Polaris (NYSE:PII) Price Target Raised to $70.00 at Citigroup

Polaris (NYSE:PII) had its target price increased by Citigroup from $58.00 to $70.00 in a report published on Thursday morning,Benzinga reports. Citigroup currently has a neutral rating on the stock.

Several other brokerages have also commented on PII. Zacks Research upgraded Polaris from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 20th. Morgan Stanley cut their target price on Polaris from $81.00 to $74.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 17th. Robert W. Baird lifted their target price on Polaris from $67.00 to $70.00 and gave the company a “neutral” rating in a research note on Wednesday. Wells Fargo & Company lifted their target price on Polaris from $52.00 to $60.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Seaport Research Partners upgraded Polaris to a “strong-buy” rating in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $65.00.

Polaris Stock Performance

Shares of Polaris stock opened at $66.43 on Thursday. The firm has a market cap of $3.78 billion, a P/E ratio of -8.47 and a beta of 1.17. The company has a current ratio of 1.21, a quick ratio of 0.35 and a debt-to-equity ratio of 2.72. Polaris has a 12 month low of $33.00 and a 12 month high of $75.25. The stock’s fifty day moving average price is $56.85 and its 200-day moving average price is $63.44.

Polaris (NYSE:PII) last announced its quarterly earnings results on Monday, April 27th. The company reported $0.13 EPS for the quarter, beating the consensus estimate of ($0.43) by $0.56. The firm had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.63 billion. Polaris had a positive return on equity of 5.91% and a negative net margin of 6.13%.The business’s revenue for the quarter was up 8.0% on a year-over-year basis. During the same quarter last year, the firm posted ($0.90) earnings per share. Polaris has set its FY 2026 guidance at 1.600-1.700 EPS. On average, equities research analysts expect that Polaris will post 1.67 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Benjamin D. Duke sold 10,090 shares of Polaris stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $66.82, for a total transaction of $674,213.80. Following the completion of the sale, the insider owned 30,242 shares of the company’s stock, valued at $2,020,770.44. The trade was a 25.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Michael T. Speetzen sold 35,086 shares of Polaris stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $66.83, for a total value of $2,344,797.38. Following the sale, the chief executive officer directly owned 136,362 shares of the company’s stock, valued at $9,113,072.46. This trade represents a 20.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 50,419 shares of company stock valued at $3,371,183 over the last quarter. 2.40% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Polaris

A number of institutional investors and hedge funds have recently modified their holdings of PII. Goldman Sachs Group Inc. lifted its holdings in shares of Polaris by 677.2% during the first quarter. Goldman Sachs Group Inc. now owns 544,295 shares of the company’s stock worth $22,283,000 after purchasing an additional 474,259 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Polaris by 27.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 183,289 shares of the company’s stock worth $7,504,000 after purchasing an additional 39,584 shares during the period. Cetera Investment Advisers lifted its holdings in Polaris by 65.4% in the second quarter. Cetera Investment Advisers now owns 16,376 shares of the company’s stock valued at $666,000 after acquiring an additional 6,475 shares during the period. Prudential Financial Inc. lifted its holdings in Polaris by 17.8% in the second quarter. Prudential Financial Inc. now owns 8,347 shares of the company’s stock valued at $339,000 after acquiring an additional 1,259 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in Polaris by 43.0% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,449 shares of the company’s stock valued at $140,000 after acquiring an additional 1,037 shares during the period. Institutional investors and hedge funds own 88.06% of the company’s stock.

Trending Headlines about Polaris

Here are the key news stories impacting Polaris this week:

• Positive Sentiment: Q1 beat and outlook: Polaris reported stronger sales growth, margin improvements and an EPS beat for Q1; management set FY26 EPS guidance of $1.60–$1.70, in line with street expectations — a key fundamental driver supporting the share price. Polaris Inc (PII) Q1 2026 Earnings Call Highlights Q1 2026 Earnings Transcript
• Positive Sentiment: Citigroup raised its price target from $58 to $70 (neutral rating), signaling higher modeled value and providing upside confidence for investors. Benzinga TickerReport
• Positive Sentiment: Robert W. Baird raised its target to $70 (neutral), another vote that recent operational improvements merit a higher valuation. Benzinga
• Positive Sentiment: Technical/market signal: Polaris received a relative strength rating upgrade and hit a key technical benchmark, which can attract momentum and ETF/index buying. MSN
• Neutral Sentiment: Roth MKM maintained a hold rating on Polaris — indicates no change to near‑term conviction from that shop. Roth MKM Sticks to Their Hold Rating
• Neutral Sentiment: Market/context pieces (Russell 1000 commentary, stock‑watch and sell/take‑profit discussions) are circulating; these can influence flows but are informational rather than direct catalysts. Kalkine Media Kalkine Media CantechLetter
• Negative Sentiment: Wells Fargo raised its target to $60 but kept an equal‑weight rating; the $60 target implies downside versus the current price and may keep some investors cautious. Benzinga TickerReport

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.