Q4 Earnings Forecast for HNI Issued By Sidoti (NYSE:HNI)

HNI Corporation (NYSE:HNI) – Equities researchers at Sidoti reduced their Q4 2026 EPS estimates for HNI in a research report issued on Wednesday, November 4th. Sidoti analyst G. Burns now expects that the business services provider will post earnings of $1.11 per share for the quarter, down from their prior forecast of $1.17. The consensus estimate for HNI’s current full-year earnings is $4.19 per share. Sidoti also issued estimates for HNI’s Q1 2027 earnings at $0.59 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.41 EPS, FY2027 earnings at $4.71 EPS, Q1 2028 earnings at $0.85 EPS, Q2 2028 earnings at $1.38 EPS, Q3 2028 earnings at $1.74 EPS and FY2028 earnings at $5.53 EPS.

A number of other equities research analysts have also recently commented on HNI. Wells Fargo & Company set a $65.00 price objective on HNI in a research note on Wednesday, July 15th. Weiss Ratings reissued a “hold (c-)” rating on shares of HNI in a research note on Thursday, October 22nd. Wall Street Zen upgraded HNI from a “hold” rating to a “buy” rating in a report on Saturday, September 12th. Finally, Benchmark reaffirmed a “buy” rating on shares of HNI in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, HNI currently has a consensus rating of “Moderate Buy” and an average target price of $65.00.

HNI Stock Performance

HNI stock opened at $49.21 on Thursday. The business’s fifty day moving average is $47.35 and its 200-day moving average is $42.02. The company has a quick ratio of 0.88, a current ratio of 1.33 and a debt-to-equity ratio of 0.71. The company has a market cap of $3.55 billion, a P/E ratio of 111.84, a price-to-earnings-growth ratio of 0.77 and a beta of 0.94. HNI has a twelve month low of $28.93 and a twelve month high of $52.79.

HNI (NYSE:HNI) last released its earnings results on Tuesday, November 3rd. The business services provider reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.39 by $0.23. The firm had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.60 billion. HNI had a net margin of 1.00% and a return on equity of 15.39%. The business’s quarterly revenue was up 132.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.88 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Burnham & Co LLC acquired a new position in HNI in the second quarter valued at about $4,024,000. Bank of America Corp DE bought a new stake in shares of HNI in the second quarter worth about $15,724,000. Jupiter Topco LLC bought a new stake in shares of HNI in the second quarter worth about $1,289,000. Medina Value Partners LLC acquired a new stake in shares of HNI during the second quarter worth about $10,242,319. Finally, Deutsche Bank AG acquired a new stake in shares of HNI during the second quarter worth about $2,994,000. 75.26% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Jeffrey Lorenger sold 39,576 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $50.09, for a total value of $1,982,361.84. Following the completion of the sale, the chief executive officer owned 148,490 shares in the company, valued at $7,437,864.10. This represents a 21.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 49,288 shares of company stock valued at $2,468,419. 2.15% of the stock is owned by insiders.

HNI Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 28th were issued a $0.35 dividend. The ex-dividend date of this dividend was Friday, August 28th. This represents a $1.40 annualized dividend and a dividend yield of 2.8%. HNI’s payout ratio is 318.18%.

Key Stories Impacting HNI

Here are the key news stories impacting HNI this week:

• Positive Sentiment: Adjusted diluted EPS was $1.62, up 47.3% year over year and above estimates of roughly $1.39–$1.41. Cost controls and integration progress helped drive the earnings beat. HNI Corporation Reports Third Quarter 2026 Results
• Positive Sentiment: Management outlined at least $130 million in expected Steelcase synergies and projected double-digit EPS growth in 2027, offering a potential future earnings catalyst. HNI outlines Steelcase synergies and 2027 EPS outlook
• Neutral Sentiment: Revenue rose sharply year over year, reflecting the expanded business, but the $1.593 billion result was modestly below analyst estimates. HNI reports sales below analyst estimates
• Negative Sentiment: Reports noted margin pressure, which could limit how much of the revenue growth and planned synergies translate into profits. HNI Q3 2026 deep dive

HNI Company Profile

HNI Corporation (NYSE:HNI), headquartered in Muscatine, Iowa, is a workplace and residential building products company. Its businesses serve organizations, businesses, education and government customers, as well as residential consumers through office furnishings and hearth products.

HNI’s workplace furnishings portfolio includes desks, tables, seating, storage, collaborative products and related workplace solutions. Its brands include HON, Allsteel, HBF and Gunlocke, among others. The company sells products through dealers, retailers, e-commerce channels and other distribution partners, primarily serving customers in North America.

Through its hearth products business, HNI manufactures fireplaces, inserts, stoves and related products fueled by gas, wood and pellets.