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Upturn AI Summary - About
HNI Corp(HNI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HNI
11/06/2026: HNI (3-star) is a REGULAR-BUY. BUY for 5 days. Simulated Profits (-4.85%). Updated daily EoD!
HNI Corporation is an established manufacturer of office furniture and residential hearth products that serves as a cyclical play on commercial and residential real estate. The company is known for its operational discipline through the HNI Production System and a strong brand portfolio that supports stable market positioning. Its primary growth story revolves around capturing office renovation demand and successfully scaling the business via strategic acquisitions like Kimball International. However, investors must weigh these factors against significant risks, including the secular shift toward remote work and economic sensitivity in the housing market. HNI is best suited for value and dividend-focused investors, provided they monitor office occupancy trends and integration progress.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | HNI is a mature company in a cyclical industry, offering moderate growth potential rather than explosive upside. |
| Momentum investor | Weak fit | The stock tends to trade based on macro housing and office utilization data rather than high-growth momentum trends. |
| Value investor | Strong fit | HNI often trades at reasonable valuation multiples, making it potentially attractive for value-oriented investors. |
| Dividend investor | Strong fit | The company maintains a reliable dividend program suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, the company is subject to cyclical economic risks, introducing moderate volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is susceptible to swings in macroeconomic news concerning office occupancy. |
| Valuation risk | Low | HNI typically trades at disciplined valuation levels, reducing significant downside multiple compression risk. |
| Competition risk (Furniture industry competition) | High | The sector is highly competitive with constant pressure on pricing and design relevance. |
| Business quality | Medium / high | HNI has a solid, well-regarded franchise with established brand loyalty in its core segments. |
| Dividend income | Medium | The dividend is consistent but growth is dependent on successful cyclical earnings recovery. |
| Execution risk | Medium | Successful integration of recent acquisitions like Kimball remains key to achieving promised synergies. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 30.98% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.42B USD | Price to earnings Ratio 157.53 | 1Y Target Price 71 |
Price to earnings Ratio 157.53 | 1Y Target Price 71 | ||
Volume (30-day avg) 547.7K shares | Beta 0.94 | 52 Weeks Range 28.41 - 51.45 | Updated Date 11/08/2026 |
52 Weeks Range 28.41 - 51.45 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.86% | Basic EPS (TTM) 0.3 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Workplace Furnishings | Office desks, chairs, storage, and architectural walls for commercial clients. | This is the core business; its health depends on companies investing in their physical offices. |
| Residential | Fireplaces, inserts, and stoves for residential homes. | This provides diversification into the housing market, linked to home construction and renovation. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 1.4 | Actual 1.62 |
Profitability
Profit Margin 1% | Operating Margin (TTM) 9.31% |
Management Effectiveness
Return on Assets (TTM) 6.44% | Return on Equity (TTM) 3.92% |
Valuation
Trailing PE 157.53 | Forward PE 10.04 | Enterprise Value 4.96B | Price to Sales(TTM) 0.64 |
Enterprise Value 4.96B | Price to Sales(TTM) 0.64 | ||
Enterprise Value to Revenue 0.94 | Enterprise Value to EBITDA 12 | Shares Outstanding 72.27M | Shares Floating 71.09M |
Shares Outstanding 72.27M | Shares Floating 71.09M | ||
Percent Insiders 2.1 | Percent Institutions 88.42 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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