Analysts Set Polaris Inc. (NYSE:PII) PT at $65.00

Polaris Inc. (NYSE:PII) has received a consensus rating of “Hold” from the fourteen research firms that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, eleven have issued a hold recommendation, one has given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $66.6667.

Several analysts have issued reports on the company. Bank of America restated a “neutral” rating on shares of Polaris in a research note on Wednesday. Royal Bank Of Canada boosted their price target on Polaris from $65.00 to $75.00 and gave the company a “sector perform” rating in a report on Wednesday. Roth Capital reissued a “neutral” rating on shares of Polaris in a research report on Wednesday. KeyCorp restated a “sector weight” rating on shares of Polaris in a research note on Wednesday. Finally, Raymond James Financial restated an “outperform” rating on shares of Polaris in a research note on Wednesday, April 29th.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the business. Ritholtz Wealth Management acquired a new position in shares of Polaris during the fourth quarter valued at $1,172,000. Jefferies Financial Group Inc. acquired a new stake in shares of Polaris in the 4th quarter worth about $10,778,000. Strs Ohio increased its holdings in shares of Polaris by 17,000.0% in the 4th quarter. Strs Ohio now owns 51,300 shares of the company’s stock worth $3,245,000 after acquiring an additional 51,000 shares during the period. Comerica Bank lifted its position in Polaris by 173.4% in the 4th quarter. Comerica Bank now owns 41,939 shares of the company’s stock valued at $2,653,000 after purchasing an additional 26,601 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky lifted its position in Polaris by 87.0% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 34,937 shares of the company’s stock valued at $1,905,000 after purchasing an additional 16,252 shares during the last quarter. 88.06% of the stock is owned by institutional investors and hedge funds.

Polaris News Roundup

Here are the key news stories impacting Polaris this week:

• Positive Sentiment: Polaris reported second-quarter EPS of $1.97, well above the approximately $0.76–$0.77 analyst consensus, while revenue rose 9.2% year over year to $2.02 billion and exceeded estimates. Utility off-road vehicles, stronger demand and market-share gains supported the quarter. Polaris Inc. Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $3.00–$3.10, substantially above the prior analyst consensus near $1.81. Full-year revenue guidance of $7.3 billion–$7.5 billion was broadly in line with expectations, providing support for the company’s recovery outlook.
• Positive Sentiment: Analysts increased their price targets following the results: Royal Bank of Canada raised its target to $75, Robert W. Baird to $72 and Wells Fargo to $70. However, all three firms retained neutral, sector-perform or equal-weight ratings. Analyst Price Target Changes
• Neutral Sentiment: Positive momentum screens identified Polaris as a fast-growing stock trading at a potentially attractive valuation, but the stock’s recent advance has prompted questions about how much of the recovery is already reflected in its price. Zacks Momentum Analysis
• Negative Sentiment: A significant portion of the quarterly margin improvement came from a one-time tariff refund, raising concerns about the sustainability of profitability. Ongoing tariff costs remain a headwind, while recreational demand is still volatile and future sales face a crucial demand test.
• Negative Sentiment: The combination of cautious analyst ratings, tariff uncertainty and concerns that the company may be roughly 10% overvalued after the earnings-driven rally likely contributed to the stock’s decline.

Polaris Stock Performance

Shares of Polaris stock opened at $67.26 on Monday. The firm has a market cap of $3.83 billion, a PE ratio of -14.53 and a beta of 1.25. The firm’s 50-day simple moving average is $69.18 and its 200-day simple moving average is $64.24. The company has a debt-to-equity ratio of 2.28, a quick ratio of 0.48 and a current ratio of 1.20. Polaris has a 1 year low of $47.14 and a 1 year high of $77.98.

Polaris (NYSE:PII) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $1.97 EPS for the quarter, topping the consensus estimate of $0.76 by $1.21. The business had revenue of $2.02 billion for the quarter, compared to analysts’ expectations of $1.95 billion. Polaris had a negative net margin of 3.50% and a positive return on equity of 16.77%. The company’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter last year, the company posted ($1.39) earnings per share. Polaris has set its FY 2026 guidance at 3.000-3.100 EPS. Equities analysts forecast that Polaris will post 3.05 earnings per share for the current fiscal year.

Polaris Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were issued a dividend of $0.68 per share. This represents a $2.72 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend was Monday, June 1st. Polaris’s dividend payout ratio is -34.69%.

About Polaris

Polaris Inc, founded in 1954 and headquartered in Medina, Minnesota, is a diversified manufacturer of powersports vehicles and related products. Initially gaining prominence with its snowmobiles, Polaris expanded its portfolio over the decades to include all-terrain vehicles (ATVs), side-by-side off-road vehicles, and motorcycles. The company’s legacy in recreational and utility vehicle innovation stems from early engineering breakthroughs that established Polaris as a leading name in off-road mobility.

Today, Polaris offers a broad range of products under well-known brands such as Polaris RANGER and POLARIS SPORTSMAN for utility and recreation markets, Slingshot three-wheel roadsters for on-road enthusiasts, and the Indian Motorcycle brand for premium two-wheeled touring and cruiser segments.