Harley-Davidson
About: Harley-Davidson is a leading global manufacturer of heavyweight motorcycles across the custom, cruising, and touring segments, as well as related merchandise, parts, and accessories. In recent years, the firm has expanded into the adventure touring market with its Pan America model and into electric with the LiveWire brand. Its captive finance arm, Harley-Davidson Financial Services, provides wholesale financing to dealers and retail financing and insurance brokerage services to customers. Harley captured around 38% of the heavyweight domestic market in 2023.
Employees: 6,400
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
14% more capital invested
Capital invested by funds: $3.92B [Q2] → $4.45B (+$532M) [Q3]
10% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 60
1% more funds holding
Funds holding: 406 [Q2] → 412 (+6) [Q3]
0.98% more ownership
Funds ownership: 86.86% [Q2] → 87.84% (+0.98%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
6% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 130
6% less call options, than puts
Call options by funds: $70.1M | Put options by funds: $74.8M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
11%
upside
Avg. target
$39
25%
upside
High target
$45
46%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
UBS Robin Farley 67% 1-year accuracy 6 / 9 met price target | 14%upside $35 | Neutral Maintained | 7 Nov 2024 |
Citigroup James Hardiman 46% 1-year accuracy 11 / 24 met price target | 11%upside $34 | Neutral Maintained | 25 Oct 2024 |
B of A Securities Robert Ohmes 68% 1-year accuracy 13 / 19 met price target | 46%upside $45 | Buy Maintained | 15 Oct 2024 |
Baird Craig Kennison 39% 1-year accuracy 11 / 28 met price target | 30%upside $40 | Neutral Downgraded | 2 Oct 2024 |
Financial journalist opinion
Neutral
PRNewsWire
3 weeks ago
Harley-Davidson, Inc. Declares Dividend
MILWAUKEE , Nov. 27, 2024 /PRNewswire/ -- The Harley-Davidson, Inc. (NYSE: HOG) Board of Directors has approved a cash dividend of $0.1725 per share for the fourth quarter of 2024. The dividend is payable December 23, 2024 to the shareholders of record of the Company's common stock as of December 10, 2024.
Neutral
Zacks Investment Research
1 month ago
Harley-Davidson Shares Decline 3% Since Q3 Earnings Beat
HOG reports better-than-expected Q3 earnings and slashes 2024 revenue guidance for the HDMC segment.
Neutral
GlobeNewsWire
1 month ago
Öhlins Launches First Front Fork and New STX Pro Shock Upgrades for Harley-Davidson
UPPLANDS VÄSBY, Sweden, Nov. 04, 2024 (GLOBE NEWSWIRE) -- Öhlins Racing the global leader in advanced suspension technology, has debuted its first front fork for Harley-Davidson motorcycles – the American V-Twin 48 Blackline front fork. Included in this landmark release is the new Öhlins STX Pro Blackline shock absorber. Both products are equipped with Öhlins' cutting-edge technologies from Bagger Racing and aim to enhance the comfort and overall riding experience for Harley-Davidson enthusiasts.
Positive
Forbes
1 month ago
Can Harley Stock Rev Up To $50?
Harley-Davidson stock currently trades at about $33 per share, around 33% below its levels of $49 seen on May 17, 2021 (pre-inflation shock high), and appears to be undervalued. Harley saw its stock trading at around $30.50 at the end of June 2022, just before the Fed started increasing rates, and remains up by about 8% from those levels driven by easing inflation numbers.
Negative
Fox Business
1 month ago
Harley-Davidson cuts revenue forecast on inflation, DEI backlash
Harley-Davidson lowered its revenue forecast for 2024 as stubborn inflation, high interest rates and consumer blowback from a DEI controversy impacted the motorcycle maker's sales.
Neutral
Seeking Alpha
1 month ago
Harley-Davidson, Inc. (HOG) Q3 2024 Earnings Call Transcript
Harley-Davidson, Inc. (NYSE:HOG ) Q3 2024 Earnings Conference Call October 24, 2024 9:00 AM ET Company Participants Shawn Collins - Director, Investor Relations Jochen Zeitz - Chief Executive Officer Jonathan Root - Chief Financial Officer Karim Donnez - LiveWire Chief Executive Officer Conference Call Participants Craig Kennison - Baird Megan Alexander - Morgan Stanley James Hardiman - Citi Joseph Altobello - Raymond James Robin Farley - UBS Fred Wightman - Wolfe Research Alex Perry - Bank of America Noah Zatzkin - KeyBanc David MacGregor - Longbow Research Tristan Thomas Martin - BMO Capital Markets Jaime Katz - Morningstar Operator Thank you for standing by. And welcome to the Harley-Davidson 2024 Third Quarter Investor and Analyst Conference Call.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, Harley-Davidson (HOG) Q3 Earnings: A Look at Key Metrics
The headline numbers for Harley-Davidson (HOG) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
New York Post
1 month ago
Harley-Davidson slashes forecast as sales slammed by DEI boycott, inflation
The name brand bikemaker has seen sales slump amid rising uncertainty about the economy and policies. A conservative-led boycott against the company's DEI policies only added to Harley-Davidson's sales woes.
Positive
Zacks Investment Research
1 month ago
Harley-Davidson (HOG) Q3 Earnings Beat Estimates
Harley-Davidson (HOG) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $1.38 per share a year ago.
Negative
Market Watch
1 month ago
Harley-Davidson's stock down 2% as lowered guidance offsets earnings beat
Harley-Davidson Inc.'s stock fell 2% early Thursday, after the iconic motorbike maker topped estimates for the third quarter despite steep declines in profit and revenue, but lowered its full-year guidance to reflect a still-struggling consumer.
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