Polaris Inc.

Polaris Inc.

Consumer Cyclical

NYSE:PII · New York Stock Exchange

Market Cap $4.03B Beta 1.26 P/E (TTM) -9.1
$70.93 +2.22%

+$1.54 today

52W Low $38.42High $75.25

Vol 0.47M · Avg 1.25M

EPS (TTM)-$7.77
Div Yield3.81%
Auto - Recreational Vehicles

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-56.2%

avg 22.7%

ROIC

-0.9%

avg 12.1%

ROA

-9.5%

avg 6.6%

Analysis

ROIC is currently the strongest return metric at -0.9% versus its period average of 12.1%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Michael T. Speetzen

Chief Executive Officer & Director$4.19M57$136,362.000.24%

Robert Paul Mack

Chief Financial Officer, Executive Vice President of Finance & Corporate Development$2.11M56$2,729.75<0.01%

Benjamin D. Duke

President of Marine$1.54M53$40,036.000.07%

James Williams

Senior Vice President & Chief Human Resources Officer$1.51M63$0.00<0.01%

Tony Kinsman

Vice President of Off Road Engineering & Chief Technology Officer

Victor Koelsch

Senior Vice President and Chief Digital & Information Officer62

Weigelt

Vice President of Investor Relations

Marc D. Suarez

Vice President of Global Operations$35,375.000.06%

Matt Winings

Senior VP, General Counsel & Corporate Secretary45$26,647.000.05%

Andrew G. Williams

President of Parts, Garments, Accessories & Aftermarket$0.00<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

8

$4.20M

Net Sentiment

$4.20M

Net selling

Most Active

Mack Robert Paul

2 transactions

DateInsiderTypeSharesPriceValue
Feb 12, 2026

Mack Robert Paul

Direct

Sell3.8K$66.57$254,497.11
Feb 12, 2026

Mack Robert Paul

Direct

Sell4.0K$67.08$265,838.04
Feb 11, 2026

Duke Benjamin D

Direct

Sell9.8K$66.80$654,239.20
Feb 11, 2026

Speetzen Michael T

Direct

Sell22.9K$66.98$1,533,440.12
Feb 11, 2026

Speetzen Michael T

Direct

Sell12.2K$66.54$811,255.68
Feb 11, 2026

Duke Benjamin D

Direct

Sell296$67.40$19,950.40
Feb 3, 2026

Williams James P

Direct

Sell5.2K$67.17$352,172.31
Dec 5, 2025

Williams James P

Direct

Sell4.6K$67.53$307,508.85

Analysis

Insiders reported 0 buys worth $0.00 and 8 sells worth $4.20M over the last 12 months. That adds up to net selling of $4.20M. Mack Robert Paul was the most active insider with 2 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+15.3%
-3.7% (13yr)2 analysts
RevenueN/AN/A+13.7%
+3.9% (13yr)6 analysts
Net IncomeN/AN/A+13.4%
-4.6% (13yr)6 analysts
EBITN/AN/A+13.2%
-3.7% (13yr)6 analysts

Analysis

Recent growth has been strongest in EPS at +15.3% over three years. Forward estimates point to Revenue at +3.9% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages PII?

Polaris Inc. (PII) lists 10 active executives. The top listed executive is Michael T. Speetzen, Chief Executive Officer & Director.

Are PII insiders buying or selling?

Recent insider activity shows net buying of $88.97M.

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