Company profiles · Lumber, Paper & Furniture

Ethan Allen (ETD): US–Canada Tariff Exposure, Government Contracts, and Risk

MIXEDWATCH TIER
Last close · Oct 30$20.36 −13.7% since report
Report price · Aug 28, 2026 close$23.58
Market cap$600M
52-wk range18.28–30.80
Dividend · quarterly$1.56/yr 7.66% · next expected Nov

Why it’s on the map

about 75% US/Mexico-made furniture; participant in US State Department Worldwide Residential Furniture Program.

Government money & contracts

State Dept furniture program (since 2016; current value unverified).

Customers & commercial

Retail + State Dept.

Catalysts

$3.00 special dividend; activist involvement.

Risk

Disclosed $15–20M annual tariff exposure; FY26 revenue -5.7%.

Tariff durability

Mixed.

Dividend · #1 of 47 payers by yield
7.66% yield
$1.56 a share a year · quarterly · pays Feb · May · Aug · Nov
All payers ranked →
Per payment$0.39a share, 4× a year
Next payoutexpected Novnot yet declared
Last ex-dateAug 12, 2026own it before the ex-date to collect
Last paidSept 17, 2026regular payment
Payout ratio308%of earnings · paying out more than it earns
Raised—streak not on record
Payout ratio above 100%: the dividend is bigger than trailing earnings, which is how cuts start.
Shares at the Oct 30 close of $20.3649.12
Each payment$19.16
Per year · 4 payments$76.62
Recent payments
Ex-datePaidPer share
Sept 3, 2026Sept 17, 2026$3.00special
Aug 12, 2026Aug 26, 2026$0.64included an extra
May 13, 2026May 27, 2026$0.39
Feb 11, 2026Feb 25, 2026$0.39

Yield = $0.39 × 4 ÷ the Oct 30 close of $20.36. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source