HNI

HNI CORP

NYSE · Office Furniture (No Wood) · Inc. IA · CIK 0000048287
$33.10 -0.06% $2.4B
High Impact Filing (8/10)11 New Institutional Positions15 Institutional Exits
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity11 buys / 15 sells
Insider Activity0B / 1S
Insider Net $-$104.4K
SEC Reports5
Press Releases2
Exchange NYSE·Sector Office Furniture (No Wood)·Inc. IA·CIK 0000048287·Prev Close $33.12

Recent Activity

Jun 10, 2026 SEC
HNI Corporation entered into Amendment No. 3 to its credit agreement, establishing a new $498.75 million tranche of 2026
8-K — Impact 4/10
Jun 8, 2026 contract
Allsteel Introduces the Award-Winning Levra™, a New Standard in Performance Seating Designed for How People Work Today
Developed in collaboration with ITO Design, Levra brings together intuitive innovation, human-centri
May 22, 2026 Press
Allsteel, a subsidiary of HNI Corporation, announced the launch of Flourish, a new collaborative chair designed for mode
Impact 2/10
May 21, 2026 SEC
HNI Corp filed an 8-K covering two routine items: (1) the Board approved a new Change in Control Employment Agreement fo
8-K — Impact 2/10
May 19, 2026 Insider
Bell Mary A was granted 4,786 shares
Director
May 19, 2026 Insider
Brown Timothy C. E. was granted 4,786 shares
Director
May 19, 2026 Insider
Hallinan Patrick D was granted 4,786 shares
Director
May 6, 2026 SEC
HNI Corp reported Q1 2026 GAAP diluted EPS of ($0.55) and non-GAAP diluted EPS of $0.34, which management described as m
8-K — Impact 6/10

Price Targets

$69.00 +108.5% upside Strong Buy
Current $33.10 Low $65.00 Median $69.00 High $73.00 4 analysts
$65.00 $73.00

Analyst Ratings

Strong Buy83% buy · 6 analysts
1Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Benchmark MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.04 ▼ -9.8% $1.00 — $1.06 -7% YoY 4
Next Q $1.31 ▼ -8.2% $1.29 — $1.32 19% YoY 4
Current FY $4.02 ▼ -1.6% $3.99 — $4.10 16% YoY 4
Next FY $4.83 $4.60 — $5.00 20% YoY 4

Latest Reports

NEUTRAL 8-K 4/10
HNI Corporation entered into Amendment No. 3 to its credit agreement, establishing a new $498.75 million tranche of 2026
Jun 10, 2026
NEUTRAL Press 2/10
Allsteel, a subsidiary of HNI Corporation, announced the launch of Flourish, a new collaborative chair designed for mode
May 22, 2026
NEUTRAL 8-K 2/10
HNI Corp filed an 8-K covering two routine items: (1) the Board approved a new Change in Control Employment Agreement fo
May 21, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$345.4MADD
FMR LLC$261.7MDOUBLED
VANGUARD PORTFOLIO MANAGEMENT LLC$151.5M—
VANGUARD CAPITAL MANAGEMENT LLC$101.3M—
DIMENSIONAL FUND ADVISORS LP$99.2MADD

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Bell MaryA$0.00
May 19, 2026Brown TimothyA$0.00
May 19, 2026Hallinan PatrickA$0.00
May 19, 2026Hartnett JohnA$0.00
May 19, 2026Jones MaryA$0.00
50 institutional holders with $1.4B total value (41,791,892 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net selling activity: 15 institutions trimmed/exited vs 11 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,344,990$345.4M24.7%ADD +50.9%
2FMR LLC7,836,294$261.7M18.7%DOUBLED +129.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC4,537,293$151.5M10.9%—
4VANGUARD CAPITAL MANAGEMENT LLC3,034,037$101.3M7.3%—
5DIMENSIONAL FUND ADVISORS LP2,971,020$99.2M7.1%ADD +65.3%
6STATE STREET CORP2,684,751$89.6M6.4%ADD +42.0%
7FIFTH THIRD BANCORP1,577,938$52.7M3.8%TRIM -36.3%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,132,398$37.8M2.7%ADD +55.4%
9AMERIPRISE FINANCIAL INC905,271$30.2M2.2%ADD +25.3%
10MORGAN STANLEY744,732$24.9M1.8%—
11BANK OF AMERICA CORP /DE/620,035$20.7M1.5%DOUBLED +213.0%
12VANGUARD FIDUCIARY TRUST CO462,891$15.5M1.1%—
13GOLDMAN SACHS GROUP INC420,679$14.0M1.0%—
14BARCLAYS PLC408,031$13.6M1.0%—
15D. E. Shaw & Co., Inc.388,379$13.0M0.9%ADD +78.1%
16Invesco Ltd.363,600$12.1M0.9%—
17VICTORY CAPITAL MANAGEMENT INC309,686$10.3M0.7%—
18PUBLIC SECTOR PENSION INVESTMENT BOARD248,166$8.3M0.6%—
19Nuveen, LLC218,739$7.3M0.5%TRIM -42.3%
20RHUMBLINE ADVISERS190,202$6.4M0.5%ADD +38.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED3,413,7567,836,294+129.6%$261.7M2026-Q1
FIFTH THIRD BANCORPTRIM2,476,3301,577,938-36.3%$52.7M2026-Q1
AMERIPRISE FINANCIAL INCADD722,198905,271+25.3%$30.2M2026-Q1
Nuveen, LLCTRIM379,058218,739-42.3%$7.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM441,125181,529-58.8%$6.1M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD111,671161,000+44.2%$5.3M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM370,017138,547-62.6%$4.6M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED15,285103,185+575.1%$3.4M2026-Q1
ExodusPoint Capital Management, LPTRIM195,931101,430-48.2%$3.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT438,35494,393-78.5%$3.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM273,96180,489-70.6%$2.7M2026-Q1
Russell Investments Group, Ltd.TRIM167,75773,813-56.0%$2.5M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD37,89657,585+52.0%$1.9M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD31,43552,639+67.5%$1.8M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED19,70848,241+144.8%$1.6M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED10,47536,974+253.0%$1.2M2026-Q1
MARSHALL WACE, LLPTRIM113,72728,492-74.9%$951.3K2026-Q1
Magnetar Financial LLCTRIM62,44521,036-66.3%$702.4K2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED6,34313,881+118.8%$463.5K2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM23,94613,800-42.4%$460.8K2026-Q1
AmundiADD8,81012,400+40.7%$414.0K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD9,28612,021+29.5%$401.4K2026-Q1
Freestone Grove Partners LPTRIM32,9829,113-72.4%$304.3K2026-Q1
HSBC HOLDINGS PLCTRIM34,2108,857-74.1%$294.9K2026-Q1
Allworth Financial LPTRIM2,6031,472-43.4%$49.2K2026-Q1
20 unique insiders with 47 transactions. Net insider value: -$104.4K ($0.00 bought, $104.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Bell Mary ADirectorAWARD4,786——
May 19, 2026Brown Timothy C. E.DirectorAWARD4,786——
May 19, 2026Hallinan Patrick DDirectorAWARD4,786——
May 19, 2026Hartnett John R.DirectorAWARD4,786——
May 19, 2026Jones Mary K.W.DirectorAWARD4,786——
May 19, 2026Porcellato Larry BDirectorAWARD4,786——
May 19, 2026ROBERTS DAVID MARTINDirectorAWARD4,786——
May 19, 2026Sivajee DhanushaDirectorAWARD4,786——
May 19, 2026Williams Linda KDirectorAWARD4,786——
Feb 25, 2026Roch Michael J.CCO, WP & Health, Kimball IntlAWARD5,392——
Feb 25, 2026Petersen Jennifer SueVP, Member RelationsAWARD5,020——
Feb 25, 2026Lorenger Jeffrey DPresident & CEOAWARD112,952——
Feb 25, 2026Hagedorn Jason DeanPres, Workplace FurnishingsAWARD13,076——
Feb 25, 2026Bradford Steven MSr. VP, Gen. Counsel & Sec.AWARD11,514——
Feb 25, 2026SMITH KOURTNEY LCOO, Kimball InternationalAWARD8,294——
Feb 25, 2026Smith Brian ScottPresident, Hearth & Home TechAWARD7,686——
Feb 25, 2026Rao Radhakrishna SChief Info and Digital OfficerAWARD6,942——
Feb 25, 2026MEUNIER GREGORY AEx VP GL Ops, Kimball IntlAWARD5,322——
Feb 25, 2026Bullock Bishop Brandon IIICOO, HNI CorporationAWARD14,078——
Feb 25, 2026Berger Vincent PEVP & Chief Financial OfficerAWARD23,240——
Feb 18, 2026Bradford Steven MSr. VP, Gen. Counsel & Sec.AWARD5,365——
Feb 18, 2026SMITH KOURTNEY LCOO, Kimball InternationalAWARD3,482——
Feb 18, 2026Smith Brian ScottPresident, Hearth & Home TechAWARD5,563——
Feb 18, 2026Bullock Bishop Brandon IIICOO, HNI CorporationAWARD6,856——
Feb 18, 2026Berger Vincent PEVP & Chief Financial OfficerAWARD10,299——
Feb 18, 2026ROBERTS DAVID MARTINDirectorAWARD209$50.14$10.5K
Feb 18, 2026Brown Timothy C. E.DirectorAWARD349$50.14$17.5K
Feb 18, 2026Lorenger Jeffrey DPresident & CEOAWARD75,061——
Feb 18, 2026MEUNIER GREGORY AEx VP GL Ops, Kimball IntlAWARD2,842——
Feb 18, 2026Petersen Jennifer SueVP, Member RelationsAWARD4,637——
Feb 18, 2026Williams Linda KDirectorAWARD349$50.14$17.5K
Feb 18, 2026Roch Michael J.CCO, WP & Health, Kimball IntlAWARD2,263——
Feb 18, 2026Rao Radhakrishna SChief Info and Digital OfficerAWARD4,429——
Feb 18, 2026Hagedorn Jason DeanPres, Workplace FurnishingsAWARD6,130——
Feb 12, 2026Petersen Jennifer SueVP, Member RelationsTAX W/H416$51.72$21.5K
Feb 12, 2026Smith Brian ScottPresident, Hearth & Home TechTAX W/H635$51.72$32.8K
Feb 12, 2026MEUNIER GREGORY AEx VP GL Ops, Kimball IntlTAX W/H224$51.72$11.6K
Feb 12, 2026SMITH KOURTNEY LCOO, Kimball InternationalTAX W/H305$51.72$15.8K
Feb 12, 2026Hagedorn Jason DeanPres, Workplace FurnishingsTAX W/H931$51.72$48.2K
Feb 12, 2026Berger Vincent PEVP & Chief Financial OfficerTAX W/H1,404$51.72$72.6K
Feb 12, 2026Lorenger Jeffrey DPresident & CEOTAX W/H7,180$51.72$371.3K
Feb 12, 2026Roch Michael J.CCO, WP & Health, Kimball IntlTAX W/H256$51.72$13.2K
Feb 12, 2026Bradford Steven MSr. VP, Gen. Counsel & Sec.TAX W/H545$51.72$28.2K
Feb 12, 2026Bullock Bishop Brandon IIICOO, HNI CorporationTAX W/H996$51.72$51.5K
Feb 12, 2026Rao Radhakrishna SChief Info and Digital OfficerTAX W/H481$51.72$24.9K
Feb 9, 2026Smith Brian ScottPresident, Hearth & Home TechSELL2,000$52.20$104.4K
Feb 9, 2026Smith Brian ScottPresident, Hearth & Home TechEXERCISE2,000$46.62$93.2K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.6/10.
NEUTRAL 8-K 4/10
HNI Corporation entered into Amendment No. 3 to its credit agreement, establishing a new $498.75 mil
Jun 10, 2026
NEUTRAL 8-K 2/10
HNI Corp filed an 8-K covering two routine items: (1) the Board approved a new Change in Control Emp
May 21, 2026
MIXED 8-K 6/10
HNI Corp reported Q1 2026 GAAP diluted EPS of ($0.55) and non-GAAP diluted EPS of $0.34, which manag
May 6, 2026
NEUTRAL DEFA14A 3/10
HNI Corp has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. This
Mar 25, 2026
BULLISH 8-K 8/10
HNI Corporation reported fiscal year 2025 results, highlighted by the acquisition of Steelcase, Inc.
Feb 25, 2026
NEUTRAL 2/10
Allsteel, a subsidiary of HNI Corporation, announced the launch of Flourish, a new collaborative cha
May 22, 2026
NEUTRAL 2/10
Allsteel, a subsidiary of HNI, announced the redesign and reopening of its Boston showroom, emphasiz
Apr 23, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 6 analysts: 1 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$69.00 mean target +108.5% upside Strong Buy (3.00)
$65.00 Low $73.00 High
MetricValue
Current Price$33.10
Target Low$65.00
Target Mean$69.00
Target Median$69.00
Target High$73.00
# Analysts4
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.04 $1.00 $1.06 -6.5% -9.8% 1↑ 3↓ $1.5B 121.4% 4
Next Q
2026-09-30
 $1.31 $1.29 $1.32 18.9% -8.2% 0↑ 4↓ $1.6B 135.5% 4
Current FY
2026-12-31
 $4.02 $3.99 $4.10 16.3% -1.6% 1↑ 3↓ $6.0B 111.3% 4
Next FY
2027-12-31
 $4.83 $4.60 $5.00 20.2% +0.2% 1↑ 2↓ $6.2B 4.0% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.038
7d ago$1.125-0.087
30d ago$1.150-0.112
60d ago$1.163-0.125
90d ago$1.067-0.029
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Benchmark MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261410083%
May 1, 20261410083%
Apr 1, 20261410083%
Mar 1, 20261410083%
Feb 1, 20261410083%
Jan 1, 20261410083%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 8, 2026
contract
Allsteel Introduces the Award-Winning Levra™, a New Standard in Performance Seating Designed for How People Work Today
Developed in collaboration with ITO Design, Levra brings together intuitive innovation, human-centric engineering, and refined material expression. <p
May 22, 2026
announcement
Allsteel Introduces Flourish, A Design-Forward Collaborative Chair
Designed by Chris Adamick, Flourish Blends Layered Craftsmanship, Comfort, and Material-Driven Versatility for Today’s Workplace <pre>Designed by Chri
May 6, 2026
short_volume
Short Volume: HNI — 74.2% short (0.5M / 0.6M)
Short: 480,768 | Exempt: 15,909 | TRF Vol: 647,909 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
HNI Q1 2026 Earnings Scheduled — 2026-05-06
Apr 23, 2026
announcement
Allsteel Unveils Newly Reimagined Boston Showroom Design
The Brand Introduces an Experiential Space Rooted in Human-Centric Design for Choice, Digital Equity, and Adaptability <pre>The Brand Introduces an Ex
Apr 23, 2026
earnings_calendar
HNI Q1 2026 Earnings Scheduled — 2026-04-23
Apr 8, 2026
short_volume
Short Volume: HNI — 74.6% short (0.5M / 0.6M)
Short: 470,426 | Exempt: 0 | TRF Vol: 630,758 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_interest
FTD: HNI — 119,391 shares ($4.1M) failed to deliver
Settlement: 20260323, Price: $33.99, FTD Value: $4,058,100.09, HNI CORPORATION COM STK
Feb 25, 2026
earnings_calendar
HNI Q4 2025 Earnings Before Market Open — 2026-02-25