Zacks Research Boosts Earnings Estimates for Harley-Davidson

Key Points

• Zacks Research has raised Harley-Davidson's Q4 2026 earnings estimates from $0.32 to $0.35 per share, maintaining a "Hold" rating on the stock.
• Harley-Davidson reported a 19.3% year-over-year decline in revenue for the latest quarter, with earnings of $0.88 per share falling short of the $0.99 consensus estimate.
• The company announced a quarterly dividend of $0.18 per share, which will be paid to stockholders on September 24, reflecting an annualized yield of 2.5%.

Harley-Davidson, Inc. (NYSE:HOG - Free Report) - Research analysts at Zacks Research increased their Q4 2026 earnings per share (EPS) estimates for shares of Harley-Davidson in a research report issued to clients and investors on Tuesday, August 26th. Zacks Research analyst Team now forecasts that the company will post earnings of $0.35 per share for the quarter, up from their prior estimate of $0.32. Zacks Research currently has a "Hold" rating on the stock. 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 Q1 2027 earnings at $1.65 EPS.

Harley-Davidson (NYSE:HOG - Get Free Report) last posted its earnings results on Wednesday, July 30th. The company reported $0.88 earnings per share for the quarter, missing analysts' consensus estimates of $0.99 by ($0.11). The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.09 billion. Harley-Davidson had a return on equity of 7.43% and a net margin of 5.76%.The firm's revenue was down 19.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.63 earnings per share.

Several other analysts also recently issued reports on HOG. Citigroup boosted their price target on Harley-Davidson from $24.00 to $27.00 and gave the company a "neutral" rating in a research note on Monday, June 16th. UBS Group reduced their price target on Harley-Davidson from $28.00 to $27.00 and set a "neutral" rating for the company in a research note on Tuesday, July 8th. Robert W. Baird boosted their price target on Harley-Davidson from $26.00 to $28.00 and gave the company a "neutral" rating in a research note on Wednesday, May 14th. DA Davidson boosted their price target on Harley-Davidson from $31.00 to $34.00 and gave the company a "buy" rating in a research note on Monday, August 25th. Finally, Griffin Securities set a $34.00 price target on Harley-Davidson in a research note on Monday, August 25th. Two equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $30.86.

Harley-Davidson Stock Performance

Shares of HOG stock traded up $0.34 during trading on Friday, reaching $29.16. 1,292,111 shares of the company's stock were exchanged, compared to its average volume of 1,900,883. The company has a quick ratio of 1.20, a current ratio of 1.37 and a debt-to-equity ratio of 1.32. The stock has a market capitalization of $3.54 billion, a PE ratio of 15.11, a PEG ratio of 0.43 and a beta of 1.31. Harley-Davidson has a twelve month low of $20.45 and a twelve month high of $39.93. The firm's fifty day moving average price is $25.30 and its 200-day moving average price is $24.70.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Versant Capital Management Inc raised its stake in Harley-Davidson by 3,514.8% in the first quarter. Versant Capital Management Inc now owns 976 shares of the company's stock valued at $25,000 after purchasing an additional 949 shares in the last quarter. Assetmark Inc. raised its stake in Harley-Davidson by 209.7% in the first quarter. Assetmark Inc. now owns 1,053 shares of the company's stock valued at $27,000 after purchasing an additional 713 shares in the last quarter. CX Institutional acquired a new position in Harley-Davidson in the first quarter valued at about $28,000. Financial Harvest LLC acquired a new position in Harley-Davidson in the first quarter valued at about $30,000. Finally, UMB Bank n.a. raised its stake in Harley-Davidson by 153.6% in the first quarter. UMB Bank n.a. now owns 1,306 shares of the company's stock valued at $33,000 after purchasing an additional 791 shares in the last quarter. Institutional investors and hedge funds own 85.10% of the company's stock.

Insider Buying and Selling

In related news, Director Rafeh Masood purchased 2,068 shares of the company's stock in a transaction that occurred on Tuesday, August 5th. The stock was acquired at an average price of $24.06 per share, with a total value of $49,756.08. Following the completion of the purchase, the director directly owned 4,705 shares in the company, valued at $113,202.30. This trade represents a 78.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.93% of the stock is currently owned by company insiders.

Harley-Davidson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 24th. Investors of record on Wednesday, September 10th will be paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Wednesday, September 10th. Harley-Davidson's payout ratio is 37.31%.

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.