Harley-Davidson
About: Harley-Davidson is a leading global manufacturer of heavyweight motorcycles across the custom, cruising, and touring segments, as well as related merchandise, parts, and accessories. In recent years, the firm has expanded into the adventure touring market with its Pan America model and into electric with the LiveWire brand. Its captive finance arm, Harley-Davidson Financial Services, provides wholesale financing to dealers and retail financing and insurance brokerage services to customers. Harley captured around 37% of the heavyweight domestic market in 2024.
Employees: 5,900
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3.33% more ownership
Funds ownership: 87.84% [Q3] → 91.16% (+3.33%) [Q4]
4% less funds holding
Funds holding: 415 [Q3] → 400 (-15) [Q4]
11% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 72
20% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $63.1M
21% less capital invested
Capital invested by funds: $4.45B [Q3] → $3.5B (-$954M) [Q4]
44% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 162
50% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 2 (-2) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$26
16%
upside
Avg. target
$29
28%
upside
High target
$31
38%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
DA Davidson Brandon Rolle 9% 1-year accuracy 1 / 11 met price target | 38%upside $31 | Buy Assumed | 9 Apr 2025 |
Baird Craig Kennison 15% 1-year accuracy 4 / 27 met price target | 16%upside $26 | Neutral Maintained | 4 Apr 2025 |
Citigroup James Hardiman 24% 1-year accuracy 7 / 29 met price target | 25%upside $28 | Neutral Maintained | 2 Apr 2025 |
UBS Robin Farley 60% 1-year accuracy 6 / 10 met price target | 25%upside $28 | Neutral Maintained | 20 Feb 2025 |
Morgan Stanley Adam Jonas 46% 1-year accuracy 18 / 39 met price target | 38%upside $31 | Equal-Weight Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 28 articles about HOG published over the past 30 days
Positive
Benzinga
18 hours ago
Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Neutral
PRNewsWire
1 day ago
Harley-Davidson Sets the Record Straight on H Partners' Disingenuous and Harmful Claims
Highlights the Highly Qualified Board's Strong Governance and Effective Oversight of the Hardwire Strategic Plan, which is Delivering Results Details the Facts Regarding H Partners' Profound Disregard for Good Corporate Governance and Their Attempt to Disenfranchise Shareholders Urges Shareholders to Vote "FOR ALL" Harley-Davidson Nominees using the WHITE Proxy Card Presentations and Other Information Available at VoteHarleyDavidson.com MILWAUKEE , April 29, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (the "Company" or "Harley-Davidson") (NYSE: HOG) has released two presentations detailing Harley-Davidson's execution of its strategic plan as well as its fit-for-purpose Board of Directors' strong governance and effective oversight. The presentations expose the misleading campaign being run by H Partners, which Harley-Davidson believes is destructive to the interests of all shareholders.
Neutral
Business Wire
1 day ago
H Partners Issues Presentation Correcting Harley-Davidson's False and Misleading Claims
NEW YORK--(BUSINESS WIRE)--H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued a rebuttal presentation spotlighting false and misleading claims made in the Company's April 25, 2025, presentation in an apparent attempt to distract shareholders from the poor performance, weak execution, flawed co.
Neutral
PRNewsWire
1 day ago
Purple Chip Capital Supports H Partners' Campaign for Change at Harley Davidson, Announces Intent to WITHHOLD its Votes at 2025 Annual Meeting of Shareholders
Calls out Disconnected Board of Directors and Misaligned Strategic Direction CANTON, Ga. , April 29, 2025 /PRNewswire/ -- Purple Chip Capital Management, LLC ("Purple Chip Capital"), a value-oriented investment manager and long-term shareholder of Harley Davidson, Inc. (NYSE:HOG) ("Harley Davidson" or the "Company"), today issued the following statement supporting H Partners' campaign for change at Harley-Davidson and announcing its intent to WITHHOLD its votes on the election of CEO and Chairman Jochen Zeitz, and Directors Thomas Linebarger and Sara Levinson at the Company's 2025 Annual Meeting of Shareholders.
Neutral
Business Wire
2 days ago
H Partners Files Definitive Proxy and Sends Letter to Harley-Davidson Shareholders Highlighting Urgent Need to Hold Entrenched Directors Accountable
NEW YORK--(BUSINESS WIRE)--H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today announced that it has filed a definitive proxy statement with the U.S. Securities and Exchange Commission in connection with its campaign to urge shareholders to vote “WITHHOLD” on the election of three long-tenured incumbe.
Neutral
Business Wire
1 week ago
H Partners Releases Presentation Outlining Urgent Need for Leadership Change at Harley-Davidson
NEW YORK--(BUSINESS WIRE)--H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued a presentation highlighting the urgent need for leadership change at Harley-Davidson based on the role long-tenured incumbent directors – CEO and Chairman Jochen Zeitz, Presiding Director Thomas Linebarger and 29-yea.
Neutral
Seeking Alpha
1 week ago
Crisis And Opportunity In Auto Makers
The auto industry is in distress but not extreme distress; stable companies with low valuations like Toyota, Honda, and Li Auto are likely to outperform. Despite recent selloffs, markets remain richly priced; value investing may now have a chance to redeem itself, especially in distressed industries. Established automakers face declining margins and sales, while newer EV manufacturers see rising sales but flat or negative profits.
Negative
Zacks Investment Research
1 week ago
Bear of the Day: Harley-Davidson (HOG)
Shifting consumer aspirations have this boomer legacy company struggling to find new markets.
Negative
Zacks Investment Research
1 week ago
New Strong Sell Stocks for April 21st
SOL, FLR and HOG have been added to the Zacks Rank #5 (Strong Sell) List on April 21, 2025.
Neutral
PRNewsWire
1 week ago
Harley-Davidson, Inc. To Report First Quarter 2025 Results on May 1, 2025
Webcast Conference Call Scheduled for 8 a.m. CT MILWAUKEE , April 17, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (NYSE: HOG) will release its first quarter 2025 financial results before market hours Thursday, May 1, 2025.
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