Q3 2025 EPS Estimates for Polaris Inc. (NYSE:PII) Decreased by Roth Capital

Polaris Inc. (NYSE:PII) – Roth Capital reduced their Q3 2025 earnings estimates for Polaris in a research note issued on Thursday, April 25th. Roth Capital analyst S. Stember now expects that the company will earn $2.93 per share for the quarter, down from their previous forecast of $2.99. The consensus estimate for Polaris’ current full-year earnings is $7.93 per share. Roth Capital also issued estimates for Polaris’ Q4 2025 earnings at $3.18 EPS and FY2025 earnings at $9.11 EPS.

A number of other research firms have also recently commented on PII. Morgan Stanley raised shares of Polaris from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $103.00 to $113.00 in a report on Wednesday, January 17th. Longbow Research raised shares of Polaris from a “neutral” rating to a “buy” rating and set a $120.00 target price for the company in a report on Monday, April 8th. Royal Bank of Canada dropped their target price on shares of Polaris from $103.00 to $97.00 and set a “sector perform” rating for the company in a report on Wednesday. BMO Capital Markets dropped their target price on shares of Polaris from $100.00 to $95.00 and set a “market perform” rating for the company in a report on Wednesday, January 31st. Finally, Bank of America started coverage on shares of Polaris in a report on Wednesday, April 3rd. They issued a “neutral” rating and a $110.00 target price for the company. Eight investment analysts have rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $100.27.

Polaris Trading Up 0.6 %

PII opened at $83.79 on Friday. The stock has a market capitalization of $4.73 billion, a price-to-earnings ratio of 12.29, a P/E/G ratio of 2.50 and a beta of 1.60. The company has a quick ratio of 0.46, a current ratio of 1.47 and a debt-to-equity ratio of 1.46. Polaris has a twelve month low of $82.00 and a twelve month high of $138.49. The company has a 50-day simple moving average of $92.56 and a 200 day simple moving average of $91.51.

Polaris (NYSE:PII) last posted its quarterly earnings data on Tuesday, April 23rd. The company reported $0.23 earnings per share for the quarter, topping the consensus estimate of $0.06 by $0.17. Polaris had a net margin of 4.63% and a return on equity of 31.39%. The business had revenue of $1.74 billion during the quarter, compared to analysts’ expectations of $1.75 billion. During the same quarter in the prior year, the business posted $2.05 earnings per share. Polaris’s revenue was down 20.3% compared to the same quarter last year.

Institutional Trading of Polaris

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Capital World Investors increased its position in Polaris by 2.4% during the 4th quarter. Capital World Investors now owns 6,757,911 shares of the company’s stock valued at $640,447,000 after purchasing an additional 160,918 shares during the period. Vanguard Group Inc. increased its position in Polaris by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 5,807,482 shares of the company’s stock valued at $550,375,000 after purchasing an additional 48,179 shares during the period. The Manufacturers Life Insurance Company increased its position in Polaris by 8.9% during the 3rd quarter. The Manufacturers Life Insurance Company now owns 2,477,363 shares of the company’s stock valued at $257,993,000 after purchasing an additional 202,794 shares during the period. Confluence Investment Management LLC acquired a new stake in Polaris during the 1st quarter valued at approximately $108,890,000. Finally, Dimensional Fund Advisors LP increased its position in Polaris by 10.8% during the 4th quarter. Dimensional Fund Advisors LP now owns 851,098 shares of the company’s stock valued at $80,663,000 after purchasing an additional 82,779 shares during the period. Institutional investors and hedge funds own 88.06% of the company’s stock.

Polaris Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 15th. Shareholders of record on Friday, March 1st were given a dividend of $0.66 per share. This represents a $2.64 dividend on an annualized basis and a yield of 3.15%. The ex-dividend date was Thursday, February 29th. This is an increase from Polaris’s previous quarterly dividend of $0.65. Polaris’s dividend payout ratio is currently 38.71%.

About Polaris

Polaris Inc designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally. It operates through three segments: Off-Road, On-Road, and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; military and commercial ORVs; snowmobiles; motorcycles; and moto-roadsters, quadricycles, and boats.