Harley-Davidson Q1 EPS Estimate Lowered by Zacks Research

Harley-Davidson, Inc. (NYSE:HOG) – Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of Harley-Davidson in a report released on Tuesday, February 25th. Zacks Research analyst R. Department now anticipates that the company will post earnings of $1.27 per share 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.

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

HOG has been the subject of a number of other reports. StockNews.com raised Harley-Davidson from a “sell” rating to a “hold” rating in a research report on Wednesday, November 27th. UBS Group reduced their price target 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. Citigroup reduced their price target on Harley-Davidson from $31.00 to $29.00 and set a “neutral” rating for the company in a research report on Thursday, February 6th. Robert W. Baird reduced their price target on Harley-Davidson from $40.00 to $36.00 and set a “neutral” rating for the company in a research report on Tuesday, December 31st. Finally, Bank of America reduced their price target on Harley-Davidson from $40.00 to $35.00 and set a “buy” rating for the company in a research report on Thursday, January 30th. Six investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. Based on data from MarketBeat.com, Harley-Davidson currently has an average rating of “Hold” and a consensus price target of $33.57.

Harley-Davidson Trading Down 0.9 %

Shares of NYSE HOG opened at $26.32 on Thursday. The company has a quick ratio of 1.19, a current ratio of 1.40 and a debt-to-equity ratio of 1.41. The business has a fifty day simple moving average of $28.20 and a two-hundred day simple moving average of $32.62. The firm has a market cap of $3.35 billion, a PE ratio of 7.90, a price-to-earnings-growth ratio of 0.38 and a beta of 1.46. Harley-Davidson has a twelve month low of $25.25 and a twelve month high of $44.16.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Dimensional Fund Advisors LP grew its holdings in Harley-Davidson by 5.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 6,835,139 shares of the company’s stock worth $205,940,000 after acquiring an additional 332,928 shares during the period. LSV Asset Management grew its holdings in Harley-Davidson by 0.4% during the fourth quarter. LSV Asset Management now owns 5,498,635 shares of the company’s stock worth $165,674,000 after acquiring an additional 19,453 shares during the period. Pacer Advisors Inc. grew its holdings in Harley-Davidson by 30.7% during the fourth quarter. Pacer Advisors Inc. now owns 5,468,089 shares of the company’s stock worth $164,754,000 after acquiring an additional 1,285,225 shares during the period. American Century Companies Inc. grew its holdings in Harley-Davidson by 14.2% during the fourth quarter. American Century Companies Inc. now owns 3,496,579 shares of the company’s stock worth $105,352,000 after acquiring an additional 435,200 shares during the period. Finally, Donald Smith & CO. Inc. acquired a new stake in Harley-Davidson during the fourth quarter worth about $50,368,000. 85.10% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Luke Christopher Mansfield sold 3,400 shares of the stock in a transaction dated Thursday, February 13th. The stock was sold at an average price of $25.96, for a total value of $88,264.00. Following the transaction, the insider now directly owns 23,555 shares of the company’s stock, valued at approximately $611,487.80. This represents a 12.61 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.87% of the company’s stock.

Harley-Davidson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Friday, February 28th will be issued a $0.18 dividend. The ex-dividend date of this dividend is Friday, February 28th. This is a positive change from Harley-Davidson’s previous quarterly dividend of $0.17. This represents a $0.72 dividend on an annualized basis and a dividend yield of 2.74%. Harley-Davidson’s dividend payout ratio is currently 21.62%.

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.