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Polaris Inc.

PII · NYSE

Market closed$73.20$-0.580000 (-0.79%)After hours $72.02 · -1.61%

Key statistics

Previous close$73.78
Open$73.13
Day high$74.66
Day low$71.95
52-week high$75.25
52-week low$47.07
Market cap4.16B
Volume816.29K
Average volume977.32K
P/E ratio71.76
Forward P/E—
EPS1.02
Dividend yield+3.69%

Market context

Why it moved

PII shares edged lower amid modest selling pressure and no significant company-specific catalysts, with the slight decline reflecting broader market caution and routine profit-taking following recent trading sessions.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Polaris Inc. shares edged lower, with after-hours losses deepening to over 1.6%, as a fresh lobbying disclosure revealed $150,000 spent on trade and tariff advocacy in Q2 — underscoring ongoing cost pressures from the tariff environment. Sentiment is further weighed by notable insider selling activity (seven sales, zero purchases over the past six months, including CEO and CFO transactions), a Wall Street consensus of "Hold" with an average price target of ~$65 — well below current trading levels — and a significant reduction by Capital World Investors, which cut its stake by nearly 40% in Q1. While Polaris did beat Q1 earnings expectations ($0.13 EPS vs. an estimated loss) and delivered 8% revenue growth, the broader recreational vehicle sector faces headwinds, with peer Winnebago posting weak guidance and THOR Industries flagging geopolitical risks to the RV selling season. The consumer cyclical sector and broader market were also under pressure, with the S&P 500 pulling back amid escalating U.S.-Iran tensions and a deteriorating AI sentiment narrative.

-0.7861

July 17, 2026Polaris Inc. shares rallied, closing near 52-week highs, as continued institutional accumulation — including an 87% stake increase by the Kentucky Teachers Retirement System and a massive 677% position build by Goldman Sachs in Q1 — signaled growing confidence despite a consensus analyst 'Hold' rating and average price target of $65. The stock's strength comes on the heels of a strong Q1 earnings beat ($0.13 EPS vs. an expected loss of $0.43) and 8% year-over-year revenue growth to $1.66B, though the broader RV/recreational vehicle sector faces headwinds, with peer Dometic flagging weak RV demand and THOR Industries down over 30% year-to-date.

3.2032

July 16, 2026Polaris Inc. surged nearly 6%, outperforming the consumer discretionary sector (XLY little changed) on a broadly positive market day fueled by softer-than-expected June CPI data and strong Q2 bank earnings. The rally comes despite a cautious analyst backdrop — most covering firms rate PII a 'Hold' with an average target around $65 — and persistent headwinds in the recreational vehicle space, underscored by peer Dometic's Q2 sales decline and THOR Industries' recent underperformance. Polaris's April earnings beat ($0.13 EPS vs. -$0.43 consensus) and a growing ATV market tailwind appear to be supporting renewed investor interest.

5.9111

July 15, 2026Polaris edged higher in regular trading as investors digested a Q4 earnings recap showing a strong top-line beat — revenues of $1.94 billion, up 9% year-over-year — alongside persistent industry headwinds. Broader RV and recreational vehicle sector weakness remains in focus, with supplier Dometic reporting a 5% Q2 sales decline citing weak RV and marine demand, and peer THOR Industries sliding 6.8% over the past month. Despite Polaris reaffirming its FY2026 guidance back in April — projecting 1-3% sales growth and a return to profitability — the stock remains under pressure from sector-wide softness and a consumer cyclical sector grappling with inflation and energy market uncertainty.

0.8516

July 14, 2026Polaris Inc. shares edged lower, slipping modestly alongside a broader market selloff driven by renewed U.S.-Iran hostilities that sent oil prices surging and weighed on consumer cyclicals. Investor sentiment on PII remains cautiously optimistic ahead of Q2 earnings, with Wells Fargo recently raising its price target to $65 (Equal Weight) citing expectations for revenue to beat the Street's 4% YoY growth estimate and continued gross margin expansion — building on a strong Q1 beat where EPS of $0.13 crushed the consensus loss estimate of -$0.43.

-0.6973

July 11, 2026Polaris Inc. shares rose amid a broad consumer cyclical uptick, with Wells Fargo raising its price target from $60 to $65 while maintaining an Equal Weight rating — a move that still implies modest downside from current trading levels. Analyst sentiment remains largely cautious, with a consensus Hold rating and an average target near $65, though the stock closed above that level after reporting a strong Q1 beat (EPS of $0.13 vs. an expected loss) and 8% revenue growth. Investors are also eyeing the company's Q2 2026 earnings call, with macro tailwinds from improving RV/powersports demand and rising off-road vehicle market growth providing broader industry support.

2.3849

July 9, 2026Polaris closed modestly higher, outperforming the broader consumer cyclical sector as investors look ahead to the company's Q2 2026 earnings report scheduled for July 28. Recent analyst commentary highlighted a positive growth narrative, with ORVs increasingly deployed in commercial applications like data center construction diversifying demand beyond traditional recreational buyers. While the macro backdrop remains uncertain — geopolitical tensions from renewed U.S.-Iran strikes have pushed oil prices higher and reignited inflation fears — Polaris's Q1 beat (EPS of $0.13 vs. estimates of -$0.43) and 8% revenue growth underpin cautious optimism, even as the consensus analyst rating remains Hold with a $64.44 price target.

0.2742

July 9, 2026Polaris Inc. shares gained roughly 2.3% on Tuesday, outperforming the broader consumer cyclical sector (XLY) and defying a risk-off market backdrop driven by escalating U.S.-Iran tensions that pushed oil prices sharply higher and weighed on major indexes. Investor attention is building ahead of the company's Q2 2026 earnings release scheduled for July 28, where CEO Mike Speetzen and CFO Bob Mack will present results. A Seeking Alpha analysis highlighted a compelling growth narrative: Polaris's Off-Road Vehicles are seeing rising commercial demand, including deployment at data center construction sites, diversifying the revenue mix beyond traditional recreation. Q1 results had already impressed, with EPS of $0.13 beating a consensus estimate of a $0.43 loss and revenue rising 8% year-over-year to $1.66 billion.

2.2904

Simply Wall Street · July 15, 2026Why Polaris (PII) Is Up 5.2% After Mixed Earnings And Expanded Youth ATV Safety PushStock Titan · July 6, 2026Polaris sets July 28 earnings call for second-quarter 2026 resultsTradingView · July 3, 2026Why Polaris (PII) Stock Is Trading Lower TodayPR Newswire · June 22, 2026Polaris Appoints Dustin Semach to Board of DirectorsPR Newswire · April 27, 2026Polaris Inc. First Quarter 2026 Financial Results Available on Company's WebsiteInvestor's Business Daily · October 14, 2025Polaris Extends Rebound On This Indian Motorcycle Move
Benzinga · July 10, 2026Wells Fargo Maintains Equal-Weight on Polaris, Raises Price Target to $65
Mt Newswire · May 19, 2026Polaris, Harley-Davidson, Brunswick Seeing Improving Competitive Positioning, Easing Tariff Pressures, Morgan Stanley Says
Benzinga · May 19, 2026Morgan Stanley Maintains Equal-Weight on Polaris, Lowers Price Target to $69
Mt Newswire · May 19, 2026Morgan Stanley Trims Price Target on Polaris to $69 From $74, Keeps Equalweight Rating
Benzinga · April 30, 2026Citigroup Maintains Neutral on Polaris, Raises Price Target to $70
Benzinga · April 29, 2026Wells Fargo Maintains Equal-Weight on Polaris, Raises Price Target to $60
Benzinga · April 29, 2026Baird Maintains Neutral on Polaris, Raises Price Target to $70
Benzinga · April 28, 2026Polaris Q1 2026 Earnings Call Transcript

Peers

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