Zacks Research Expects Stronger Earnings for Harley-Davidson

Harley-Davidson, Inc. (NYSE:HOG) – Research analysts at Zacks Research raised their Q2 2026 earnings per share estimates for Harley-Davidson in a report released on Tuesday, April 8th. Zacks Research analyst R. Department now anticipates that the company will post earnings of $1.29 per share for the quarter, up from their prior forecast 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 last year, the company earned $0.18 EPS.

A number of other equities analysts have also recently weighed in on the stock. Bank of America lowered their price objective on shares of Harley-Davidson from $40.00 to $35.00 and set a “buy” rating for the company in a research report on Thursday, January 30th. Robert W. Baird lowered their price target on Harley-Davidson from $32.00 to $26.00 and set a “neutral” rating for the company in a research report on Friday, April 4th. DA Davidson reaffirmed a “buy” rating and issued a $31.00 price objective on shares of Harley-Davidson in a research note on Wednesday. Morgan Stanley decreased their target price on Harley-Davidson from $33.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 6th. Finally, Citigroup dropped their target price on Harley-Davidson from $29.00 to $28.00 and set a “neutral” rating for the company in a research report on Wednesday, April 2nd. Six analysts have rated the stock with a hold rating, two have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $32.00.

Harley-Davidson Price Performance

Shares of HOG opened at $21.43 on Wednesday. The firm has a 50-day simple moving average of $25.24 and a two-hundred day simple moving average of $29.78. The stock has a market cap of $2.67 billion, a PE ratio of 6.43, a P/E/G 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 $41.88. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.40 and a quick ratio of 1.19.

Harley-Davidson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 14th. Shareholders of record on Friday, February 28th were given a $0.18 dividend. The ex-dividend date was Friday, February 28th. This represents a $0.72 dividend on an annualized basis and a yield of 3.36%. This is a positive change from Harley-Davidson’s previous quarterly dividend of $0.17. Harley-Davidson’s dividend payout ratio (DPR) is currently 21.62%.

Insider Buying and Selling at Harley-Davidson

In other news, insider Luke Christopher Mansfield sold 3,400 shares of Harley-Davidson stock in a transaction on Thursday, February 13th. The shares were sold at an average price of $25.96, for a total transaction of $88,264.00. Following the completion of the sale, the insider now directly owns 23,555 shares of the company’s stock, valued at approximately $611,487.80. The trade was a 12.61 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.87% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Harley-Davidson

Several large investors have recently bought and sold shares of the business. Dimensional Fund Advisors LP boosted its position in shares of Harley-Davidson by 5.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 6,835,139 shares of the company’s stock worth $205,940,000 after acquiring an additional 332,928 shares in the last quarter. LSV Asset Management lifted its stake in Harley-Davidson by 0.4% during the fourth quarter. LSV Asset Management now owns 5,498,635 shares of the company’s stock worth $165,674,000 after purchasing an additional 19,453 shares during the last quarter. Pacer Advisors Inc. boosted its holdings in Harley-Davidson by 30.7% in the fourth quarter. Pacer Advisors Inc. now owns 5,468,089 shares of the company’s stock valued at $164,754,000 after purchasing an additional 1,285,225 shares in the last quarter. American Century Companies Inc. increased its stake in Harley-Davidson by 14.2% in the fourth quarter. American Century Companies Inc. now owns 3,496,579 shares of the company’s stock valued at $105,352,000 after purchasing an additional 435,200 shares during the last quarter. Finally, Donald Smith & CO. Inc. acquired a new stake in Harley-Davidson during the fourth quarter worth approximately $50,368,000. Hedge funds and other institutional investors own 85.10% of the company’s stock.

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.