Also trades as: HVT (NYSE) · $vol 3M
HVT-A Institutional Ownership
Haverty Furniture Companies, Inc.
1W: +0.6%
1M: +3.8%
3M: -0.8%
YTD: +26.1%
1Y: +45.8%
3Y: +18.9%
5Y: +18.2%
$29.17
+0.17 (+0.59%)
Weekly Expected Move ±5.8%
$26
$28
$30
$31
$33
Credit Risk of going bust: lower than 60% of companies Debt: 33.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.91 (down 97%), Haverty Furniture Companies, Inc. would be worth roughly what it owes.
Total debt $230.7M against a stock market value of $450.2M.
Distance to default 6.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $115.4M (short-term plus half of long-term), stock volatility 31.7%; Altman Z'' 4.21. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.91 (down 97%), Haverty Furniture Companies, Inc. would be worth roughly what it owes.
Total debt $230.7M against a stock market value of $450.2M.
Distance to default 6.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $115.4M (short-term plus half of long-term), stock volatility 31.7%; Altman Z'' 4.21. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HVT-A
12
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$5M
Total Invested
3
New Positions
3
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIGNATUREFD, LLC | 67,100 | $2M | — | +0.0% | 33Q | SEC ↗ |
| 2 | TRUIST FINANCIAL CORP NEW | 41,030 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 39,987 | $1M | — | +0.0% | 102Q | SEC ↗ |
| 4 | ZWJ INVESTMENT COUNSEL INC | 23,652 | $690K | — | +0.0% | 15Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC NEW | 18,785 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 6 | MONTAG A & ASSOCIATES INC | 1,709 | $50K | — | +0.0% | 23Q | SEC ↗ |
| 7 | VANGUARD FIDUCIARY TRUST CO | 1,459 | $43K | — | +0.0% | 2Q | SEC ↗ |
| 8 | HIGHLINE WEALTH PARTNERS LLC | 1,050 | $31K | — | +0.0% | 5Q | SEC ↗ |
| 9 | UBS Group AG | 782 | $23K | +554 | +243.0% | 8Q | SEC ↗ |
| 10 | Tower Research Capital LLC (TRC) | 161 | $5K | +9 | +5.9% | 26Q | SEC ↗ |
| 11 | MORGAN STANLEY | 113 | $3K | +1 | +0.9% | 2Q | SEC ↗ |
| 12 | BELLEVUE ASSET MANAGEMENT, LLC NEW | 97 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 0 | $0K | -16 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 41,030 | $1M |
| GEODE CAPITAL MANAGEMENT, LLC | 18,785 | $548K |
| BELLEVUE ASSET MANAGEMENT, LLC | 97 | $3K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 16 | $0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +554 | +243.0% | 782 |
| Tower Research Capital LLC (TRC) | +9 | +5.9% | 161 |
| MORGAN STANLEY | +1 | +0.9% | 113 |
Biggest Decreases (0)
None.