Polaris Inc. $PII Shares Bought by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital Management L.L.C. significantly increased its stake in Polaris Inc. by 235.5% in Q1, owning 79,914 shares valued at approximately $3.27 million.
• Polaris recently reported earnings of $0.40 per share, exceeding the consensus estimate of $0.05, despite a year-over-year revenue decline of 5.5%.
• The company announced a quarterly dividend of $0.67, representing a 4.7% yield, with a payout ratio of -142.55% as of the last financial update.

Landscape Capital Management L.L.C. grew its position in shares of Polaris Inc. (NYSE:PII - Free Report) by 235.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,914 shares of the company's stock after purchasing an additional 56,097 shares during the period. Landscape Capital Management L.L.C. owned approximately 0.14% of Polaris worth $3,272,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. UMB Bank n.a. grew its holdings in shares of Polaris by 114.1% in the first quarter. UMB Bank n.a. now owns 805 shares of the company's stock valued at $33,000 after purchasing an additional 429 shares in the last quarter. Opal Wealth Advisors LLC bought a new stake in Polaris during the first quarter worth approximately $35,000. Fifth Third Bancorp increased its stake in Polaris by 46.9% during the first quarter. Fifth Third Bancorp now owns 996 shares of the company's stock worth $41,000 after acquiring an additional 318 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its position in Polaris by 191.1% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 1,214 shares of the company's stock valued at $50,000 after purchasing an additional 797 shares during the period. Finally, Allworth Financial LP lifted its stake in shares of Polaris by 7,462.5% in the 1st quarter. Allworth Financial LP now owns 1,210 shares of the company's stock valued at $50,000 after purchasing an additional 1,194 shares during the last quarter. Hedge funds and other institutional investors own 88.06% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on PII shares. BMO Capital Markets reissued a "market perform" rating and set a $52.00 target price (up previously from $33.00) on shares of Polaris in a research report on Wednesday, July 30th. Roth Capital lifted their price objective on shares of Polaris from $32.00 to $41.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 23rd. Robert W. Baird lifted their price objective on shares of Polaris from $46.00 to $55.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 30th. Zacks Research lowered shares of Polaris from a "strong-buy" rating to a "hold" rating in a research note on Wednesday. Finally, Wall Street Zen raised shares of Polaris from a "strong sell" rating to a "hold" rating in a research note on Saturday, August 2nd. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Polaris has an average rating of "Hold" and a consensus target price of $48.33.

Polaris Trading Up 0.4%

Shares of Polaris stock traded up $0.22 on Friday, hitting $56.58. 999,330 shares of the company traded hands, compared to its average volume of 1,383,012. Polaris Inc. has a 52 week low of $30.92 and a 52 week high of $86.51. The company has a market cap of $3.18 billion, a PE ratio of -30.09 and a beta of 1.04. The stock's 50 day moving average price is $50.49 and its 200-day moving average price is $43.41. The company has a current ratio of 1.04, a quick ratio of 0.37 and a debt-to-equity ratio of 1.17.

Polaris (NYSE:PII - Get Free Report) last released its quarterly earnings data on Tuesday, July 29th. The company reported $0.40 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.05 by $0.35. Polaris had a negative net margin of 1.57% and a positive return on equity of 5.16%. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.73 billion. During the same period last year, the firm earned $1.38 earnings per share. The company's quarterly revenue was down 5.5% on a year-over-year basis. Polaris has set its Q3 2025 guidance at EPS. Equities research analysts predict that Polaris Inc. will post 1.11 EPS for the current year.

Polaris Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Tuesday, September 2nd will be paid a $0.67 dividend. The ex-dividend date is Tuesday, September 2nd. This represents a $2.68 dividend on an annualized basis and a yield of 4.7%. Polaris's dividend payout ratio (DPR) is -142.55%.

Polaris Profile

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.