RWWM Inc. Cuts Position in Polaris Inc. $PII

RWWM Inc. reduced its holdings in shares of Polaris Inc. (NYSE:PII) by 54.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 1,085,621 shares of the company’s stock after selling 1,315,856 shares during the period. Polaris makes up approximately 4.5% of RWWM Inc.’s portfolio, making the stock its 6th largest position. RWWM Inc.’s holdings in Polaris were worth $63,107,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Arizona State Retirement System grew its position in Polaris by 1.9% in the third quarter. Arizona State Retirement System now owns 15,798 shares of the company’s stock valued at $918,000 after purchasing an additional 299 shares in the last quarter. New York State Common Retirement Fund lifted its position in Polaris by 1.8% during the 3rd quarter. New York State Common Retirement Fund now owns 16,959 shares of the company’s stock worth $986,000 after buying an additional 300 shares in the last quarter. Ballentine Partners LLC boosted its stake in shares of Polaris by 3.0% during the 3rd quarter. Ballentine Partners LLC now owns 6,761 shares of the company’s stock worth $393,000 after buying an additional 196 shares during the last quarter. Federated Hermes Inc. grew its holdings in shares of Polaris by 109.2% in the 3rd quarter. Federated Hermes Inc. now owns 144,056 shares of the company’s stock valued at $8,374,000 after acquiring an additional 75,185 shares in the last quarter. Finally, SummerHaven Investment Management LLC acquired a new stake in shares of Polaris in the third quarter valued at about $985,000. Institutional investors own 88.06% of the company’s stock.

Insider Buying and Selling at Polaris

In other news, SVP James P. Williams sold 4,554 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $67.53, for a total transaction of $307,531.62. Following the transaction, the senior vice president owned 43,878 shares in the company, valued at approximately $2,963,081.34. This trade represents a 9.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 3.12% of the company’s stock.

Polaris Price Performance

NYSE:PII opened at $63.68 on Friday. Polaris Inc. has a one year low of $30.92 and a one year high of $75.25. The company has a market cap of $3.58 billion, a P/E ratio of -7.78, a P/E/G ratio of 2.17 and a beta of 1.14. The firm’s fifty day moving average price is $67.69 and its two-hundred day moving average price is $62.05. The company has a debt-to-equity ratio of 1.81, a current ratio of 0.98 and a quick ratio of 0.36.

Polaris (NYSE:PII) last posted its earnings results on Tuesday, January 27th. The company reported $0.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.06 by $0.02. The company had revenue of $1.92 billion during the quarter, compared to analysts’ expectations of $1.82 billion. Polaris had a negative net margin of 6.51% and a negative return on equity of 0.05%. Polaris’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.92 EPS. Polaris has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.450-0.450 EPS. Equities analysts expect that Polaris Inc. will post 1.11 earnings per share for the current year.

Polaris Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be given a $0.68 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from Polaris’s previous quarterly dividend of $0.67. This represents a $2.72 annualized dividend and a dividend yield of 4.3%. Polaris’s dividend payout ratio (DPR) is currently -32.76%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Robert W. Baird raised their price target on Polaris from $55.00 to $60.00 and gave the company a “neutral” rating in a research note on Monday, October 6th. BMO Capital Markets reissued a “market perform” rating and issued a $70.00 target price on shares of Polaris in a research note on Wednesday, October 29th. Roth Mkm reaffirmed a “neutral” rating on shares of Polaris in a research report on Wednesday. Seaport Research Partners upgraded shares of Polaris to a “strong-buy” rating in a research note on Thursday, January 8th. Finally, Zacks Research lowered shares of Polaris from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 12th. Twelve analysts have rated the stock with a Hold rating, According to data from MarketBeat, Polaris currently has a consensus rating of “Hold” and a consensus price target of $59.80.

Polaris Company Profile

Polaris Inc, founded in 1954 and headquartered in Medina, Minnesota, is a diversified manufacturer of powersports vehicles and related products. Initially gaining prominence with its snowmobiles, Polaris expanded its portfolio over the decades to include all-terrain vehicles (ATVs), side-by-side off-road vehicles, and motorcycles. The company’s legacy in recreational and utility vehicle innovation stems from early engineering breakthroughs that established Polaris as a leading name in off-road mobility.

Today, Polaris offers a broad range of products under well-known brands such as Polaris RANGER and POLARIS SPORTSMAN for utility and recreation markets, Slingshot three-wheel roadsters for on-road enthusiasts, and the Indian Motorcycle brand for premium two-wheeled touring and cruiser segments.