Polaris Inc. (NYSE:PII) Expected to Post Q3 2025 Earnings of $2.93 Per Share

Polaris Inc. (NYSE:PII) – Equities researchers at Roth Capital lowered their Q3 2025 EPS estimates for Polaris in a report issued on Thursday, April 25th. Roth Capital analyst S. Stember now forecasts that the company will earn $2.93 per share for the quarter, down from their prior estimate of $2.99. The consensus estimate for Polaris’ current full-year earnings is $7.94 per share. Roth Capital also issued estimates for Polaris’ Q4 2025 earnings at $3.18 EPS and FY2025 earnings at $9.11 EPS.

A number of other analysts also recently weighed in on PII. KeyCorp reduced their price target on shares of Polaris from $115.00 to $105.00 and set an “overweight” rating for the company in a report on Friday, January 12th. Longbow Research raised shares of Polaris from a “neutral” rating to a “buy” rating and set a $120.00 price objective for the company in a report on Monday, April 8th. Citigroup dropped their target price on Polaris from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Wednesday. Morgan Stanley raised Polaris from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $103.00 to $113.00 in a research note on Wednesday, January 17th. Finally, Robert W. Baird dropped their price objective on Polaris from $110.00 to $100.00 and set an “outperform” rating for the company in a research note on Wednesday. Eight equities research analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to MarketBeat.com, Polaris currently has a consensus rating of “Hold” and an average target price of $100.27.

Polaris Stock Up 0.6 %

Shares of Polaris stock opened at $83.81 on Friday. Polaris has a 12-month low of $82.00 and a 12-month high of $138.49. The company has a quick ratio of 0.46, a current ratio of 1.47 and a debt-to-equity ratio of 1.46. The stock has a market capitalization of $4.74 billion, a P/E ratio of 12.29, a PEG ratio of 2.44 and a beta of 1.60. The stock has a 50 day moving average price of $92.40 and a two-hundred day moving average price of $91.41.

Polaris (NYSE:PII) last released its quarterly earnings data on Tuesday, April 23rd. The company reported $0.23 EPS for the quarter, topping analysts’ consensus estimates of $0.06 by $0.17. The firm had revenue of $1.74 billion for the quarter, compared to the consensus estimate of $1.75 billion. Polaris had a return on equity of 31.39% and a net margin of 4.63%. The firm’s revenue was down 20.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.05 earnings per share.

Polaris Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 17th. Investors of record on Monday, June 3rd will be paid a $0.66 dividend. This represents a $2.64 dividend on an annualized basis and a dividend yield of 3.15%. The ex-dividend date of this dividend is Monday, June 3rd. Polaris’s dividend payout ratio is currently 38.71%.

Hedge Funds Weigh In On Polaris

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Confluence Investment Management LLC acquired a new position in Polaris in the first quarter valued at approximately $108,890,000. Verity & Verity LLC acquired a new position in Polaris in the first quarter valued at approximately $37,000. Qube Research & Technologies Ltd lifted its stake in Polaris by 276.5% in the third quarter. Qube Research & Technologies Ltd now owns 363,409 shares of the company’s stock valued at $37,845,000 after buying an additional 266,887 shares during the period. AQR Capital Management LLC lifted its stake in Polaris by 151.9% in the third quarter. AQR Capital Management LLC now owns 424,118 shares of the company’s stock valued at $44,168,000 after buying an additional 255,777 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its stake in Polaris by 8.9% in the third quarter. The Manufacturers Life Insurance Company now owns 2,477,363 shares of the company’s stock valued at $257,993,000 after buying an additional 202,794 shares during the period. 88.06% of the stock is owned by institutional investors and hedge funds.

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.