Haverty Furniture Companies Inc logo

Haverty Furniture Companies Inc(HVT)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
3-STAR RATING
REGULAR BUY
BUY for 79 days
PROFIT SINCE LAST BUY
+24% ▲
LAST CLOSE
$27.95
09/25/2026
(24-hour delay)

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Upturn Advisory & Investor View for HVT

09/25/2026: HVT (3-star) is a STRONG-BUY. BUY for 79 days. Simulated Profits (24.00%). Updated daily EoD!

Haverty Furniture Companies Inc is a long-standing U.S. specialty retailer providing residential furniture through a regional showroom network and a growing digital platform. The company benefits from a strong brand reputation and an integrated logistics system that emphasizes white-glove delivery and customer service. Its primary growth opportunity lies in enhancing its omni-channel presence and reaching new demographics in its core Southern markets. However, the business faces risks from intense competition from e-commerce giants and its sensitivity to housing market cycles. With a history of stable dividends and a conservative valuation, the stock may suit value-oriented and income-focused investors who monitor regional economic health and digital engagement trends.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tied to regional economic cycles rather than rapid expansion.
Momentum investorWeak fitThe stock typically exhibits lower volatility and lacks aggressive upward price momentum.
Value investorStrong fitThe company often trades at reasonable valuation multiples relative to its assets and earnings.
Dividend investorStrong fitConsistent dividend payouts make it an attractive option for income-focused portfolios.
Low-risk investorMixed fitWhile established, the retail industry carries inherent economic and competitive risks.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumRetail stocks often react strongly to changes in consumer confidence.
Valuation riskLowCurrent pricing generally reflects the mature nature of the business.
Competition risk (E-commerce dominance)HighOnline retailers capture significant market share with low overhead.
Business qualityMediumThe company has a strong regional brand but faces scaling limitations.
Dividend incomeMediumDividends are dependent on maintaining sufficient profitability in a cyclical industry.
Execution riskMediumSuccess depends on accurately forecasting consumer trends and managing logistics.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 21.99%
Avg. Invested days 54
Today’s Advisory Regular Buy
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/25/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
HVT receives a 3-star rating, supported by solid company fundamentals. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
HVT has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: slightly negative earnings growth (-1.1%), soft cash generation (FCF margin 4.3%), moderate revenue growth (+5.0%).

Financial Health Rating

★★★★★
HVT's financial health is supported by solid cash strength, including free-cash-flow generation (4.3% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is HVT's strongest growth driver at +23.0% FY2025 versus FY2024 (solid, 4 stars). By comparison, while earnings growth (-1.1%, slightly negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 89.1% and approximately 100.4% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 14.96% supports management-shareholder alignment.

Top 5 Institutional Investors

Pzena Investment Management, LLC 9.36%
BlackRock Inc 9.05%
Dimensional Fund Advisors, Inc. 6.00%
Renaissance Technologies Corp 4.62%
Vanguard Capital Management, LLC 3.80%

Unit Economics (Per $1K Revenue)

★★★★★
HVT generates approximately $607 of gross profit, $28 of operating income, and $43 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 26.47%

Quantitative Style Profile

★★★★★
HVT has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 435.84M USD
Price to earnings Ratio 20.25
1Y Target Price 33
Price to earnings Ratio 20.25
1Y Target Price 33
Volume (30-day avg) 125.2K shares
Beta 1.19
52 Weeks Range 18.81 - 29.47
Updated Date 09/27/2026
52 Weeks Range 18.81 - 29.47
Updated Date 09/27/2026
Dividends yield (FY) 4.72%
Basic EPS (TTM) 1.38

How Company Makes Money

Business areaWhat it includesRetail investor read
Retail ShowroomsIn-store sales of living room, dining, and bedroom furniture.Most revenue comes from people buying furniture in physical stores after viewing the products.
E-commerceDirect-to-consumer online sales and digital catalog browsing.This is a growing channel that allows customers to purchase without visiting a showroom.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 20.25
Forward PE 9.11
Enterprise Value 555.96M
Price to Sales(TTM) 0.56
Enterprise Value 555.96M
Price to Sales(TTM) 0.56
Enterprise Value to Revenue 0.71
Enterprise Value to EBITDA 10.56
Shares Outstanding 14.38M
Shares Floating 14.45M
Shares Outstanding 14.38M
Shares Floating 14.45M
Percent Insiders 14.96
Percent Institutions 89.08

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Haverty Furniture Companies Inc

Exchange NYSE
Headquarters Atlanta, GA, United States
IPO Launch date 1992-02-25
President, CEO & Director Mr. Steven G. Burdette
Sector Consumer Cyclical
Industry Home Improvement Retail
Full time employees 2392
Full time employees 2392

Haverty Furniture Companies, Inc. operates as a specialty retailer of residential furniture and accessories in the United States. The company offers furniture merchandise under the Havertys brand name. It also provides custom upholstery products and eclectic looks, as well as offers mattress product lines under the Tempur-Pedic, Serta, Sealy, Beautyrest, and Stearns and Foster names. The company sells home furnishings through its retail stores, as well as through its website. Haverty Furniture Companies, Inc. was founded in 1885 and is headquartered in Atlanta, Georgia.