HNI Corporation

HNI Corporation

HNIยทNYSE

$30.09

-0.27%
IndustrialsBusiness Equipment & Supplies

HNI Corporation, together with its subsidiaries, manufactures and sells workplace furnishings and residential building products primarily in the United States. The company operates through two segments, Workplace Furnishings and Residential Building Products. The Workplace Furnishings segment offers a range of commercial and home office furniture, including panel-based and freestanding furniture systems, seating, storage, tables, and architectural products under the HON, Allsteel, Beyond, Gunlocke, Maxon, HBF, OFM, Respawn, Lamex, and HNI India brands. This segment sells its products through independent dealers, wholesalers, office product distributors, e-commerce retailers, and wholesalers, as well as directly to end-user customers; and federal, state, and local governments. The Residential Building Products segment provides various gas, wood, electric, and pellet-fueled fireplaces; inserts; stoves; facings; and accessories primarily for home use under the Heatilator, Heat & Glo, Majestic, Monessen, Quadra-Fire, Harman, Vermont Castings, PelPro, SimpliFire, The Outdoor GreatRoom Company, and Stellar brand names. This segment markets its products through independent dealers and distributors, and corporation-owned distribution and retail outlets. The company was incorporated in 1944 and is headquartered in Muscatine, Iowa.

At a Glance

Live Snapshot
Market Cap$1.63B
EPS1.1300
P/E Ratio26.63
Earnings Date07/23/2026
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HNI Corporation Street Expectations Map

HNI ยท NYSE

Wall Street analysts project that HNI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 95.00, with estimates ranging from a low of 80.00 to a high of 110.00.

Lowest Target
80.00
165.87%
Consensus Target
95.00
215.72%
Highest Target
110.00
265.57%

The consensus 1-year price target stands at 95.00, with estimates ranging from a low of 80.00 to a high of 110.00.

Analyst Consensus Analysis

Upside Potential

+215.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

31.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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HNI Corporation Forward Estimates of Revenue

HNI ยท NYSE
Latest Revenue
2.84B
FY 2025
Avg Estimate
2.66B
FY 2026
Estimate Range
2.65B - 2.67B
Analyst Spread

Forward Growth Analysis

Projected Growth-6.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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HNI Corporation Forward Estimates of Net Income

HNI ยท NYSE
Latest Net Income
54.20M
FY 2025
Avg Estimate
173.59M
FY 2026
Estimate Range
172.86M - 174.33M
Analyst Spread

Forward Growth Analysis

Projected Growth+220.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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HNI Corporation Forward Estimates of EPS

HNI ยท NYSE
Latest EPS
1.13
FY 2025
Avg Estimate
$3.56
FY 2026
Estimate Range
$3.53 - $3.57
Analyst Spread

Forward Growth Analysis

Projected Growth+214.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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HNI Corporation Forward Estimates of EBIT

HNI ยท NYSE
Latest EBIT
126.40M
FY 2025
Avg Estimate
163.98M
FY 2026
Estimate Range
163.01M - 164.60M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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HNI Corporation Forward Estimates of EBITDA

HNI ยท NYSE
Latest EBITDA
233.50M
FY 2025
Avg Estimate
266.85M
FY 2026
Estimate Range
265.28M - 267.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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HNI Corporation Forward Estimates of SG&A Expense

HNI ยท NYSE
Latest SG&A Expense
937.00M
FY 2025
Avg Estimate
764.46M
FY 2026
Estimate Range
759.95M - 767.35M
Analyst Spread

Forward Growth Analysis

Projected Growth-18.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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HNI Corporation Insider Positioning

HNI ยท NYSE

During the last 12 months, insiders have purchased $52K and sold $197K worth of HNI shares, resulting in $145K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

2.0K

104.40K

Net Activity

-104K

-$104K

6-9 Months

Bought

589

23.43K

Sold

0

0.00

Net Activity

+23K

+$23K

9-12 Months

Bought

626

28.13K

Sold

1.7K

92.38K

Net Activity

-64K

-$64K

Top Buyers

1
HJR

Hartnett John R.

Director

617 sharesโ€ข2 transactions

$26K

2
RDM

Roberts David Martin

Director

498 sharesโ€ข2 transactions

$21K

3
LJD

Lorenger Jeffrey D

Director, Officer: President & Ceo

100 sharesโ€ข1 transactions

$5K

Top Sellers

1
SBS

Smith Brian Scott

Officer: President, Hearth & Home Tech

2.0K sharesโ€ข1 transactions

$104K

2
CMM

Calado Miguel M

Director

1.7K sharesโ€ข1 transactions

$92K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $145K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.26:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Moderate Buying

3 insider buyers vs. 2 sellers. More insiders buying than selling indicates positive sentiment.