BRP (NASDAQ:DOO) Trading 5.6% Higher on Better-Than-Expected Earnings

BRP Inc. (NASDAQ:DOO)’s stock price was up 5.6% during trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $69.33 and last traded at $68.6150. Approximately 336,239 shares were traded during mid-day trading, an increase of 72% from the average daily volume of 195,543 shares. The stock had previously closed at $65.00.

The company reported $2.21 EPS for the quarter, topping the consensus estimate of $2.03 by $0.18. BRP had a return on equity of 67.30% and a net margin of 0.45%.The company’s revenue was up 16.0% on a year-over-year basis.

BRP Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, April 10th will be given a $0.25 dividend. The ex-dividend date is Friday, April 10th. This is an increase from BRP’s previous quarterly dividend of $0.07. This represents a $1.00 dividend on an annualized basis and a yield of 1.5%. BRP’s payout ratio is 170.27%.

BRP News Roundup

Here are the key news stories impacting BRP this week:

• Positive Sentiment: Q4 operational beat — BRP reported normalized EPS and revenue above expectations, with FY26 Q4 revenues up 16% and normalized diluted EPS of $2.21, driven by stronger ORV and PWC shipments and market share gains in North America. PR Newswire: Q4 and FY26 Results
• Positive Sentiment: Dividend hike & shareholder returns — BRP raised its quarterly dividend to $0.25 (≈257% increase vs. prior $0.07), implying a ~1.5% yield, and executed ~$50.3M of share buybacks, both supportive of total shareholder returns. Globe and Mail: Dividend Hike
• Positive Sentiment: Earnings beat confirmed across outlets — Analysts and news services reported EPS above consensus (reported $2.21 vs. $2.03 consensus), reinforcing the market’s positive reaction. Seeking Alpha: Q4 Presentation
• Neutral Sentiment: Management continuity — BRP’s new CEO signaled a “stay the course” strategy, suggesting no abrupt strategic shifts in response to the quarter; this provides operational continuity but limited near-term catalyst. MSN: New CEO Comments
• Negative Sentiment: Large impairment charges — BRP recorded normalized impairment charges of $232.5M related to EV and light mobility assets (with ~$28.5M affecting gross profit), which could signal setbacks in EV strategy and weigh on future profitability. PR Newswire: Impairment Details
• Negative Sentiment: Leverage and margin caution — Despite strong normalized results, GAAP net margin was modest and the company carries relatively high leverage and tight short‑term liquidity metrics (background data), which are potential risks if end‑market demand softens. MarketWatch: Market Share & Outlook

Wall Street Analyst Weigh In

DOO has been the subject of several research analyst reports. Wells Fargo & Company initiated coverage on BRP in a research report on Wednesday, March 11th. They issued an “overweight” rating for the company. Weiss Ratings restated a “hold (c-)” rating on shares of BRP in a research report on Monday. Finally, UBS Group upped their price target on shares of BRP from $70.00 to $75.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $75.00.

Institutional Trading of BRP

A number of institutional investors have recently bought and sold shares of DOO. Quarry LP purchased a new position in shares of BRP in the fourth quarter valued at $30,000. Signaturefd LLC purchased a new stake in shares of BRP in the 4th quarter worth about $43,000. Quadrant Capital Group LLC acquired a new stake in BRP in the 4th quarter valued at about $89,000. PNC Financial Services Group Inc. acquired a new stake in BRP in the 4th quarter valued at about $142,000. Finally, Intact Investment Management Inc. purchased a new position in BRP during the 4th quarter valued at about $156,000.

BRP Stock Performance

The company has a debt-to-equity ratio of 4.31, a current ratio of 1.23 and a quick ratio of 0.49. The firm has a market cap of $4.93 billion, a PE ratio of 181.73 and a beta of 1.22. The business’s fifty day moving average price is $73.67.

About BRP

BRP Inc, headquartered in Valcourt, Quebec, designs, manufactures and distributes powersports vehicles and propulsion systems for recreational and utility use. The company traces its roots to the Bombardier family and the early development of the snowmobile, and it operates as a global manufacturer of recreational vehicles and related technologies.

BRP’s product portfolio includes snowmobiles, personal watercraft and sport boats, off-road vehicles (including all-terrain and side-by-side models) and three‑wheel on‑road vehicles.