Sidoti Csr Research Analysts Lift Earnings Estimates for HNI

HNI Co. (NYSE:HNI) – Investment analysts at Sidoti Csr upped their Q4 2025 earnings estimates for HNI in a research report issued to clients and investors on Thursday, May 8th. Sidoti Csr analyst G. Burns now forecasts that the business services provider will earn $1.07 per share for the quarter, up from their previous forecast of $1.06. The consensus estimate for HNI’s current full-year earnings is $3.60 per share. Sidoti Csr also issued estimates for HNI’s Q1 2026 earnings at $0.52 EPS, Q2 2026 earnings at $0.97 EPS, Q3 2026 earnings at $1.34 EPS, Q4 2026 earnings at $1.25 EPS and FY2026 earnings at $4.08 EPS.

HNI (NYSE:HNI) last posted its earnings results on Wednesday, May 7th. The business services provider reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.35 by $0.09. The company had revenue of $599.80 million for the quarter, compared to analyst estimates of $580.47 million. HNI had a return on equity of 18.27% and a net margin of 5.52%. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the company earned $0.37 earnings per share.

Separately, StockNews.com raised HNI from a “buy” rating to a “strong-buy” rating in a research report on Tuesday.

HNI Stock Down 0.4%

HNI stock opened at $48.72 on Monday. HNI has a fifty-two week low of $39.76 and a fifty-two week high of $58.42. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.68 and a current ratio of 1.10. The firm’s 50-day simple moving average is $43.34 and its 200 day simple moving average is $48.51. The stock has a market cap of $2.27 billion, a PE ratio of 16.86, a price-to-earnings-growth ratio of 1.14 and a beta of 0.91.

Institutional Investors Weigh In On HNI

Several hedge funds have recently bought and sold shares of HNI. Contravisory Investment Management Inc. boosted its holdings in shares of HNI by 5.1% in the 4th quarter. Contravisory Investment Management Inc. now owns 4,501 shares of the business services provider’s stock worth $227,000 after purchasing an additional 220 shares in the last quarter. Inspire Investing LLC boosted its stake in HNI by 3.1% in the fourth quarter. Inspire Investing LLC now owns 7,942 shares of the business services provider’s stock worth $400,000 after buying an additional 242 shares in the last quarter. Smartleaf Asset Management LLC grew its position in HNI by 85.1% during the fourth quarter. Smartleaf Asset Management LLC now owns 561 shares of the business services provider’s stock valued at $28,000 after acquiring an additional 258 shares during the last quarter. State of Alaska Department of Revenue lifted its holdings in shares of HNI by 1.0% in the 4th quarter. State of Alaska Department of Revenue now owns 27,168 shares of the business services provider’s stock worth $1,368,000 after acquiring an additional 267 shares during the last quarter. Finally, Louisiana State Employees Retirement System lifted its holdings in shares of HNI by 1.3% in the 4th quarter. Louisiana State Employees Retirement System now owns 23,100 shares of the business services provider’s stock worth $1,164,000 after acquiring an additional 300 shares during the last quarter. 75.26% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Brian Scott Smith sold 556 shares of the business’s stock in a transaction dated Tuesday, February 18th. The stock was sold at an average price of $49.90, for a total transaction of $27,744.40. Following the completion of the transaction, the insider now owns 14,394 shares of the company’s stock, valued at approximately $718,260.60. The trade was a 3.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 3.37% of the company’s stock.

HNI Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 11th. Stockholders of record on Friday, May 23rd will be given a $0.34 dividend. This is a positive change from HNI’s previous quarterly dividend of $0.33. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.79%. The ex-dividend date of this dividend is Friday, May 23rd. HNI’s dividend payout ratio (DPR) is 46.98%.

About HNI

HNI Corporation, together with its subsidiaries, engages in the manufacture, sale, and marketing of workplace furnishings and residential building products primarily in the United States and Canada. 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, benching, tables, architectural products, and ancillary and hospitality products, as well as social collaborative items under the HON, Allsteel, Beyond, Gunlocke, HBF, HBF Textiles, HNI India, Kimball, National, Etc., Interwoven, David Edward, Kimball Hospitality, and D'style brands.