Roth Capital Issues Optimistic Outlook for Polaris Earnings

Polaris Inc. (NYSE:PII) – Stock analysts at Roth Capital increased their Q1 2026 earnings per share (EPS) estimates for shares of Polaris in a research report issued to clients and investors on Tuesday, January 28th. Roth Capital analyst S. Stember now forecasts that the company will earn $0.38 per share for the quarter, up from their previous forecast of $0.32. The consensus estimate for Polaris’ current full-year earnings is $3.22 per share. Roth Capital also issued estimates for Polaris’ Q2 2026 earnings at $0.83 EPS.

Polaris (NYSE:PII) last released its quarterly earnings data on Tuesday, January 28th. The company reported $0.92 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.03. Polaris had a return on equity of 17.92% and a net margin of 2.64%.

Other analysts have also recently issued reports about the company. Citigroup cut their target price on Polaris from $57.00 to $53.00 and set a “neutral” rating on the stock in a research note on Wednesday. BMO Capital Markets decreased their target price on Polaris from $60.00 to $50.00 and set a “market perform” rating for the company in a report on Wednesday. Robert W. Baird cut their price target on shares of Polaris from $84.00 to $72.00 and set an “outperform” rating on the stock in a report on Monday, December 30th. KeyCorp cut shares of Polaris from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, January 8th. Finally, DA Davidson lowered their price objective on shares of Polaris from $84.00 to $69.00 and set a “buy” rating for the company in a report on Friday, January 17th. One equities research analyst has rated the stock with a sell rating, nine have assigned a hold rating and two have given a buy rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $68.64.

Polaris Price Performance

Shares of Polaris stock opened at $48.79 on Thursday. The company’s fifty day simple moving average is $59.80 and its two-hundred day simple moving average is $72.30. Polaris has a 12-month low of $48.44 and a 12-month high of $100.91. The firm has a market cap of $2.72 billion, a PE ratio of 13.63, a price-to-earnings-growth ratio of 6.05 and a beta of 1.53. The company has a quick ratio of 0.32, a current ratio of 1.21 and a debt-to-equity ratio of 1.28.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Charles Schwab Investment Management Inc. grew its position in Polaris by 44.6% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 555,410 shares of the company’s stock worth $46,232,000 after purchasing an additional 171,366 shares during the period. Hotchkis & Wiley Capital Management LLC bought a new stake in Polaris during the 3rd quarter worth approximately $12,670,000. Weiss Asset Management LP purchased a new position in shares of Polaris during the 3rd quarter valued at $10,844,000. Kiltearn Partners LLP lifted its position in shares of Polaris by 147.9% in the third quarter. Kiltearn Partners LLP now owns 154,700 shares of the company’s stock valued at $12,877,000 after acquiring an additional 92,300 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in Polaris by 3.2% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 2,262,990 shares of the company’s stock worth $188,371,000 after purchasing an additional 69,844 shares in the last quarter. Hedge funds and other institutional investors own 88.06% of the company’s stock.

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.