LA-Z-BOY INCORPORATED
boothcheck covers LA-Z-BOY INCORPORATED (LZB) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
At $39.61 the price does not need heroic growth. The valuation methods that work for a cyclical, asset-backed manufacturer land above the price, and the company carries essentially no debt: gross debt of about $2 million against net cash of roughly $301 million. The fiscal 2026 fourth quarter (reported June 2026) delivered adjusted EPS of $1.26 against a $0.82 estimate, with company-owned retail written sales up 11%, even as the broader furniture category fell low to mid single digits. The rea
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254 institutional managers reported holding LZB in 13F filings for the quarter ended 2026-03-31. 31 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LZB has cut its share count 8.8% over the past five years, spending $273.62M on repurchases. It pays a dividend, and has for 13 years running, raised 5 years straight; the current rate is $0.76 a share annually. Cash returned over the past three years: $105.57M in dividends and $177.97M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LZB over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LZB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-22 | +9.7% | -12.5% |
| 2023-06-21 | +0.0% | +8.9% |
| 2023-08-23 | -2.8% | -2.8% |
| 2023-11-30 | +11.9% | +0.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LZB's latest 8-K filings: 2026-06-16 (items 2.02, 7.01, 9.01); 2026-02-17 (items 2.02, 7.01, 9.01); 2025-12-09 (items 5.02, 9.01); 2025-11-18 (items 2.02, 7.01, 9.01); 2025-10-14 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.