Vulcan Value Partners LLC Has $25.67 Million Holdings in MillerKnoll, Inc. $MLKN

Posted by Geri Gentry on May 28th, 2026

Vulcan Value Partners LLC raised its holdings in shares of MillerKnoll, Inc. (NASDAQ:MLKN – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,389,715 shares of the company’s stock after buying an additional 272,783 shares during the quarter. MillerKnoll comprises 0.5% of Vulcan Value Partners LLC’s investment portfolio, making the stock its 29th largest holding. Vulcan Value Partners LLC’s holdings in MillerKnoll were worth $25,668,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MLKN. Royal Bank of Canada lifted its holdings in shares of MillerKnoll by 39.4% during the first quarter. Royal Bank of Canada now owns 19,451 shares of the company’s stock worth $373,000 after buying an additional 5,495 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of MillerKnoll by 2.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 40,480 shares of the company’s stock worth $775,000 after buying an additional 801 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of MillerKnoll by 7.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 197,932 shares of the company’s stock worth $3,788,000 after buying an additional 13,099 shares during the last quarter. Jane Street Group LLC raised its stake in shares of MillerKnoll by 311.8% in the first quarter. Jane Street Group LLC now owns 414,275 shares of the company’s stock valued at $7,929,000 after purchasing an additional 313,684 shares in the last quarter. Finally, Hsbc Holdings PLC raised its stake in shares of MillerKnoll by 177.3% in the second quarter. Hsbc Holdings PLC now owns 28,704 shares of the company’s stock valued at $553,000 after purchasing an additional 18,354 shares in the last quarter. 87.50% of the stock is currently owned by institutional investors and hedge funds.

MillerKnoll Stock Performance

MillerKnoll stock opened at $16.36 on Thursday. The company has a debt-to-equity ratio of 0.96, a current ratio of 1.64 and a quick ratio of 0.92. The stock has a fifty day moving average price of $16.04 and a two-hundred day moving average price of $17.63. MillerKnoll, Inc. has a 52-week low of $13.77 and a 52-week high of $23.18. The firm has a market capitalization of $1.12 billion, a P/E ratio of 116.86, a P/E/G ratio of 0.72 and a beta of 1.41.

MillerKnoll (NASDAQ:MLKN – Get Free Report) last released its quarterly earnings data on Wednesday, March 25th. The company reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.45 by ($0.02). MillerKnoll had a return on equity of 10.11% and a net margin of 0.28%.The company had revenue of $926.60 million for the quarter, compared to analyst estimates of $941.95 million. During the same quarter in the prior year, the company earned $0.44 earnings per share. The business’s revenue was up 5.7% compared to the same quarter last year. As a group, analysts anticipate that MillerKnoll, Inc. will post 1.83 EPS for the current fiscal year.

MillerKnoll Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Saturday, May 30th will be paid a dividend of $0.1875 per share. This represents a $0.75 annualized dividend and a yield of 4.6%. The ex-dividend date is Friday, May 29th. MillerKnoll’s dividend payout ratio is currently 535.71%.

Analysts Set New Price Targets

A number of research analysts recently commented on MLKN shares. William Blair started coverage on MillerKnoll in a research note on Tuesday, February 10th. They issued an “outperform” rating for the company. Weiss Ratings restated a “sell (d+)” rating on shares of MillerKnoll in a research note on Friday, April 24th. Finally, Zacks Research upgraded MillerKnoll from a “strong sell” rating to a “hold” rating in a research note on Tuesday. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold”.

Get Our Latest Stock Analysis on MillerKnoll

MillerKnoll Profile

(Free Report)

MillerKnoll, Inc (NASDAQ: MLKN) is a global design and manufacturing company specializing in furniture, lighting, textiles, rugs and accessories for residential and commercial environments. The company’s portfolio features well-known brands such as Herman Miller, Knoll, Maharam, Geiger and Tuyama, offering solutions for office, healthcare, education, hospitality and home settings. Products span seating, workstations, tables, storage systems and outdoor furnishings, complemented by a range of services including space planning, ergonomic consulting and installation support.

Formed in July 2021 through the merger of Herman Miller and Knoll, MillerKnoll combines more than a century of design heritage with a modern portfolio of sustainable products and materials.