Polaris
About: Polaris designs and manufactures off-road vehicles, including all-terrain vehicles and side-by-side vehicles for recreational and utility purposes, snowmobiles, and on-road vehicles, including motorcycles, along with the related replacement parts, garments, and accessories. The firm entered the marine market after acquiring Boat Holdings in 2018, offering exposure to another segment of the outdoor lifestyle market. Polaris products retailed through more than 2,500 dealers in North America and 1,500 international dealers as well as more than 25 subsidiaries and 90 distributors in more than 100 countries outside North America.
Employees: 15,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
19% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 126
5.83% more ownership
Funds ownership: 82.0% [Q3] → 87.83% (+5.83%) [Q4]
5% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 85
1% less funds holding
Funds holding: 430 [Q3] → 426 (-4) [Q4]
26% less capital invested
Capital invested by funds: $3.8B [Q3] → $2.82B (-$979M) [Q4]
62% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $43.6M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Truist Securities Michael Swartz 2% 1-year accuracy 1 / 57 met price target | 9%downside $30 | Hold Maintained | 14 Apr 2025 |
Baird Craig Kennison 21% 1-year accuracy 6 / 29 met price target | 21%upside $40 | Neutral Downgraded | 4 Apr 2025 |
Citigroup James Hardiman 17% 1-year accuracy 5 / 29 met price target | 12%downside $29 | Sell Downgraded | 20 Mar 2025 |
RBC Capital Sabahat Khan 41% 1-year accuracy 7 / 17 met price target | 64%upside $54 | Sector Perform Reiterated | 17 Mar 2025 |
B of A Securities Alexander Perry 14% 1-year accuracy 1 / 7 met price target | 36%upside $45 | Neutral Maintained | 17 Mar 2025 |
Financial journalist opinion
Based on 5 articles about PII published over the past 30 days









