Haverty Furniture Companies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:HVT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
29 Feb 24	SellUS$5,392	Steven Burdette	Individual		157	US$34.35

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HVT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	2,406	0.0144%
VC/PE Firms	1,228,255	7.36%
Individual Insiders	1,392,869	8.34%
Institutions	14,071,159	84.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 75.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.49%	Burton Partnership, LP	1,228,255	US$26.7m	0%	100.0%
7.48%	BlackRock, Inc.	1,227,444	US$26.6m	-45.8%	no data
7.28%	Dimensional Fund Advisors LP	1,194,979	US$25.9m	-6.71%	no data
5.91%	The Vanguard Group, Inc.	970,505	US$21.1m	-11.2%	no data
5.02%	Clarence Smith	823,368	US$17.9m	0%	no data
4.82%	Renaissance Technologies LLC	791,606	US$17.2m	-5.72%	0.03%
4.39%	Pzena Investment Management, Inc.	719,637	US$15.6m	0%	0.03%
3.81%	LSV Asset Management	624,470	US$13.6m	-13.5%	0.03%
2.6%	Hotchkis and Wiley Capital Management, LLC	425,940	US$9.2m	27.8%	0.03%
2.55%	Cambria Investment Management, L.P.	418,787	US$9.1m	-1.51%	0.38%
2.28%	State Street Global Advisors, Inc.	374,864	US$8.1m	-32.9%	no data
2.24%	American Century Investment Management Inc	368,232	US$8.0m	14.8%	no data
2.22%	Jane Street Group, LLC, Asset Management Arm	363,894	US$7.9m	1,260%	0.01%
1.97%	Geode Capital Management, LLC	322,459	US$7.0m	-2.96%	no data
1.96%	Millennium Management LLC	320,900	US$7.0m	157%	0.01%
1.65%	Arrowstreet Capital, Limited Partnership	271,113	US$5.9m	100%	no data
1.63%	Northern Trust Global Investments	267,677	US$5.8m	-5.16%	no data
1.49%	Citadel Advisors LLC	244,531	US$5.3m	76%	0.01%
1.45%	Bridgeway Capital Management, LLC	237,690	US$5.2m	0.13%	0.08%
1.37%	Charles Schwab Investment Management, Inc.	224,736	US$4.9m	-30.2%	no data
1.36%	Jacobs Levy Equity Management Inc	223,130	US$4.8m	0%	0.02%
1.3%	DePrince, Race & Zollo, Inc.	212,555	US$4.6m	45.7%	0.1%
1.06%	BNY Asset Management	173,324	US$3.8m	-22.2%	no data
0.95%	Balyasny Asset Management L.P.	156,330	US$3.4m	0%	0.01%
0.91%	Russell Investment Management, LLC	148,834	US$3.2m	63.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 17:01
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Haverty Furniture Companies, Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kristine Koerber	Barrington Research Associates, Inc.
Michael Legg	Benchmark Company
Bradley Thomas	KeyBanc Capital Markets Inc.