Roth Capital Comments on Polaris' Q1 Earnings (NYSE:PII)

Polaris Inc. (NYSE:PII - Free Report) - Roth Capital boosted their Q1 2026 earnings per share (EPS) estimates for Polaris in a research note issued on Tuesday, January 28th. Roth Capital analyst S. Stember now anticipates that the company will earn $0.38 per share for the quarter, up from their prior forecast of $0.32. The consensus estimate for Polaris' current full-year earnings is $1.11 per share. Roth Capital also issued estimates for Polaris' Q2 2026 earnings at $0.83 EPS.

Polaris (NYSE:PII - Get Free Report) last issued its quarterly earnings data on Tuesday, January 28th. The company reported $0.92 earnings per share for the quarter, topping analysts' consensus estimates of $0.89 by $0.03. Polaris had a return on equity of 13.78% and a net margin of 1.54%.

A number of other research firms have also recently commented on PII. Citigroup decreased their target price on shares of Polaris from $57.00 to $53.00 and set a "neutral" rating for the company in a research report on Wednesday, January 29th. KeyCorp lowered Polaris from an "overweight" rating to a "sector weight" rating in a report on Wednesday, January 8th. BMO Capital Markets dropped their target price on Polaris from $60.00 to $50.00 and set a "market perform" rating on the stock in a research note on Wednesday, January 29th. DA Davidson decreased their price target on Polaris from $69.00 to $60.00 and set a "buy" rating for the company in a research note on Thursday. Finally, Truist Financial dropped their price target on Polaris from $60.00 to $55.00 and set a "hold" rating on the stock in a research note on Wednesday, January 29th. One investment analyst has rated the stock with a sell rating, ten have assigned a hold rating and two have issued a buy rating to the company's stock. According to MarketBeat.com, Polaris has an average rating of "Hold" and an average target price of $66.17.

Polaris Stock Down 7.8 %

Shares of PII stock traded down $3.74 during mid-day trading on Thursday, hitting $43.96. 4,868,285 shares of the stock traded hands, compared to its average volume of 1,836,978. Polaris has a 52-week low of $43.20 and a 52-week high of $100.91. The stock has a market cap of $2.45 billion, a P/E ratio of 22.45, a P/E/G ratio of 14.51 and a beta of 1.50. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.15 and a quick ratio of 0.39. The stock's fifty day moving average is $59.03 and its two-hundred day moving average is $71.72.

Polaris Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Stockholders of record on Monday, March 3rd will be issued a $0.67 dividend. This is an increase from Polaris's previous quarterly dividend of $0.66. This represents a $2.68 annualized dividend and a dividend yield of 6.10%. The ex-dividend date of this dividend is Monday, March 3rd. Polaris's dividend payout ratio is 134.69%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sei Investments Co. lifted its holdings in shares of Polaris by 31.0% in the 2nd quarter. Sei Investments Co. now owns 3,601 shares of the company's stock valued at $282,000 after buying an additional 853 shares during the period. Algert Global LLC purchased a new position in Polaris during the second quarter valued at approximately $423,000. Creative Planning lifted its holdings in Polaris by 8.0% in the second quarter. Creative Planning now owns 61,613 shares of the company's stock valued at $4,825,000 after acquiring an additional 4,561 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in Polaris by 34.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 7,164 shares of the company's stock worth $561,000 after purchasing an additional 1,822 shares in the last quarter. Finally, Sanctuary Advisors LLC acquired a new stake in shares of Polaris during the 2nd quarter worth approximately $579,000. 88.06% of the stock is currently 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.