HNINYSEOffice Furniture (No Wood)Fiscal year ends January 2
HNI CORP
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 4, 2026
$46.08−0.78 (-1.66%)
Close on Oct 19, 2026
- Market cap
- $3.32B
- P/E (TTM)
- 418.9
- Dividend yield
- 2.93%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.8%
63M of 72M shares
Institutional holders
274
53 new, 57 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $4.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,714,357 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 4,583,187 | 6.36% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,764,330 | 5.22% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 10,634,660 | 14.80% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HNI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,684,086 | 14.80% | $431.74M | +339,096 | 0.01% |
| FMR LLC | 10,634,660 | 14.73% | $429.75M | +2,798,366 | 0.02% |
| Vanguard Portfolio Management LLC | 4,777,146 | 6.62% | $193.04M | +239,853 | 0.01% |
| Vanguard Capital Management LLC | 3,217,303 | 4.46% | $130.01M | +183,266 | 0.00% |
| State Farm Mutual Automobile Insurance Co | 2,924,923 | 4.05% | $118.20M | – | 0.08% |
| State Street Corp | 2,796,204 | 3.87% | $112.99M | +111,453 | 0.00% |
| Dimensional Fund Advisors LP | 2,548,082 | 3.53% | $102.97M | −422,938 | 0.02% |
| Northern Trust Corp | 2,348,257 | 3.25% | $94.89M | +69,507 | 0.01% |
| Geode Capital Management, LLC | 1,877,156 | 2.60% | $75.87M | +142,044 | 0.00% |
| Fifth Third Bancorp | 1,499,640 | 2.08% | $60.60M | −78,298 | 0.10% |
| Charles Schwab Investment Management Inc | 1,048,534 | 1.45% | $42.37M | −83,864 | 0.01% |
| Bank of New York Mellon Corp | 940,053 | 1.30% | $37.99M | −259,783 | 0.01% |
| Morgan Stanley | 919,563 | 1.27% | $37.16M | +174,831 | 0.00% |
| Ameriprise Financial Inc | 907,229 | 1.26% | $36.66M | +1,958 | 0.01% |
| Cooper Creek Partners Management LLC | 897,033 | 1.24% | $36.25K | New | 0.86% |
| Nuveen, LLC | 843,980 | 1.17% | $34.11M | +625,241 | 0.01% |
| Cooke & Bieler LP | 798,957 | 1.11% | $32.29M | −167,090 | 0.37% |
| Royal Bank of Canada | 664,212 | 0.92% | $26.84M | +616,110 | 0.00% |
| Systematic Financial Management LP | 620,309 | 0.86% | $25.07M | +48,314 | 0.50% |
| Front Street Capital Management, Inc. | 580,610 | 0.80% | $23.46M | +328,090 | 2.66% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 274 | 63M | 87.8% | 53 / 91 | 88 / 57 | 9M | 5M |
| Q1 2026 | 283 | 60M | 83.1% | 47 / 107 | 97 / 63 | 16M | 6M |
| Q4 2025 | 304 | 58M | 80.8% | 64 / 155 | 65 / 39 | 19M | 4M |
| Q3 2025 | 282 | 43M | 59.3% | 63 / 102 | 79 / 29 | 8M | 3M |
| Q2 2025 | 250 | 37M | 51.8% | 34 / 84 | 103 / 32 | 3M | 3M |
| Q1 2025 | 250 | 37M | 51.2% | 48 / 75 | 87 / 23 | 3M | 5M |
| Q4 2024 | 227 | 40M | 55.2% | 30 / 89 | 69 / 42 | 3M | 2M |
| Q3 2024 | 240 | 38M | 53.1% | 42 / 79 | 85 / 19 | 10M | 2M |
| Q2 2024 | 218 | 37M | 51.7% | 23 / 81 | 75 / 31 | 2M | 3M |
| Q1 2024 | 228 | 38M | 53.1% | 38 / 67 | 79 / 21 | 3M | 2M |
| Q4 2023 | 212 | 38M | 52.1% | 41 / 66 | 73 / 15 | 3M | 2M |
| Q3 2023 | 188 | 37M | 50.9% | 32 / 50 | 72 / 16 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HNI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,207,741 | 5.83% | $170.03M | 0.15% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 2,482,415 | 3.44% | $111.73M | 0.45% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,291,469 | 3.17% | $92.60M | 0.00% | Jun 30, 2026 |
| Fidelity Value Fund | 1,944,061 | 2.69% | $87.50M | 0.83% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,885,634 | 2.61% | $76.20M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,647,281 | 2.28% | $66.57M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,045,895 | 1.45% | $42.26M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 801,666 | 1.11% | $32.40M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 791,506 | 1.10% | $35.63M | 0.10% | Jul 31, 2026 |
| State Farm Growth Fund | 729,692 | 1.01% | $29.49M | 0.30% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 678,969 | 0.94% | $27.44M | 0.19% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 642,284 | 0.89% | $25.95M | 0.15% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 601,217 | 0.83% | $24.30M | 0.30% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 561,200 | 0.78% | $17.50M | 0.01% | May 31, 2026 |
| Fidelity Small Cap Growth Fund | 526,063 | 0.73% | $23.68M | 0.27% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey D. Lorenger | President & CEO, Director | 469,226 | 0.65% | Sep 1, 2026 |
| Irene Tasi | President, Steelcase | 12,409 | 0.02% | Sep 16, 2026 |
| Jason Dean Hagedorn | Pres, Workplace Furnishings | 56,065 | 0.08% | Feb 27, 2026 |
| Radhakrishna S. Rao | Chief Info and Digital Officer | 28,578 | 0.04% | Feb 27, 2026 |
| Kourtney L. Smith | COO, Kimball International | 47,632 | 0.07% | Feb 27, 2026 |
| Michael J. Roch | CCO, WP & Health, Kimball Intl | 25,429 | 0.04% | Feb 27, 2026 |
| Gregory A. Meunier | Ex VP GL Ops, Kimball Intl | 25,542 | 0.04% | Feb 27, 2026 |
| Jennifer Sue Petersen | VP, Member Relations | 17,191 | 0.02% | Feb 27, 2026 |
| Vincent P. Berger | EVP & Chief Financial Officer | 119,728 | 0.17% | Feb 27, 2026 |
| Brian Scott Smith | President, Hearth & Home Tech | 26,477 | 0.04% | Feb 27, 2026 |
| Bishop Brandon Bullock III | COO, HNI Corporation | 50,773 | 0.07% | Feb 27, 2026 |
| Steven M. Bradford | Sr. VP, Gen. Counsel & Sec. | 79,014 | 0.11% | Feb 27, 2026 |
| Timothy C. E. Brown | Director | 6,963 | 0.01% | Aug 20, 2026 |
| Linda K. Williams | Director | 19,563 | 0.03% | May 21, 2026 |
| Larry B. Porcellato | Director | 46,419 | 0.06% | May 21, 2026 |
| Mary A. Bell | Director | 84,142 | 0.12% | May 21, 2026 |
| John R. Hartnett | Director | 46,070 | 0.06% | May 21, 2026 |
| Mary K.W. Jones | Director | 44,058 | 0.06% | May 21, 2026 |
| Patrick D. Hallinan | Director | 19,282 | 0.03% | May 21, 2026 |
| David Martin Roberts | Director | 11,480 | 0.02% | May 21, 2026 |
| Dhanusha Sivajee | Director | 28,620 | 0.04% | May 21, 2026 |
| Miguel M. Calado | Director | 30,106 | 0.04% | Feb 13, 2026 |
| Cheryl A. Francis | Director | 85,891 | 0.12% | May 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Irene Tasi President, Steelcase | Sep 14, 2026 | Award | +12,409 | – | – | 12,409 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 28, 2026 | Sale(10b5-1 plan) | −1,504 | $50.00 | $75.20K | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 28, 2026 | Option exercise | +1,504 | $38.68 | $58.17K | 149,994 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 27, 2026 | Option exercise | +27,131 | $38.68 | $1.05M | 175,621 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −12,445 | $50.09 | $623.37K | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 27, 2026 | Option exercise | +12,445 | $38.68 | $481.37K | 160,935 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −27,131 | $50.09 | $1.36M | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 26, 2026 | Option exercise | +4,671 | $38.68 | $180.67K | 153,161 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 26, 2026 | Sale(10b5-1 plan) | −4,671 | $50.05 | $233.78K | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 26, 2026 | Sale(10b5-1 plan) | −2,837 | $50.08 | $142.08K | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 26, 2026 | Option exercise | +2,837 | $38.68 | $109.74K | 151,327 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 24, 2026 | Option exercise | +300 | $38.68 | $11.60K | 148,790 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 24, 2026 | Option exercise | +400 | $38.68 | $15.47K | 148,890 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −400 | $50.01 | $20.00K | 148,490 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −300 | $50.01 | $15.00K | 148,490 |
| Timothy C. E. Brown Director | Aug 18, 2026 | Award | +263 | $47.52 | $12.50K | 6,963 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 3, 2026 | Option exercise | +45,850 | $46.62 | $2.14M | 194,340 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −35,232 | $47.48 | $1.67M | 159,108 |
| Jeffrey D. Lorenger President & CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −10,618 | $47.78 | $507.33K | 148,490 |
| Linda K. Williams Director | May 19, 2026 | Award | +4,786 | – | – | 19,563 |
| Dhanusha Sivajee Director | May 19, 2026 | Award | +4,786 | – | – | 28,620 |
| Mary A. Bell Director | May 19, 2026 | Award | +4,786 | – | – | 84,142 |
| Mary K.W. Jones Director | May 19, 2026 | Award | +4,786 | – | – | 44,058 |
| Larry B. Porcellato Director | May 19, 2026 | Award | +4,786 | – | – | 46,419 |
| David Martin Roberts Director | May 19, 2026 | Award | +4,786 | – | – | 11,480 |
| David Martin Roberts Director | May 19, 2026 | Award | +427 | $29.25 | $12.49K | 11,907 |
| Patrick D. Hallinan Director | May 19, 2026 | Award | +4,786 | – | – | 19,282 |
| John R. Hartnett Director | May 19, 2026 | Award | +4,786 | – | – | 46,070 |
| Timothy C. E. Brown Director | May 19, 2026 | Award | +4,786 | – | – | 6,273 |
| Timothy C. E. Brown Director | May 19, 2026 | Award | +427 | $29.25 | $12.49K | 6,700 |
| Jeffrey D. Lorenger President & CEO, Director | Mar 17, 2026 | Gift | −96,007 | – | – | 148,490 |
| Jennifer Sue Petersen VP, Member Relations | Feb 25, 2026 | Award | +5,020 | – | – | 15,508 |
| Jennifer Sue Petersen VP, Member Relations | Feb 25, 2026 | Tax withholding | −2,166 | $50.14 | $108.60K | 13,342 |
| Gregory A. Meunier Ex VP GL Ops, Kimball Intl | Feb 25, 2026 | Tax withholding | −1,622 | $50.14 | $81.33K | 25,542 |
| Gregory A. Meunier Ex VP GL Ops, Kimball Intl | Feb 25, 2026 | Award | +5,322 | – | – | 27,164 |
| Jeffrey D. Lorenger President & CEO, Director | Feb 25, 2026 | Award | +112,952 | – | – | 293,236 |
| Jeffrey D. Lorenger President & CEO, Director | Feb 25, 2026 | Tax withholding | −48,739 | $50.14 | $2.44M | 244,497 |
| Jason Dean Hagedorn Pres, Workplace Furnishings | Feb 25, 2026 | Award | +13,076 | – | – | 54,778 |
| Jason Dean Hagedorn Pres, Workplace Furnishings | Feb 25, 2026 | Tax withholding | −5,643 | $50.14 | $282.94K | 49,135 |
| Vincent P. Berger EVP & Chief Financial Officer | Feb 25, 2026 | Award | +23,240 | – | – | 117,539 |
| Vincent P. Berger EVP & Chief Financial Officer | Feb 25, 2026 | Tax withholding | −10,029 | $50.14 | $502.85K | 107,510 |
| Brian Scott Smith President, Hearth & Home Tech | Feb 25, 2026 | Award | +7,686 | – | – | 24,860 |
| Brian Scott Smith President, Hearth & Home Tech | Feb 25, 2026 | Tax withholding | −3,505 | $50.14 | $175.74K | 21,355 |
| Bishop Brandon Bullock III COO, HNI Corporation | Feb 25, 2026 | Award | +14,078 | – | – | 50,174 |
| Bishop Brandon Bullock III COO, HNI Corporation | Feb 25, 2026 | Tax withholding | −6,075 | $50.14 | $304.60K | 44,099 |
| Steven M. Bradford Sr. VP, Gen. Counsel & Sec. | Feb 25, 2026 | Tax withholding | −5,054 | $50.14 | $253.41K | 76,185 |
| Steven M. Bradford Sr. VP, Gen. Counsel & Sec. | Feb 25, 2026 | Award | +11,514 | – | – | 81,239 |
| Kourtney L. Smith COO, Kimball International | Feb 25, 2026 | Award | +8,294 | – | – | 47,632 |
| Kourtney L. Smith COO, Kimball International | Feb 25, 2026 | Tax withholding | −2,468 | $50.14 | $123.75K | 45,164 |
| Radhakrishna S. Rao Chief Info and Digital Officer | Feb 25, 2026 | Tax withholding | −2,937 | $50.14 | $147.26K | 26,039 |
| Radhakrishna S. Rao Chief Info and Digital Officer | Feb 25, 2026 | Award | +6,942 | – | – | 28,976 |
| Michael J. Roch CCO, WP & Health, Kimball Intl | Feb 25, 2026 | Award | +5,392 | – | – | 25,429 |
| Michael J. Roch CCO, WP & Health, Kimball Intl | Feb 25, 2026 | Tax withholding | −1,661 | $50.14 | $83.28K | 23,768 |
| Jason Dean Hagedorn Pres, Workplace Furnishings | Feb 18, 2026 | Award | +6,130 | – | – | 41,702 |
| Brian Scott Smith President, Hearth & Home Tech | Feb 18, 2026 | Award | +5,563 | – | – | 17,174 |
| David Martin Roberts Director | Feb 18, 2026 | Award | +209 | $50.14 | $10.48K | 6,694 |
| Timothy C. E. Brown Director | Feb 18, 2026 | Award | +1,080 | $50.14 | $54.15K | 1,487 |
| Timothy C. E. Brown Director | Feb 18, 2026 | Award | +349 | $50.14 | $17.50K | 407 |
| Bishop Brandon Bullock III COO, HNI Corporation | Feb 18, 2026 | Award | +6,856 | – | – | 36,096 |
| Kourtney L. Smith COO, Kimball International | Feb 18, 2026 | Award | +3,482 | – | – | 39,338 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sylvester David RETIRED CEO | Sep 22, 2026 | 24,441 | $1.13M | Sep 22, 2026 | STOCK BONUS |
| Sylvester David RETIRED CEO | Sep 14, 2026 | 559 | $26.48K | Sep 11, 2026 | STOCK BONUS |
| Jeffrey D. Lorenger Officer, Director | Aug 28, 2026 | 1,504 | $75.20K | Aug 28, 2026 | Stock Option Exercise |
| Jeffrey D. Lorenger Officer, Director | Aug 27, 2026 | 39,576 | $1.98M | Aug 27, 2026 | Stock Option Exercise |
| Jeffrey D. Lorenger Officer, Director | Aug 26, 2026 | 7,508 | $375.87K | Aug 26, 2026 | Stock Option Exercise |
| Jeffrey D. Lorenger Officer, Director | Aug 24, 2026 | 700 | $35.01K | Aug 24, 2026 | Stock Option Exercise |
| Jeffrey D. Lorenger Officer, Director | Aug 3, 2026 | 45,850 | $2.18M | Aug 3, 2026 | Stock Option Exercise |
| Brian Scott Smith Officer | Feb 9, 2026 | 2,000 | $104.40K | Feb 9, 2026 | Option Granted - 02/15/2017 |
| Jeffrey D. Lorenger Officer, Director | Jul 24, 2025 | 200 | $10.66K | Jul 24, 2025 | Option Granted 02/15/2017 |
| Miguel M. Calado Director | Jul 24, 2025 | 1,743 | $92.38K | Jul 24, 2025 | Board Fees |
| Miguel M. Calado Director | Jun 27, 2025 | 2,000 | $100.00K | Jun 27, 2025 | Board Fees |
| Jason Dean Hagedorn Officer | Jun 13, 2025 | 1,440 | $67.78K | Jun 13, 2025 | Option Granted 02/17/2016 |
| Brian Scott Smith Officer | Feb 21, 2025 | 944 | $47.15K | Feb 21, 2025 | Restricted Stock Vesting |
| Marshall H. Bridges Officer | Feb 20, 2025 | 102 | $5.10K | Feb 20, 2025 | Restricted Stock Vesting |
| Brian Scott Smith Officer | Feb 19, 2025 | 1,223 | $59.46K | Feb 19, 2025 | Restricted Stock Vesting |