Ritholtz Wealth Management Makes New $1.17 Million Investment in Polaris Inc. $PII

Key Points

• Ritholtz Wealth Management opened a new position in Polaris (NYSE:PII) in Q4—18,530 shares worth about $1.17 million—and institutional ownership stands around 88.06% with several other funds also adding or adjusting positions.
• Polaris beat Q4 estimates (EPS $0.08 vs. $0.06; revenue $1.92B vs. $1.82B), set FY2026 guidance of EPS $1.50–1.60, and raised its quarterly dividend to $0.68 (annualized yield ~4.7%).
• Analyst sentiment is mixed-to-negative: ten analysts rate PII a Hold and one a Sell, giving an average MarketBeat rating of "Reduce" and an average price target of $63.11.

Ritholtz Wealth Management acquired a new stake in Polaris Inc. (NYSE:PII - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 18,530 shares of the company's stock, valued at approximately $1,172,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Massachusetts Financial Services Co. MA acquired a new position in shares of Polaris in the fourth quarter valued at $8,293,000. FNY Investment Advisers LLC acquired a new position in shares of Polaris in the fourth quarter valued at $75,000. SG Americas Securities LLC increased its holdings in shares of Polaris by 130.5% in the fourth quarter. SG Americas Securities LLC now owns 27,774 shares of the company's stock valued at $1,757,000 after purchasing an additional 15,726 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of Polaris by 3.4% in the fourth quarter. GAMMA Investing LLC now owns 13,035 shares of the company's stock valued at $824,000 after purchasing an additional 433 shares during the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new position in shares of Polaris in the third quarter valued at $331,000. 88.06% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Royal Bank Of Canada decreased their target price on Polaris to $67.00 and set a "sector perform" rating on the stock in a research report on Tuesday, January 27th. Roth Mkm reaffirmed a "neutral" rating on shares of Polaris in a research report on Wednesday, January 28th. Wells Fargo & Company assumed coverage on Polaris in a research report on Wednesday, March 11th. They issued an "equal weight" rating and a $52.00 target price on the stock. Seaport Research Partners raised Polaris to a "strong-buy" rating in a research report on Thursday, January 8th. Finally, Weiss Ratings downgraded Polaris from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Tuesday, February 17th. Ten equities research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Polaris presently has an average rating of "Reduce" and an average price target of $63.11.

Polaris Price Performance

NYSE:PII opened at $57.49 on Wednesday. The firm has a market cap of $3.26 billion, a price-to-earnings ratio of -7.03 and a beta of 1.17. Polaris Inc. has a 52 week low of $31.40 and a 52 week high of $75.25. The company has a debt-to-equity ratio of 1.81, a quick ratio of 0.35 and a current ratio of 0.98. The firm's 50-day simple moving average is $58.57 and its 200 day simple moving average is $63.61.

Polaris (NYSE:PII - Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The company reported $0.08 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.06 by $0.02. The business had revenue of $1.92 billion for the quarter, compared to the consensus estimate of $1.82 billion. Polaris had a negative return on equity of 0.05% and a negative net margin of 6.51%.The firm's quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.92 earnings per share. Polaris has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.450-0.450 EPS. As a group, sell-side analysts predict that Polaris Inc. will post 1.11 earnings per share for the current year.

Polaris Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were given a dividend of $0.68 per share. This is an increase from Polaris's previous quarterly dividend of $0.67. This represents a $2.72 dividend on an annualized basis and a yield of 4.7%. The ex-dividend date of this dividend was Monday, March 2nd. Polaris's dividend payout ratio (DPR) is currently -33.25%.

Insider Buying and Selling

In other Polaris news, insider Benjamin D. Duke sold 10,090 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $66.82, for a total transaction of $674,213.80. Following the sale, the insider directly owned 30,242 shares in the company, valued at $2,020,770.44. This represents a 25.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Michael T. Speetzen sold 35,086 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $66.83, for a total transaction of $2,344,797.38. Following the sale, the chief executive officer owned 136,362 shares in the company, valued at $9,113,072.46. The trade was a 20.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 50,419 shares of company stock valued at $3,371,183 over the last 90 days. 2.40% of the stock is owned by corporate insiders.

About Polaris

Polaris Inc, founded in 1954 and headquartered in Medina, Minnesota, is a diversified manufacturer of powersports vehicles and related products. Initially gaining prominence with its snowmobiles, Polaris expanded its portfolio over the decades to include all-terrain vehicles (ATVs), side-by-side off-road vehicles, and motorcycles. The company's legacy in recreational and utility vehicle innovation stems from early engineering breakthroughs that established Polaris as a leading name in off-road mobility.

Today, Polaris offers a broad range of products under well-known brands such as Polaris RANGER and POLARIS SPORTSMAN for utility and recreation markets, Slingshot three-wheel roadsters for on-road enthusiasts, and the Indian Motorcycle brand for premium two-wheeled touring and cruiser segments.

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