Zacks Research Cuts Earnings Estimates for Harley-Davidson

Harley-Davidson, Inc. (NYSE:HOG) – Analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for shares of Harley-Davidson in a research note issued to investors on Tuesday, February 25th. Zacks Research analyst R. Department now expects that the company will post earnings per share of $1.27 for the quarter, down from their prior forecast of $1.38. The consensus estimate for Harley-Davidson’s current full-year earnings is $3.44 per share. Zacks Research also issued estimates for Harley-Davidson’s Q2 2026 earnings at $1.20 EPS, Q3 2026 earnings at $0.99 EPS, Q4 2026 earnings at $0.42 EPS, FY2026 earnings at $3.87 EPS and FY2027 earnings at $4.63 EPS.

Several other analysts have also recently commented on the company. UBS Group decreased their target price on Harley-Davidson from $35.00 to $28.00 and set a “neutral” rating for the company in a research report on Thursday, February 20th. Morgan Stanley decreased their price objective on Harley-Davidson from $33.00 to $31.00 and set an “equal weight” rating for the company in a research report on Thursday, February 6th. StockNews.com upgraded Harley-Davidson from a “sell” rating to a “hold” rating in a report on Wednesday, November 27th. DA Davidson decreased their price target on shares of Harley-Davidson from $39.00 to $31.00 and set a “buy” rating for the company in a report on Tuesday, February 4th. Finally, Citigroup lowered their price objective on shares of Harley-Davidson from $31.00 to $29.00 and set a “neutral” rating on the stock in a research report on Thursday, February 6th. Six research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. According to MarketBeat, Harley-Davidson has an average rating of “Hold” and an average price target of $33.57.

Harley-Davidson Trading Up 0.1 %

NYSE HOG opened at $26.36 on Thursday. The firm’s 50 day moving average price is $28.12 and its two-hundred day moving average price is $32.58. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.19 and a current ratio of 1.40. Harley-Davidson has a twelve month low of $25.25 and a twelve month high of $44.16. The stock has a market cap of $3.36 billion, a price-to-earnings ratio of 7.91, a PEG ratio of 0.38 and a beta of 1.46.

Harley-Davidson (NYSE:HOG) last released its earnings results on Wednesday, February 5th. The company reported ($0.93) earnings per share for the quarter, missing the consensus estimate of ($0.65) by ($0.28). Harley-Davidson had a return on equity of 13.64% and a net margin of 9.25%. During the same quarter in the previous year, the company earned $0.18 earnings per share.

Harley-Davidson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Friday, February 28th will be paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 2.73%. This is an increase from Harley-Davidson’s previous quarterly dividend of $0.17. The ex-dividend date is Friday, February 28th. Harley-Davidson’s dividend payout ratio (DPR) is presently 21.62%.

Insider Buying and Selling

In related news, insider Luke Christopher Mansfield sold 3,400 shares of Harley-Davidson stock in a transaction on Thursday, February 13th. The shares were sold at an average price of $25.96, for a total value of $88,264.00. Following the transaction, the insider now owns 23,555 shares in the company, valued at $611,487.80. This trade represents a 12.61 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.87% of the company’s stock.

Institutional Investors Weigh In On Harley-Davidson

Several hedge funds and other institutional investors have recently made changes to their positions in HOG. Venturi Wealth Management LLC lifted its position in shares of Harley-Davidson by 172.0% during the 4th quarter. Venturi Wealth Management LLC now owns 876 shares of the company’s stock worth $26,000 after purchasing an additional 554 shares during the last quarter. Prospera Private Wealth LLC acquired a new position in shares of Harley-Davidson during the third quarter worth approximately $35,000. Ashton Thomas Securities LLC bought a new stake in shares of Harley-Davidson in the third quarter valued at approximately $38,000. Bessemer Group Inc. grew its stake in shares of Harley-Davidson by 237.9% in the fourth quarter. Bessemer Group Inc. now owns 1,301 shares of the company’s stock worth $39,000 after acquiring an additional 916 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. bought a new position in Harley-Davidson during the fourth quarter worth $42,000. 85.10% of the stock is owned by institutional investors and hedge funds.

Harley-Davidson Company Profile

Harley-Davidson, Inc manufactures and sells motorcycles in the United States and internationally. The company operates in three segments: Harley-Davidson Motor Company, LiveWire, and Harley-Davidson Financial Services. The Harley-Davidson Motor Company segment designs, manufactures, and sells motorcycles, including cruiser, trike, touring, standard, sportbike, adventure, and dual sport, as well as motorcycle parts, accessories, and apparel, as well as licenses its trademarks and related services.