HNI at a glance
HNI CORP (HNI, SEC CIK 48287) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), HNI CORP (HNI) reported revenue of $2.8 billion (up 12.4% from FY2024) and net income of $54.2 million. Diluted EPS was $1.11.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding HNI CORP (HNI) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lorenger Jeffrey D on August 28, 2026 of 1,504 shares at $50.00 per share.
- In the last 90 days, HNI insiders reported 0 open-market purchases ($0) and 9 open-market sales ($4.6M) on Form 4, a net sale of $4.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.8B
- +12.4% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$4.6M
- 13F holders
- 31 funds
- $1.8B · +0 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Business Overview
- Core business model: Manufacturer of workplace furnishings and residential building products with multi-channel go-to-market strategy
- New development: Acquisition of Steelcase Inc. for $1.9 billion, adding complementary geographic footprints and dealer networks
- Strategic shift: Expanded scale and market reach through merger with Steelcase, integrating its financial results from acquisition date
- Quantitative metric: Fiscal 2025 net sales $2.8 billion, 76% from workplace furnishings, 24% from residential building products
- Noteworthy fact: Steelcase acquisition marked a transformative expansion, significantly broadening customer base and industry segment coverage
Risk Factors
- Regulatory risk: Compliance with U.S. Foreign Corrupt Practices Act amid international anti-bribery laws, risk of violation despite internal training programs
- Geopolitical risk: Exposure to Europe and Middle East conflicts, affecting international operations and regulatory oversight viability
- Operational risk: Production facilities concentrated in eastern Iowa near Mississippi River vulnerable to natural disasters like flooding
- Competitive risk: Price pressure from lower-cost competitors and new entrants sourcing from low-cost countries, impacting profit margins
- Financial risk: Goodwill and intangible assets represent 35% of consolidated assets, risk of significant impairment charges with operating disruptions
Management Discussion & Analysis
- Revenue $2.84B, up 12.4% YoY; Workplace Furnishings $2.16B (+14.6%), Residential Building Products $674.9M (+5.7%)
- Operating margin 4.4% vs 8.2%; Workplace Furnishings margin 8.5% vs 9.0%; Residential Building Products margin 18.0% vs 17.4%
- Best segment: Workplace Furnishings operating income $183.0M (+8.3%); worst: overall net income $54.2M (-61.1%) due to $94.6M acquisition costs
- Cash flow from operations $276.3M vs $226.7M; capital expenditures $67.8M vs $52.9M, expects $140-150M in 2026; share repurchases $83.6M; dividends per share $1.35 vs $1.31
- Management sees Steelcase acquisition unlocking growth opportunities; cautious on housing market, inflation, interest rates; expects synergies to increase earnings over 5 years
AI summary of the HNI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Q2 revenue $1,472.4M, up 121% YoY from $667.1M, including $806.9M from Steelcase acquisition
- Operating margin 6.3% vs 10.2% YoY; net income margin 3.5% vs 7.2%
- Best segment Workplace Furnishings: revenue $1,323.7M, up 157%; operating income $101.7M
- Worst segment Residential Building Products: revenue $148.7M, down 1.6%; operating income $23.4M
- Six-month operating cash flow use $32.0M vs $43.7M source; capital expenditures $64.7M vs $31.2M prior year
- Near-term uncertainty from macroeconomic conditions, geopolitical uncertainty, soft volume, housing affordability, and interest-rate volatility
Risk Factors
- No material changes identified; filing refers readers to 2025 Form 10-K risk factors
- Liquidity risk: $84.3 million remaining under share-repurchase authorization as of July 4, 2026
- Debt risk: Credit Agreement Amendment No. 3 effective June 10, 2026
- Compliance risk: Regulation S-K and Sarbanes-Oxley certifications filed for the quarter
AI summary of the HNI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Board approved up to $200 million in additional share repurchases under HNI’s existing program
- Total remaining authorization increased to $284.3 million as of August 17, 2026
Item 2.02: Results of Operations and Financial Condition
- HNI reported second-quarter fiscal 2026 results for the period ended July 4, 2026
- Results press release issued July 30, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $1.47B, up 121% YoY, largely reflecting Steelcase acquisition contribution of $806.9M
- Non-GAAP diluted EPS $1.27, up 14.4% YoY, while GAAP EPS declined 31.4% to $0.70
Item 1.01: Entry into a Material Definitive Agreement
- $498.75 million replacement term loans issued, maturing in 2032
- Proceeds refinanced all outstanding Initial Tranche B Term Loans
Item 2.03: Creation of a Direct Financial Obligation
- Amendment No. 3 modifies HNI’s credit agreement effective June 10, 2026
- 2026 Refinancing Term Lenders and Wells Fargo remain parties to the amended financing
AI summaries of HNI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HNI
Don't miss the next HNI filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Tasi Irene | A | Sep 14, 2026 | 12,409 | - |
| Lorenger Jeffrey D | M | Aug 28, 2026 | 1,504 | - |
| Lorenger Jeffrey D | M | Aug 28, 2026 | 1,504 | $38.68 |
| Lorenger Jeffrey D | Sell | Aug 28, 2026 | 1,504 | $50.00 |
| Lorenger Jeffrey D | M | Aug 27, 2026 | 12,445 | $38.68 |
| Lorenger Jeffrey D | Sell | Aug 27, 2026 | 12,445 | $50.09 |
| Lorenger Jeffrey D | M | Aug 27, 2026 | 27,131 | $38.68 |
| Lorenger Jeffrey D | M | Aug 27, 2026 | 27,131 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.5B | $2.8B |
| Gross Profit | $948.3M | $1.0B | $1.2B |
| Operating Income | - | $206.5M | $126.0M |
| Net Income | $49.2M | $139.5M | $54.2M |
| Gross Margin | - | 40.9% | 41.4% |
| Op. Margin | - | 8.2% | 4.4% |
| Net Margin | - | 5.5% | 1.9% |
| Balance Sheet | |||
| Total Assets | $1.9B | $1.9B | $4.9B |
| Equity | - | $840.1M | $1.8B |
| ROE | - | 16.6% | 3.0% |
| Per Share | |||
| EPS | $1.09 | $2.88 | $1.11 |
| Cash Flow | |||
| Operating CF | - | $226.7M | $276.3M |
Source: XBRL data in HNI CORP (HNI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HNI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.78B |
| Q1 2026 | 31 | $1.38B |
| Q4 2025 | 30 | $1.63B |
| Q3 2025 | 29 | $1.28B |
| Q2 2025 | 28 | $1.19B |
| Q1 2025 | 25 | $773.1M |
| Q4 2024 | 19 | $886.1M |
| Q3 2024 | 19 | $535.0M |
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- HANCOCK WHITNEY CORP−12.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HNI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jul 4, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | May 21, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Apr 4, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 7, 2026 | - | - | |
| 10-K | Mar 3, 2026 | Jan 3, 2026 | Analysis | |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
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HNI SEC filings: frequently asked questions
Are HNI insiders buying or selling?
In the last 90 days, HNI CORP (HNI) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $4.6 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HNI stock?
As of June 30, 2026, the largest HNI CORP (HNI) holders among the 13F filers tracked by SignalX were BlackRock ($431.7 million), FMR LLC (Fidelity) ($429.7 million), Vanguard Portfolio Management LLC ($193.0 million), Vanguard Capital Management LLC ($130.0 million), State Street Corp ($113.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HNI's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), HNI CORP (HNI) reported revenue of $2.8 billion (up 12.4% from FY2024) and net income of $54.2 million. Diluted EPS was $1.11. The figures come from the XBRL data in the 10-K.
What are the main risks in HNI's latest 10-K?
In the 10-K filed March 3, 2026, HNI CORP (HNI) flagged: Regulatory risk: Compliance with U.S. Foreign Corrupt Practices Act amid international anti-bribery laws, risk of violation despite internal training programs. Geopolitical risk: Exposure to Europe and Middle East conflicts, affecting international operations and regulatory oversight viability. (AI summary of the Risk Factors section.)
What did HNI report in its latest 8-K?
HNI CORP (HNI) filed an 8-K on August 20, 2026 reporting Item 8.01 (Other Events). Board approved up to $200 million in additional share repurchases under HNI’s existing program.
What are the latest HNI SEC filings?
HNI CORP (HNI) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on September 16, 2026.
What is HNI's SEC CIK number?
HNI CORP (HNI)'s SEC Central Index Key (CIK) is 48287. EDGAR lists every HNI filing under that number.
Ask anything about HNI
The research agent reads HNI's filings, financials, insider trades and 13F holders, then answers with sources.