Roth Capital Has Bullish Forecast for Polaris Q1 Earnings

Polaris Inc. (NYSE:PII) – Roth Capital increased their Q1 2026 EPS estimates for Polaris in a research note issued on Tuesday, January 28th. Roth Capital analyst S. Stember now forecasts that the company will post earnings per share of $0.38 for the quarter, up from their prior estimate of $0.32. The consensus estimate for Polaris’ current full-year earnings is $3.22 per share. Roth Capital also issued estimates for Polaris’ Q2 2026 earnings at $0.83 EPS.

PII has been the subject of a number of other reports. DA Davidson lowered their price target on Polaris from $84.00 to $69.00 and set a “buy” rating for the company in a research report on Friday, January 17th. StockNews.com cut shares of Polaris from a “hold” rating to a “sell” rating in a research note on Wednesday, January 8th. Royal Bank of Canada decreased their price objective on shares of Polaris from $65.00 to $54.00 and set a “sector perform” rating for the company in a research note on Wednesday. Truist Financial reduced their price target on Polaris from $60.00 to $55.00 and set a “hold” rating on the stock in a report on Wednesday. Finally, Roth Mkm dropped their price objective on Polaris from $76.00 to $57.00 and set a “neutral” rating for the company in a report on Friday, January 24th. One equities research analyst has rated the stock with a sell rating, nine have assigned a hold rating and two have given a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $68.64.

Polaris Price Performance

NYSE:PII opened at $48.79 on Thursday. The firm has a market capitalization of $2.72 billion, a price-to-earnings ratio of 13.63, a PEG ratio of 6.05 and a beta of 1.53. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.21 and a quick ratio of 0.32. The business has a 50 day simple moving average of $59.80 and a 200-day simple moving average of $72.30. Polaris has a 1 year low of $48.44 and a 1 year high of $100.91.

Polaris (NYSE:PII) last announced its earnings results on Tuesday, January 28th. The company reported $0.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.03. Polaris had a net margin of 2.64% and a return on equity of 17.92%.

Institutional Trading of Polaris

Hedge funds have recently bought and sold shares of the stock. The Manufacturers Life Insurance Company raised its position in shares of Polaris by 3.2% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 2,262,990 shares of the company’s stock worth $188,371,000 after acquiring an additional 69,844 shares in the last quarter. Confluence Investment Management LLC raised its holdings in Polaris by 0.7% in the third quarter. Confluence Investment Management LLC now owns 1,039,359 shares of the company’s stock worth $86,516,000 after purchasing an additional 6,724 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of Polaris by 44.6% during the third quarter. Charles Schwab Investment Management Inc. now owns 555,410 shares of the company’s stock valued at $46,232,000 after buying an additional 171,366 shares during the last quarter. Systematic Financial Management LP boosted its holdings in shares of Polaris by 9.9% in the 3rd quarter. Systematic Financial Management LP now owns 229,565 shares of the company’s stock valued at $19,109,000 after buying an additional 20,695 shares in the last quarter. Finally, Royal London Asset Management Ltd. grew its position in shares of Polaris by 0.4% in the 3rd quarter. Royal London Asset Management Ltd. now owns 221,481 shares of the company’s stock worth $18,436,000 after buying an additional 818 shares during the last quarter. Hedge funds and other institutional investors own 88.06% of the company’s stock.

Polaris Company Profile

Polaris Inc designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally. It operates through three segments: Off-Road, On-Road, and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; military and commercial ORVs; snowmobiles; motorcycles; and moto-roadsters, quadricycles, and boats.