR Officer | Jun 23, 2026 | Tax withholding | −480 | $40.30 | $19.34K | 57,514 |
| Taylor Edward Luebke SVP and CFO | Jun 23, 2026 | Tax withholding | −720 | $40.30 | $29.02K | 37,623 |
| Raphaell Z. Richmond VP, GC & Chief Compliance Off | Jun 23, 2026 | Tax withholding | −489 | $40.30 | $19.71K | 53,094 |
| Carol Young Lee VP & Chief Information Officer | Jun 23, 2026 | Tax withholding | −344 | $40.30 | $13.86K | 37,565 |
| Robert Sundy II President, Retail | Jun 23, 2026 | Tax withholding | −604 | $40.30 | $24.34K | 65,773 |
| Jennifer Lynn McCurry Chief Accounting Officer | Jun 23, 2026 | Tax withholding | −201 | $40.30 | $8.10K | 20,671 |
| Terrence James Linz President, Wholesale Brands | Jun 23, 2026 | Tax withholding | −582 | $40.30 | $23.45K | 68,321 |
| Melinda D. Whittington President & CEO, Director | Jun 23, 2026 | Tax withholding | −6,224 | $40.30 | $250.83K | 408,837 |
| Melinda D. Whittington President & CEO, Director | Jun 23, 2026 | Sale(10b5-1 plan) | −7,364 | $40.00 | $294.56K | 415,061 |
| Melinda D. Whittington President & CEO, Director | Jun 23, 2026 | Option exercise | +7,364 | $33.15 | $244.12K | 422,425 |
| Melinda D. Whittington President & CEO, Director | Jun 22, 2026 | Award | +34,929 | – | – | 408,443 |
| Melinda D. Whittington President & CEO, Director | Jun 22, 2026 | Tax withholding | −5,486 | $39.99 | $219.39K | 373,514 |
| Melinda D. Whittington President & CEO, Director | Jun 22, 2026 | Award | +12,582 | – | – | 379,000 |
| Melinda D. Whittington President & CEO, Director | Jun 22, 2026 | Tax withholding | −4,098 | $39.99 | $163.88K | 366,418 |
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 |
|---|---|---|---|---|---|
| Sundy Robert Officer | Sep 10, 2026 | 5,000 | $154.23K | Sep 10, 2026 | Stock Award |
| Janet Kerr Director | Sep 8, 2026 | 3,653 | $114.60K | Sep 8, 2026 | RSU Vesting |
| Linz Terrence Officer | Jun 30, 2026 | 2,500 | $100.58K | Jun 30, 2026 | Stock Award |
| Richmond Raphael Officer | Jun 29, 2026 | 13,671 | $544.53K | Jun 29, 2026 | Stock Option Award |
| McCurry Jennifer Officer | Jun 25, 2026 | 3,715 | $152.51K | Jun 25, 2026 | Stock Award |
| Leggett Michael Officer | Jun 24, 2026 | 9,000 | $374.92K | Jun 24, 2026 | Stock Award |
| Whittington Melinda CEO | Jun 22, 2026 | 34,003 | $1.36M | Jun 22, 2026 | Stock Option Award |
| McCurry Jennifer Officer | Jun 18, 2026 | 3,410 | $138.45K | Jun 18, 2026 | Stock Award |
| Leggett Michael Officer | Feb 20, 2026 | 2,200 | $81.40K | Feb 20, 2026 | Stock Award |
| Reeder Rebecca Officer | Nov 21, 2025 | 8,100 | $305.73K | Nov 21, 2025 | Stock Award |
| Gallagher Raymonde Director | Nov 20, 2025 | 20,000 | $727.20K | Nov 20, 2025 | Acquired as compensation -- Restricted Stock Units |
| Janet Kerr Director | Sep 8, 2025 | 3,372 | $118.94K | Sep 8, 2025 | RSU vesting |
| Janet Kerr Director | Sep 5, 2024 | 3,890 | $157.13K | Sep 5, 2024 | RSU Vesting |
| Michael Adam Leggett Officer | Mar 21, 2024 | 3,077 | $114.09K | Mar 21, 2024 | Exercise of a Stock Award |
| W. Alan McCollough Director | Nov 15, 2023 | 32,467 | $1.01M | Nov 14, 2023 | Compensation |