Polaris (NYSE:PII) Posts Quarterly Earnings Results, Beats Estimates By $0.35 EPS

Key Points

• Polaris reported a quarterly earnings per share (EPS) of $0.40, exceeding analysts' estimates by $0.42, despite a 5.5% decline in revenue compared to the same quarter last year.
• The company announced a quarterly dividend of $0.67 per share, resulting in an annualized dividend of $2.68 and a dividend yield of 4.50%.
• Analysts have revised their price targets for Polaris, with an average target of $45.58, while maintaining a "hold" rating from the majority of analysts.

Polaris (NYSE:PII - Get Free Report) issued its quarterly earnings results on Tuesday. The company reported $0.40 EPS for the quarter, beating the consensus estimate of $0.05 by $0.35, Zacks reports. The company had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.73 billion. Polaris had a negative net margin of 1.57% and a positive return on equity of 5.16%. The firm's revenue was down 5.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.38 EPS. Polaris updated its Q3 2025 guidance to EPS.

Polaris Trading Down 6.3%

Polaris stock traded down $3.34 during midday trading on Friday, hitting $49.57. 2,201,354 shares of the stock were exchanged, compared to its average volume of 1,642,595. Polaris has a fifty-two week low of $30.92 and a fifty-two week high of $87.83. The stock has a market capitalization of $2.79 billion, a price-to-earnings ratio of -26.37 and a beta of 1.05. The stock's 50-day simple moving average is $44.54 and its 200 day simple moving average is $42.74. 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 Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Tuesday, September 2nd will be given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 5.4%. The ex-dividend date is Tuesday, September 2nd. Polaris's dividend payout ratio (DPR) is presently -142.55%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on PII shares. Truist Financial lowered their price objective on shares of Polaris from $55.00 to $30.00 and set a "hold" rating for the company in a research report on Monday, April 14th. Morgan Stanley lowered their price target on shares of Polaris from $31.00 to $29.00 and set an "equal weight" rating for the company in a research report on Thursday, May 1st. Baird R W cut shares of Polaris from a "strong-buy" rating to a "hold" rating in a research report on Friday, April 4th. Wall Street Zen upgraded shares of Polaris from a "strong sell" rating to a "hold" rating in a research note on Saturday. Finally, Citigroup restated a "sell" rating and set a $27.00 price target (up previously from $23.00) on shares of Polaris in a research note on Monday, June 16th. One equities research analyst has rated the stock with a sell rating, twelve have assigned a hold rating and one has assigned a buy rating to the company. Based on data from MarketBeat, Polaris has an average rating of "Hold" and an average target price of $48.33.

Institutional Investors Weigh In On Polaris

A hedge fund recently raised its stake in Polaris stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Polaris Inc. (NYSE:PII - Free Report) by 27.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 183,289 shares of the company's stock after acquiring an additional 39,584 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 0.33% of Polaris worth $7,504,000 as of its most recent SEC filing. Hedge funds and other institutional investors own 88.06% of the company's stock.

About Polaris

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.