Polaris
About: Polaris designs and manufactures off-road vehicles, including all-terrain vehicles and side-by-side vehicles for recreational and utility purposes, snowmobiles, and on-road vehicles, including motorcycles, along with the related replacement parts, garments, and accessories. The firm entered the marine market after acquiring Boat Holdings in 2018, offering exposure to another segment of the outdoor lifestyle market. Polaris products are retailed through more than 2,500 dealers in North America and 1,500 international dealers as well as more than 25 subsidiaries and 90 distributors in more than 100 countries outside North America.
Employees: 15,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
76% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 95
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
6.34% more ownership
Funds ownership: 87.83% [Q4 2024] → 94.18% (+6.34%) [Q1 2025]
10% less funds holding
Funds holding: 426 [Q4 2024] → 383 (-43) [Q1 2025]
22% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $60.1M
24% less capital invested
Capital invested by funds: $2.82B [Q4 2024] → $2.15B (-$669M) [Q1 2025]
39% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 98
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$29
29%
downside
Avg. target
$34
16%
downside
High target
$45
11%
upside
6 analyst ratings
0 positive
0%
5 neutral
83%
1 negative
17%
Baird Craig Kennison | 6%downside $38 | Neutral Maintained | 22 May 2025 |
Morgan Stanley Megan Alexander | 29%downside $29 | Equal-Weight Maintained | 1 May 2025 |
RBC Capital Sabahat Khan | 16%downside $34 | Sector Perform Maintained | 30 Apr 2025 |
Truist Securities Michael Swartz | 26%downside $30 | Hold Maintained | 14 Apr 2025 |
Citigroup James Hardiman | 29%downside $29 | Sell Downgraded | 20 Mar 2025 |
Financial journalist opinion
Based on 5 articles about PII published over the past 30 days
Neutral
PRNewsWire
4 days ago
Polaris Donates $1 Million to Advance ATV and UTV Safety Through 4-H Youth Development
Donation enables expansion of existing programming with Minnesota 4-H and will help initiate pilot youth safety 4-H programs in Utah and Wisconsin MINNEAPOLIS , June 11, 2025 /PRNewswire/ -- Today, Polaris Inc. (NYSE: PII), a global leader in powersports, announces a $1 million donation to the Minnesota 4-H Youth Development program, part of University of Minnesota Extension, to expand critical all-terrain (ATV) and utility vehicle (UTV) safety education and training programs. Polaris has partnered with Minnesota 4-H since 2019, delivering ATV and UTV safety education to nearly 4,000 youth.
Neutral
PRNewsWire
5 days ago
POLARIS AND RZR FACTORY RACING MAKE HISTORY WITH COMPLETE DOMINATION OF 2025 SCORE BAJA 500®, SWEEPING UTV OVERALL PODIUM WITH 1-2-3 FINISH
Brock Heger Extends His Winning Streak with Seventh Victory, Leading RZR Factory Racing Team to a Rare Three-Peat at the Baja 500 Cayden MacCachren Charges to Second Overall, While Ethan Groom and Justin Morgan Round Out the Podium Sweep in Third in RZR Pro R Factory MINNEAPOLIS , June 9, 2025 /PRNewswire/ -- After a two-month hiatus, the SCORE Championship roared back to life this past Saturday with the 57th running of the BFGoodrich® Baja 500®, and the Polaris RZR Factory Racing team delivered a dominant performance, securing a historic UTV overall podium sweep. Brock Heger once again proved he's the racer to beat, piloting his RZR Pro R Factory through the grueling desert terrain flawlessly to earn his seventh consecutive UTV overall victory.
Neutral
PRNewsWire
1 week ago
Polaris Adventures Surpasses Two Million Customer Rides
Outfitter network allows adventure-seekers to further explore locations off the beaten path MINNEAPOLIS , June 3, 2025 /PRNewswire/ -- As consumers continue to seek deeper connections with local surroundings, Polaris Adventures – the destination-riding and experience side of global powersports leader Polaris Inc. (NYSE: PII) – announced a significant milestone: two million customer rides. With Polaris Adventures, over 250 local Outfitters have helped riders explore outdoor destinations and highlight unique locations and spaces around the country.
Neutral
PRNewsWire
3 weeks ago
Polaris Publishes 2024 Geared For Good Report
Polaris continues to operate as a steward for its employees, riders, communities and the outdoors MINNEAPOLIS , May 22, 2025 /PRNewswire/ -- Polaris Inc. (NYSE: PII) today released its 2024 Geared For Good Report. The annual report demonstrates Polaris' ongoing commitment to being good stewards for our industry, employees, riders, communities, and the outdoors.
Positive
Forbes
4 weeks ago
5 Dirt-Cheap Dividends Paying Up To 7.6%
Is it time to buy the dip on these cheap dividends—which by the way yield between 5.3% and 7.6%?
Positive
Benzinga
1 month ago
Wall Street's Most Accurate Analysts Give Their Take 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.
Positive
Seeking Alpha
1 month ago
Polaris: Tariff Dislocation Creates Deep Value; Strong Buy
Initiating on Polaris at Strong Buy with a $46.81 PT, citing deep undervaluation, amid tariff-driven dislocation. FY25E EBITDA forecast of $435M is 28% below consensus, reflecting a severe but overlooked tariff impact of ~$225M. Valuation anchored on conservative 5.0x–6.0x EV/EBITDA, well below historical and peer averages, pricing in worst-case scenarios.
Neutral
PRNewsWire
1 month ago
Polaris Declares Regular Cash Dividend
MINNEAPOLIS , May 1, 2025 /PRNewswire/ -- Polaris Inc. (NYSE: PII) announced today that its Board of Directors has declared a regular quarterly cash dividend of $0.67 per share payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025. About Polaris As the global leader in powersports, Polaris Inc. (NYSE: PII) pioneers product breakthroughs and enriching experiences and services that have invited people to discover the joy of being outdoors since our founding in 1954.
Neutral
Seeking Alpha
1 month ago
Polaris Inc. (PII) Q1 2025 Earnings Call Transcript
Polaris Inc. (NYSE:PII ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants J.C. Weigelt – Vice President of Investor Relations Mike Speetzen – Chief Executive Officer Bob Mack – Chief Financial Officer Conference Call Participants Joe Altobello – Raymond James Megan Clapp – Morgan Stanley Alice Wycklendt – Baird Noah Zatzkin – KeyBanc Capital Markets Alex Perry – Bank of America Tristan Thomas-Martin – BMO Capital Markets James Hardiman – Citi Operator Welcome to the Polaris First Quarter 2025 Earnings Call and Webcast.
Neutral
Zacks Investment Research
1 month ago
Polaris Inc (PII) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Polaris Inc (PII) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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