Q3 Earnings Forecast for HNI Issued By Sidoti (NYSE:HNI)

HNI Corporation (NYSE:HNI) – Sidoti reduced their Q3 2026 earnings estimates for shares of HNI in a research report issued to clients and investors on Thursday, February 26th. Sidoti analyst G. Burns now forecasts that the business services provider will earn $1.43 per share for the quarter, down from their prior estimate of $1.49. The consensus estimate for HNI’s current full-year earnings is $3.60 per share. Sidoti also issued estimates for HNI’s Q4 2026 earnings at $1.23 EPS, FY2026 earnings at $4.06 EPS, Q2 2027 earnings at $1.14 EPS, Q3 2027 earnings at $1.63 EPS, Q4 2027 earnings at $1.41 EPS and FY2027 earnings at $4.94 EPS.

A number of other research analysts also recently issued reports on HNI. Wall Street Zen downgraded HNI from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Benchmark reissued a “buy” rating on shares of HNI in a research note on Friday, January 16th. Finally, Weiss Ratings raised shares of HNI from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 3rd. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $75.00.

HNI Price Performance

Shares of NYSE HNI opened at $45.63 on Friday. The company has a market capitalization of $2.09 billion, a PE ratio of 36.50, a P/E/G ratio of 0.56 and a beta of 0.94. The company has a quick ratio of 0.85, a current ratio of 1.24 and a debt-to-equity ratio of 0.70. HNI has a twelve month low of $38.03 and a twelve month high of $53.29. The firm has a fifty day simple moving average of $46.64 and a 200 day simple moving average of $44.49.

HNI (NYSE:HNI) last issued its quarterly earnings results on Wednesday, February 25th. The business services provider reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.91 by ($0.08). HNI had a return on equity of 15.80% and a net margin of 1.91%.The firm had revenue of $888.40 million during the quarter, compared to analyst estimates of $693.78 million. During the same quarter last year, the firm posted $0.87 EPS. The firm’s revenue for the quarter was up 38.3% on a year-over-year basis.

HNI Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Monday, March 2nd will be issued a $0.34 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.36 annualized dividend and a dividend yield of 3.0%. HNI’s dividend payout ratio is currently 108.80%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Triumph Capital Management purchased a new stake in shares of HNI during the 3rd quarter valued at $28,000. GAMMA Investing LLC grew its position in HNI by 59.9% during the fourth quarter. GAMMA Investing LLC now owns 1,223 shares of the business services provider’s stock valued at $51,000 after buying an additional 458 shares during the period. Versant Capital Management Inc increased its holdings in HNI by 433.7% during the third quarter. Versant Capital Management Inc now owns 1,110 shares of the business services provider’s stock worth $52,000 after buying an additional 902 shares during the last quarter. Nations Financial Group Inc. IA ADV bought a new stake in HNI in the third quarter worth about $203,000. Finally, Equitable Trust Co. boosted its stake in HNI by 22.5% in the third quarter. Equitable Trust Co. now owns 7,520 shares of the business services provider’s stock valued at $352,000 after acquiring an additional 1,380 shares during the last quarter. Hedge funds and other institutional investors own 75.26% of the company’s stock.

Trending Headlines about HNI

Here are the key news stories impacting HNI this week:

• Positive Sentiment: Strong revenue beat — HNI reported Q4 revenue of $888.4M (up ~38% YoY), well above consensus, showing solid top‑line contribution from recent M&A. HNI Corporation Reports Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: Management set a $120M synergy target tied to the Steelcase acquisition and signaled what it calls a fifth year of double‑digit EPS growth — a growth narrative that could support multiple expansion if realized. HNI signals fifth year of double-digit EPS growth with $120M synergy target following Steelcase acquisition
• Positive Sentiment: Institutional demand rising — filings and reporting show large investors (BlackRock, Vanguard, others) adding meaningfully to positions in Q4, which supports longer‑term liquidity and shareholder base stability. HNI ($HNI) Releases Q4 2025 Earnings
• Neutral Sentiment: These are the first reported results since the ~$2.2B Steelcase deal; integration progress, realization timing for synergies and any additional one‑time costs will drive near‑term visibility. HNI earnings up next: First results since $2.2B Steelcase deal
• Negative Sentiment: EPS miss — HNI reported $0.83 EPS vs. consensus around $0.91–$0.92, missing estimates and raising near‑term earnings concerns despite the revenue beat. HNI (HNI) Lags Q4 Earnings Estimates
• Negative Sentiment: Market reaction and heavy volume — the EPS miss prompted a notable intraday sell‑off (articles note a ~9.6% drop in coverage), with volume well above average as investors reassessed near‑term profitability vs. longer‑term synergy gains. Why HNI Corporation’s (HNI) Stock Is Down 9.59%

HNI Company Profile

HNI Corporation, founded in 1944 as the Heating & Novelty Company and headquartered in Muscatine, Iowa, is a leading manufacturer of office furniture and hearth products. Over its history, the company has evolved from producing gas heaters into two primary business segments: Office Furniture and Hearth & Home. HNI’s Office Furniture division operates under well-known brands such as The HON Company, Allsteel, Gunlocke and Kimball, offering a comprehensive portfolio of workstations, seating, tables, storage solutions and acoustic products tailored for corporate, education, healthcare and government markets.

In its Hearth & Home segment, HNI designs, manufactures and distributes fireplaces, stoves, fireplace inserts, logs and related accessories.