LSV Asset Management Sells 26,782 Shares of Harley-Davidson, Inc. $HOG

LSV Asset Management trimmed its stake in shares of Harley-Davidson, Inc. (NYSE:HOG) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,090,712 shares of the company’s stock after selling 26,782 shares during the quarter. LSV Asset Management owned 4.31% of Harley-Davidson worth $104,309,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. EverSource Wealth Advisors LLC raised its stake in shares of Harley-Davidson by 139.0% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 944 shares of the company’s stock valued at $26,000 after purchasing an additional 549 shares during the period. Fifth Third Bancorp raised its stake in shares of Harley-Davidson by 48.9% during the 4th quarter. Fifth Third Bancorp now owns 1,764 shares of the company’s stock valued at $36,000 after purchasing an additional 579 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of Harley-Davidson by 153.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 2,109 shares of the company’s stock valued at $53,000 after purchasing an additional 1,278 shares during the period. Westfuller Advisors LLC bought a new stake in shares of Harley-Davidson during the 3rd quarter valued at $67,000. Finally, Hantz Financial Services Inc. raised its stake in shares of Harley-Davidson by 203.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 2,426 shares of the company’s stock valued at $68,000 after purchasing an additional 1,626 shares during the period. 85.10% of the stock is currently owned by institutional investors.

Key Harley-Davidson News

Here are the key news stories impacting Harley-Davidson this week:

• Positive Sentiment: Harley-Davidson announced a quarterly cash dividend of $0.1875 per share, reinforcing the stock’s income appeal and signaling management confidence in cash generation. Article Title
• Positive Sentiment: Zacks Research raised estimates for some later periods, including Q2 2027, Q3 2027 and Q4 2026, suggesting a somewhat better outlook farther out. Article Title
• Neutral Sentiment: Harley-Davidson CFO Jonathan Root sold 1,554 shares under a pre-arranged 10b5-1 plan, which is routine insider activity but can still attract investor attention. Article Title
• Negative Sentiment: Zacks Research cut earnings forecasts for several key periods, including FY2026, Q2 2026, Q3 2026, Q1 2027, FY2027, Q1 2028 and FY2028, highlighting weaker expected earnings momentum. Article Title

Insider Transactions at Harley-Davidson

In other news, insider Paul J. Krause sold 1,564 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $26.00, for a total value of $40,664.00. Following the completion of the transaction, the insider directly owned 30,012 shares in the company, valued at approximately $780,312. This represents a 4.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jonathan R. Root sold 1,554 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $24.21, for a total value of $37,622.34. Following the completion of the transaction, the chief financial officer owned 32,508 shares of the company’s stock, valued at $787,018.68. The trade was a 4.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 9,572 shares of company stock valued at $199,041 over the last quarter. 0.97% of the stock is owned by company insiders.

Harley-Davidson Price Performance

Harley-Davidson stock opened at $23.79 on Friday. Harley-Davidson, Inc. has a 52 week low of $17.09 and a 52 week high of $31.25. The business has a 50-day simple moving average of $21.97 and a 200 day simple moving average of $21.64. The company has a quick ratio of 1.66, a current ratio of 1.91 and a debt-to-equity ratio of 0.37. The stock has a market cap of $2.50 billion, a price-to-earnings ratio of 13.52, a PEG ratio of 14.60 and a beta of 1.27.

Harley-Davidson (NYSE:HOG) last posted its earnings results on Tuesday, May 5th. The company reported $0.22 EPS for the quarter, missing the consensus estimate of $0.34 by ($0.12). Harley-Davidson had a return on equity of 7.03% and a net margin of 5.68%.The business had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.01 billion. During the same quarter in the previous year, the firm earned $1.07 earnings per share. Harley-Davidson’s quarterly revenue was down 11.7% compared to the same quarter last year. On average, research analysts forecast that Harley-Davidson, Inc. will post 0.38 earnings per share for the current fiscal year.

Harley-Davidson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 8th will be given a dividend of $0.1875 per share. This represents a $0.75 annualized dividend and a yield of 3.2%. The ex-dividend date is Monday, June 8th. Harley-Davidson’s payout ratio is presently 42.61%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Wells Fargo & Company boosted their price objective on Harley-Davidson from $15.00 to $19.00 and gave the company an “underweight” rating in a research note on Wednesday, May 6th. Weiss Ratings upgraded Harley-Davidson from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 14th. Citigroup boosted their target price on Harley-Davidson from $23.00 to $26.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Morgan Stanley boosted their target price on Harley-Davidson from $12.00 to $15.00 and gave the stock an “underweight” rating in a research report on Tuesday, May 19th. Finally, DA Davidson reduced their target price on Harley-Davidson from $30.00 to $25.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $24.22.

Harley-Davidson Profile

Harley-Davidson, Inc is a renowned American motorcycle manufacturer best known for its heavyweight cruiser and touring bikes. Founded in 1903 in Milwaukee, Wisconsin, the company has built a strong reputation for producing distinctive motorcycles characterized by their signature V-twin engines, chrome finishes and robust frames. Harley-Davidson markets its products globally through a network of franchised dealerships and focuses on delivering an immersive brand experience to its customers, emphasizing lifestyle and community alongside its motorcycles.

In addition to its core motorcycle business, Harley-Davidson offers an extensive range of parts, accessories and apparel under its Genuine Motor Parts & Accessories and MotorClothes lines.