HNI HNI (HNI) Insider Trading, Ownership & Congress Trades
Consumer Goods · Office furniture (no wood) · CIK 0000048287
Form 144 · 7
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
143
13F, latest reported quarter
Conversions, 180 days
8
Codes C/M, not in net · $4.0M priced
What the filings say about HNI
Insiders, 180 days
-$4.6M net sold
1 seller · 78% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-05-08
Planned sales (Form 144), 90 days
$5.8M
7 notices
HNI insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, HNI CORP insiders sold a net $4.6M of stock across 83 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 18 earlier Form 4 trades (code P or S) here by this insider (18 sales), the last on Aug 27, 2026.
- The trade is 1.0% of the 148,490 shares held after it.
- No other insider sold within 30 days.
- 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Lorenger Jeffrey D sold about $75.2K of HNI under a 10b5-1 plan on Aug 28, 2026; 143 funds added in the latest 13F quarter.Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 sales), the last on Aug 26, 2026.
- The trade is 18.3% of the 148,490 shares held after it.
- No other insider sold within 30 days.
- 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Lorenger Jeffrey D sold about $1.4M of HNI under a 10b5-1 plan on Aug 27, 2026; 143 funds added in the latest 13F quarter.Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 sales), the last on Aug 26, 2026.
- The trade is 8.4% of the 148,490 shares held after it.
- No other insider sold within 30 days.
- 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Lorenger Jeffrey D sold about $623.3K of HNI under a 10b5-1 plan on Aug 27, 2026; 143 funds added in the latest 13F quarter.Context
- 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Aug 24, 2026.
- The trade is 3.1% of the 148,490 shares held after it.
- No other insider sold within 30 days.
- 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Lorenger Jeffrey D sold about $233.8K of HNI under a 10b5-1 plan on Aug 26, 2026; 143 funds added in the latest 13F quarter.Context
- 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Aug 24, 2026.
- The trade is 1.9% of the 148,490 shares held after it.
- No other insider sold within 30 days.
- 143 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Lorenger Jeffrey D sold about $142.1K of HNI under a 10b5-1 plan on Aug 26, 2026; 143 funds added in the latest 13F quarter.83 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$4.6M over 180 days
-$4.6M over 90 days
below 75% of Consumer Goods
Congress
no House purchase disclosed in the last 12 months
Funds
143 funds bought in last quarter
more than 61% of Consumer Goods
Revenue
+12.4% year over year
more than 72% of Consumer Goods
Margin
1.9% net margin
more than 53% of Consumer Goods
Buybacks
$83.6M repurchased, FY to 2026-01-03
more than 73% of Consumer Goods
Short interest
6.0% of the float short (float per yahoo 2026-10-26) · 7.0 days to cover · settled 2026-09-30
more than 71% of Consumer Goods
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HNI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+9.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HNI: institutional holders (13F)
13F holdings, latest reported quarter
10,684,086 sh
$431.7M
10,634,660 sh
$429.7M
4,777,146 sh
$193.0M
3,217,303 sh
$130.0M
2,924,923 sh
$118.2M
Congress trades in HNI
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-05-08 · disclosed 45 days later
$15,001 - $50,000
Bought 2025-03-31 · disclosed 11 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HNI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
DAVID SYLVESTER
Filed 2026-09-22
$1.1M
DAVID SYLVESTER
Filed 2026-09-14
$26.5K
Lorenger Jeffrey D
Filed 2026-08-28
$75.2K
Lorenger Jeffrey D
Filed 2026-08-27
$2.0M
Lorenger Jeffrey D
Filed 2026-08-26
$375.9K
HNI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
LONE PEAK VALUE FUND
$5.1M position · as of 2026-06-30
3.0%
Tarkio Fund
$7.5M position · as of 2026-05-31
2.9%
Pear tree polaris small cap fund
$1.8M position · as of 2026-06-30
1.8%
Nuveen Small Cap Select Fund
$6.4M position · as of 2026-07-31
1.6%
CRAWFORD SMALL CAP DIVIDEND FUND
$5.4M position · as of 2026-06-30
1.4%
Columbia Variable Portfolio - Select Small Cap Value Fund
$1.4M position · as of 2026-06-30
1.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Lorenger
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$7.1M
$12.5M
$1.8M
+29%
-35%
2022
$5.7M
-$1.8M
$1.4M
-16%
-56%
2021
$9.1M
$12.7M
$2.4M
+20%
-22%
2020
$4.9M
$3.4M
$1.5M
-4%
-25%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $4.6M sold by insiders over 180 days, 143 funds added last quarter, $5.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
HNI financials
Revenue growth
+12.4%
XBRL, annual
Net margin
1.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.4B
four quarters, 2025-06-29 to 2026-07-04
Revenue, TTM HNI
| FY Jan 2026 | $2.8B |
| FY Dec 2024 | $2.5B |
| FY Dec 2023 | $2.4B |
| FY Dec 2022 | $2.4B |
| FY Jan 2022 | $2.2B |
| Jul 2026 | $1.5B |
| Apr 2026 | $1.3B |
| Jan 2026 | $888.4M |
| Sep 2025 | $683.8M |
| Jun 2025 | $667.1M |
| Mar 2025 | $599.8M |
| Dec 2024 | $642.5M |
| Sep 2024 | $672.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+0.1%
net income over revenue, 2025-06-29 to 2026-07-04
Net margin, TTM HNI
| FY Jan 2026 | +1.9% |
| FY Dec 2024 | +5.5% |
| FY Dec 2023 | +2.0% |
| FY Dec 2022 | +5.2% |
| FY Jan 2022 | +2.7% |
| Jul 2026 | +3.5% |
| Apr 2026 | -2.9% |
| Jan 2026 | -5.5% |
| Sep 2025 | +6.0% |
| Jun 2025 | +7.2% |
| Mar 2025 | +2.3% |
| Dec 2024 | +6.0% |
| Sep 2024 | +7.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$113.3M
operating cash flow minus capex, 2025-06-29 to 2026-07-04
Free cash flow, TTM HNI
| FY Jan 2026 | $208.4M |
| FY Dec 2024 | $173.8M |
| FY Dec 2023 | $188.5M |
| FY Dec 2022 | $12.8M |
| FY Jan 2022 | $65.1M |
| Jul 2026 | n/a |
| Apr 2026 | -$207.5M |
| Jan 2026 | $60.4M |
| Sep 2025 | $135.6M |
| Jun 2025 | $16.1M |
| Mar 2025 | -$3.7M |
| Dec 2024 | $41.5M |
| Sep 2024 | $114.0M |
At each fiscal year end
Single quarter
Debt to equity
0.76x
long-term 2026-07-04 plus current 2026-07-04; equity 2026-07-04
Debt to equity HNI
| FY Jan 2026 | 0.70x |
| FY Dec 2024 | 0.41x |
| FY Dec 2023 | 0.57x |
| FY Dec 2022 | 0.31x |
| FY Jan 2022 | 0.30x |
| Jul 2026 | 0.76x |
| Apr 2026 | 0.81x |
| Jan 2026 | 0.70x |
| Sep 2025 | 0.39x |
| Jun 2025 | 0.55x |
| Mar 2025 | 0.50x |
| Dec 2024 | 0.41x |
| Sep 2024 | 0.41x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.15x
TTM operating cash flow over long-term 2026-07-04 plus current 2026-07-04
Cash flow to debt HNI
| FY Jan 2026 | 0.21x |
| FY Dec 2024 | 0.66x |
| FY Dec 2023 | 0.61x |
| FY Dec 2022 | 0.43x |
| FY Jan 2022 | 0.74x |
| Jul 2026 | 0.15x |
| Apr 2026 | 0.06x |
| Jan 2026 | 0.21x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.66x |
| Sep 2024 | 0.81x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+0.3%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on equity HNI
| FY Jan 2026 | +4.0% |
| FY Dec 2024 | +17.4% |
| FY Dec 2023 | +7.2% |
| FY Dec 2022 | +20.5% |
| FY Jan 2022 | +10.1% |
| Jul 2026 | +0.3% |
| Apr 2026 | +0.1% |
| Jan 2026 | +4.0% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +17.4% |
| Sep 2024 | +15.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.1%
TTM net income over average of 2025-06-28 and 2026-07-04
Return on assets HNI
| FY Jan 2026 | +1.6% |
| FY Dec 2024 | +7.3% |
| FY Dec 2023 | +2.9% |
| FY Dec 2022 | +8.5% |
| FY Jan 2022 | +4.1% |
| Jul 2026 | +0.1% |
| Apr 2026 | +0.0% |
| Jan 2026 | +1.6% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +7.3% |
| Sep 2024 | +6.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate 83%, not meaningful
Return on invested capital HNI
| FY Jan 2026 | +3.0% |
| FY Dec 2024 | +14.3% |
| FY Dec 2023 | +6.2% |
| FY Dec 2022 | +17.3% |
| FY Jan 2022 | +9.6% |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | +3.0% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +14.3% |
| Sep 2024 | +13.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+3.4%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-07-04 minus current liabilities
Return on capital employed HNI
| FY Jan 2026 | +4.9% |
| FY Dec 2024 | +14.4% |
| FY Dec 2023 | +7.3% |
| FY Dec 2022 | +15.4% |
| FY Jan 2022 | +8.7% |
| Jul 2026 | +3.4% |
| Apr 2026 | +2.5% |
| Jan 2026 | +4.9% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +14.4% |
| Sep 2024 | +12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing HNI
| FY Jan 2026 | 38.36x |
| FY Dec 2024 | 17.60x |
| FY Dec 2023 | 40.61x |
| FY Dec 2022 | 9.60x |
| FY Jan 2022 | 31.15x |
| Jul 2026 | n/a |
| Apr 2026 | 120.26x |
| Jan 2026 | 38.36x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 17.60x |
| Sep 2024 | 20.29x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$4.7B
market value at close 2026-10-26 on 2026-07-04 shares, plus long-term 2026-07-04 plus current 2026-07-04, minus cash 2026-07-04
Enterprise value HNI
| FY Jan 2026 | $3.0B |
| FY Dec 2024 | $2.8B |
| FY Dec 2023 | $2.4B |
| FY Dec 2022 | $1.3B |
| FY Jan 2022 | $2.0B |
| Jul 2026 | $4.3B |
| Apr 2026 | $3.7B |
| Jan 2026 | $3.0B |
| Sep 2025 | $2.4B |
| Jun 2025 | $2.7B |
| Mar 2025 | $2.5B |
| Dec 2024 | $2.8B |
| Sep 2024 | $2.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield HNI
| FY Jan 2026 | +10.7% |
| FY Dec 2024 | +7.1% |
| FY Dec 2023 | +9.7% |
| FY Dec 2022 | +1.1% |
| FY Jan 2022 | +3.6% |
| Jul 2026 | +3.8% |
| Apr 2026 | +0.2% |
| Jan 2026 | +10.7% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | +7.1% |
| Sep 2024 | +8.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing HNI
| FY Jan 2026 | n/a |
| FY Dec 2024 | 0.10x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.08x |
| FY Jan 2022 | 0.80x |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.10x |
| Sep 2024 | 0.12x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-01 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $2.8B | $2.5B | $2.4B | $2.4B |
| Gross profit | $1.2B | $1.0B | $948.3M | $834.9M |
| Operating income | $126.0M | $206.5M | $90.3M | $155.2M |
| Net income | $54.2M | $139.5M | $49.2M | $123.9M |
| EPS (diluted) | 1.11 | 2.88 | 1.09 | 2.94 |
| Operating cash flow | $276.3M | $226.7M | $267.5M | $81.2M |
| Cash | $209.2M | $20.2M | $28.9M | $17.4M |
| Long-term debt | $1.3B | $294.3M | $428.3M | $188.8M |
| Buybacks | $83.6M | $65.8M | $300.0K | $65.2M |
| Dividends paid | $63.1M | $63.6M | $58.5M | $53.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
HNI Stock Sonar score 6/7 axes
Find similar shapesCompareHNI ranks highest on growth (72nd percentile) and risk and compliance (63rd), and lowest on insider conviction (16th), among Consumer Goods peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HNI filings, in plain words
Are HNI insiders buying or selling HNI?
In the 180 days to 2026-10-28, HNI insiders were net sellers, a net $4.6M across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded HNI?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Jefferson Shreve dated 2025-05-08.
Are there planned insider sales of HNI?
Yes. 7 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $5.8M of stock; the latest, by DAVID SYLVESTER, was filed 2026-09-22.
Read the full summary
In the 180 days to 2026-10-28, HNI insiders were net sellers of HNI, a net $4.6M across purchases and sales reported on Form 4 by 1 seller. 78% of the 9 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Members of Congress have disclosed trades in HNI, none in the last year; the latest on record is a sale by Jefferson Shreve dated 2025-05-08. Insiders filed 7 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $5.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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