Key Highlights

  • Ennis’ $0.2625 quarterly Dividend trades ex-dividend October 9, 2026, with payment on November 6 to shareholders of record.
  • The company raised the quarterly dividend 5.0% from $0.25, declaring the new amount on September 18, 2026.
  • Second-quarter Revenue was $102.0 million, up 3.3%, with diluted EPS of $0.37 compared with $0.51 a year earlier.
  • Six-month Operating Cash Flow was $34.1 million compared with $18.4 million, and cash was $54.0 million with no debt.

Ennis, Inc. (NYSE:EBF) declared a quarterly dividend of $0.2625 per share, a Yield of 4.67%, payable November 6 to shareholders of record on October 9, 2026. The $0.2625 amount equals 70.9% of second-quarter diluted EPS of $0.37. Second-quarter revenue was $102.0 million.

Dividend Program and Shareholder Returns

The board declared the increase on September 18, 2026, raising the quarterly dividend 5.0% from $0.25 to $0.2625 per share, payable November 6 to shareholders of record on October 9. The shares trade ex-dividend on October 9.

The $0.2625 quarterly amount equals $1.05 on an annualized basis, a computed figure, compared with $1.00 at the prior $0.25 rate. For the six months ended August 31, 2026, the release reports $12,750 thousand of cash used in financing activities, and it does not state total dividends paid. Each dividend remains subject to board approval.

About the Company

Ennis, Inc., founded in 1909 and based in Midlothian, Texas, is a U.S. supplier of printed Business products, including business forms, labels, plastic cards and envelopes, with production and distribution sites nationwide. The company reported cash of $54.0 million ($54,011 thousand) at August 31, 2026, compared with $34.6 million at February 28, 2026.

Second-Quarter Revenue, Margin and Earnings

For the quarter ended August 31, 2026, revenue was $102.0 million ($102,006 thousand), compared with $98.7 million ($98,676 thousand), an increase of $3.3 million, or 3.3%. Gross Profit was $30.5 million, a 29.9% margin, compared with $30.1 million, or 30.5%.

Net Earnings were $9.4 million ($9,392 thousand), compared with $13.2 million ($13,155 thousand), and diluted EPS was $0.37, compared with $0.51. For the six months, revenue was $200.6 million, up 2.4% from $195.9 million, net earnings were $19.3 million, compared with $23.0 million, and diluted EPS was $0.76, compared with $0.89. Six-month gross profit was $61.6 million, a 30.7% margin, compared with 30.8%.

Litigation Items and Acquisitions

The prior-year quarter included a $5.3 million favorable litigation judgment. The current quarter includes an unrelated $700,000 charge related to a $2.3 million preliminary ruling, which the company disagrees with and intends to contest through post-trial and appellate remedies. Excluding these items, diluted EPS for the quarter increased $0.02.

Acquisitions completed in fiscal 2026 contributed about $2.3 million of revenue in the quarter and about $6.8 million year to date. Revenue rose $4.7 million for the six months, so the computed change excluding those acquisitions is a decline of about $2.1 million.

Cash Flow and Margin Relationships

Six-month operating cash flow of $34.1 million ($34,126 thousand) compares with $18.4 million ($18,425 thousand), an increase of 85.2%, computed. Cash rose $19.4 million from February 28 to August 31, also computed, and the company reported no debt.

Second-quarter net earnings equal 9.2% of revenue, and income from operations of $13,579 thousand equals about 13.3% of revenue, both computed. Net earnings fell 28.6% from the prior-year quarter, and six-month net earnings fell 16.0%, both computed, with the litigation items above part of the comparison. Gross margin was 60 basis points lower than a year earlier.

Outlook

Ennis’ $0.2625 quarterly dividend is payable November 6 to shareholders of record on October 9, 2026. The litigation ruling the company intends to contest, the contribution of acquisitions to revenue, the 29.9% gross margin, and the $54.0 million cash balance with no Debt are the relevant considerations.