Polaris
PII
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
115% more call options, than puts
Call options by funds: $124M | Put options by funds: $57.8M
70% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 96
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
39% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 64
11% more capital invested
Capital invested by funds: $2.15B [Q1] → $2.38B (+$230M) [Q2]
10.17% more ownership
Funds ownership: 94.2% [Q1] → 104.37% (+10.17%) [Q2]
5% more funds holding
Funds holding: 386 [Q1] → 404 (+18) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
UBS
Robin Farley
|
$58
|
Neutral
Maintained
|
8 Sep 2025 |
|
BMO Capital
Tristan Thomas-Martin
|
$52
|
Market Perform
Maintained
|
30 Jul 2025 |
|
RBC Capital
Sabahat Khan
|
$56
|
Sector Perform
Maintained
|
30 Jul 2025 |
|
Baird
Craig Kennison
|
$55
|
Neutral
Maintained
|
30 Jul 2025 |
|
Roth Capital
Scott Stember
|
$41
|
Neutral
Maintained
|
23 Jul 2025 |
Financial journalist opinion
Based on 4 articles about PII published over the past 30 days
