Zacks Research Boosts Earnings Estimates for Harley-Davidson

Harley-Davidson, Inc. (NYSE:HOG) – Zacks Research increased their Q2 2026 earnings estimates for shares of Harley-Davidson in a report released on Tuesday, April 8th. Zacks Research analyst R. Department now expects that the company will post earnings of $1.29 per share for the quarter, up from their previous estimate of $1.21. 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 Q3 2026 earnings at $1.14 EPS, Q4 2026 earnings at $0.50 EPS and FY2026 earnings at $4.21 EPS.

Harley-Davidson (NYSE:HOG) last issued its quarterly earnings data on Wednesday, February 5th. The company reported ($0.93) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.65) by ($0.28). Harley-Davidson had a return on equity of 13.64% and a net margin of 9.25%. During the same period in the prior year, the firm posted $0.18 EPS.

A number of other equities research analysts also recently weighed in on HOG. DA Davidson reissued a “buy” rating and set a $31.00 target price on shares of Harley-Davidson in a report on Wednesday. Citigroup dropped their price objective on shares of Harley-Davidson from $29.00 to $28.00 and set a “neutral” rating for the company in a research note on Wednesday, April 2nd. Morgan Stanley decreased their target price on shares of Harley-Davidson from $33.00 to $31.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 6th. UBS Group dropped their price target on shares of Harley-Davidson from $35.00 to $28.00 and set a “neutral” rating for the company in a research report on Thursday, February 20th. Finally, Robert W. Baird reduced their price target on Harley-Davidson from $32.00 to $26.00 and set a “neutral” rating on the stock in a research report on Friday, April 4th. Six analysts have rated the stock with a hold rating and three have issued a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $32.00.

Harley-Davidson Stock Performance

NYSE:HOG opened at $23.72 on Wednesday. The stock has a 50 day simple moving average of $25.34 and a 200 day simple moving average of $29.90. The stock has a market cap of $2.95 billion, a P/E ratio of 7.12, a PEG ratio of 0.38 and a beta of 1.28. Harley-Davidson has a 1-year low of $20.45 and a 1-year high of $42.49. The company has a current ratio of 1.40, a quick ratio of 1.19 and a debt-to-equity ratio of 1.41.

Harley-Davidson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 14th. Investors of record on Friday, February 28th were issued a dividend of $0.18 per share. The ex-dividend date of this dividend was Friday, February 28th. This is a positive change from Harley-Davidson’s previous quarterly dividend of $0.17. This represents a $0.72 annualized dividend and a dividend yield of 3.04%. Harley-Davidson’s payout ratio is 21.62%.

Insider Buying and Selling

In other news, insider Luke Christopher Mansfield sold 3,400 shares of the company’s stock in a transaction that occurred on Thursday, February 13th. The stock was sold at an average price of $25.96, for a total value of $88,264.00. Following the completion of the transaction, the insider now owns 23,555 shares of the company’s stock, valued at $611,487.80. This represents a 12.61 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.87% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Harley-Davidson

Institutional investors have recently added to or reduced their stakes in the business. Quantinno Capital Management LP lifted its holdings in shares of Harley-Davidson by 151.3% during the third quarter. Quantinno Capital Management LP now owns 50,475 shares of the company’s stock worth $1,945,000 after purchasing an additional 30,388 shares during the period. Stifel Financial Corp lifted its holdings in Harley-Davidson by 9.3% during the 3rd quarter. Stifel Financial Corp now owns 21,993 shares of the company’s stock worth $847,000 after buying an additional 1,875 shares during the period. EP Wealth Advisors LLC bought a new stake in shares of Harley-Davidson in the 3rd quarter valued at about $251,000. MML Investors Services LLC increased its stake in shares of Harley-Davidson by 4.7% in the third quarter. MML Investors Services LLC now owns 8,430 shares of the company’s stock valued at $325,000 after buying an additional 379 shares during the period. Finally, Barclays PLC increased its stake in shares of Harley-Davidson by 135.7% in the third quarter. Barclays PLC now owns 282,932 shares of the company’s stock valued at $10,900,000 after buying an additional 162,899 shares during the period. 85.10% of the stock is owned by institutional investors.

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.