Harley-Davidson Q1 EPS Estimate Decreased by Zacks Research

Harley-Davidson, Inc. (NYSE:HOG) – Analysts at Zacks Research reduced their Q1 2026 earnings estimates for shares of Harley-Davidson in a research note issued to investors on Tuesday, February 25th. Zacks Research analyst R. Department now forecasts that the company will earn $1.27 per share for the quarter, down from their prior estimate 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.

Other equities research analysts have also recently issued reports about the stock. Citigroup cut their price target 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. Morgan Stanley dropped their target price on Harley-Davidson from $33.00 to $31.00 and set an “equal weight” rating on the stock in a report on Thursday, February 6th. Bank of America decreased their price target on Harley-Davidson from $40.00 to $35.00 and set a “buy” rating for the company in a research note on Thursday, January 30th. UBS Group cut their price objective on Harley-Davidson from $35.00 to $28.00 and set a “neutral” rating for the company in a report on Thursday, February 20th. Finally, DA Davidson dropped their price target on shares of Harley-Davidson from $39.00 to $31.00 and set a “buy” rating on the stock in a research report on Tuesday, February 4th. Six investment analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $33.57.

Harley-Davidson Stock Performance

Shares of HOG stock opened at $25.75 on Thursday. Harley-Davidson has a 12 month low of $25.25 and a 12 month high of $44.16. The company’s fifty day simple moving average is $28.02 and its 200-day simple moving average is $32.51. The firm has a market cap of $3.28 billion, a PE ratio of 7.73, a P/E/G ratio of 0.38 and a beta of 1.46. The company has a quick ratio of 1.19, a current ratio of 1.40 and a debt-to-equity ratio of 1.41.

Harley-Davidson (NYSE:HOG) last posted its quarterly earnings data on Wednesday, February 5th. The company reported ($0.93) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 period in the prior year, the company earned $0.18 EPS.

Harley-Davidson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 14th. Shareholders of record on Friday, February 28th will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 2.80%. 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. Harley-Davidson’s dividend payout ratio is presently 21.62%.

Insider Transactions at Harley-Davidson

In other news, insider Luke Christopher Mansfield sold 3,400 shares of the company’s stock in a transaction on Thursday, February 13th. The stock was sold at an average price of $25.96, for a total transaction of $88,264.00. Following the completion of the sale, the insider now directly owns 23,555 shares in the company, valued at approximately $611,487.80. This represents a 12.61 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.87% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Pacer Advisors Inc. increased its holdings in Harley-Davidson by 22,680.0% in the 3rd quarter. Pacer Advisors Inc. now owns 4,182,864 shares of the company’s stock valued at $161,166,000 after buying an additional 4,164,502 shares during the period. Donald Smith & CO. Inc. acquired a new stake in shares of Harley-Davidson during the 4th quarter worth approximately $50,368,000. Brickwood Asset Management LLP acquired a new stake in shares of Harley-Davidson during the 4th quarter worth approximately $27,783,000. Raymond James Financial Inc. bought a new position in Harley-Davidson in the fourth quarter valued at approximately $18,802,000. Finally, American Century Companies Inc. raised its position 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 valued at $105,352,000 after purchasing an additional 435,200 shares in the last quarter. Institutional investors and hedge funds own 85.10% of the company’s stock.

About Harley-Davidson

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.