HNI CORP(HNI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,049 of 2,962 stocksTOP 50%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HNI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HNI CORP (HNI), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores HNI at 58.1/100 on a 32-signal composite quality model, placing it at rank #1,049 of 2,962 stocks — the top half of the AI-ranked universe. HNI scores in the top quartile across earnings quality (94.2), revenue growth (88.7), revenue scale (76.3). Areas of concern include profitability (26.7) and free cash flow (34.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), HNI CORP reports quarterly revenue of $1.5B, net income of $51.1M, an operating margin of 6.3%. Top institutional holders of HNI by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HNI trades on the NYSE exchange and files with the SEC under CIK 48287. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HNI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HNI CORP directly from SEC EDGAR. HNI CORP's 13F Pro composite quality score has ranged between 37 and 68 since 2021, currently 58.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.5B
Net Income
Q2 2026
$51.1M
Operating Margin
Q2 2026
6.3%
ROIC
Q2 2026
11.5%
D/E Ratio
Q2 2026
0.77
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.4% YoYNet Income
-61.1% YoYOperating Income
-39.0% YoYEPS (Diluted)
-61.5% YoYTotal Assets
+160.5% YoYTotal Debt
+231.6% YoYOp. Cash Flow
+21.9% YoYFree Cash Flow
+20.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.84B +12.4% | $2.53B +3.8% | $2.43B +3.1% | $2.36B +8.1% | $2.18B +11.7% | $1.96B |
| Net Income | $54.2M -61.1% | $139.5M +183.5% | $49.2M -60.3% | $123.9M +107.2% | $59.8M +42.7% | $41.9M |
| Operating Income | $126.0M -39.0% | $206.5M +128.7% | $90.3M -41.8% | $155.2M +81.7% | $85.4M +39.1% | $61.4M |
| EPS (Diluted) | $1.11 -61.5% | $2.88 +164.2% | $1.09 -62.9% | $2.94 +116.2% | $1.36 +38.8% | $0.98 |
| Total Assets | $4.88B +160.5% | $1.88B -2.8% | $1.93B +36.4% | $1.41B -5.6% | $1.50B +5.6% | $1.42B |
| Total Debt | $1.31B +231.6% | $394.9M -10.9% | $443.3M +131.6% | $191.4M +5.7% | $181.0M +2.7% | $176.2M |
| Operating Cash Flow | $276.3M +21.9% | $226.7M -15.3% | $267.5M +229.4% | $81.2M -38.3% | $131.6M -38.6% | $214.5M |
| Free Cash Flow | $208.5M +20.0% | $173.8M -7.7% | $188.4M +1371.9% | $12.8M -80.3% | $65.1M -62.3% | $172.7M |
Get alerted when HNI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for HNI CORP including:
Top Institutional Holders of HNI
BlackRock, Inc.
$431.7M10,684,086 shFMR LLC
$429.7M10,634,660 shVANGUARD PORTFOLIO MANAGEMENT LLC
$193.0M4,777,146 shVANGUARD CAPITAL MANAGEMENT LLC
$130.0M3,217,303 shSTATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$118.2M2,924,923 shSTATE STREET CORP
$113.0M2,796,204 shDIMENSIONAL FUND ADVISORS LP
$103.0M2,548,082 shNORTHERN TRUST CORP
$94.9M2,348,257 shGEODE CAPITAL MANAGEMENT, LLC
$75.9M1,877,156 shFIFTH THIRD BANCORP
$60.6M1,499,640 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $431.7M | 10,684,086 |
| FMR LLC | $429.7M | 10,634,660 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193.0M | 4,777,146 |
| VANGUARD CAPITAL MANAGEMENT LLC | $130.0M | 3,217,303 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $118.2M | 2,924,923 |
| STATE STREET CORP | $113.0M | 2,796,204 |
| DIMENSIONAL FUND ADVISORS LP | $103.0M | 2,548,082 |
| NORTHERN TRUST CORP | $94.9M | 2,348,257 |
| GEODE CAPITAL MANAGEMENT, LLC | $75.9M | 1,877,156 |
| FIFTH THIRD BANCORP | $60.6M | 1,499,640 |
Companies Similar to HNI
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
GXO Logistics, Inc.
U-Haul Holding Co /NV/
Ryerson Holding Corp
DICK'S SPORTING GOODS, INC.
MILLERKNOLL, INC.
GROUP 1 AUTOMOTIVE INC
STEVEN MADDEN, LTD.
Sleep Number Corp
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Consumer Discretionary Companies
View all Consumer Discretionary →Put HNI on your watchlist
Track score changes the day HNI CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is HNI a good stock to buy?
13F Pro's AI-powered analysis of HNI CORP (HNI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HNI are available on the HNI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HNI is classified as a mid company.
Which hedge funds own HNI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HNI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HNI CORP's investment landscape.