US · Consumer Cyclical · Furnishings, Fixtures & Appliances
EPS came in at 1.27 against a street estimate of 1.04 — a beat of 22.1%.
Analysts rate HNI Corp a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $69.75.
CONFIDENT HNI beat Q2 EPS estimates ($1.27 vs $1.04) on Steelcase accretion, pricing, and cost control. Workplace orders accelerated; Building Products volume softened but margins expanded. FY26 EPS guidance raised to 20–25% growth; 2027 projects double-digit growth from $70M+ synergies, excluding volume upside. Q2 FY26 No geographic breakdown provided in call. Analysts pressed Steelcase synergy confidence (management raised to 'at least $120M', mimicking Kimball). Order acceleration credibility questioned; management cited backlog, post-quarter momentum, and weighted funnel visibility. 2027 growth conservatism challenged; confirmed volume/pricing excluded, synergies/efficiency drive base case. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.33% |
| FMR Inc | 10.86% |
| Vanguard Portfolio Management, LLC | 6.29% |
| Vanguard Capital Management, LLC | 4.20% |
| State Farm Mutual Automobile Ins Co | 4.05% |
| State Street Corp | 3.72% |
| Dimensional Fund Advisors, Inc. | 3.53% |
| Northern Trust Corp | 3.16% |
| Document | Date |
|---|---|
| Company announcement · Q3 FY2027 HNI CORPORATION - DOCUMENT SUMMARY HEADLINE NUMBERS • Board approved additional $200 million share repurchase authorization on August 17, 2026 • Tot | 2026-08-20 |
| Quarterly report · Q2 FY2027 HNI CORPORATION – FORM 10-Q SUMMARY For Quarter Ended July 4, 2026 --- HEADLINE NUMBERS • Net sales for six months ended July 4, 2026: $2,819.9 mil | 2026-08-04 |
| Results announced · Q2 FY2027 HNI CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $1,472.4 million (121% increase YoY); organic growth: +0.1% • GAAP dil | 2026-07-30 |
| Material agreement · Q2 FY2027 HNI CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • HNI Corporation refinanced debt on June 10, 2026 through Amendment No. 3 to its Credit Agreement | 2026-06-10 |
| Board / officer change · Q2 FY2027 HNI CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Annual meeting held May 20, 2026 with 63,426,629 shares present or represented by proxy out of 7 | 2026-05-21 |
| Quarterly report · Q1 FY2027 HNI CORPORATION - FORM 10-Q SUMMARY Quarter Ended April 4, 2026 --- HEADLINE NUMBERS • Net Sales: $1,347.5 million (vs. $599.8 million prior year) | 2026-05-06 |
| Proxy statement · Q2 FY2027 HNI CORPORATION PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three directors – John R. Hartnett, | 2026-03-25 |
| Annual report FY2026 HNI CORPORATION FORM 10-K SUMMARY Fiscal Year Ended January 3, 2026 --- HEADLINE NUMBERS • Net Sales (FY2025): $2.8 billion total - Workplace Fur | 2026-03-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.35 / share ex-date Aug 28, 2026 · pay Sep 11, 2026 | 2026-08-28 |
| Dividend | $0.35 / share ex-date May 29, 2026 · pay Jun 10, 2026 | 2026-05-29 |
| Dividend | $0.34 / share ex-date Mar 2, 2026 · pay Mar 11, 2026 | 2026-03-02 |
| Dividend | $0.34 / share ex-date Nov 17, 2025 · pay Dec 1, 2025 | 2025-11-17 |
| Dividend | $0.34 / share ex-date Aug 22, 2025 · pay Sep 11, 2025 | 2025-08-22 |
| Announcement | Date |
|---|---|
| Board approves additional $200 million share repurchase authorization HNI Corporation's Board of Directors approved an additional $200 million for its share repurchase program. This increases the total remaining authorization from $84.3 million to $284.3 milli | 2026-08-20 |
| Acquisition of Steelcase approved by shareholders, expected to close December 10 HNI Corporation announced the successful completion of its acquisition of Steelcase Inc. on December 5, 2025. Both companies' shareholders voted in favor of the deal at special meetings. HNI | 2025-12-08 |
| Shareholders approve HNI's merger with Steelcase in stock issuance vote HNI Corporation held a shareholder meeting on December 5, 2025, where shareholders overwhelmingly approved the company's acquisition of Steelcase Inc. The vote was decisive: 38.7 million sha | 2025-12-05 |
| Merger deadline set for shareholder election of consideration form HNI Corporation announced that Steelcase shareholders have until December 4, 2025 to elect their preferred form of merger consideration (all cash, all stock, or a combination) in the merger | 2025-11-25 |
| HSR Act waiting period expires for merger with Steelcase HNI Corporation announced that the federal antitrust review (Hart-Scott-Rodino waiting period) for its merger with Steelcase Inc. expired on October 31, 2025, clearing a major regulatory hur | 2025-11-03 |
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Google PlayApp StoreData updated 2026-09-18.