Polaris Inc. (NYSE:PII) Receives Consensus Rating of “Reduce” from Analysts

Shares of Polaris Inc. (NYSE:PII) have been given an average recommendation of “Reduce” by the twelve analysts that are covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation and eleven have assigned a hold recommendation to the company. The average 12 month target price among brokerages that have covered the stock in the last year is $59.80.

A number of research firms have issued reports on PII. Morgan Stanley lowered their target price on Polaris from $81.00 to $74.00 and set an “equal weight” rating for the company in a report on Tuesday, February 17th. Wells Fargo & Company initiated coverage on Polaris in a report on Wednesday, March 11th. They issued an “equal weight” rating and a $52.00 price target on the stock. Weiss Ratings downgraded Polaris from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, February 17th. Roth Mkm restated a “neutral” rating on shares of Polaris in a research note on Wednesday, January 28th. Finally, Zacks Research cut shares of Polaris from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 12th.

Insider Transactions at Polaris

In other Polaris news, CEO Michael T. Speetzen sold 35,086 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $66.83, for a total value of $2,344,797.38. Following the completion of the transaction, the chief executive officer directly owned 136,362 shares in the company, valued at $9,113,072.46. This trade represents a 20.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP James P. Williams sold 5,243 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $67.17, for a total value of $352,172.31. Following the transaction, the senior vice president directly owned 48,645 shares in the company, valued at $3,267,484.65. This trade represents a 9.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 50,419 shares of company stock worth $3,371,183 in the last three months. Insiders own 3.12% of the company’s stock.

Institutional Investors Weigh In On Polaris

Large investors have recently made changes to their positions in the stock. Quantbot Technologies LP increased its holdings in Polaris by 0.4% during the third quarter. Quantbot Technologies LP now owns 47,913 shares of the company’s stock worth $2,785,000 after buying an additional 177 shares during the last quarter. Keybank National Association OH lifted its stake in Polaris by 1.9% in the fourth quarter. Keybank National Association OH now owns 9,872 shares of the company’s stock valued at $624,000 after acquiring an additional 184 shares during the last quarter. Rockefeller Capital Management L.P. grew its position in shares of Polaris by 1.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 10,726 shares of the company’s stock valued at $678,000 after acquiring an additional 194 shares during the period. Ballentine Partners LLC increased its stake in shares of Polaris by 3.0% during the 3rd quarter. Ballentine Partners LLC now owns 6,761 shares of the company’s stock worth $393,000 after purchasing an additional 196 shares during the last quarter. Finally, Linden Thomas Advisory Services LLC increased its stake in shares of Polaris by 2.8% during the 3rd quarter. Linden Thomas Advisory Services LLC now owns 8,241 shares of the company’s stock worth $479,000 after purchasing an additional 227 shares during the last quarter. Institutional investors and hedge funds own 88.06% of the company’s stock.

Polaris Stock Up 6.9%

Polaris stock opened at $55.97 on Tuesday. The stock has a market capitalization of $3.17 billion, a PE ratio of -6.84 and a beta of 1.19. Polaris has a twelve month low of $30.92 and a twelve month high of $75.25. The company has a quick ratio of 0.35, a current ratio of 0.98 and a debt-to-equity ratio of 1.81. The company has a 50 day moving average of $62.71 and a 200-day moving average of $63.91.

Polaris (NYSE:PII) last issued its quarterly earnings data on Tuesday, January 27th. The company reported $0.08 EPS for the quarter, topping analysts’ consensus estimates of $0.06 by $0.02. The business had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.82 billion. Polaris had a negative net margin of 6.51% and a negative return on equity of 0.05%. The firm’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the business posted $0.92 earnings per share. Polaris has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.450-0.450 EPS. On average, equities research analysts anticipate that Polaris will post 1.11 EPS for the current fiscal year.

Polaris Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 2nd were paid a $0.68 dividend. This represents a $2.72 annualized dividend and a yield of 4.9%. The ex-dividend date was Monday, March 2nd. This is an increase from Polaris’s previous quarterly dividend of $0.67. Polaris’s dividend payout ratio (DPR) is presently -33.25%.

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.