HNI CORP (HNI)
Industrials · furniture and home furnishings manufacturing · NYSE
HNI Corporation is a leading manufacturer of office furniture and residential hearth products that powers both professional workspaces and homes.
What HNI CORP does
HNI Corporation manufactures and provides workplace furnishings and residential building products. The company’s workplace division offers a wide array of office furniture systems, seating, storage, and tables, while its residential division focuses on hearth products including gas, wood, and electric fireplaces, stoves, and inserts. HNI serves both commercial and residential markets through an extensive network of dealers, retailers, and direct channels.
Themes: workplace furniture / office interiors, residential hearth and heating products
Fundamentals
- Price$45.06 as of 2026-10-21 close
- Market cap$3.3B as of 2026-07-04 (share count; price 2026-10-21)
- 1-year return+1.5% 2025-10-21 close $44.39 → 2026-10-21 close $45.06
- P/En/a negative earnings
- Net margin+1.9% FY2026, SEC XBRL
- Gross margin+41.4% FY2026, SEC XBRL
- ROE+3.0% FY2026, SEC XBRL
- ROIC+3.7% NOPAT / (debt + equity - cash), average capital — 10-K FY2026 (year ended 2026-01-03)
- Debt / equity0.76 borrowings, leases excluded / equity — 10-Q/10-K balance sheet 2026-07-04
- Revenue CAGR (3y)+4.7% SEC XBRL
- Beta0.84 as of 2026-09-03
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +3.0%; at least 18 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How HNI compares in its sector
- net profit marginmiddle range 419 covered Industrials peers, as of 2026-09-03
- operating marginmiddle range 394 covered Industrials peers, as of 2026-09-03
- gross margintop 25% 255 covered Industrials peers, as of 2026-09-03
- return on equitymiddle range 434 covered Industrials peers, as of 2026-09-03
- 3-year revenue CAGRmiddle range 430 covered Industrials peers
- indicated dividend yieldtop 25% 243 covered Industrials peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)middle range 419 covered Industrials peers, as of FY2026
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
HNI is not currently in any published Top 10 list. Its scores are below.
Top 10 score
50.7 #657 of 1,265 scored · #111 of 231 in Industrials
Capital return 93rd (consecutive years of dividend increases 18 years) and valuation 77th (price to book 1.8); weakest is profitability (25th, return on equity 3%, operating margin 4.4%).
Scores as of 21 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2026)
Exceeded at least one reported measure. In FY2026, HNI's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 116%, free-cash-flow payout 30%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.
- Earnings payout116% dividends / net income
- Free-cash-flow payout30% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
Quarterly results
| Quarter | Revenue | Gross profit | Operating income | Net income | Diluted EPS | Operating cash flow | Capex |
|---|---|---|---|---|---|---|---|
| Q2 FY2027 2026-07-04 | $1.5B | $647M | $92M | $51M | $0.70 | $140M† | — |
| Q1 FY2027 2026-04-04 | $1.3B | $500M | -$36M | -$39M | -$0.55 | -$172M | $36M |
| Q3 FY2026 2025-09-27 | $684M | $288M | $65M | $41M | $0.88 | $155M† | $20M |
| Q2 FY2026 2025-06-28 | $667M | $286M | $68M | $48M | $1.02 | $31M† | $15M |
| Q1 FY2026 2025-03-29 | $600M | $238M | $24M | $14M | $0.29 | $13M | $16M |
| Q4 FY2024 2024-12-28 | $643M† | $260M† | $55M† | $38M† | $0.79† | $51M† | $10M† |
| Q3 FY2024 2024-09-28 | $672M | $279M | $69M | $48M | $0.98 | $129M† | $15M |
| Q2 FY2024 2024-06-29 | $624M | $261M | $53M | $36M | $0.75 | $51M† | $18M |
† Not filed as a discrete quarter: derived from the company's own year-to-date figures (for example the fourth quarter as the fiscal year minus the first nine months). A derived per-share figure is approximate, because the share count moves within the year.
Balance sheet at 2026-07-04
- Cash and equivalents$105M
- Short-term investments$3M
- Total debt$1.4B borrowings only; leases excluded
- Net debt$1.3B total debt − cash − short-term investments
From the company's own SEC 10-Q and 10-K filings (XBRL), re-read every week. Figures in US dollars as filed; informational only — not financial advice.
How HNI CORP looks technically
HNI CORP (HNI) is trading 7.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 47 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 10, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative). It just made a new 20-day low, its first since 2026-07-31, breaking below its recent trading range. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 9% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 7.5% above its 200-day average, the long-term trend line — a longer-term uptrend | +7.5% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $47.46 | $47.46 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $41.90 | $41.90 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing high 19 calendar days ago — the swings before that are what the structure reading is measured on | 19 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes above 48.33. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible downward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 47 trading days ago — a "golden cross", a bullish long-term signal | 47 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 10, below the 25 that marks a real trend) | 10.1 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 39, neither overbought (above 70) nor oversold (below 30) | 39.0 |
|---|---|---|
| Position in its 14-day range | it is trading right at the bottom of its 14-day range ($45.03 to $48.48) — its "stochastic" reading is 1 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 0.9 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative) | 3 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $52.79 | $52.79 |
|---|---|---|
| From the 52-week high | it is 14.6% below its 52-week high (its highest price of the past year) | -14.6% |
| Above the 52-week low | it is 55.8% above its 52-week low (its lowest price of the past year) | +55.8% |
| Below the 52-week high | it is 14.6% below its highest point of the past year | 14.6% |
| Since a 20-day breakout | it just made a new 20-day low, its first since 2026-07-31, breaking below its recent trading range | 1 session |
| Since a 55-day breakout | it just made a new 55-day low, its first since 2026-07-31, breaking below its recent trading range | 1 session |
| All-time high | its highest closing price on record is $62.41 (set on 2005-10-04) | $62.41 |
| Given back of the 52-week move | over the past year its closes ranged ($29.25 to $52.55), and it has recovered well over two thirds of its fall from last year’s high — 68% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $43.65 to $44.40. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 67.8% |
| From the all-time high | it is 27.8% below its all-time high | -27.8% |
| Nearest price level | it is trading 0.9% below a resistance level at $45.46 — a price it turned at 9 times since 2025-01-13, most recently on 2026-10-01. Since 2024-10-21 it has 4 such levels below the current price and 6 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.9% |
| All-time low | its lowest closing price on record is $7.70 (set on 2009-03-05) | $7.70 |
| Above the all-time low | it is 485.2% above its all-time low | +485.2% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 9% of the past ~6 months), which often precedes a bigger move | 9th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.40 between its high and its low — about 3.1% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.40 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $45.40 and $47.87 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $45.40 – $46.64 – $47.87 |
| Typical daily range (% of price) | its price moves about 3.1% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.1% |
| Stretch from the 200-day average | it is trading 2.3 daily ranges above its 200-day average price (7.6% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.76× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | 8 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 8 sessions ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-10-21 at essentially the same price it closed at the session before — no meaningful overnight gap | +0.1% |
|---|---|---|
| Gap filled | a 2.4% gap up opened on 2026-10-02 has been "filled" 13 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 13 sessions ago |
Price streaks
1
| Closing streak | it has closed lower 4 sessions in a row, a -4.23% move over the run — an unbroken run of down days, which describes what has already happened and says nothing about the next session | 4 sessions down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 2.4 percentage points (the stock lost 2.5% while the market lost 0.1%) | -2.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 6.9 percentage points (the stock gained 10.2% while the market gained 3.3%) | +6.9% |
| vs market, 6 months | over the past 6 months this stock beat the market by 11.0 percentage points (the stock gained 20.8% while the market gained 9.8%) | +11.0% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 13.7 percentage points (the stock gained 1.5% while the market gained 15.2%) | -13.7% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: a fresh 20-day low, MACD momentum is negative — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-15 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is thick, spanning 8.2% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 9% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $41.34 — a volume-weighted average of daily closes over 199 sessions, not a true tick-by-tick VWAP. | +9.0% |
|---|---|---|
| Vs the average paid since it last reported | the price is 5% below the average price paid since it last reported on 2026-07-30 (its 8-K), so the typical buyer over that stretch is under water. That average is $47.34 — a volume-weighted average of daily closes over 59 sessions, not a true tick-by-tick VWAP. | -4.8% |
Price levels it has turned at before
HNI last closed at $45.06 on 2026-10-21. Since 2024-10-21 it has turned at 4 prices below its last close and 6 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $45.46 | Resistance | 0.9% above the last close | turned there 9 times · 2025-01-13 to 2026-10-01 |
| $44.13 | Support | 2.1% below the last close | turned there three times · 2025-09-02 to 2025-12-11 |
| $46.85 | Resistance | 4.0% above the last close | turned there five times · 2025-02-03 to 2026-01-28 |
| $42.85 | Support | 4.9% below the last close | turned there five times · 2025-03-21 to 2026-07-17 |
| $48.26 | Resistance | 7.1% above the last close | turned there six times · 2024-10-29 to 2026-10-02 |
| $40.03 | Support | 11.2% below the last close | turned there five times · 2025-04-09 to 2026-07-23 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes above $48.33.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $42.59 and $44.78 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close above $48.33.
This reading has stood for 9 trading days, since 2026-10-09.
Read from daily closes as of 2026-10-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Trading below the 50-day moving average · Broke down to a new 20-day low · MACD just crossed bearish (12/26/9) · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) | Learn: moving average · golden cross · adx · rsi · macd · breakout · bollinger bands
Based on daily closing prices as of 2026-10-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.00 mean, 1=Strong Buy…5=Strong Sell) — 4 analysts
- Mean price target$71.00 range $65.00 – $78.00; median $70.50
Analyst estimates, as of 2026-10-16. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for HNI
- Consensus EPS estimate$1.40 next reporting period, as of 2026-10-16
- Estimate change, 30 days$0.00 (0.0%) from $1.40, on 2026-09-11, 35-day window
- Readings revised upward0% of 7 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["exposure to economic cycles affecting commercial and residential real estate markets","risks associated with integrating acquisitions and achieving expected synergies","fluctuations in raw material costs and supply chain disruptions"]
What changed in the latest 10-Q
AI-assisted comparison of HNI's 10-Q filed 2026-08-04 against the prior one filed 2026-05-06.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-08-04) adds: 'The Corporation's business is subject to seasonal fluctuations, with higher net sales and earnings typically generated in the second half of the year. As a consequence, interim period results may not be indicative of full year performance.'
- Newer filing (2026-08-04) adds discussion of second quarter results, including consolidated net sales of $1.5 billion, a 121 percent increase, and a $806.9 million year-over-year increase related to the Steelcase acquisition.
- Newer filing (2026-08-04) adds net income attributable to the Corporation of $51.1 million for the second quarter of 2026 compared to $48.2 million in the second quarter of 2025.
- Newer filing (2026-08-04) adds 'favorable net tariff impact' as a factor in current quarter net income.
- Newer filing (2026-08-04) adds year-to-date (six months ended) results table with net sales of $2,819.9 million and changes for the six-month period.
- Newer filing (2026-08-04) adds 'Acquisition and related costs' line item of $4.2 million for the three months and $7.8 million for the six months.
- Newer filing (2026-08-04) adds 'Other non-operating income, net' of $2.8 million for the three months and $4.3 million for the six months.
- Newer filing (2026-08-04) adds second quarter 2026 gross profit discussion: gross profit percentage increased 110 basis points, driven by 240 basis points of tariff refunds along with improved net productivity, partially offset by impacts from the Steelcase acquisition and restructuring costs related to network optimization projects.
- Newer filing (2026-08-04) adds discussion of selling, general and administrative expenses, including a $21.9 million purchase accounting item related to amortization of intangibles.
- Removed:
- Older filing (2026-05-06) includes first quarter results discussion, including consolidated net sales of $1.3 billion, a 125 percent increase, and a $774.0 million year-over-year increase related to the Steelcase acquisition.
- Older filing (2026-05-06) includes net loss attributable to the Corporation of $38.8 million for the first quarter of 2026 compared to net income of $13.9 million in the first quarter of 2025.
- Older filing (2026-05-06) includes discussion of $64.2 million of pretax purchase accounting adjustments, $3.5 million acquisition related expenses, and $20.5 million of restructuring and impairment charges attributed to the Steelcase ERP implementation termination, Steelcase acquisition costs, and closure of the Wayland, New York facility.
- Older filing (2026-05-06) includes the following statements removed in newer filing: 'Current synergy projections are focused on the Americas business and do not include any revenue synergies.'
- Older filing (2026-05-06) includes the following statements removed in newer filing: 'The Corporation is also focused on streamlining priorities. As an example, Steelcase's multi-year ERP implementation project was terminated during the first quarter. This move is part of a broader corporation-wide effort to focus on profitable growth, while also avoiding disruption, eliminating substantial future ERP investment, and redeploying resources back into the business — toward customer-centered initiatives.'
- Older filing (2026-05-06) includes a 'Three Months Ended' results table for the first quarter only (April 4, 2026 vs March 29, 2025).
- Older filing (2026-05-06) uses line item 'Acquisition costs' whereas newer filing uses 'Acquisition and related costs'.
- Older filing (2026-05-06) uses line item 'Restructuring and impairment charges' whereas newer filing uses 'Restructuring, impairment, and loss on divestiture'.
- Older filing (2026-05-06) includes first quarter gross profit discussion: gross profit percentage decreased 260 basis points, driven by impacts from the Steelcase acquisition including $36.4 million of incremental purchase accounting adjustments.
- Reworded:
- Newer filing (2026-08-04) changes 'a global design and furniture company' to 'a global design and furniture manufacturing company' in the Steelcase acquisition description.
- Newer filing (2026-08-04) repositions the sentence 'The Corporation's two reportable segments consist of Workplace Furnishings and Residential Building Products' earlier than in the older filing (2026-05-06).
- Newer filing (2026-08-04) changes 'During the first quarter, the Corporation began managing costs across all businesses' to 'During the second quarter, the Corporation continues its focus on managing costs across all businesses'.
- Newer filing (2026-08-04) changes 'Th e first quarter cost management actions' to 'The cost management actions taken in the first two quarters'.
- Newer filing (2026-08-04) changes 'which are on track' to 'the realization of which is consistent with expectations' regarding Steelcase synergies.
- Newer filing (2026-08-04) changes 'continue to strengthen' to 'continues to strengthen' regarding the earnings visibility story.
- Newer filing (2026-08-04) changes the Residential Building Products second quarter net sales comparison from 'increasing 2.1 percent' (older first quarter discussion) to 'decreasing 1.6 percent'.
- Notes:
- The newer filing provided in the prompt appears to be truncated; the older filing also appears truncated at the end of the gross profit discussion.
- The newer filing text ends mid-sentence in the selling, general and administrative expenses discussion, so any changes after that point cannot be assessed.
Risk Factors
- Added:
- Newer filing (2026-08-04) states: 'The Corporation did not repurchase any of its shares during the second quarter of 2026.'
- Newer filing (2026-08-04) states: 'During the three months ended July 4, 2026, none of the Corporation's directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.'
- Newer filing (2026-08-04) includes Exhibit 10.1: 'Amendment No. 3 to Credit Agreement by and among HNI Corporation, the other Credit Parties party thereto, the 2026 Refinancing Term Lenders party thereto, and Wells Fargo Bank, National Association, effective as of June 10, 2026 (incorporated by reference to Exhibit 10.1 to the Registrant's Current Report on Form 8-K filed June 10, 2026)'.
- Newer filing (2026-08-04) is dated August 4, 2026.
- Removed:
- Older filing (2026-05-06) states: 'The Corporation did not repurchase any of its shares during the first quarter of 2026.'
- Older filing (2026-05-06) includes a table of trading arrangements showing adoptions during the three months ended April 4, 2026: Jeffrey D. Lorenger adopted a Rule 10b5-1 trading arrangement on February 27, 2026 for 382,208 shares expiring May 28, 2027; Steven M. Bradford adopted a Rule 10b5-1 trading arrangement on February 26, 2026 for 39,284 shares expiring November 6, 2026.
- Older filing (2026-05-06) includes Exhibit 10.1: 'HNI Corporation Incentive Compensation Plan for Legacy Steelcase Employees Performance Share Unit Award Agreement+'.
- Older filing (2026-05-06) includes Exhibit 10.2: 'HNI Corporation Incentive Compensation Plan for Legacy Steelcase Employees Restricted Share Unit Award Agreement+'.
- Older filing (2026-05-06) is dated May 6, 2026.
- Reworded:
- Newer filing (2026-08-04) changes the 'as of' date in the share repurchase authorization statement from 'April 4, 2026' in the older filing (2026-05-06) to 'July 4, 2026'; the authorized amount remains $84.3 million.
- Newer filing (2026-08-04) changes the quarter reference in the share repurchase statement from 'first quarter of 2026' in the older filing (2026-05-06) to 'second quarter of 2026'.
- Newer filing (2026-08-04) changes the period end date in the securities trading arrangements disclosure from 'April 4, 2026' in the older filing (2026-05-06) to 'July 4, 2026'.
- Older filing (2026-05-06) uses 'by directors and officers of the Corporation (as "officer" is defined in Rule 16a-1(f) under the Exchange Act)' while the newer filing (2026-08-04) uses 'the Corporation's directors or officers (as defined in Rule 16a-1(f) under the Exchange Act)'.
- Newer filing (2026-08-04) signature block is dated August 4, 2026; older filing (2026-05-06) signature block is dated May 6, 2026.
- Notes:
- The designated 'Risk Factors' section text is identical between the two filings; observed changes occur in subsequent sections (Item 2, Item 5, Item 6, and signature date) that appear in the provided text.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 9 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-16. The 6 days since 2026-10-16 have not been checked yet.
- Last 90 days · read to 2026-10-160 buys · 9 sells ($5M) — 1 selling insider
- Last 180 days · read to 2026-10-160 buys · 9 sells ($5M) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-28. Based on Form 4 filings read through 2026-10-16; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about HNI's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 2 matched disclosures for HNI from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
4 institutional 13F filers reported holding HNI as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 24,787,844
- Reported value $1,001,676,769
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 4 increased, 0 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about HNI's institutional holders → See what each manager we track holds →
Short interest (FINRA)
HNI had 4,254,381 shares of reported short interest as of the 2026-09-30 FINRA settlement date (delayed, bi-monthly; not real-time).
HNI had 5.89% of its shares outstanding sold short as of the 2026-09-30 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 6.97 days to cover at the same settlement.
- Reported short interest (shares) 4,254,381
- Short interest (% of shares outstanding) 5.89%
- Prior settlement (shares) 4,249,694
- Reported change 0.11%
- Days to cover (reported) 6.97
Reported to FINRA as of the 2026-09-30 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Steelcase (SCS)
- MillerKnoll (MLKN)
- Virco Manufacturing (VIRC)
- HNI residential hearth competitors (various regional/specialty firms)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does HNI CORP (HNI) do?
HNI Corporation manufactures and provides workplace furnishings and residential building products. The company’s workplace division offers a wide array of office furniture systems, seating, storage, and tables, while its residential division focuses on hearth products including gas, wood, and electric fireplaces, stoves, and inserts. HNI serves both commercial and residential markets through an extensive network of dealers, retailers, and direct channels.
What sector is HNI CORP (HNI) in?
HNI CORP (HNI) is classified in the Industrials sector. Its industry is furniture and home furnishings manufacturing. It trades on NYSE.
Does HNI pay a dividend?
Yes — HNI CORP (HNI) pays a dividend, with an indicated yield of about 3.04% and at least 18 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-09-03). Informational only — not financial advice.
Who are HNI CORP's (HNI) competitors?
Notable peers of HNI CORP (HNI) include Steelcase, MillerKnoll, Virco Manufacturing and HNI residential hearth competitors (various regional/specialty firms). This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in HNI?
Yes — we hold 2 matched STOCK Act disclosures for HNI from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is HNI CORP (HNI) overbought or oversold right now?
HNI CORP (HNI) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 39, in the neutral middle (as of 2026-10-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on HNI come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.