Q4 Earnings Forecast for HNI Issued By Sidoti (NYSE:HNI)

HNI Corporation (NYSE:HNI) – Investment analysts at Sidoti lowered their Q4 2026 EPS estimates for HNI in a research note issued on Wednesday, November 4th. Sidoti analyst G. Burns now forecasts that the business services provider will earn $1.11 per share for the quarter, down from their previous forecast of $1.17. The consensus estimate for HNI’s current full-year earnings is $4.19 per share. Sidoti also issued estimates for HNI’s Q1 2027 earnings at $0.59 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.41 EPS, FY2027 earnings at $4.71 EPS, Q1 2028 earnings at $0.85 EPS, Q2 2028 earnings at $1.38 EPS, Q3 2028 earnings at $1.74 EPS and FY2028 earnings at $5.53 EPS.

Other research analysts have also issued reports about the company. Wells Fargo & Company set a $65.00 price objective on HNI in a research note on Wednesday, July 15th. Benchmark restated a “buy” rating on shares of HNI in a research note on Wednesday, July 15th. Wall Street Zen raised shares of HNI from a “hold” rating to a “buy” rating in a research note on Saturday, September 12th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of HNI in a report on Thursday, October 22nd. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $65.00.

HNI Trading Up 1.9%

Shares of HNI opened at $49.21 on Thursday. The company has a current ratio of 1.33, a quick ratio of 0.88 and a debt-to-equity ratio of 0.71. The stock has a market cap of $3.55 billion, a PE ratio of 111.84, a PEG ratio of 0.77 and a beta of 0.94. HNI has a 1 year low of $28.93 and a 1 year high of $52.79. The stock has a 50 day simple moving average of $47.35 and a 200-day simple moving average of $42.02.

HNI (NYSE:HNI) last announced its quarterly earnings results on Tuesday, November 3rd. The business services provider reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.39 by $0.23. HNI had a net margin of 1.00% and a return on equity of 15.39%. The firm had revenue of $1.59 billion during the quarter, compared to analysts’ expectations of $1.60 billion. During the same quarter last year, the company earned $0.88 earnings per share. The company’s revenue for the quarter was up 132.9% compared to the same quarter last year.

HNI Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 28th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, August 28th. HNI’s payout ratio is currently 318.18%.

Insider Transactions at HNI

In other HNI news, CEO Jeffrey Lorenger sold 39,576 shares of the firm’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $50.09, for a total value of $1,982,361.84. Following the completion of the sale, the chief executive officer owned 148,490 shares in the company, valued at approximately $7,437,864.10. This trade represents a 21.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 49,288 shares of company stock worth $2,468,419. 2.15% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On HNI

Institutional investors have recently modified their holdings of the stock. Oregon Public Employees Retirement Fund boosted its position in HNI by 1.9% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 16,211 shares of the business services provider’s stock valued at $735,000 after buying an additional 300 shares during the last quarter. Kestra Investment Management LLC raised its position in shares of HNI by 10.1% during the third quarter. Kestra Investment Management LLC now owns 7,246 shares of the business services provider’s stock worth $328,000 after acquiring an additional 662 shares during the last quarter. Reyes Financial Architecture Inc. acquired a new position in shares of HNI during the third quarter valued at $33,000. Fortitude Family Office LLC acquired a new position in shares of HNI during the third quarter valued at $39,000. Finally, Nykredit A S bought a new position in HNI in the second quarter valued at about $36,000. 75.26% of the stock is owned by institutional investors.

Key Headlines Impacting HNI

Here are the key news stories impacting HNI this week:

• Positive Sentiment: Adjusted diluted EPS was $1.62, up 47.3% year over year and above estimates of roughly $1.39–$1.41. Cost controls and integration progress helped drive the earnings beat. HNI Corporation Reports Third Quarter 2026 Results
• Positive Sentiment: Management outlined at least $130 million in expected Steelcase synergies and projected double-digit EPS growth in 2027, offering a potential future earnings catalyst. HNI outlines Steelcase synergies and 2027 EPS outlook
• Neutral Sentiment: Revenue rose sharply year over year, reflecting the expanded business, but the $1.593 billion result was modestly below analyst estimates. HNI reports sales below analyst estimates
• Negative Sentiment: Reports noted margin pressure, which could limit how much of the revenue growth and planned synergies translate into profits. HNI Q3 2026 deep dive

About HNI

HNI Corporation (NYSE:HNI), headquartered in Muscatine, Iowa, is a workplace and residential building products company. Its businesses serve organizations, businesses, education and government customers, as well as residential consumers through office furnishings and hearth products.

HNI’s workplace furnishings portfolio includes desks, tables, seating, storage, collaborative products and related workplace solutions. Its brands include HON, Allsteel, HBF and Gunlocke, among others. The company sells products through dealers, retailers, e-commerce channels and other distribution partners, primarily serving customers in North America.

Through its hearth products business, HNI manufactures fireplaces, inserts, stoves and related products fueled by gas, wood and pellets.