Ethan Allen Interiors (NYSE:ETD) Announces Quarterly Earnings Results

Ethan Allen Interiors (NYSE:ETD) issued its earnings results on Wednesday. The company reported $0.36 EPS for the quarter, topping the consensus estimate of $0.34 by $0.02, FiscalAI reports. Ethan Allen Interiors had a net margin of 6.88% and a return on equity of 7.86%. The company had revenue of $146.75 million for the quarter, compared to analyst estimates of $148.70 million. During the same period in the previous year, the firm earned $0.49 EPS. The business’s revenue was down 8.5% on a year-over-year basis.

Here are the key takeaways from Ethan Allen Interiors’ conference call:

• Demand weakened in the fourth quarter, with retail written orders down 10.8% and wholesale orders down 11.9% amid lower traffic, macroeconomic uncertainty, and a difficult prior-year comparison. Wholesale backlog fell 9% to $44 million.
• Fourth-quarter adjusted operating margin declined to 7.4% from 9.7% a year earlier, pressured by tariffs, higher manufacturing input costs, lower clearance margins, and fixed-cost deleveraging from lower sales. Management estimates total tariff exposure at approximately $15 million.
• Despite lower sales, Ethan Allen generated $52 million of full-year operating cash flow and ended fiscal 2026 with $187.5 million in cash and investments, while remaining debt-free. The board approved a regular quarterly dividend of $0.39 and a special dividend of $0.25, both payable in August.
• Management said its vertically integrated model, North American manufacturing, redesigned retail network, interior-design services, new products, and increased use of technology position the company for growth in fiscal 2027. State Department orders also began to recover late in the quarter, although the broader consumer environment remains uncertain.

Ethan Allen Interiors Price Performance

Ethan Allen Interiors stock traded down $0.53 during midday trading on Friday, hitting $22.38. 114,930 shares of the stock were exchanged, compared to its average volume of 465,024. The company has a 50 day moving average price of $21.73 and a two-hundred day moving average price of $22.23. Ethan Allen Interiors has a 1 year low of $18.28 and a 1 year high of $31.41. The firm has a market cap of $569.48 million, a P/E ratio of 14.29 and a beta of 1.01.

Ethan Allen Interiors Announces Dividend

The business also recently announced a special dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be given a $0.25 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. Ethan Allen Interiors’s dividend payout ratio is presently 100.00%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ETD shares. Weiss Ratings lowered Ethan Allen Interiors from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, May 4th. Zacks Research raised Ethan Allen Interiors from a “strong sell” rating to a “hold” rating in a research note on Monday, June 29th. Finally, Telsey Advisory Group decreased their price objective on Ethan Allen Interiors from $24.00 to $22.00 and set a “market perform” rating on the stock in a report on Thursday. Two investment analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average target price of $22.00.

Hedge Funds Weigh In On Ethan Allen Interiors

Several institutional investors have recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Ethan Allen Interiors by 4.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,544 shares of the company’s stock worth $375,000 after buying an additional 538 shares during the last quarter. Vident Advisory LLC boosted its position in Ethan Allen Interiors by 4.1% during the second quarter. Vident Advisory LLC now owns 17,755 shares of the company’s stock worth $494,000 after purchasing an additional 692 shares in the last quarter. Franklin Resources Inc. increased its position in shares of Ethan Allen Interiors by 4.6% in the third quarter. Franklin Resources Inc. now owns 17,426 shares of the company’s stock valued at $513,000 after buying an additional 770 shares in the last quarter. The Manufacturers Life Insurance Company lifted its position in shares of Ethan Allen Interiors by 9.8% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 8,930 shares of the company’s stock valued at $249,000 after buying an additional 800 shares in the last quarter. Finally, CANADA LIFE ASSURANCE Co increased its holdings in Ethan Allen Interiors by 4.7% in the 4th quarter. CANADA LIFE ASSURANCE Co now owns 23,875 shares of the company’s stock worth $544,000 after acquiring an additional 1,077 shares in the last quarter. Institutional investors own 83.80% of the company’s stock.

Ethan Allen Interiors Company Profile

Ethan Allen Interiors Inc (NYSE: ETD) is a vertically integrated manufacturer and retailer of home furnishings, offering a broad range of furniture, upholstery, case goods and decorative accessories. The company designs and produces the majority of its products in its own North American manufacturing facilities, maintaining close control over quality, craftsmanship and production schedules. Through its network of company-operated and franchised Design Centers and galleries, Ethan Allen delivers a full-service offering that includes on-site interior design consultations and project management.

Founded in 1932 as a small Colonial-Revival furniture maker in northern Vermont, Ethan Allen has grown into a global brand known for its timeless styles and customization options.