Roth Capital Brokers Increase Earnings Estimates for Polaris

Polaris Inc. (NYSE:PII) – Equities researchers at Roth Capital raised their Q1 2026 EPS estimates for shares of Polaris in a research note issued on Tuesday, January 28th. Roth Capital analyst S. Stember now forecasts that the company will post earnings per share of $0.38 for the quarter, up from their prior estimate of $0.32. The consensus estimate for Polaris’ current full-year earnings is $3.22 per share. Roth Capital also issued estimates for Polaris’ Q2 2026 earnings at $0.83 EPS.

Polaris (NYSE:PII) last issued its quarterly earnings results on Tuesday, January 28th. The company reported $0.92 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.03. Polaris had a net margin of 2.64% and a return on equity of 17.92%.

Other equities analysts also recently issued reports about the stock. BMO Capital Markets reduced their price objective on shares of Polaris from $60.00 to $50.00 and set a “market perform” rating for the company in a report on Wednesday. Citigroup cut their price target on shares of Polaris from $57.00 to $53.00 and set a “neutral” rating for the company in a report on Wednesday. Roth Mkm lowered their price objective on shares of Polaris from $76.00 to $57.00 and set a “neutral” rating for the company in a research report on Friday, January 24th. StockNews.com cut shares of Polaris from a “hold” rating to a “sell” rating in a research report on Wednesday, January 8th. Finally, KeyCorp cut shares of Polaris from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, January 8th. One equities research analyst has rated the stock with a sell rating, nine have issued a hold rating and two have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $67.82.

Polaris Price Performance

NYSE:PII opened at $48.95 on Thursday. The company has a 50-day moving average of $59.44 and a 200-day moving average of $72.14. The company has a market capitalization of $2.73 billion, a price-to-earnings ratio of 13.67, a PEG ratio of 6.05 and a beta of 1.53. Polaris has a 52 week low of $48.44 and a 52 week high of $100.91. The company has a debt-to-equity ratio of 1.28, a quick ratio of 0.32 and a current ratio of 1.21.

Institutional Trading of Polaris

A number of institutional investors have recently made changes to their positions in PII. Sei Investments Co. lifted its position in shares of Polaris by 31.0% in the second quarter. Sei Investments Co. now owns 3,601 shares of the company’s stock worth $282,000 after purchasing an additional 853 shares in the last quarter. Algert Global LLC acquired a new position in Polaris during the second quarter worth $423,000. Creative Planning increased its holdings in Polaris by 8.0% during the second quarter. Creative Planning now owns 61,613 shares of the company’s stock worth $4,825,000 after buying an additional 4,561 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Polaris by 34.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 7,164 shares of the company’s stock worth $561,000 after buying an additional 1,822 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new position in Polaris during the second quarter worth $579,000. Institutional investors own 88.06% of the company’s stock.

Polaris Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Monday, March 3rd will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 5.48%. This is a positive change from Polaris’s previous quarterly dividend of $0.66. Polaris’s payout ratio is presently 73.74%.

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.