LA-Z-BOY INC(LZB)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,422 of 2,879 stocksTOP 50%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LZB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for LA-Z-BOY INC (LZB), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LZB at 51.0/100 on a 32-signal composite quality model, placing it at rank #1,422 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (21.7) and earnings quality (28.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), LA-Z-BOY INC reports quarterly revenue of $570.3M, net income of $33.3M, an operating margin of 7.2%. Top institutional holders of LZB by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. LZB trades on the NYSE exchange and files with the SEC under CIK 57131. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LZB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LA-Z-BOY INC directly from SEC EDGAR. LA-Z-BOY INC's 13F Pro composite quality score has ranged between 46 and 62 since 2021, currently 51.0 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q4 2026
$570.3M
Net Income
Q4 2026
$33.3M
Free Cash Flow
Q4 2026
$8.8M
Operating Margin
Q4 2026
7.2%
ROIC
Q4 2026
3.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.8% YoYNet Income
+2.4% YoYOperating Income
-4.9% YoYEPS (Diluted)
+5.1% YoYTotal Assets
+6.3% YoYTotal Debt
Op. Cash Flow
+9.0% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.13B +0.8% | $2.11B +3.0% | $2.05B -12.9% | $2.35B +37.9% | $1.70B -2.4% | $1.75B |
| Net Income | $102.0M +2.4% | $99.6M -18.8% | $122.6M -18.6% | $150.7M +94.5% | $77.5M +13.0% | $68.6M |
| Operating Income | $129.2M -4.9% | $135.8M -9.9% | $150.8M -28.7% | $211.4M +78.0% | $118.8M -8.4% | $129.7M |
| EPS (Diluted) | $2.47 +5.1% | $2.35 -17.0% | $2.83 -18.7% | $3.48 +109.6% | $1.66 +15.3% | $1.44 |
| Total Assets | $2.04B +6.3% | $1.92B +0.5% | $1.91B +2.5% | $1.87B +30.1% | $1.43B +35.4% | $1.06B |
| Total Debt | — | — | — | — | $75.0M +37588.4% | $199.0K |
| Operating Cash Flow | $204.1M +9.0% | $187.3M +18.4% | $158.1M -22.9% | $205.2M +24.9% | $164.2M +9.0% | $150.7M |
AI Insight: LZB Financial Trends
Revenue stabilized above $520M but profitability remains volatile; operating cash flow surged in Q1 2026 before moderating.
• Operating income ranged from $22M to $41M over eight quarters; Q2 2026 reached $41M, matching Q4 2024 peak.
• Operating cash flow spiked to $89M in Q1 2026, strongest in the period, then declined to $28M in Q2 2026.
• Net income swung from $15M low in Q2 2025 to $33M high in Q2 2026; latest quarter returned to $33M.
⚠ Q3 2025 marked significant weakness: revenue fell to $492M and operating income dropped to $22M, lowest in eight quarters.
⚠ Equity drifted upward from $999M to $1,050M despite volatile earnings; debt data unavailable limits leverage assessment.
AI Insight: LZB Ratio Trends
La-Z-Boy's profitability metrics rebounded sharply in Q2 2026, with operating margin reaching 7.2% and ROIC jumping to 15.7%, recovering from mid-2025 weakness.
• Operating margin fell from 7.4% in Q4 2024 to 4.5% in Q3 2025, then recovered to 7.2% in Q2 2026.
• ROIC declined from 15.4% in Q4 2024 to 8.6% in Q3 2025, rebounding to 15.7% in Q2 2026.
• Q2 2026 ROE reached 12.7% versus 5.9% in Q2 2025, signaling improved profitability year-over-year.
⚠ TTM metrics lag Q2 2026 quarter—OpMargin 6.1% vs 7.2%, ROIC 12.3% vs 15.7%—suggesting recent gains may not yet be durable.
⚠ Q2–Q3 2025 showed severe contraction across all metrics; drivers and sustainability of recovery warrant monitoring.
Get alerted when LZB's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for LA-Z-BOY INC including:
Top Institutional Holders of LZB
BlackRock, Inc.
$206.4M6,421,949 shVANGUARD PORTFOLIO MANAGEMENT LLC
$88.0M2,739,563 shDIMENSIONAL FUND ADVISORS LP
$86.6M2,694,255 shVANGUARD CAPITAL MANAGEMENT LLC
$58.9M1,832,607 shFRANKLIN RESOURCES INC
$53.7M1,671,550 shAMERICAN CENTURY COMPANIES INC
$52.4M1,629,918 shSTATE STREET CORP
$52.3M1,627,841 shSILVERCREST ASSET MANAGEMENT GROUP LLC
$37.6M1,170,095 shGEODE CAPITAL MANAGEMENT, LLC
$32.4M1,008,166 shNOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$29.3M911,592 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $206.4M | 6,421,949 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $88.0M | 2,739,563 |
| DIMENSIONAL FUND ADVISORS LP | $86.6M | 2,694,255 |
| VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | 1,832,607 |
| FRANKLIN RESOURCES INC | $53.7M | 1,671,550 |
| AMERICAN CENTURY COMPANIES INC | $52.4M | 1,629,918 |
| STATE STREET CORP | $52.3M | 1,627,841 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $37.6M | 1,170,095 |
| GEODE CAPITAL MANAGEMENT, LLC | $32.4M | 1,008,166 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $29.3M | 911,592 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put LZB on your watchlist
Track score changes the day LA-Z-BOY INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is LZB a good stock to buy?
13F Pro's AI-powered analysis of LA-Z-BOY INC (LZB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LZB are available on the LZB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LZB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LZB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LA-Z-BOY INC's investment landscape.