LSV Asset Management reduced its position in Harley-Davidson, Inc. (NYSE:HOG – Free Report) by 0.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 5,090,712 shares of the company’s stock after selling 26,782 shares during the quarter. LSV Asset Management’s holdings in Harley-Davidson were worth $104,309,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. EverSource Wealth Advisors LLC boosted its holdings in shares of Harley-Davidson by 139.0% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 944 shares of the company’s stock worth $26,000 after purchasing an additional 549 shares in the last quarter. Fifth Third Bancorp boosted its holdings in Harley-Davidson by 48.9% during the 4th quarter. Fifth Third Bancorp now owns 1,764 shares of the company’s stock valued at $36,000 after acquiring an additional 579 shares during the period. Geneos Wealth Management Inc. boosted its holdings in Harley-Davidson by 153.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 2,109 shares of the company’s stock valued at $53,000 after acquiring an additional 1,278 shares during the period. Westfuller Advisors LLC purchased a new stake in Harley-Davidson during the 3rd quarter valued at about $67,000. Finally, Hantz Financial Services Inc. boosted its holdings in Harley-Davidson by 203.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 2,426 shares of the company’s stock valued at $68,000 after acquiring an additional 1,626 shares during the period. 85.10% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting Harley-Davidson
Here are the key news stories impacting Harley-Davidson this week:
- Positive Sentiment: Harley-Davidson announced a quarterly cash dividend of $0.1875 per share, reinforcing the stock’s income appeal and signaling management confidence in cash generation. Article Title
- Positive Sentiment: Zacks Research raised estimates for some later periods, including Q2 2027, Q3 2027 and Q4 2026, suggesting a somewhat better outlook farther out. Article Title
- Neutral Sentiment: Harley-Davidson CFO Jonathan Root sold 1,554 shares under a pre-arranged 10b5-1 plan, which is routine insider activity but can still attract investor attention. Article Title
- Negative Sentiment: Zacks Research cut earnings forecasts for several key periods, including FY2026, Q2 2026, Q3 2026, Q1 2027, FY2027, Q1 2028 and FY2028, highlighting weaker expected earnings momentum. Article Title
Harley-Davidson Stock Performance
Harley-Davidson (NYSE:HOG – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.34 by ($0.12). The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.01 billion. Harley-Davidson had a return on equity of 7.03% and a net margin of 5.68%.The business’s quarterly revenue was down 11.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.07 EPS. On average, equities research analysts predict that Harley-Davidson, Inc. will post 0.38 earnings per share for the current fiscal year.
Harley-Davidson Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 8th will be paid a $0.1875 dividend. The ex-dividend date is Monday, June 8th. This represents a $0.75 annualized dividend and a dividend yield of 3.2%. Harley-Davidson’s dividend payout ratio is presently 42.61%.
Insider Buying and Selling
In related news, insider Paul J. Krause sold 1,564 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $26.00, for a total value of $40,664.00. Following the sale, the insider owned 30,012 shares in the company, valued at $780,312. This represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James D. Farley, Jr. sold 6,454 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $18.71, for a total value of $120,754.34. Following the completion of the sale, the director owned 16,205 shares in the company, valued at $303,195.55. The trade was a 28.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 9,572 shares of company stock worth $199,041. 0.97% of the stock is currently owned by corporate insiders.
Analysts Set New Price Targets
Several equities research analysts recently weighed in on the company. Robert W. Baird set a $28.00 target price on Harley-Davidson in a report on Wednesday, May 6th. Argus upgraded Harley-Davidson to a “strong-buy” rating in a report on Tuesday, February 17th. Citigroup increased their target price on Harley-Davidson from $23.00 to $26.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Wells Fargo & Company increased their target price on Harley-Davidson from $15.00 to $19.00 and gave the stock an “underweight” rating in a research report on Wednesday, May 6th. Finally, DA Davidson decreased their target price on Harley-Davidson from $30.00 to $25.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $24.22.
Read Our Latest Research Report on HOG
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.
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