Inside the research
HNI Corporation
HNI Research profile · latest available data
Price overview
$47.21
▲ +0.53 (+1.1%)
| 52w hi | $51.22 |
|---|---|
| 52w lo | $28.73 |
| Vol | 522.80K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.16
| Short | +0.43 |
|---|---|
| Medium | +0.09 |
| Long | -0.23 |
computed 2026-09-27
Key fundamentals
HNI Corporation
Consumer Cyclical · Furnishings, Fixtures & Appliances
| Market cap | $3.41B |
|---|---|
| Enterprise value | $4.94B |
| Forward P/E | 9.76x |
| EV / EBITDA | 11.02x |
| P / S (ttm) | 0.78x |
| Profit margin | 0.1% |
| Return on equity | 0.3% |
| Revenue growth | +120.7% |
| Earnings growth | -31.5% |
| Debt / equity | 91.08 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.13 | |
| Sector | -0.03 | |
| Technical | +0.25 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
HNI Corporation, together with its subsidiaries, engages in the manufacture, sale, and marketing of workplace furnishings and residential building products primarily in the United States and Canada. The company operates in two segments, Workplace Furnishings and Residential Building Products. Its Workplace Furnishings segment offers panel panel-based and freestanding furniture systems, seating, benching, tables, architectural products, storage, ancillary products, hospitality products, and social collaborative items through a system of independent dealers, company-owned dealers, and office product distributors, as well as directly to end-user customers and governments. The Residential Building Products segment provides various gas, wood, electric, and pellet-fueled fireplaces, inserts, stoves, facings, outdoor fire pits and fire tables, and accessories through a national of independent dealers and distributors, as well as corporation-owned installing distribution and retail outlets. It sells its products under the Allsteel, AMQ, Beyond, Coalesse, D'style, David Edward, Designtex, Gunlocke, HALCON, HBF, HBF Textiles, HON, Interwoven, Kimball, Kimball Hospitality, National, Orangebox, Smith System, Steelcase, Viccarbe brand names. The company was incorporated in 1944 and is headquartered in Muscatine, Iowa.
Risk Metrics
| Beta vs SPX | 0.90 |
|---|---|
| Corr SPX | 0.44 |
| Annual vol | 33.1% |
| Annual ret | +0.4% |
| Sharpe | 0.01 |
| Max DD | -49.1% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-06-10 | Material Agreement, Material Obligation… | read |
| 2026-05-21 | Officer / Director Change, Shareholder Vote | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-02-25 | Earnings Release, Exhibits | read |
| 2026-01-08 | Restructuring, 2.06… | read |
| 2025-12-10 | Material Agreement, Acquisition / Disposition… | read |
| 2025-12-08 | Reg FD Disclosure, Exhibits | read |
| 2025-12-05 | Shareholder Vote, Reg FD Disclosure… | read |
| 2025-11-25 | Other Material Event, Exhibits | read |
| 2025-11-05 | Material Agreement, Material Obligation… | read |
| 2025-11-03 | Reg FD Disclosure | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Lorenger Jeffrey D | President & CEO | Sell | 35.23K | $1.67M |
| 2026-08-03 | Lorenger Jeffrey D | President & CEO | Sell | 10.62K | $507.33K |
| 2026-08-03 | Lorenger Jeffrey D | President & CEO | Option exercise | 45.85K | $2.14M |
| 2026-05-19 | ROBERTS DAVID MARTIN | Grant | 4.79K | — | |
| 2026-05-19 | ROBERTS DAVID MARTIN | Grant | 427 | $12.49K | |
| 2026-05-19 | Porcellato Larry B | Grant | 4.79K | — | |
| 2026-05-19 | Jones Mary K.W. | Grant | 4.79K | — | |
| 2026-05-19 | Hartnett John R. | Grant | 4.79K | — | |
| 2026-05-19 | Hallinan Patrick D | Grant | 4.79K | — | |
| 2026-05-19 | Brown Timothy C. E. | Grant | 4.79K | — |
Flow & Concentration
| Insider 180d net | -$2.18M |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Sellers |
| 13F holders | 6 |
| Top-5 share | 100.0% |
| HHI | 6,206 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $429.75M | 10.63M |
| State Street Corp | $112.99M | 2.80M |
| Citadel Advisors | $13.60M | 336.45K |
| Capital Research / Capital World | $5.79M | 143.21K |
| AQR Capital Management | $2.23M | 55.10K |
| T. Rowe Price Group | $4.04K | 99.98K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.84B | +3.5% | |
| Gross profit | $1.03B | +4.1% | |
| Operating income | $126.00M | +2.1% | |
| Net income | $54.20M | +6.2% | |
| Cash from ops | $276.30M | +7.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $46.62 | $47.65 | $46.11 | $47.21 | 522.80K |
| Sep 24 | $47.02 | $47.25 | $45.94 | $46.68 | 515.00K |
| Sep 23 | $47.40 | $47.98 | $46.34 | $47.16 | 597.80K |
| Sep 22 | $47.13 | $48.35 | $46.95 | $47.79 | 691.30K |
| Sep 21 | $46.60 | $46.60 | $45.08 | $46.21 | 563.10K |
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