Ethan Allen Interiors (NYSE:ETD) Announces Earnings Results, Beats Estimates By $0.02 EPS

Ethan Allen Interiors (NYSE:ETD) announced its quarterly earnings data on Wednesday. The company reported $0.36 EPS for the quarter, beating the consensus estimate of $0.34 by $0.02, FiscalAI reports. The company had revenue of $146.75 million for the quarter, compared to the consensus estimate of $148.70 million. Ethan Allen Interiors had a net margin of 6.81% and a return on equity of 8.54%.

Here are the key takeaways from Ethan Allen Interiors’ conference call:

• Demand weakened in the fourth quarter, with retail written orders down 10.8% and wholesale orders down 11.9% amid lower traffic, macroeconomic uncertainty, and a difficult prior-year comparison. Wholesale backlog fell 9% to $44 million.
• Fourth-quarter adjusted operating margin declined to 7.4% from 9.7% a year earlier, pressured by tariffs, higher manufacturing input costs, lower clearance margins, and fixed-cost deleveraging from lower sales. Management estimates total tariff exposure at approximately $15 million.
• Despite lower sales, Ethan Allen generated $52 million of full-year operating cash flow and ended fiscal 2026 with $187.5 million in cash and investments, while remaining debt-free. The board approved a regular quarterly dividend of $0.39 and a special dividend of $0.25, both payable in August.
• Management said its vertically integrated model, North American manufacturing, redesigned retail network, interior-design services, new products, and increased use of technology position the company for growth in fiscal 2027. State Department orders also began to recover late in the quarter, although the broader consumer environment remains uncertain.

Ethan Allen Interiors Stock Performance

Shares of NYSE ETD traded down $0.17 during midday trading on Wednesday, hitting $23.63. 383,863 shares of the stock traded hands, compared to its average volume of 464,934. The firm has a 50-day moving average of $21.59 and a two-hundred day moving average of $22.24. The firm has a market capitalization of $601.38 million, a P/E ratio of 14.96 and a beta of 1.01. Ethan Allen Interiors has a one year low of $18.28 and a one year high of $31.41.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. Telsey Advisory Group dropped their target price on shares of Ethan Allen Interiors from $27.00 to $24.00 and set a “market perform” rating on the stock in a research note on Thursday, April 30th. Weiss Ratings lowered shares of Ethan Allen Interiors from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 4th. Finally, Zacks Research raised Ethan Allen Interiors from a “strong sell” rating to a “hold” rating in a research report on Monday, June 29th. Two research analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Ethan Allen Interiors presently has an average rating of “Reduce” and an average target price of $24.00.

Institutional Trading of Ethan Allen Interiors

A number of hedge funds have recently bought and sold shares of ETD. Pacer Advisors Inc. lifted its holdings in Ethan Allen Interiors by 7.9% in the fourth quarter. Pacer Advisors Inc. now owns 83,630 shares of the company’s stock valued at $1,910,000 after acquiring an additional 6,133 shares during the period. Invesco Ltd. increased its position in shares of Ethan Allen Interiors by 26.3% during the 4th quarter. Invesco Ltd. now owns 345,362 shares of the company’s stock valued at $7,888,000 after purchasing an additional 71,871 shares during the last quarter. Vident Advisory LLC lifted its stake in shares of Ethan Allen Interiors by 22.2% in the 4th quarter. Vident Advisory LLC now owns 23,599 shares of the company’s stock worth $539,000 after purchasing an additional 4,282 shares during the period. XTX Topco Ltd lifted its stake in shares of Ethan Allen Interiors by 67.4% in the 4th quarter. XTX Topco Ltd now owns 21,671 shares of the company’s stock worth $495,000 after purchasing an additional 8,723 shares during the period. Finally, Twinbeech Capital LP boosted its holdings in shares of Ethan Allen Interiors by 71.2% in the fourth quarter. Twinbeech Capital LP now owns 15,700 shares of the company’s stock worth $359,000 after buying an additional 6,532 shares during the last quarter. Hedge funds and other institutional investors own 83.80% of the company’s stock.

About Ethan Allen Interiors

Ethan Allen Interiors Inc (NYSE: ETD) is a vertically integrated manufacturer and retailer of home furnishings, offering a broad range of furniture, upholstery, case goods and decorative accessories. The company designs and produces the majority of its products in its own North American manufacturing facilities, maintaining close control over quality, craftsmanship and production schedules. Through its network of company-operated and franchised Design Centers and galleries, Ethan Allen delivers a full-service offering that includes on-site interior design consultations and project management.

Founded in 1932 as a small Colonial-Revival furniture maker in northern Vermont, Ethan Allen has grown into a global brand known for its timeless styles and customization options.