Here’s What Analysts Are Saying About Harley-Davidson (HOG) Post Earnings
Following its recent earnings report, Harley-Davidson (HOG) has seen several analysts revise their price targets. DA Davidson and BMO Capital both lowered their targets due to guidance falling below expectations, citing factors like inventory cleanup and strategic "reset" actions. Baird also adjusted its price target downwards, maintaining a Neutral rating, as the company faces pressures despite management's commitment to a turnaround.
There's A New Harley-Davidson Sportster S Top Triple Clamp Recall, Heads Up
Harley-Davidson has issued an expanded recall for certain 2021-2026 Sportster S motorcycles concerning the top triple clamp, which may fracture under extreme loading conditions, increasing crash risk. This recall supersedes a previous one from September 2025 as some replacement parts from the earlier recall may also be defective, meaning even previously serviced bikes need re-inspection. Owners will be notified and can get free inspections and repairs from authorized dealers.
Harley-Davidson (NYSE:HOG) Upgraded to Strong-Buy at Argus
Argus upgraded Harley-Davidson (NYSE:HOG) to a "strong-buy" rating, despite the company recently missing quarterly EPS estimates and seeing a revenue decline. MarketBeat's consensus remains a "Hold" with an average target price of $23.50. The stock opened at $20.60 with a market capitalization of $2.43 billion.
Here's What Analysts Are Saying About Harley-Davidson (HOG) Post Earnings
Following its recent earnings report, Harley-Davidson (HOG) has seen analysts from DA Davidson, BMO Capital, and Baird revise their price targets. Despite delivering fiscal Q4 and FY26 guidance below expectations, management is committed to a turnaround, including inventory cleanup and strengthening the dealer network. While HOG is recognized for its luxury products, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk.
Harley's Turnaround Likely Takes Time, Stifled by Secular Headwinds
Morningstar analyst Jaime M Katz states that Harley-Davidson's turnaround will likely take time due to secular headwinds. The company's economic moat was lowered to narrow from wide, indicating a diminished ability to maintain market share and prevent operating margin degradation. Despite stepped-up product innovation, demand for Harley-Davidson motorcycles continues to languish.
Harley-Davidson recalls over 9,000 Sportster S motorcycles
Harley-Davidson is recalling 9,401 Sportster S motorcycles (models 2021-2026 RH1250S) due to a fracture risk in the upper triple clamp. A fractured clamp could lead to a loss of motorcycle control and increase crash risk. Dealers will inspect and replace the faulty part free of charge.
Big Layoffs Are Coming To Harley-Davidson As New CEO Looks To Right The Ship
Harley-Davidson's new CEO, Artie Starrs, has announced that significant layoffs are coming to the company following a poor financial report for 2025. The company sold fewer bikes and saw decreased revenue and income compared to 2024, leading Starrs to initiate a review of costs and operating expenses. This move aims to address the mismatch between current corporate overhead and manufacturing capacity built for higher volumes versus today's demand.
DA Davidson Lowers its Price Target on Harley-Davidson, Inc. (HOG) to $25 and Maintains a Buy Rating
DA Davidson has lowered its price target for Harley-Davidson (HOG) to $25 from $30 but maintained a Buy rating, citing fourth-quarter results below expectations and management's commitment to a turnaround year. BMO Capital also reduced its price target to $24 from $30, pointing to disappointing initial 2026 guidance due to "reset" actions. Harley-Davidson reported Q4 revenue of $496 million, exceeding estimates, and the CEO expressed confidence in the company's long-term potential despite near-term impacts from strategic changes.
DA Davidson Lowers its Price Target on Harley-Davidson, Inc. (HOG) to $25 and Maintains a Buy Rating
DA Davidson lowered its price target on Harley-Davidson (HOG) to $25 from $30 but maintained a Buy rating, citing disappointing Q4 results and 2026 guidance, yet acknowledging management's commitment to a turnaround. BMO Capital similarly reduced its price target to $24, noting pressure from "reset" actions. Harley-Davidson reported Q4 revenue of $496 million, exceeding estimates, with CEO Artie Starrs expressing confidence in the long-term potential despite near-term challenges.
It's curtains for beloved Harley Davidson dealership after closure confirmed
A Wildhorse Harley-Davidson Kawasaki dealership in Oregon is closing after nearly 26 years in business, marking the end of a significant presence in the local motorcycling community. The dealership expressed gratitude to its customers on Facebook, highlighting the many years of shared experiences and emphasizing that riders were more than just patrons. The announcement was met with an outpouring of sadness and appreciation from long-time customers and former employees for the community and service the dealership provided.
Harley-Davidson, Inc. Declares Dividend
Harley-Davidson, Inc. (NYSE: HOG) announced that its Board of Directors has approved a cash dividend of $0.1875 per share for the first quarter of 2026. This dividend is scheduled to be paid on March 17, 2026, to shareholders of record as of March 2, 2026. Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Harley-Davidson, Inc. Declares Dividend
Harley-Davidson, Inc.'s Board of Directors has approved a cash dividend of $0.1875 per share for the first quarter of 2026. The dividend is scheduled to be paid on March 17, 2026, to shareholders of record as of March 2, 2026. Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Harley-Davidson, Inc. Declares Dividend
Harley-Davidson, Inc. (NYSE: HOG) has announced that its Board of Directors approved a cash dividend of $0.1875 per share for the first quarter of 2026. The dividend is scheduled to be paid on March 17, 2026, to shareholders of record as of March 2, 2026. Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Harley-Davidson, Inc. Declares Dividend
Harley-Davidson, Inc. (NYSE: HOG) announced that its Board of Directors has approved a cash dividend of $0.1875 per share for the first quarter of 2026. This dividend is scheduled to be paid on March 17, 2026, to all shareholders of record as of March 2, 2026. The company is the parent of Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Harley-Davidson to pay $0.1875 per share dividend in March
Harley-Davidson (NYSE: HOG) has declared a cash dividend of $0.1875 per share for the first quarter of 2026. The dividend is set to be paid on March 17, 2026, to shareholders who are on record as of March 2, 2026. This announcement provides a near-term cash return to the company's common shareholders.
Harley-Davidson, Inc. Declares Dividend
Harley-Davidson, Inc. (NYSE: HOG) announced that its Board of Directors has approved a cash dividend of $0.1875 per share for the first quarter of 2026. This dividend is scheduled to be paid on March 17, 2026, to shareholders who are on record as of March 2, 2026. The company is the parent of Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Harley-Davidson is pulling back on motorcycle production in SHOCK announcement
Harley-Davidson announced a major shift in strategy, scaling back motorcycle production to align inventory with customer demand. New CEO Artie Starrs revealed the company will instead focus on expanding its parts and accessories business, offering more customization options for riders. This move comes after a tumultuous year for the company, including the ousting of its former CEO and the closure of several dealerships.
How to Approach Harley-Davidson Stock After Q4 Earnings Release?
Harley-Davidson reported a wider-than-expected loss of $2.44 per share in Q4 2025 and a 28% revenue decline, attributed to weakening demand, tariffs, and high interest rates. The company faces ongoing challenges with declining margins, dealer inventory imbalances, and a loss-making LiveWire EV segment, leading to a "Strong Sell" rating. Investors are advised to consider other auto stocks like Modine Manufacturing Company, Strattec Security Corporation, and PHINIA Inc.
Wildhorse Harley-Davidson Kawasaki in Bend closes after 26 years
Wildhorse Harley-Davidson Kawasaki in Bend is closing its doors after nearly 26 years in business. The dealership, which served as a hub for the Central Oregon motorcycle community, expressed gratitude to its customers for their support over the decades. The company has not yet provided a specific reason for the closure.
LSV Asset Management Sells 144,458 Shares of Harley-Davidson, Inc. $HOG
LSV Asset Management has reduced its stake in Harley-Davidson, Inc. by selling 144,458 shares, bringing their total ownership to 5,117,494 shares valued at approximately $142.8 million. This comes after Harley-Davidson reported a significant earnings miss with an EPS of ($2.44) against a consensus of ($0.92) and a 9.8% year-over-year revenue decline. The stock currently has a "Hold" rating from analysts with an average price target of $24.88, a market cap of $2.43 billion, and offers a 3.5% dividend yield.
Skylands Capital LLC Sells 51,350 Shares of Harley-Davidson, Inc. $HOG
Skylands Capital LLC significantly reduced its stake in Harley-Davidson, Inc. (NYSE:HOG) by selling 51,350 shares, now owning only 6,200 shares. This move follows Harley-Davidson's Q4 results, which showed a substantial GAAP EPS miss and heightened concerns about demand and potential credit rating downgrades, despite a slight revenue beat. Institutional investors collectively own a significant portion of HOG, and analysts maintain a "Hold" rating with an average price target of $24.88.
Harley-Davidson Confirmed 'Headcount Reductions' Are Coming to Course Correct Company
Harley-Davidson has confirmed that "headcount reductions" are coming as part of the company's plan to course correct and reduce operating expenses. This follows CEO Artie Starrs' comments on cost reductions during an investor call reviewing Q4 financials. The layoffs are expected to affect both salaried and white-collar staff, with the United Steelworkers Union already aware of the impending changes.
Fund Update: 2,095,477 HARLEY-DAVIDSON (HOG) shares added to DONALD SMITH & CO., INC. portfolio
DONALD SMITH & CO., INC. has increased its stake in HARLEY-DAVIDSON (HOG) by adding 2,095,477 shares to its portfolio, as per a recent SEC 13F filing for the Q4 2025 period. Meanwhile, other institutional investors have shown mixed activity, with some significantly decreasing their holdings. The article also details recent insider trading, congressional stock trading, analyst ratings, and price targets for HOG.
Harley-Davidson may get cut to junk by S&P after earnings report
S&P Global Ratings is considering cutting Harley-Davidson Inc.'s credit rating to junk status following the motorcycle manufacturer's weaker-than-expected earnings report. The company experienced a 12% decline in motorcycle sales in 2025 compared to the previous year, yet has not reduced its manufacturing expenses accordingly, raising concerns for the ratings firm.
Harley-Davidson May Get Cut to Junk By S&P After Results Report
S&P Global Ratings is considering cutting Harley-Davidson Inc.'s credit rating to junk status following the motorcycle manufacturer's weaker-than-expected financial results. Sales declined by 12% in 2025 as the company failed to reduce manufacturing expenses accordingly. The potential downgrade reflects concerns about the company's financial health amid falling sales.
Harley-Davidson details reset plan as Q4 loss widens
Harley-Davidson reported a significant widening of its Q4 net loss to $279 million and a full-year revenue decline of 14% to $4.47 billion in 2025. CEO Artie Starrs positioned 2026 as a "reset year" focusing on stabilizing operations, aligning wholesale with retail demand, and restoring dealer confidence amidst challenging market conditions like sticky inflation and elevated borrowing costs. The company plans to sharpen its product lineup, introduce a new "Sprint" model, and expects to provide more strategic details in May during its Q1 earnings call, while also seeing strong performance from Harley-Davidson Financial Services and outlining a cautious outlook for 2026.
Harley-Davidson, Inc. (NYSE:HOG) Q4 2025 Earnings Call Transcript
Harley-Davidson, Inc. (NYSE:HOG) held its Q4 2025 earnings call, reporting a challenging year with a net loss per share of $2.44, significantly missing expectations. CEO Arthur Starrs outlined a clear path to reset the business, focusing on stabilizing dealer relationships, improving inventory management, sharpening customer focus, and enhancing financial flexibility. The company forecasts 2026 to be a transition year as it works to optimize retail inventory levels and rebuild long-term earnings power, with expected operating income for HDMC between $10 million and a loss of $40 million.
Harley-Davidson, Inc. Q4 2025 Earnings: Revenue ~$390M
Harley-Davidson (NYSE: HOG) reported a significant Q4 2025 GAAP loss of -$2.44 per share on $496M in consolidated revenue, missing analyst expectations. Full-year 2025 revenue declined 14% to $4.47B, with the core motorcycle segment moving from profit to loss, though Harley-Davidson Financial Services (HDFS) saw record operating income. The company issued cautious 2026 guidance, labeling it a "transition year" and indicating stock performance was negatively impacted, falling approximately 8% post-announcement.
Harley-Davidson Reports Annual Revenue Decline Despite Meeting Full-Year Earnings Target
Harley-Davidson (NYSE: HOG) reported a net loss for Q4 2025 due to lower global shipments and significant tariff costs, with consolidated revenue falling 28% year-over-year. Despite this, the company met its full-year earnings expectations, driven by a strategic shift in its financial services segment and a narrowed operating loss for LiveWire. The company anticipates continued tariff costs and will unveil a new strategic plan in May 2026, with a conservative outlook for 2026 global motorcycle retail sales.
Can Harley-Davidson Ever Roar Higher Again?
Harley-Davidson reported a significant decline in Q4 revenue and swung to an operating loss for the full year 2025, with its stock dropping 63% since 2017. The company faces challenges from declining mystique, past management decisions like the unsuccessful LiveWire spinoff, shifting consumer preferences away from heavy cruisers, and impacts from tariffs. Despite a new strategic plan and projected flat sales for 2026, the author remains skeptical about a broad recovery given management's past unreliability in predicting industry trends.
Beutel, Goodman & Co Ltd. Reduces Stake in Harley-Davidson Inc.
Beutel, Goodman & Co Ltd. reduced its stake in Harley-Davidson Inc. by 19.16% on January 31, 2026, selling 1,315,681 shares at $19.80 each. Despite this reduction, Harley-Davidson remains a significant part of the firm's portfolio, indicating continued confidence. The stock has seen a 5.76% gain since the transaction, and other notable investors also hold shares in the company.
Harley-Davidson Reports Weak Q4 On Lower Shipment, Widened Losses
Harley-Davidson (NYSE:HOG) reported a weak fourth quarter for fiscal year 2025, with a 28% year-over-year sales decline and widened losses per share, missing analyst estimates. Global motorcycle retail sales saw a 1% decrease, primarily due to significant declines in EMEA and APAC, despite growth in North America and Latin America. The company also announced a $200 million accelerated share repurchase agreement.
Harley-Davidson (HOG) Q4 2025 Earnings Transcript
Harley-Davidson reported a significant 28% drop in consolidated Q4 2025 revenue, alongside increased operating losses, largely due to intentional inventory reductions and the financial services transaction. Despite these challenges, North American retail motorcycle sales were up 5%, and the company successfully exceeded its global dealer inventory reduction target by achieving a 17% decrease. Management outlined a strategic reset for 2026, focusing on stabilizing the business, improving dealer profitability, and introducing a more accessible product portfolio, with a forecast of ongoing pressure on operating margins due to tariff costs and production adjustments.
Harley-Davidson suffers $279.3 million blow as CEO admits to ‘challenging year’
Harley-Davidson reported a significant loss of $279.3 million in Q4 2025, more than double the previous year's loss, and revenue dropped 28%. Despite this "challenging year," CEO Artie Starrs remains optimistic, attributing the figures to deliberate actions to stabilize the business and rebuild long-term earnings, with a new strategic plan expected in May and leadership changes already underway. The company anticipates global motorcycle retail sales and units shipped to range from 130,000 to 135,000 units for the current fiscal year.
Harley-Davidson's (NYSE:HOG) Q4 CY2025 Sales Top Estimates But Stock Drops 11.3%
Harley-Davidson (NYSE:HOG) reported Q4 CY2025 revenue of $496 million, exceeding analyst estimates but marking a 27.9% year-on-year decline. The company posted a GAAP loss of $2.44 per share, significantly missing consensus estimates, which led to an 11.3% drop in stock price after the announcement. Despite a beat on revenue, the substantial EPS miss and a -72.8% operating margin contributed to a "softer quarter" for the motorcycle manufacturer.
Harley-Davidson Inc. (NYSE:HOG) Stock Plummets 10% on Major Q4 Earnings and Revenue Miss
Harley-Davidson Inc. (NYSE:HOG) stock fell 10% in pre-market trading after reporting significantly worse-than-expected Q4 2025 earnings and revenue. The company posted a non-GAAP loss of $2.44 per share, more than double analyst estimates, and revenue of $390.6 million, missing expectations by nearly $100 million. This significant miss was driven by weak motorcycle sales, raising concerns about the company's immediate future despite providing a 2026 outlook.
Earnings Flash (HOG) Harley-Davidson, Inc. Reports Q4 Revenue $496.0M, vs. FactSet Est of $484.6M
Harley-Davidson, Inc. (HOG) reported Q4 revenue of $496.0 million, surpassing FactSet's estimate of $484.6 million. The article also mentions recent leadership changes, dividend approvals, and analyst ratings, indicating ongoing corporate activity and market attention around the company. The company's stock fell as sluggish demand contributed to a wider net loss in the fourth quarter.
Harley-Davidson skids further into the red as sales continue to slide (HOG:NYSE)
Harley-Davidson (HOG) is facing ongoing financial challenges, with shares expected to slide due to declining retail sales and decelerating revenue in its financial arm. The company's consolidated revenue dropped 28%, and losses per share were worse than anticipated. The outlook for next year projects similar sales, potential losses in its financial services segment, and substantially lower financing income, though a new strategic plan may change guidance.
Harley-Davidson Delivers Fourth Quarter and Full Year Financial Results and 2026 Outlook
Harley-Davidson reported its fourth quarter and full year 2025 financial results, concluding a challenging year with a focus on stabilizing the business and realigning wholesale activity with retail demand. The company anticipates global motorcycle retail sales and wholesale shipments of 130,000 to 135,000 units for 2026, with an expected HDMC operating income ranging from a $40 million loss to a $10 million profit. Despite a consolidated revenue decline in 2025, Harley-Davidson Financial Services (HDFS) delivered record-high earnings driven by a strategic partnership, while LiveWire continued its electric motorcycle growth, with shipments up 7% for the full year.
Harley Shares Slump on Much Worse-Than-Expected Motorcycle Sales
Harley-Davidson shares initially dropped following a significant unexpected decline in fourth-quarter motorcycle shipments. However, the stock recovered after executives forecasted flat to slightly higher retail sales for the current year, driven by promotions, new models, and a more affordable bike lineup. The company aims to sell between 130,000 and 135,000 bikes in 2026, slightly above or consistent with last year's figures.
Harley-Davidson: Q4 Earnings Snapshot
Harley-Davidson Inc. reported a significant loss of $279.3 million in its fourth quarter, translating to a loss of $2.44 per share, which missed Wall Street expectations of a 92-cent loss. The company's reported revenue of $496.2 million and adjusted revenue of $390.5 million also fell short of analysts' forecasts. For the full year, Harley-Davidson posted a profit of $338.7 million on $3.6 billion in revenue.
Profit falls as Harley-Davidson (NYSE: HOG) outlines cautious 2026 plan
Harley-Davidson reported weaker financial results for both the fourth quarter and full year 2025, with revenue and diluted EPS declining significantly, and its core motorcycle segment (HDMC) operating at a loss. Despite this, Harley-Davidson Financial Services (HDFS) saw record operating income due to a strategic transaction with KKR and PIMCO, and LiveWire narrowed its operating losses. The company issued a cautious outlook for 2026, indicating a transition year with expected modest HDMC profitability and a sharply lower HDFS contribution, while also announcing a planned reduction in its board size.
Harley-Davidson shares skid after sluggish demand drives wider loss
Harley-Davidson reported a wider loss in the fourth quarter due to a consumer pullback on big-ticket spending, causing its shares to drop over 10%. The company faced challenges from stubborn inflation, high borrowing costs, and tariffs, leading to a 1% decline in global fourth-quarter sales and a 12% decrease in unit sales for 2025. CEO Artie Starrs stated the company is taking deliberate actions to stabilize the business and align wholesale activity with retail demand.
Harley-Davidson (HOG) Q4 Earnings Report Preview: What To Look For
Harley-Davidson (HOG) is set to announce its Q4 earnings before market hours on Tuesday. Analysts anticipate a 6.3% year-on-year revenue decline to $644 million, with an adjusted loss of -$1.08 per share. The company has missed revenue estimates in five of the last eight quarters, and its stock has underperformed the leisure products segment recently.
India-US trade deal to give tariff-free access to Harley bikes, but not for Tesla
India and the US have reached an interim trade agreement that will significantly reduce tariffs on high-end US vehicles and eliminate duties on Harley-Davidson motorcycles. However, the deal explicitly excludes electric vehicles, effectively shutting out Tesla from benefiting from lower import duties. This move highlights India's strategy to protect its domestic auto industry while selectively opening up its market.
India-US trade deal gives tariff-free access to Harley bikes, no reprieve for Tesla
India and the US have reached an interim trade agreement that will significantly reduce tariffs on American high-end cars and eliminate duties on Harley-Davidson motorcycles. However, electric vehicles, including those from Tesla, will not receive similar concessions, disappointing Elon Musk. This move contrasts with India's broader auto access deal with the European Union, which includes steeper tariff cuts and eventual concessions on some electric vehicles.
Legendary Harley-Davidson owned by world's most infamous outlaw biker SOLD for shockingly low price
A 1992 Harley-Davidson FXRT owned by Sonny Barger, a founding member of the Hells Angels, recently sold for only $22,000 at a Mecum Auctions event in Las Vegas. Despite its notorious history and being featured on Barger's autobiography cover, the price was considered surprisingly low for a bike tied to such a prominent figure. The motorcycle was a gift to Barger from the Hells Angels upon his release from prison, and he passed away in 2022 at the age of 83.
Beloved Harley-Davidson dealership is no more after over 20 years — see what's coming in its place
Paradise Harley-Davidson, a dealership serving riders in Tigard, Oregon for over two decades, has been sold and renamed Steelhead Harley-Davidson. The business will continue to operate from its current location under new ownership by industry veterans Erik Paulson and Dave Thomas. This closure is part of a larger trend of Harley-Davidson dealership changes and closures across the US, with several other long-standing dealerships also ceasing operations or being sold in 2025.
Harley-Davidson, Inc. (NYSE:HOG) Given Consensus Recommendation of "Hold" by Analysts
Eight analysts covering Harley-Davidson (NYSE:HOG) have issued a consensus "Hold" recommendation, with an average one-year price target of $25.86. The company recently reported strong quarterly results, beating EPS and revenue expectations. Harley-Davidson also announced a quarterly dividend, resulting in a 3.5% yield.
Harley-Davidson, Inc. To Report Fourth Quarter and Year-End 2025 Results on February 10, 2026
Harley-Davidson, Inc. announced it will release its fourth quarter and year-end 2025 financial results on February 10, 2026, before market hours. The company will host an audio webcast from 8-9 a.m. CST where senior management will discuss financial results and the company's outlook. A slide presentation will precede the webcast, and a replay will be available afterwards.
