Insider Selling: Polaris (NYSE:PII) CEO Sells $2,344,797.38 in Stock

Polaris Inc. (NYSE:PII) CEO Michael Speetzen sold 35,086 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $66.83, for a total value of $2,344,797.38. Following the transaction, the chief executive officer directly owned 136,362 shares in the company, valued at approximately $9,113,072.46. This represents a 20.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Polaris Stock Down 0.3%

PII opened at $65.88 on Friday. The firm has a market cap of $3.71 billion, a P/E ratio of -8.05, a price-to-earnings-growth ratio of 2.35 and a beta of 1.19. The company has a debt-to-equity ratio of 1.81, a quick ratio of 0.35 and a current ratio of 0.98. The business has a 50 day moving average price of $67.93 and a 200 day moving average price of $63.36. Polaris Inc. has a twelve month low of $30.92 and a twelve month high of $75.25.

Polaris (NYSE:PII) last announced its quarterly earnings results on Tuesday, January 27th. The company reported $0.08 EPS for the quarter, beating the consensus estimate of $0.06 by $0.02. Polaris had a negative return on equity of 0.05% and a negative net margin of 6.51%.The company had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.82 billion. During the same quarter last year, the company posted $0.92 earnings per share. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. Polaris has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.450-0.450 EPS. Research analysts forecast that Polaris Inc. will post 1.11 EPS for the current year.

Polaris Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be paid a $0.68 dividend. The ex-dividend date is Monday, March 2nd. This is a positive change from Polaris’s previous quarterly dividend of $0.67. This represents a $2.72 annualized dividend and a dividend yield of 4.1%. Polaris’s dividend payout ratio is -32.76%.

Analyst Upgrades and Downgrades

PII has been the subject of several research analyst reports. Citigroup upped their target price on shares of Polaris from $60.00 to $71.00 and gave the company a “neutral” rating in a research note on Thursday, October 30th. Loop Capital started coverage on shares of Polaris in a research report on Thursday, November 13th. They set a “hold” rating and a $59.00 price objective for the company. Roth Mkm reiterated a “neutral” rating on shares of Polaris in a research note on Wednesday, January 28th. Weiss Ratings upgraded Polaris from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, January 16th. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $70.00 price objective on shares of Polaris in a research report on Wednesday, October 29th. Twelve research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $59.80.

Institutional Investors Weigh In On Polaris

Several large investors have recently modified their holdings of PII. State Street Corp boosted its stake in Polaris by 15.7% in the 2nd quarter. State Street Corp now owns 3,137,866 shares of the company’s stock valued at $127,554,000 after buying an additional 426,482 shares in the last quarter. RWWM Inc. lifted its holdings in shares of Polaris by 0.3% during the second quarter. RWWM Inc. now owns 2,401,477 shares of the company’s stock valued at $97,620,000 after acquiring an additional 6,428 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Polaris by 30.1% during the third quarter. AQR Capital Management LLC now owns 2,281,101 shares of the company’s stock valued at $132,600,000 after acquiring an additional 528,300 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Polaris by 166.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,929,773 shares of the company’s stock valued at $122,058,000 after purchasing an additional 1,204,405 shares in the last quarter. Finally, American Century Companies Inc. grew its holdings in shares of Polaris by 24.2% in the 3rd quarter. American Century Companies Inc. now owns 1,450,670 shares of the company’s stock worth $84,328,000 after purchasing an additional 282,570 shares during the last quarter. 88.06% of the stock is currently owned by institutional investors.

About Polaris

Polaris Inc, founded in 1954 and headquartered in Medina, Minnesota, is a diversified manufacturer of powersports vehicles and related products. Initially gaining prominence with its snowmobiles, Polaris expanded its portfolio over the decades to include all-terrain vehicles (ATVs), side-by-side off-road vehicles, and motorcycles. The company’s legacy in recreational and utility vehicle innovation stems from early engineering breakthroughs that established Polaris as a leading name in off-road mobility.

Today, Polaris offers a broad range of products under well-known brands such as Polaris RANGER and POLARIS SPORTSMAN for utility and recreation markets, Slingshot three-wheel roadsters for on-road enthusiasts, and the Indian Motorcycle brand for premium two-wheeled touring and cruiser segments.