Harley-Davidson, Inc.

Harley-Davidson, Inc.

HOGยทNYSE

$24.63

-0.41%
Consumer CyclicalAuto - Recreational Vehicles

Harley-Davidson, Inc. manufactures and sells motorcycles. The company operates in two segments, Motorcycles and Related Products and Financial Services. The Motorcycles and Related Products segment designs, manufactures, and sells Harley-Davidson motorcycles, including cruiser, touring, standard, sportbike, and dual models, as well as motorcycle parts, accessories, apparel, and related services. This segment sells its products to retail customers through a network of independent dealers, as well as e-commerce channels in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific. The Financial Services segment provides wholesale financing services, such as floorplan and open account financing of motorcycles, and parts and accessories; and retail financing services, including installment lending for the purchase of new and used Harley-Davidson motorcycles, as well as point-of-sale protection products comprising motorcycle insurance, extended service contracts, and motorcycle maintenance protection. This segment also licenses third-party financial institutions that issue credit cards bearing the Harley-Davidson brand. Harley-Davidson, Inc. was founded in 1903 and is based in Milwaukee, Wisconsin.

At a Glance

Live Snapshot
Market Cap$2.59B
EPS2.8200
P/E Ratio7.26
Earnings Date07/29/2026
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Harley-Davidson, Inc. Street Expectations Map

HOG ยท NYSE

Wall Street analysts project that HOG stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 23.60, with estimates ranging from a low of 15.00 to a high of 28.00.

Lowest Target
15.00
-39.10%
Consensus Target
23.60
-4.18%
Highest Target
28.00
13.68%

The consensus 1-year price target stands at 23.60, with estimates ranging from a low of 15.00 to a high of 28.00.

Analyst Consensus Analysis

Upside Potential

-4.2%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

55.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.35x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Harley-Davidson, Inc. Forward Estimates of Revenue

HOG ยท NYSE
Latest Revenue
4.47B
FY 2025
Avg Estimate
3.83B
FY 2026
Estimate Range
3.80B - 3.85B
Analyst Spread

Forward Growth Analysis

Projected Growth-14.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Harley-Davidson, Inc. Forward Estimates of Net Income

HOG ยท NYSE
Latest Net Income
338.74M
FY 2025
Avg Estimate
214.63M
FY 2026
Estimate Range
199.36M - 314.47M
Analyst Spread

Forward Growth Analysis

Projected Growth-36.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread54%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Harley-Davidson, Inc. Forward Estimates of EPS

HOG ยท NYSE
Latest EPS
2.82
FY 2025
Avg Estimate
$2.02
FY 2026
Estimate Range
$1.51 - $2.38
Analyst Spread

Forward Growth Analysis

Projected Growth-28.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread43%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Harley-Davidson, Inc. Forward Estimates of EBIT

HOG ยท NYSE
Latest EBIT
492.18M
FY 2025
Avg Estimate
451.28M
FY 2026
Estimate Range
447.71M - 453.65M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Harley-Davidson, Inc. Forward Estimates of EBITDA

HOG ยท NYSE
Latest EBITDA
492.18M
FY 2025
Avg Estimate
574.64M
FY 2026
Estimate Range
570.10M - 577.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Harley-Davidson, Inc. Forward Estimates of SG&A Expense

HOG ยท NYSE
Latest SG&A Expense
895.32M
FY 2025
Avg Estimate
815.61M
FY 2026
Estimate Range
809.17M - 819.90M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Harley-Davidson, Inc. Insider Positioning

HOG ยท NYSE

During the last 12 months, insiders have purchased $462K and sold $648K worth of HOG shares, resulting in $187K of net selling activity.

3 Months

Bought

19.0K

362.05K

Sold

7.4K

155.03K

Net Activity

+207K

+$207K

3-6 Months

Bought

2.8K

49.95K

Sold

6.5K

120.78K

Net Activity

-71K

-$71K

6-9 Months

Bought

0

0.00

Sold

15.6K

372.46K

Net Activity

-372K

-$372K

9-12 Months

Bought

2.1K

49.76K

Sold

0

0.00

Net Activity

+50K

+$50K

Top Buyers

1
SA

Starrs Artie

Director, Officer: President & Ceo

15.0K sharesโ€ข1 transactions

$287K

2
MR

Masood Rafeh

Director

4.8K sharesโ€ข2 transactions

$100K

3
FLA

Flees Lori Ann

Director

4.0K sharesโ€ข1 transactions

$76K

Top Sellers

1
MLC

Mansfield Luke Christopher

Officer: Chief Commercial Officer

11.5K sharesโ€ข1 transactions

$267K

2
DC

Do Charles

Officer: Sr. Vice President, Hdfsi

8.4K sharesโ€ข2 transactions

$182K

3
FJJD

Farley Jr James D

Director

6.5K sharesโ€ข1 transactions

$121K

4
KPJ

Krause Paul J

Officer: Chief Legal Officer

1.6K sharesโ€ข1 transactions

$41K

5
RJR

Root Jonathan R

Officer: Cfo And Cco

1.6K sharesโ€ข1 transactions

$38K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $187K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.71:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$207K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.