Investment analysts at Telsey Advisory Group have recently revised their first-quarter 2026 earnings per share estimates for Ethan Allen Interiors Inc. (NYSE:ETD), signaling a cautious outlook for the home furnishings giant. This adjustment, issued in a new note to investors, reflects a careful re-evaluation of the company’s near-term financial prospects amidst evolving market conditions.

Specifically, Telsey Advisory Group analyst C. Fernandez now projects Ethan Allen Interiors to achieve earnings of $0.44 per share for the upcoming quarter. This revised forecast represents a reduction from their previous expectation of $0.49 per share, indicating a slight downgrade in their immediate financial outlook for the company. Despite this, Telsey Advisory Group has maintained its “Market Perform” rating on the stock, alongside a price objective of $30.00.

Beyond the immediate quarter, Telsey Advisory Group has also released more comprehensive earnings forecasts for the subsequent periods. The firm now estimates Q2 2026 earnings at $0.52 EPS, Q3 2026 at $0.41 EPS, and Q4 2026 at $0.53 EPS, leading to a revised full-year 2026 forecast of $1.90 EPS. Their projections extend to fiscal year 2027, with anticipated earnings of $2.20 per share, demonstrating a detailed long-term perspective on Ethan Allen Interiors’ financial trajectory and future investor updates. The consensus estimate for the company’s current full-year earnings stands at $2.32 per share.

In related financial news, Ethan Allen Interiors previously reported its quarterly earnings on Wednesday, July 30th. The company announced earnings of $0.49 per share for that quarter, successfully surpassing analysts’ consensus estimates of $0.45 by a margin of $0.04. Furthermore, the firm’s revenue for the quarter reached $160.36 million, exceeding analyst predictions of $152.20 million. Despite strong revenue performance, the company’s revenue for the quarter experienced a 4.9% decline compared to the same period last year, alongside a net margin of 8.39% and a return on equity of 10.92%.

Significant movements in institutional investor holdings have also been observed. Notable entities like Vanguard Group Inc., JPMorgan Chase & Co., and Arrowstreet Capital Limited Partnership have recently increased their stakes in Ethan Allen Interiors, underscoring a diverse range of institutional confidence in the company’s stock analysis. Currently, a substantial 83.80% of the stock is held by institutional investors and hedge funds, reflecting strong large-scale investor interest.

Insider trading activities have also drawn attention, with the CEO selling 10,000 shares of the company’s stock on Monday, May 19th, for a total transaction value of $268,500.00. This transaction resulted in the CEO directly owning 1,611,905 shares, valued at approximately $43,279,649.25, representing a minor decrease in their overall ownership. Over the last quarter, insiders collectively sold 11,366 shares totaling $305,390, with insiders currently owning 10.48% of the stock.

The company also recently announced a quarterly dividend of $0.39 per share, payable on Thursday, August 28th, to shareholders of record as of Wednesday, August 13th. The ex-dividend date is also Wednesday, August 13th. This represents an annualized dividend of $1.56, yielding 5.5%, with a payout ratio of 77.61%, highlighting the company’s commitment to shareholder returns amidst these financial market developments.

Ethan Allen Interiors Inc. operates as a prominent interior design company, manufacturer, and retailer of home furnishings across the United States, Mexico, Honduras, and Canada. The company’s operations are segmented into Wholesale and Retail, offering a comprehensive range of products including case goods, upholstery, and home accent items. This broad product portfolio and extensive market reach underscore its position within the home furnishings sector.

These detailed financial market insights and investor updates provide a comprehensive overview of Ethan Allen Interiors’ recent performance and future outlook. Understanding these key metrics is crucial for investors evaluating the company’s stock performance and its potential trajectory in the evolving economic landscape.