Polaris (NYSE:PII) Stock Price Expected to Rise, Citigroup Analyst Says

Polaris (NYSE:PII) had its price target boosted by stock analysts at Citigroup from $58.00 to $70.00 in a report released on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Citigroup’s price target indicates a potential upside of 5.28% from the company’s current price.

Several other analysts have also recently issued reports on PII. Wells Fargo & Company raised their target price on Polaris from $52.00 to $60.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Seaport Research Partners raised Polaris to a “strong-buy” rating in a research note on Thursday, January 8th. Roth Mkm reissued a “neutral” rating on shares of Polaris in a research note on Wednesday. Royal Bank Of Canada cut their target price on Polaris to $67.00 and set a “sector perform” rating on the stock in a research note on Tuesday, January 27th. Finally, 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. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Polaris presently has a consensus rating of “Hold” and an average price target of $65.00.

Polaris Trading Down 1.1%

Polaris stock traded down $0.73 during trading hours on Thursday, reaching $66.49. The stock had a trading volume of 597,770 shares, compared to its average volume of 1,247,362. The stock has a market cap of $3.77 billion, a PE ratio of -8.12 and a beta of 1.17. Polaris has a 52 week low of $33.00 and a 52 week high of $75.25. The company has a debt-to-equity ratio of 1.81, a current ratio of 0.98 and a quick ratio of 0.35. The company has a fifty day simple moving average of $56.83 and a 200-day simple moving average of $63.42.

Polaris (NYSE:PII) last posted its earnings results on Monday, April 27th. The company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.43) by $0.56. The company had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.65 billion. Polaris had a negative return on equity of 0.05% and a negative net margin of 6.51%.Polaris’s quarterly revenue was up 8.0% on a year-over-year basis. During the same period last year, the firm earned ($0.90) earnings per share. Polaris has set its FY 2026 guidance at 1.600-1.700 EPS. Analysts forecast that Polaris will post 1.72 EPS for the current fiscal year.

Insider Buying and Selling at Polaris

In other Polaris news, SVP James P. Williams sold 5,243 shares of Polaris stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $67.17, for a total transaction of $352,172.31. Following the sale, the senior vice president directly owned 48,645 shares of the company’s stock, valued at approximately $3,267,484.65. The trade was a 9.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Benjamin D. Duke sold 10,090 shares of Polaris stock in a transaction that occurred on 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 directly 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. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 50,419 shares of company stock valued at $3,371,183. 2.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Polaris

Large investors have recently bought and sold shares of the company. Ritholtz Wealth Management bought a new stake in Polaris during the 4th quarter valued at approximately $1,172,000. Federated Hermes Inc. boosted its position in Polaris by 109.2% during 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. WBI Investments LLC bought a new stake in Polaris during the 3rd quarter valued at approximately $1,468,000. Mitsubishi UFJ Trust & Banking Corp purchased a new position in shares of Polaris during the third quarter valued at approximately $1,610,000. Finally, Nisa Investment Advisors LLC lifted its holdings in shares of Polaris by 1,116.4% during the third quarter. Nisa Investment Advisors LLC now owns 45,431 shares of the company’s stock valued at $2,641,000 after purchasing an additional 41,696 shares during the last quarter. 88.06% of the stock is owned by institutional investors.

Trending Headlines about Polaris

Here are the key news stories impacting Polaris this week:

• Positive Sentiment: Q1 beat and improved outlook — Polaris reported Q1 EPS above expectations, revenue grew ~8% year-over-year and management set FY2026 EPS guidance of $1.60–$1.70, signaling recovery in sales and margins that supports the stock longer term. Polaris (PII) Q1 2026 Earnings Transcript
• Positive Sentiment: Technical/relative-strength uptick — Polaris received a relative strength rating upgrade and hit a technical benchmark that can attract momentum-focused buyers if sustained. Polaris scores relative strength rating upgrade; hits key benchmark
• Neutral Sentiment: Analyst nuance — Robert W. Baird raised its price target to $70 (neutral rating), leaving room for modest upside but not issuing a buy; this is mixed for near-term flows. Baird raises PII price target to $70 (Benzinga)
• Neutral Sentiment: Index/ETF context — Commentary on Russell 1000 index flows and the mobility narrative around Polaris suggests index-related demand could help shares, but this is more a structural/medium-term factor than immediate catalysts. What Makes Russell 1000 ETF Attractive After Polaris Gains?
• Neutral Sentiment: Street stance unchanged — Roth MKM reiterated a hold rating, keeping coverage conservative and limiting bullish conviction from some institutional holders. Roth MKM Sticks to Their Hold Rating for Polaris (PII)
• Negative Sentiment: Contrasting analyst view — Wells Fargo raised its target to $60 but kept an equal-weight view; that target sits below recent trade levels and signals potential downside in some scenarios. Wells Fargo raises PII target to $60 (TickerReport)
• Negative Sentiment: Mixed investor commentary — Several market write-ups question whether holders should trim into the post-earnings pop, increasing sell-side chatter and short-term volatility risk. 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.