Polaris (NYSE:PII) Given New $70.00 Price Target at Robert W. Baird

Polaris (NYSE:PII) had its target price increased by Robert W. Baird from $67.00 to $70.00 in a report published on Wednesday,Benzinga reports. Robert W. Baird currently has a neutral rating on the stock.

Other equities analysts have also issued reports about the company. Weiss Ratings lowered Polaris from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, February 17th. Seaport Research Partners raised Polaris to a “strong-buy” rating in a research note on Thursday, January 8th. Morgan Stanley reduced their price objective 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. Wells Fargo & Company assumed coverage on Polaris in a research note on Wednesday, March 11th. They issued an “equal weight” rating and a $52.00 price objective on the stock. Finally, Royal Bank Of Canada reduced their price objective on Polaris to $67.00 and set a “sector perform” rating on the stock in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $65.11.

Polaris Trading Up 1.3%

Shares of PII opened at $67.33 on Wednesday. The firm has a market capitalization of $3.82 billion, a P/E ratio of -8.23 and a beta of 1.17. Polaris has a twelve month low of $31.85 and a twelve month high of $75.25. The company has a current ratio of 0.98, a quick ratio of 0.35 and a debt-to-equity ratio of 1.81. The stock’s fifty day simple moving average is $56.83 and its 200 day simple moving average is $63.42.

Polaris (NYSE:PII) last released its quarterly earnings data on Monday, April 27th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of ($0.43) by $0.56. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.65 billion. Polaris had a negative return on equity of 0.05% and a negative net margin of 6.51%.The company’s revenue was up 8.0% compared to the same quarter last year. During the same period in the previous year, the company posted ($0.90) EPS. Polaris has set its FY 2026 guidance at 1.600-1.700 EPS. On average, equities research analysts forecast that Polaris will post 1.72 earnings per share for the current year.

Insider Activity at Polaris

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

Institutional Investors Weigh In On Polaris

Several hedge funds have recently modified their holdings of PII. Harbor Capital Advisors Inc. purchased a new stake in shares of Polaris during the 3rd quarter valued at about $26,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Polaris during the 4th quarter valued at about $27,000. Danske Bank A S raised its holdings in shares of Polaris by 150.0% during the 4th quarter. Danske Bank A S now owns 500 shares of the company’s stock valued at $32,000 after buying an additional 300 shares during the period. Quent Capital LLC purchased a new stake in shares of Polaris during the 3rd quarter valued at about $37,000. Finally, Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Polaris during the 4th quarter valued at about $40,000. 88.06% of the stock is currently owned by hedge funds and other institutional investors.

Polaris News Summary

Here are the key news stories impacting Polaris this week:

• Positive Sentiment: Q1 results beat expectations — Polaris reported $0.13 EPS vs. a consensus loss and revenue of $1.66B (up 8% yr/yr); management set FY?2026 EPS guidance of $1.60–$1.70, which supports the rally. Polaris Inc (PII) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Technical upgrade: Polaris received a relative strength rating upgrade and hit a key technical benchmark, which can attract momentum/technical traders. Polaris scores relative strength rating upgrade; hits key benchmark
• Positive Sentiment: Index/ETF interest: recent coverage highlights Polaris in the Russell 1000/index mobility story — index reweighting or ETF buying could provide incremental demand. What Makes Russell 1000 ETF Attractive After Polaris Gains?
• Neutral Sentiment: Analyst actions are mixed — Robert W. Baird raised its price target to $70 but kept a neutral rating; Wells Fargo raised its target to $60 and rates the stock equal?weight. These moves show cautious optimism but no outright buy conviction. Baird & Wells Fargo coverage (summary)
• Neutral Sentiment: Independent coverage and investor guidance material (earnings slides and full call transcript) are now available for deeper due diligence. Polaris Inc. (PII) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Put buying spiked — unusual options activity showed ~2,385 puts traded (?218% above normal), signaling some investors are hedging or speculating on downside. (May weigh on short?term sentiment.)
• Negative Sentiment: Underlying profitability metrics remain a concern despite the beat: Polaris reported a negative net margin and near?zero ROE, which leaves longer?term fundamentals in question for value investors. Polaris earnings summary and press release
• Negative Sentiment: Some commentary asks whether now is a time to sell/take profits after the move — cautionary pieces highlight valuation and execution risks. Should you sell your Polaris stock?

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.