LZB at a glance
LA-Z-BOY INC (LZB, SEC CIK 57131) filed its latest 10-K annual report on June 16, 2026, a 10-Q quarterly report on August 18, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 25, 2026 (FY2026), LA-Z-BOY INC (LZB) reported revenue of $2.1 billion (up 0.8% from FY2025) and net income of $102.0 million. Diluted EPS was $2.47.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding LA-Z-BOY INC (LZB) shares worth $903.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sundy Robert II on September 10, 2026 of 5,000 shares at $30.85 per share.
- In the last 90 days, LZB insiders reported 0 open-market purchases ($0) and 2 open-market sales ($270K) on Form 4, a net sale of $270K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.1B
- +0.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$270K
- 13F holders
- 33 funds
- $903.6M · −2 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Apr 25, 2026
Management Discussion & Analysis
- Revenue $2.13B, up 0.8% YoY; Retail sales $950.7M (+5.8%), Wholesale sales flat at $1.04B (+0.2%)
- Operating margin 6.1% vs 6.4% YoY; Retail margin 11.4% vs 11.7%, Wholesale margin 7.4% vs 5.6%
- Best segment: Wholesale with 34% operating income growth and margin expansion of 1.8 pts to 7.4%; worst segment: Corporate and Other loss increased 72.7%
- Operating cash flow $204.1M (+$16.8M); Capex $76.3M; Acquisitions $86.4M; Share repurchases $47.3M; Dividends $37.9M
- 2027 Capex forecast $90-110M; new $300M no-expiration share repurchase authorized; UK manufacturing closed; goodwill impairment $20M Joybird
Risk Factors
- Tariff risk from U.S. import duties on goods/materials from China and other countries impacting cost and margins
- Supply chain exposure to three polyurethane foam suppliers, vulnerable to delays from weather, disasters, or health crises
- Cybersecurity incidents, including AI-enhanced attacks, posing data breach risks with potential regulatory penalties under GDPR
- Competitive risk from online and direct-to-consumer retailers, including Joybird, intensifying pressure on market share and pricing
- Credit risk from wholesale customers with payment terms up to 60 days, facing cash flow issues, risking delayed or uncollectible receivables
Business Overview
- Core business model: Leading global producer of reclining chairs and major U.S. manufacturer/distributor of residential furniture under multiple brand names
- Strategic shift: Disposal of significant portion of Casegoods wholesale business completed in early fiscal 2027, including sale of Kincaid and American Drew wholesale assets
- Supply chain transformation: Reduced U.S. distribution centers from 15 to 9 in 2026, ongoing multi-year project to create 3 centralized hubs with enhanced delivery efficiency
- Workforce change: Employee count decreased from ~10,600 to ~10,200 due to Casegoods sale, UK manufacturing closure, and Mexico reductions, partially offset by retail growth
- Noteworthy fact: Eligible for refund of certain tariffs following 2026 U.S. Supreme Court ruling, though no refund recorded yet due to legal uncertainties
AI summary of the LZB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 25, 2026
Management Discussion & Analysis
- Revenue $475.7M, down 3.4% YoY from $492.2M
- Operating margin (0.4%) vs 4.5% YoY, with $2.1M operating loss vs $22.0M income
- Retail strongest: sales $228.6M, up 10.3%; margin 6.4% vs 6.3%
- Wholesale weakest: sales $322.9M, down 8.5%; margin 2.1% vs 7.1%
- Cash $267.3M vs $303.2M; operating cash flow $15.6M vs $36.3M; $25.1M share repurchases and $23.3M capital expenditures
Risk Factors
- No material risk-factor changes during fiscal 2027 first quarter
- Repurchase authorization changed to $300 million effective May 14, 2026
- $25.1 million spent repurchasing 0.7 million shares during the quarter
- $291.2 million remaining under the current repurchase program as of July 25, 2026
AI summary of the LZB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees elected for annual terms through the 2027 shareholder meeting
- Lauren B. Peters received the weakest support, with 32,673,913 votes for and 2,703,665 withheld
Item 7.01: Regulation FD Disclosure
- Items 2.02 and 7.01 disclosures excluded from Exchange Act Section 18 filing liability
- Exhibit 99.1 excluded from automatic incorporation into future Securities Act or Exchange Act filings
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 25, 2026; results released August 18, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended April 25, 2026 results released June 16, 2026
- Full financial results and management commentary contained in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Items 2.02 and 7.01 information furnished under Regulation FD, not treated as “filed” under Exchange Act Section 18
- Exhibit 99.1 excluded from automatic incorporation into other Securities Act or Exchange Act filings
AI summaries of LZB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LZB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sundy Robert II | Sell | Sep 10, 2026 | 5,000 | $30.85 |
| KERR JANET | Sell | Sep 8, 2026 | 3,653 | $31.75 |
| Boor William C | A | Aug 27, 2026 | 4,125 | - |
| LaVigne Mark Stephen | A | Aug 27, 2026 | 4,125 | - |
| PETERS LAUREN B | A | Aug 27, 2026 | 4,125 | - |
| Baer Matt | A | Aug 27, 2026 | 4,125 | - |
| Haider Raza Syed | A | Aug 27, 2026 | 4,125 | - |
| O'Grady Rebecca L | A | Aug 27, 2026 | 4,125 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.1B |
| Gross Profit | - | $926.4M | $936.6M |
| Operating Income | - | $135.8M | $129.2M |
| Net Income | - | $99.6M | $102.0M |
| Gross Margin | - | 43.9% | 44.0% |
| Op. Margin | - | 6.4% | 6.1% |
| Net Margin | - | 4.7% | 4.8% |
| Balance Sheet | |||
| Total Assets | $1.9B | $1.9B | $2.0B |
| Equity | - | $1.0B | $1.0B |
| ROE | - | 9.8% | 9.7% |
| Per Share | |||
| EPS | - | $2.35 | $2.47 |
| Cash Flow | |||
| Operating CF | - | $187.3M | $204.1M |
| CapEx | $53.6M | $74.3M | $76.3M |
Source: XBRL data in LA-Z-BOY INC (LZB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LZB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $903.6M |
| Q1 2026 | 35 | $698.6M |
| Q4 2025 | 30 | $751.2M |
| Q3 2025 | 31 | $713.3M |
| Q2 2025 | 30 | $741.8M |
| Q1 2025 | 26 | $522.9M |
| Q4 2024 | 22 | $516.7M |
| Q3 2024 | 19 | $298.7M |
- AQR Capital Management+278.3K (+108%)
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- Millennium Management+130.5K (+91%)
- Franklin Resources−272.3K (-16%)
- Morgan Stanley−55.4K (-10%)
- Citadel Advisors LLC−30.5K (-12%)
- Invesco Ltd−10.4K (-5%)
- Ameriprise Financial−8.7K (-6%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 226 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LZB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 10-Q | Aug 18, 2026 | Jul 25, 2026 | Analysis | |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
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LZB SEC filings: frequently asked questions
Are LZB insiders buying or selling?
In the last 90 days, LA-Z-BOY INC (LZB) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $270,232 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LZB stock?
As of June 30, 2026, the largest LA-Z-BOY INC (LZB) holders among the 13F filers tracked by SignalX were BlackRock ($265.5 million), Vanguard Portfolio Management LLC ($120.3 million), Dimensional Fund Advisors ($108.5 million), Vanguard Capital Management LLC ($73.9 million), State Street Corp ($67.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LZB's revenue in fiscal year 2026?
For the fiscal year ended April 25, 2026 (FY2026), LA-Z-BOY INC (LZB) reported revenue of $2.1 billion (up 0.8% from FY2025) and net income of $102.0 million. Diluted EPS was $2.47. The figures come from the XBRL data in the 10-K.
What are the main risks in LZB's latest 10-K?
In the 10-K filed June 16, 2026, LA-Z-BOY INC (LZB) flagged: Tariff risk from U.S. import duties on goods/materials from China and other countries impacting cost and margins. Supply chain exposure to three polyurethane foam suppliers, vulnerable to delays from weather, disasters, or health crises. (AI summary of the Risk Factors section.)
What did LZB report in its latest 8-K?
LA-Z-BOY INC (LZB) filed an 8-K on August 26, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). All 10 director nominees elected for annual terms through the 2027 shareholder meeting.
What are the latest LZB SEC filings?
LA-Z-BOY INC (LZB) filed its latest 10-K annual report on June 16, 2026, a 10-Q quarterly report on August 18, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 14, 2026.
What is LZB's SEC CIK number?
LA-Z-BOY INC (LZB)'s SEC Central Index Key (CIK) is 57131. EDGAR lists every LZB filing under that number.
Ask anything about LZB
The research agent reads LZB's filings, financials, insider trades and 13F holders, then answers with sources.