Steelcase synergy targets rise as integration runs ahead of plan.
HNI HNI Corporation
XNYS
49.14
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
HNI
$49.14
—
Key stats
$49.14
- 52-Week Range
- $28.93 – $52.79
- YTD
- +15.41%
- IV Rank (30D)
- 18.24
- Straddle Price
- $3.62
- P/C Vol Ratio
- 0.00
- Market Cap
- $3.5B
- Open
- $49.22
- Day Range
- $48.75 – $50.45
- Volume
- 672,195
- Prev Close
- $48.31
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.94% |
| Beta vs SPY | 0.94 |
| Cost of Equity (CAPM) | 9.65% (VRP-adj) |
| WACC | 8.26% |
| Volatility Risk Premium | +49.0pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 0.2% |
| Book / Price | 62.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 41.0% |
| FCF Margin (TTM) | 2.3% |
| Debt / Equity | 0.76 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +22.6% (reverse-DCF on current price) |
| SMA 50 | $47.36 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $47.28 |
| Bollinger Width / SMA20 | 18.7% (drives anchor stability) |
| Net Debt | $1.3B |
| Market Cap | $3B |
Peers used for multiples: AVA, EMN, FLO, JJSF, NWN, PRGO, TRN, UVV
60-Day Conviction
47%
20-Day Fair Value
≈ by Dec 3, 2026
$48.90
α -0.5%
rank 57%
conviction
38%
40-Day Fair Value
≈ by Jan 1, 2027
$49.82
α +1.4%
rank 57%
conviction
43%
60-Day Fair Value
≈ by Feb 1, 2027
$48.53
α -1.2%
rank 57%
conviction
47%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $70.43 | 25% | |
| DDM (Gordon) | $31.17 | 20% | |
| Peer P/E | n/a | 0% | median 16.9× · 7 peers |
| Peer EV/EBITDA | $52.63 | 7% | median 9.2× · 8 peers |
| Peer P/B | $35.60 | 10% | median 1.2× · 8 peers |
| Peer P/S | $77.93 | 10% | median 1.0× · 8 peers |
| Market Anchor (SMA50) | $47.36 | 28% | stability 57% (BB-width) |
| Options Expected (B-L 30d) | $49.56 | 0% | 7 strikes · skew -0.26 |
As of 2026-11-04 · updated
Related
About
- Industry (SIC)
- OFFICE FURNITURE (NO WOOD) (2522) · industry map
- Exchange
- XNYS
- Market Cap
- $3.5B
- Employees
- 19,500
- List Date
- 1972-06-01
- CIK
- 0000048287
- Headquarters
- Muscatine, IA
- Homepage
- https://www.hnicorp.com
HNI Corp is a provider of commercial furnishings and hearth products. Its two reportable segments are workplace furnishings and residential building products. The workplace furnishings segment includes furniture systems, seating, storage, tables, architectural products, ancillary products, and hospitality products. The residential building products segment includes various gas, wood, electric, and pellet-fueled fireplaces, inserts, stoves, facings, outdoor fire pits and fire tables, and accessories. The company's products are sold through independent dealers, distributors, eCommerce retailers,…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -3.21% | -1.80% | 9.78% | -1.97% | 0.85% | 12.24% | 2.65% |
| Feb | 5.99% | -3.12% | -1.88% | 8.03% | -1.75% | -7.68% | -0.07% |
| Mar | 5.05% | -2.40% | -11.25% | 2.83% | -4.21% | -25.35% | -5.89% |
| Apr | 6.92% | -3.73% | -7.51% | -4.90% | -5.54% | 9.34% | -0.90% |
| May | 6.09% | 7.47% | -1.85% | 12.37% | 10.29% | -16.69% | 2.95% |
| Jun | -5.74% | -8.69% | 9.99% | -3.78% | 6.59% | 29.98% | 4.73% |
| Jul | -15.65% | 2.20% | 1.68% | 21.76% | 0.55% | 10.41% | 3.49% |
| Aug | -0.79% | -8.44% | 13.16% | 0.07% | -11.22% | 1.64% | -0.93% |
| Sep | -3.50% | -15.55% | 4.18% | 2.20% | 4.20% | -4.51% | -2.16% |
| Oct | -1.60% | 3.50% | 1.58% | -7.72% | -12.11% | 4.90% | -1.91% |
| Nov | 2.41% | 0.21% | 6.87% | 13.94% | 3.23% | -1.07%* | 4.26% |
| Dec | 6.59% | -3.10% | 5.39% | -12.08% | 0.53% | -- | -0.53% |
| Total | -0.05% | -30.33% | 30.91% | 28.90% | -10.58% | 1.85% | 3.45% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $47.41
SMA 50: $47.34
SMA 200: $41.91
Current: $49.14
EMA 12: $48.07
EMA 26: $47.55
MACD: 0.5169 | Signal: 0.2444
BULLISH
ADX (14): 9.20
RANGE
+DI: 21.89
−DI: 20.67
Momentum Oscillators
RSI (14): 58.14
NEUTRAL
Stoch %K: 65.33
Stoch %D: 75.86
Williams %R: -35.32
Volume & Volatility
BB Upper: $49.62
BB Lower: $45.21
NEUTRAL
OBV: -29,936,069
Vol SMA 20: 558,724
Vol ROC: 58.24%
ATR: $1.68
True Range: $2.14
HV 20: 34.5%
HV 30: 31.3%
HV 60: 28.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis
LLM Stock Analysis Report: HNI Corporation (HNI)
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Technical indicators suggest a potential uptrend, with the MACD signal line crossover indicating bullish momentum.
- Recent news headlines are predominantly positive, highlighting product launches and partnerships.
Primary risks:
- Volatility remains moderate, but options market signals indicate a potential move higher.
- Earnings data is not available, which may lead to increased uncertainty around future stock performance.
Investment thesis: HNI Corporation appears poised for a near-term rally, driven by technical momentum and positive news sentiment. However, volatility remains a key risk factor, and investors should be cautious of potential market fluctuations.
Recent news sentiment impact: The overall positive news sentiment has contributed to the bullish bias in our analysis.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Downtrend (reversing)
Support/Resistance Levels:
- Upper Bollinger Band: $50.38
- Middle Bollinger Band: $48.87
- Lower Bollinger Band: $47.35
Momentum Signals:
- RSI: 61.50 (neutral)
- MACD signal line crossover: Bullish momentum
- Bollinger Bands: Neutral signal
Volume Analysis:
- Volume SMA 20: 468254.27
- On-Balance Volume (OBV): -27066744.71
- Volume Rate of Change: -63.99%
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines highlight product launches and partnerships.
Sentiment Assessment:
- Aggregate sentiment is positive, with a strong focus on company announcements and partnerships.
Catalyst Identification:
- Upcoming earnings release (no date available)
Market Narrative:
- Technical signals suggest a potential uptrend, which aligns with the predominantly positive news sentiment.
Risk & Volatility Assessment
Risk Interpretation:
- Beta: 0.93 (moderate volatility)
Volatility Regime:
- Current vs historical volatility levels: Moderate
Options Market Signals:
- IV Rank: 4.9% (Low)
- Current IV: 65.9%
- Expected Move: $5.40 (42 DTE), 7-DTE: $3.85
- Volume Flow: 18,033 calls vs 27 puts
- Open Interest: 171 calls vs 48 puts
- Put/Call Volume Ratio: 0.00 (Bullish sentiment)
Downside Protection:
- Support levels: $47.35 (lower Bollinger Band)
- Risk management considerations: Monitor for potential price movements above the upper Bollinger Band.
Market Context & Positioning
Sector Performance:
- Relative strength vs sector/market: Neutral to strong
Institutional Activity:
- Volume patterns suggesting institutional interest: Moderate volume
Correlation Analysis:
- How stock moves relative to market (R-squared interpretation): 0.33 (moderate correlation)
Relative Valuation:
- Position within trading range: Mid-range, with potential for near-term rally.
Key Levels & Action Items
Critical Price Levels:
- Support/resistance levels:
- Upper Bollinger Band: $50.38
- Middle Bollinger Band: $48.87
- Lower Bollinger Band: $47.35
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves:
- Upper Bollinger Band: $50.38 (breakout potential)
- Middle Bollinger Band: $48.87 (support level)
Time-Sensitive Catalysts:
- Earnings release (no date available)
Risk Management:
- Stop-loss levels and position sizing considerations: Monitor for potential price movements above the upper Bollinger Band.
This report provides a comprehensive analysis of HNI Corporation's technical, news, and volatility signals. The overall sentiment is bullish, with a focus on potential uptrend and positive news headlines. However, investors should remain cautious due to moderate volatility and the absence of earnings data.
Generated
News
All HNI news →
Earnings History
13 of 16 under expected move
Avg Expected Move
9.94%
Avg Actual Move
4.46%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-10-25 | Pre-Market | 4.13% | 9.41% | 2.28x | Exceeded |
| 2022-10-24 | Pre-Market | 13.64% | 0.78% | 0.06x | Within |
| 2023-05-08 | Pre-Market | 10.98% | 7.53% | 0.69x | Within |
| 2023-08-08 | Pre-Market | 6.94% | 1.93% | 0.28x | Within |
| 2023-10-31 | Pre-Market | 9.89% | 3.96% | 0.40x | Within |
| 2024-02-22 | Pre-Market | 11.80% | 0.91% | 0.08x | Within |
| 2024-04-29 | Pre-Market | 11.53% | 1.15% | 0.10x | Within |
| 2024-07-25 | Pre-Market | 9.10% | 10.35% | 1.14x | Exceeded |
| 2024-10-29 | Pre-Market | 8.73% | 3.18% | 0.36x | Within |
| 2025-05-07 | After-Close | 4.68% | 5.57% | 1.19x | Exceeded |
| 2025-07-24 | Pre-Market | 9.90% | 1.33% | 0.13x | Within |
| 2025-10-28 | After-Close | 10.74% | 7.38% | 0.69x | Within |
| 2026-02-25 | Pre-Market | 10.81% | 5.11% | 0.47x | Within |
| 2026-05-06 | Pre-Market | 13.66% | 8.11% | 0.59x | Within |
| 2026-07-30 | Pre-Market | 13.62% | 1.87% | 0.14x | Within |
| 2026-11-03 | Pre-Market | 8.96% | 2.74% | 0.31x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
HNI Options Activity & IV Rank
HNI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.9%
7-DTE IV: 44.0%
Expected Move: $3.62
7-DTE Move: $3.62
Days to Exp: 16 (2026-11-20)
Options Flow
Call Volume: 5,021
Put Volume: 17
P/C Volume: 0.003
BULLISH
Call OI: 21,420
Put OI: 25
P/C OI: 0.001
Total OI: 21,445
ATM Options Pricing
ATM Call: $1.10
ATM Put: $2.52
Call %: 2.2%
Put %: 5.1%
Chain Summary
Chain Volume: 5,326
Chain OI: 21,590
Last Updated: 11/4/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 47th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
47%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
+0.16
δ-sensitivity to IV
Charm tilt
-0.33
δ-decay vs time
Charm tilt -0.33: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 5 ATM contracts, 11k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · ATM 42.5% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)6.4LowNov 4
IV Rank (30 DTE)18.2LowNov 4
Straddle Price (30 DTE)$3.62Nov 4
Beta Analysis
Risk Metrics
Beta: 0.8261
Alpha: 15.43%
Correlation: 0.2918
R-Squared: 8.5%
Stock Volatility: 36.4%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own HNI
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $12.1M | #1448 of 6285 | +133.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $3K | #4355 of 4729 | -81.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
HNI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 67,500,000 (as of 2026-10-03)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
3 filers$1.91M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $1.51M | 79.21% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $300.73K | 15.72% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $96.98K | 5.07% | 2026-06-30 |
1 filers$12.12K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Simplex Trading, LLC Custodian | $12.12K | 100.00% | 2026-06-30 |
HNI Insider Trading (Form 4)
Latest: 2026-09-16Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | Irene Tasi | President, Steelcase | Award (A) | +12,409 | — | EDGAR | |
| 2026-09-01 | Jeffrey D Lorenger | President & CEO | Mixed | — | $44.34 | -$17.0K | EDGAR |
| 2026-08-28 | Jeffrey D Lorenger | President & CEO | Mixed | — | $44.38 | -$537.0K | EDGAR |
| 2026-08-26 | Jeffrey D Lorenger | President & CEO | Mixed | — | $44.34 | -$7.9K | EDGAR |
| 2026-08-20 | Timothy C. E. Brown | Director | Award (A) | +263 | $47.52 | $12.5K | EDGAR |
| 2026-08-05 | Jeffrey D Lorenger | President & CEO | Mixed | −96,007 | $47.08 | -$42.6K | EDGAR |
| 2026-05-21 | John R. Hartnett | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Mary A Bell | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Timothy C. E. Brown | Director | Award (A) | +5,213 | $29.25 | $12.5K | EDGAR |
| 2026-05-21 | David Martin Roberts | Director | Award (A) | +5,213 | $29.25 | $12.5K | EDGAR |
| 2026-05-21 | Dhanusha Sivajee | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Larry B Porcellato | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Mary K.W. Jones | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Patrick D Hallinan | Director | Award (A) | +4,786 | — | EDGAR | |
| 2026-05-21 | Linda K Williams | Director | Award (A) | +4,786 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
HNI Insider Holdings
23 insiders · @ $49.14
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeffrey D Lorenger | President & CEO | 463,055 | $22.75M | -$20.04M | 62 | 2026-09-01 |
| 2 | Vincent P Berger | EVP & Chief Financial Officer | 119,728 | $5.88M | -$6.56M | 34 | 2026-02-27 |
| 3 | Cheryl A Francis | Director | 85,891 | $4.22M | $0 | 49 | 2025-05-15 |
| 4 | Mary A Bell | Director | 84,141 | $4.13M | -$384.3K | 94 | 2026-05-21 |
| 5 | Steven M Bradford | Sr. VP, Gen. Counsel & Sec. | 84,068 | $4.13M | -$6.25M | 46 | 2026-02-27 |
| 6 | Jason Dean Hagedorn | Pres, Workplace Furnishings | 56,065 | $2.76M | -$67.8K | 20 | 2026-02-27 |
| 7 | Kourtney L Smith | COO, Kimball International | 47,632 | $2.34M | $0 | 10 | 2026-02-27 |
| 8 | Larry B Porcellato | Director | 46,418 | $2.28M | -$1.42M | 90 | 2026-05-21 |
| 9 | John R. Hartnett | Director | 46,069 | $2.26M | $0 | 33 | 2026-05-21 |
| 10 | Bishop Brandon Bullock III | COO, HNI Corporation | 44,697 | $2.20M | $0 | 19 | 2026-02-27 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
HNI Board & Officers
As of SEC filings through Sep 16, 2026Directors 12
- Larry B Porcellato · on file since 2006
- Cheryl A Francis · on file since 2006
- Miguel M Calado · on file since 2006
- Mary A Bell · since Nov 10, 2006
- Mary K.W. Jones · since Feb 17, 2016
- John R. Hartnett · since Aug 9, 2016
- Jeffrey D Lorenger · listed since Jul 2018
- Dhanusha Sivajee · since Jul 11, 2019
- Patrick D Hallinan · since Sep 13, 2022
- David Martin Roberts · since Jun 25, 2024
- Linda K Williams · since Dec 10, 2025
- Timothy C. E. Brown · since Dec 10, 2025
Officers 11
- Jeffrey D Lorenger · President & CEO · listed since Jul 2018
- Brian Scott Smith · President, Hearth & Home Tech · since Oct 13, 2024
- Irene Tasi · President, Steelcase · since Sep 14, 2026
- Kourtney L Smith · COO, Kimball International · listed since Aug 2023
- Bishop Brandon Bullock III · COO, HNI Corporation · listed since Feb 2026
- Radhakrishna S Rao · Chief Info and Digital Officer · since May 17, 2022
- Steven M Bradford · Sr. VP, Gen. Counsel & Sec. · listed since Feb 2016
- Gregory A Meunier · Ex VP GL Ops, Kimball Intl · since Aug 14, 2023
- Michael J. Roch · CCO, WP & Health, Kimball Intl · since Aug 14, 2023
- Jennifer Sue Petersen · VP, Member Relations · since Sep 1, 2024
- Jason Dean Hagedorn · Pres, Workplace Furnishings · listed since Jan 2026
Changes in the last 10 years (36)
| Sep 14, 2026 | Irene Tasi became President, Steelcase |
| May 18, 2026 | The company announced the departure of Vincent P Berger as EVP & Chief Financial Officer in an SEC filing |
| Feb 17, 2026 | Bishop Brandon Bullock III listed as COO, HNI Corporation (previously President, The HON Company LLC) in SEC filings |
| Jan 21, 2026 | Jason Dean Hagedorn listed as Pres, Workplace Furnishings (previously President, Allsteel LLC) in SEC filings |
| Dec 10, 2025 | Timothy C. E. Brown became a director |
| Dec 10, 2025 | Linda K Williams became a director |
| Feb 14, 2025 | Vincent P Berger listed as EVP & Chief Financial Officer (previously EVP, HNI Corp) in SEC filings |
| Oct 18, 2024 | Vincent P Berger listed as EVP, HNI Corp (previously President, HHT; EVP, HNI Corp) in SEC filings |
| Oct 13, 2024 | Brian Scott Smith became President, Hearth & Home Tech |
| Sep 27, 2024 | The company announced the departure of Marshall H Bridges as SVP & Chief Financial Officer in an SEC filing |
| Sep 1, 2024 | Jennifer Sue Petersen became VP, Member Relations |
| Jun 25, 2024 | David Martin Roberts became a director |
| Jan 31, 2024 | Jason Dean Hagedorn listed as President, Allsteel LLC (previously President, Allsteel Inc.) in SEC filings |
| Aug 16, 2023 | Kourtney L Smith listed as COO, Kimball International (previously Chief Operating Officer) in SEC filings |
| Aug 14, 2023 | Michael J. Roch became CCO, WP & Health, Kimball Intl |
| Aug 14, 2023 | Gregory A Meunier became Ex VP GL Ops, Kimball Intl |
| Jun 1, 2023 | Kourtney L Smith became Chief Operating Officer |
| Sep 13, 2022 | Patrick D Hallinan became a director |
| Aug 12, 2022 | The company announced the departure of Kurt A Tjaden as SVP HNI; President HNI Intl in an SEC filing |
| May 17, 2022 | The company announced the departure of Ronald V Waters from the board in an SEC filing |
| May 17, 2022 | Radhakrishna S Rao became Chief Info and Digital Officer |
| Dec 1, 2020 | Jason Dean Hagedorn became President, Allsteel Inc. |
| Feb 4, 2020 | Julie M Abramowski reported in an SEC filing no longer being VP, Corporate Controller |
| Jul 11, 2019 | Dhanusha Sivajee became a director |
| Jul 1, 2019 | Kristin L Yates became President, Allsteel Inc. |
| Feb 13, 2019 | Bishop Brandon Bullock III became President, The HON Company LLC |
| Dec 31, 2018 | Stanley A Askren left the board, per their own SEC filing |
| Nov 7, 2018 | Brandon T Sieben became President, Allsteel Inc. |
| Jul 3, 2018 | Stanley A Askren no longer listed as Chairman, President & CEO in SEC filings |
| Jul 2, 2018 | Jeffrey D Lorenger listed as President & CEO (previously President, Office Furniture) in SEC filings |
| Jul 2, 2018 | Jeffrey D Lorenger first listed as a director in an SEC filing |
| Feb 15, 2018 | Vincent P Berger listed as President, HHT; EVP, HNI Corp (previously President, Hearth & Home Tech) in SEC filings |
| Feb 15, 2018 | Marshall H Bridges listed as SVP & Chief Financial Officer (previously VP and Chief Financial Officer) in SEC filings |
| Jan 29, 2018 | Jeffrey D Lorenger listed as President, Office Furniture (previously Executive Vice President) in SEC filings |
| Feb 13, 2017 | Kurt A Tjaden listed as SVP HNI; President HNI Intl (previously Sr. VP and CFO) in SEC filings |
| Jan 27, 2017 | Marshall H Bridges first listed as VP and Chief Financial Officer in an SEC filing |
Not reported recently (7)
- Donna D Meade · Last reported as VP, Member Relations in an SEC filing dated Jun 5, 2024
- Abbie J Smith · Last reported as a director in an SEC filing dated May 16, 2024
- Kristin L Yates · Last reported as President, Allsteel Inc. in an SEC filing dated Aug 12, 2020
- Brian E Stern · Last reported as a director in an SEC filing dated Dec 6, 2019
- Brandon T Sieben · Last reported as President, Allsteel Inc. in an SEC filing dated Feb 27, 2019
- Jerald K Dittmer · Last reported as Executive Vice President in an SEC filing dated Jan 29, 2018
- Donald T Mead · Last reported as Executive Vice President in an SEC filing dated Feb 13, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
HNI Proposed Insider Sales (Form 144)
Latest: 2026-11-03
? Form 144 Guide
Last 30d:
1 filing
· $1.1M notice value
· Last 90d:
7 filings
· $4.8M notice value
· 2 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Lorenger Jeffrey D (4, $2.5M) · DAVID SYLVESTER (3, $2.3M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-03 | DAVID SYLVESTER | RETIRED CFO | 26,451 | $1.13M | 2026-09-22 | SCOTT BERNECKER | 10b5-1 | EDGAR |
| 2026-09-22 | DAVID SYLVESTER | RETIRED CEO | 24,441 | $1.13M | 2026-09-22 | SCOTT BERNECKER | 10b5-1 | EDGAR |
| 2026-09-14 | DAVID SYLVESTER | RETIRED CEO | 559 | $26.5K | 2026-09-11 | SCOTT BERNECKER | 10b5-1 | EDGAR |
| 2026-08-28 | Lorenger Jeffrey D | Officer, Director | 1,504 | $75.2K | 2026-08-28 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-27 | Lorenger Jeffrey D | Officer, Director | 39,576 | $1.98M | 2026-08-27 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-26 | Lorenger Jeffrey D | Officer, Director | 7,508 | $375.9K | 2026-08-26 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-24 | Lorenger Jeffrey D | Officer, Director | 700 | $35.0K | 2026-08-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-03 | Lorenger Jeffrey D | Officer, Director | 45,850 | $2.18M | 2026-08-03 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-09 | Smith Brian Scott | Officer | 2,000 | $104.4K | 2026-02-09 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-07-24 | Lorenger Jeffrey D | Officer, Director | 200 | $10.7K | 2025-07-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
105 ETFs hold HNI
25 shown · $895.30M total exposure · 0.18% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.20% | $210.5M | $107.7B | 2026-11-03 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $104.6M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.12% | $89.0M | $77.4B | 2026-11-03 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $73.7M | — | 2026-09-30 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.07% | $47.9M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $36.9M | — | 2026-09-30 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.23% | $32.8M | $14.3B | 2026-11-03 |
| 8 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.20% | $31.8M | $16.1B | 2026-11-03 |
| 9 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.09% | $29.5M | — | 2026-11-03 |
| 10 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.38% | $28.9M | $7.8B | 2026-11-03 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.06% | $20.6M | — | 2026-11-03 |
| 12 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.07% | $20.5M | — | 2026-11-03 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.11% | $19.1M | — | 2026-09-30 |
| 14 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.38% | $19.0M | $5.0B | 2026-11-03 |
| 15 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.01% | $18.5M | — | 2026-09-30 |
| 16 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.18% | $16.3M | — | 2026-08-31 |
| 17 | PEY Invesco High Yield Equity Dividend Achievers ETF | Invesco | 1.26% | $14.4M | — | 2026-11-03 |
| 18 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $13.0M | — | 2026-09-30 |
| 19 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.15% | $11.7M | — | 2026-11-03 |
| 20 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.19% | $11.6M | — | 2026-09-30 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $10.8M | — | 2026-11-03 |
| 22 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $10.4M | — | 2026-05-31 |
| 23 | SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF | ProShares | 1.48% | $10.0M | — | 2026-11-04 |
| 24 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.21% | $6.9M | $3.2B | 2026-11-03 |
| 25 | VIOV Vanguard S&P Small-Cap 600 Value ETF | Vanguard | 0.36% | $6.7M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
104.55
TTM Diluted EPS
$0.47
TTM Revenue
$5.30B
TTM Net Income
$52.10M
TTM Op. Cash Flow
$240.40M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-10-03 | $1.59B | $89.00M | $1.23 | $195.10M |
| Q2 '26 | 2026-07-04 | $1.47B | $51.10M | $0.70 | $139.70M |
| Q1 '26 | 2026-04-04 | $1.35B | $-38.80M | $-0.55 | $-171.70M |
| Q4 '25 | 2026-01-03 | $888.40M | $-49.20M | $-1.08 | $77.30M |
| Q3 '25 | 2025-09-27 | $683.80M | $41.20M | $0.88 | $155.30M |
| Q2 '25 | 2025-06-28 | $667.10M | $48.20M | $1.02 | $31.10M |
| Q1 '25 | 2025-03-29 | $599.80M | $13.90M | $0.29 | $12.60M |
| Q4 '24 | 2024-12-28 | $642.50M | $38.30M | $0.79 | $51.30M |
| Q3 '24 | 2024-09-28 | $672.20M | $47.50M | $0.98 | $128.30M |
| Q2 '24 | 2024-06-29 | $623.70M | $36.00M | $0.75 | $51.30M |
| Q1 '24 | 2024-03-30 | $588.00M | $17.70M | $0.37 | $-4.20M |
| Q4 '23 | 2023-12-30 | $679.80M | $22.70M | $0.49 | $105.20M |
Q3 2026 • period ending 2026-10-03 • filed 2026-11-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
1.63
P/S
0.67
EV/EBITDA
9.66
EV/Sales
0.96
ROE
0.2%
ROA
0.1%
Div Yield
2.67%
FCF Yield
6.82%
Debt/Equity
0.76
Current Ratio
—
Market Cap
$2.94B
as of 2026-11-04
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.04M
SI % of Float
5.67%
Days to Cover
8.33
Short Vol Ratio
57.6%
Free Float
71.31M
Float %
98.8%
Short interest 2026-10-15 • Short volume 2026-11-04 • Float 2026-08-24