Ethan Allen Interiors (NYSE:ETD) Announces Quarterly Earnings Results

Ethan Allen Interiors (NYSE:ETD) announced its quarterly earnings data on Wednesday. The company reported $0.36 earnings per share for the quarter, beating the consensus estimate of $0.34 by $0.02, FiscalAI reports. Ethan Allen Interiors had a net margin of 6.81% and a return on equity of 8.54%. The firm had revenue of $146.75 million for the quarter, compared to analyst estimates of $148.70 million. During the same quarter in the prior year, the business earned $0.49 earnings per share. The business’s quarterly revenue was down 8.5% compared to the same quarter last year.

Here are the key takeaways from Ethan Allen Interiors’ conference call:

• Demand weakened in the fourth quarter, with retail written orders down 10.8% and wholesale orders down 11.9% amid lower traffic, macroeconomic uncertainty, and a difficult prior-year comparison. Wholesale backlog fell 9% to $44 million.
• Fourth-quarter adjusted operating margin declined to 7.4% from 9.7% a year earlier, pressured by tariffs, higher manufacturing input costs, lower clearance margins, and fixed-cost deleveraging from lower sales. Management estimates total tariff exposure at approximately $15 million.
• Despite lower sales, Ethan Allen generated $52 million of full-year operating cash flow and ended fiscal 2026 with $187.5 million in cash and investments, while remaining debt-free. The board approved a regular quarterly dividend of $0.39 and a special dividend of $0.25, both payable in August.
• Management said its vertically integrated model, North American manufacturing, redesigned retail network, interior-design services, new products, and increased use of technology position the company for growth in fiscal 2027. State Department orders also began to recover late in the quarter, although the broader consumer environment remains uncertain.

Ethan Allen Interiors Stock Down 2.0%

ETD stock traded down $0.48 during trading on Thursday, reaching $23.11. The stock had a trading volume of 125,977 shares, compared to its average volume of 462,160. Ethan Allen Interiors has a one year low of $18.28 and a one year high of $31.41. The company’s 50 day moving average is $21.67 and its two-hundred day moving average is $22.24. The company has a market capitalization of $588.07 million, a price-to-earnings ratio of 14.69 and a beta of 1.01.

Ethan Allen Interiors Dividend Announcement

The company also recently declared a special dividend, which will be paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th will be issued a dividend of $0.25 per share. The ex-dividend date is Wednesday, August 12th. Ethan Allen Interiors’s payout ratio is 98.73%.

Key Ethan Allen Interiors News

Here are the key news stories impacting Ethan Allen Interiors this week:

• Positive Sentiment: Ethan Allen declared its regular $0.39-per-share dividend and a $0.25-per-share special dividend, for a combined $0.64 distribution. The special dividend is payable August 26 to shareholders of record August 12. Ethan Allen Interiors declares regular and special dividends
• Positive Sentiment: Fiscal fourth-quarter earnings were $0.36 per share, exceeding the $0.34 analyst consensus. Management also highlighted resilient margins and a robust balance sheet despite difficult operating conditions. Ethan Allen fiscal 2026 results
• Neutral Sentiment: An investment analysis argued that Ethan Allen’s vertical integration is helping protect profitability and estimated potential upside toward $29, although the thesis remains dependent on stabilization in the broader furniture sector. Ethan Allen weak sales and resilient margins
• Negative Sentiment: Quarterly revenue was $146.75 million, below the $148.70 million consensus and down 8.5% year over year. Earnings also declined from $0.49 per share in the prior-year quarter, reflecting continued pressure on consumer demand. Ethan Allen earnings beat
• Negative Sentiment: Management disclosed approximately $15 million of total tariff exposure, adding uncertainty to future costs and profitability. Ethan Allen tariff exposure and dividends
• Negative Sentiment: Telsey Advisory Group lowered its price target from $24 to $22 and maintained a “market perform” rating, signaling limited near-term upside and caution about the company’s operating environment. Telsey lowers Ethan Allen price target

Hedge Funds Weigh In On Ethan Allen Interiors

A number of hedge funds and other institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Ethan Allen Interiors by 4.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,544 shares of the company’s stock worth $375,000 after buying an additional 538 shares during the last quarter. Vident Advisory LLC increased its holdings in Ethan Allen Interiors by 4.1% during the second quarter. Vident Advisory LLC now owns 17,755 shares of the company’s stock worth $494,000 after buying an additional 692 shares during the last quarter. Franklin Resources Inc. raised its position in Ethan Allen Interiors by 4.6% in the third quarter. Franklin Resources Inc. now owns 17,426 shares of the company’s stock worth $513,000 after acquiring an additional 770 shares during the period. The Manufacturers Life Insurance Company boosted its stake in Ethan Allen Interiors by 9.8% in the second quarter. The Manufacturers Life Insurance Company now owns 8,930 shares of the company’s stock valued at $249,000 after acquiring an additional 800 shares during the last quarter. Finally, CANADA LIFE ASSURANCE Co boosted its stake in Ethan Allen Interiors by 4.7% in the fourth quarter. CANADA LIFE ASSURANCE Co now owns 23,875 shares of the company’s stock valued at $544,000 after acquiring an additional 1,077 shares during the last quarter. Hedge funds and other institutional investors own 83.80% of the company’s stock.

Analyst Ratings Changes

ETD has been the subject of several analyst reports. Telsey Advisory Group lowered their price objective on Ethan Allen Interiors from $24.00 to $22.00 and set a “market perform” rating for the company in a research note on Thursday. Weiss Ratings cut Ethan Allen Interiors from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. Finally, Zacks Research upgraded Ethan Allen Interiors from a “strong sell” rating to a “hold” rating in a report on Monday, June 29th. Two investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Ethan Allen Interiors has a consensus rating of “Reduce” and a consensus target price of $22.00.

Ethan Allen Interiors Company Profile

Ethan Allen Interiors Inc (NYSE: ETD) is a vertically integrated manufacturer and retailer of home furnishings, offering a broad range of furniture, upholstery, case goods and decorative accessories. The company designs and produces the majority of its products in its own North American manufacturing facilities, maintaining close control over quality, craftsmanship and production schedules. Through its network of company-operated and franchised Design Centers and galleries, Ethan Allen delivers a full-service offering that includes on-site interior design consultations and project management.

Founded in 1932 as a small Colonial-Revival furniture maker in northern Vermont, Ethan Allen has grown into a global brand known for its timeless styles and customization options.