Vanguard Group Inc. Boosts Stock Position in Harley-Davidson, Inc. $HOG

Vanguard Group Inc. raised its position in Harley-Davidson, Inc. (NYSE:HOG) by 7.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,958,561 shares of the company’s stock after purchasing an additional 886,998 shares during the period. Vanguard Group Inc. owned about 10.66% of Harley-Davidson worth $361,544,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Harley-Davidson by 62.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 86,436 shares of the company’s stock valued at $2,183,000 after acquiring an additional 33,097 shares during the last quarter. Empowered Funds LLC grew its position in shares of Harley-Davidson by 18.3% in the first quarter. Empowered Funds LLC now owns 17,560 shares of the company’s stock valued at $443,000 after purchasing an additional 2,712 shares during the period. Geneos Wealth Management Inc. increased its stake in Harley-Davidson by 153.8% in the first quarter. Geneos Wealth Management Inc. now owns 2,109 shares of the company’s stock valued at $53,000 after purchasing an additional 1,278 shares during the last quarter. AlphaQuest LLC lifted its position in Harley-Davidson by 590.0% during the second quarter. AlphaQuest LLC now owns 8,680 shares of the company’s stock worth $205,000 after buying an additional 7,422 shares during the period. Finally, State of New Jersey Common Pension Fund D boosted its stake in Harley-Davidson by 4.1% in the 2nd quarter. State of New Jersey Common Pension Fund D now owns 76,068 shares of the company’s stock worth $1,795,000 after buying an additional 3,012 shares during the last quarter. 85.10% of the stock is currently owned by hedge funds and other institutional investors.

More Harley-Davidson News

Here are the key news stories impacting Harley-Davidson this week:

• Positive Sentiment: Zacks slightly raised its Q3 2027 EPS view to $0.67 (from $0.59), a small upside amid otherwise negative revisions — a modest bright spot that could be cited by bulls. MarketBeat HOG
• Neutral Sentiment: Zacks published a set of multi‑year forecasts (FY2028 ~$2.24 EPS) that give a longer‑term view, but those estimates contrast with near‑term cuts and carry uncertainty around timing of recovery. MarketBeat HOG
• Negative Sentiment: Zacks Research issued broad downgrades across multiple quarters and years (sharp cuts to Q1–Q4 2026, Q2–Q4 2027 and FY2026–FY2027), and lowered several near‑term EPS forecasts materially — a primary driver of weaker investor sentiment. MarketBeat HOG
• Negative Sentiment: Zacks maintains a “Strong Sell” rating on HOG; that headline rating amplifies selling pressure and influences momentum traders and funds that track analyst sentiment. MarketBeat HOG
• Negative Sentiment: Insider selling: director James D. Farley, Jr. sold 6,454 shares at an average $18.71 (28% reduction of his holding), which can be interpreted negatively by the market. SEC Filing
• Negative Sentiment: HOG hit a new 52‑week low, reported by MarketWatch — a technical trigger that often accelerates downside as stop orders and momentum selling kick in. Harley-Davidson Inc. stock falls to new 52-week low

Harley-Davidson Trading Down 1.6%

Shares of HOG opened at $18.38 on Friday. Harley-Davidson, Inc. has a 12 month low of $18.30 and a 12 month high of $31.25. The stock’s 50-day moving average is $20.41 and its two-hundred day moving average is $24.41. The company has a debt-to-equity ratio of 0.52, a current ratio of 2.10 and a quick ratio of 1.83. The stock has a market cap of $2.17 billion, a PE ratio of 7.04, a P/E/G ratio of 0.73 and a beta of 1.39.

Harley-Davidson (NYSE:HOG) last announced its earnings results on Tuesday, February 10th. The company reported ($2.44) EPS for the quarter, missing the consensus estimate of ($0.92) by ($1.52). The company had revenue of $496.16 million for the quarter, compared to analysts’ expectations of $482.21 million. Harley-Davidson had a net margin of 8.03% and a return on equity of 10.27%. The business’s quarterly revenue was down 9.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.93) earnings per share. Equities analysts forecast that Harley-Davidson, Inc. will post 3.44 earnings per share for the current fiscal year.

Harley-Davidson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 2nd will be given a dividend of $0.1875 per share. The ex-dividend date of this dividend is Monday, March 2nd. This is an increase from Harley-Davidson’s previous quarterly dividend of $0.18. This represents a $0.75 dividend on an annualized basis and a dividend yield of 4.1%. Harley-Davidson’s dividend payout ratio is presently 27.59%.

Wall Street Analysts Forecast Growth

HOG has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Harley-Davidson in a report on Thursday, January 22nd. Morgan Stanley reaffirmed an “underweight” rating and set a $12.00 price target on shares of Harley-Davidson in a research report on Tuesday, February 17th. UBS Group cut their price target on shares of Harley-Davidson from $28.00 to $27.00 and set a “neutral” rating on the stock in a research note on Thursday, November 13th. Loop Capital assumed coverage on shares of Harley-Davidson in a research note on Tuesday, November 25th. They set a “hold” rating and a $21.00 price objective for the company. Finally, Zacks Research lowered Harley-Davidson from a “hold” rating to a “strong sell” rating in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $23.50.

Insider Activity at Harley-Davidson

In other news, Director James D. Farley, Jr. sold 6,454 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $18.71, for a total value of $120,754.34. Following the completion of the transaction, the director directly owned 16,205 shares in the company, valued at approximately $303,195.55. This represents a 28.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.93% of the company’s stock.

About Harley-Davidson

Harley-Davidson, Inc is a renowned American motorcycle manufacturer best known for its heavyweight cruiser and touring bikes. Founded in 1903 in Milwaukee, Wisconsin, the company has built a strong reputation for producing distinctive motorcycles characterized by their signature V-twin engines, chrome finishes and robust frames. Harley-Davidson markets its products globally through a network of franchised dealerships and focuses on delivering an immersive brand experience to its customers, emphasizing lifestyle and community alongside its motorcycles.

In addition to its core motorcycle business, Harley-Davidson offers an extensive range of parts, accessories and apparel under its Genuine Motor Parts & Accessories and MotorClothes lines.