PII

Polaris Inc.

NYSE · Miscellaneous Transportation Equipment · Inc. DE · CIK 0000931015
$66.06 -4.07% $3.9B
Insider Selling Cluster (4 insiders)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$3.9B
Cap SizeMid Cap
Analyst ConsensusHold (32%)
Inst. Holders9 funds
Inst. Value$573.2M
Inst. Activity3 buys / 3 sells
Insider Activity0B / 4S
Insider Net $-$1.4M
SEC Reports2
Exchange NYSE·Sector Miscellaneous Transportation Equipment·Inc. DE·CIK 0000931015·Prev Close $68.86

Recent Activity

Jun 1, 2026 Insider
Mack Robert Paul sold 23 shares
CFO, EVP - Finance + Corp Dev @ $0.00 ($0.00)
Jun 1, 2026 Insider
Mack Robert Paul sold 23 shares
CFO, EVP - Finance + Corp Dev @ $0.00 ($0.00)
May 28, 2026 Insider
Williams James P sold 34,104 shares
SVP-CHRO @ $0.00 ($0.00)
May 1, 2026 SEC
Polaris Inc. filed an 8-K reporting results from its 2026 Annual Meeting. Shareholders approved an amendment to the 2024
8-K — Impact 2/10
Mar 17, 2026 SEC
Polaris Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareholders will vote on t
DEFA14A — Impact 3/10
Inst.
BANK OF AMERICA CORP — ADD
341,415 shares ($21.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
257,595 shares ($16.3M)
Apr 29, 2026 short_volume
Short Volume: PII — 63.4% short (0.4M / 0.7M)
Short: 441,007 | Exempt: 1,058 | TRF Vol: 695,769 | Short Ratio: 63.4% | Off-exchange volume (dark p

Price Targets

$68.00 +2.9% upside Hold
Current $66.06 Low $43.00 Median $70.00 High $84.00 15 analysts
$43.00 $84.00

Analyst Ratings

Sell32% buy · 22 analysts
3Strong Buy
4Buy
14Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Apr 30, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 29, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 29, 2026 Baird MAINTAIN Neutral → Neutral
Mar 11, 2026 Wells Fargo INITIATE Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.70 ▲ +3.5% $0.20 — $0.82 76% YoY 16
Next Q $0.71 ▼ -7.9% $0.47 — $0.96 73% YoY 16
Current FY $1.82 ▲ +1.4% $1.63 — $2.20 18308% YoY 16
Next FY $3.11 ▲ +0.6% $2.24 — $4.20 71% YoY 16

Latest Reports

NEUTRAL 8-K 2/10
Polaris Inc. filed an 8-K reporting results from its 2026 Annual Meeting. Shareholders approved an amendment to the 2024
May 1, 2026
NEUTRAL DEFA14A 3/10
Polaris Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareholders will vote on t
Mar 17, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$351.4M—
MORGAN STANLEY$117.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$42.3MADD
BANK OF AMERICA CORP$21.6MADD
TWO SIGMA INVESTMENTS, LP$16.3MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Mack RobertM$0.00
Jun 1, 2026Mack RobertM$0.00
May 28, 2026Williams JamesI$0.00
May 11, 2026Winings MatthewF$29.0K
Apr 30, 2026Bilicic GeorgeA$175.0K
9 institutional holders with $573.2M total value (9,061,920 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,555,077$351.4M61.3%—
2MORGAN STANLEY1,861,942$117.8M20.5%ADD +38.6%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC669,129$42.3M7.4%ADD +29.4%
4BANK OF AMERICA CORP /DE/341,415$21.6M3.8%ADD +56.9%
5TWO SIGMA INVESTMENTS, LP257,595$16.3M2.8%TRIM -51.1%
6WELLS FARGO & COMPANY/MN137,767$8.7M1.5%TRIM -34.2%
7RENAISSANCE TECHNOLOGIES LLC120,700$7.6M1.3%NEW
8FMR LLC94,289$6.0M1.0%TRIM -51.3%
9NORGES BANK24,006$1.5M0.3%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD217,547341,415+56.9%$21.6M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM526,646257,595-51.1%$16.3M2025-Q4
WELLS FARGO & COMPANY/MNTRIM209,412137,767-34.2%$8.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—120,700—$7.6M2025-Q4
FMR LLCTRIM193,69894,289-51.3%$6.0M2025-Q4
NORGES BANKNEW—24,006—$1.5M2025-Q4
UBS Group AGTRIM2,523,1181,693,759-32.9%$98.5M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM748,819526,646-29.7%$30.6M2025-Q3
BANK OF AMERICA CORP /DE/TRIM339,332217,547-35.9%$12.6M2025-Q3
NORGES BANKEXIT17,0060-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT140,4000-100.0%$0.002025-Q3
UBS Group AGDOUBLED293,2072,523,118+760.5%$102.6M2025-Q2
MORGAN STANLEYADD1,370,9811,900,526+38.6%$77.3M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD579,429749,866+29.4%$30.5M2025-Q2
TWO SIGMA INVESTMENTS, LPADD463,945748,819+61.4%$30.4M2025-Q2
BANK OF AMERICA CORP /DE/ADD213,463339,332+59.0%$13.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT620,200140,400-77.4%$5.7M2025-Q2
NORGES BANKNEW—17,006—$691.3K2025-Q2
MORGAN STANLEYADD887,7711,370,981+54.4%$56.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED98,400620,200+530.3%$25.4M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED37,214463,945+1146.7%$19.0M2025-Q1
UBS Group AGADD155,347293,207+88.7%$12.0M2025-Q1
FMR LLCADD141,837179,794+26.8%$7.4M2025-Q1
NORGES BANKEXIT427,9530-100.0%$0.002025-Q1
MORGAN STANLEYADD646,270887,771+37.4%$51.2M2024-Q4
14 unique insiders with 4 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevM23$0.00$0.00
Jun 1, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevM23$0.00$0.00
May 28, 2026Williams James PSVP-CHROI34,104$0.00$0.00
May 11, 2026Winings Matthew SSVP General Counsel SecretaryF438$66.28$29.0K
Apr 30, 2026Bilicic George WDirectorA2,641$66.27$175.0K
Apr 30, 2026Hendrickson Gary EDirectorA2,641$66.27$175.0K
Apr 30, 2026Henricks Gwenne A.DirectorA2,641$66.27$175.0K
Apr 30, 2026Jackson Darryl R.DirectorA2,641$66.27$175.0K
Apr 30, 2026KESSLER BERND FDirectorA2,641$66.27$175.0K
Apr 30, 2026Kingsley Lawrence DDirectorA2,641$66.27$175.0K
Apr 30, 2026Shotwell GwynneDirectorA2,641$66.27$175.0K
Apr 30, 2026WIEHOFF JOHNDirectorA2,641$66.27$175.0K
Apr 1, 2026KESSLER BERND FDirectorA605.58$54.70$33.1K
Apr 1, 2026Shotwell GwynneDirectorA559.87$54.70$30.6K
Apr 1, 2026Bilicic George WDirectorA639.85$54.70$35.0K
Apr 1, 2026Hendrickson Gary EDirectorA651.28$54.70$35.6K
Apr 1, 2026Henricks Gwenne A.DirectorA559.87$54.70$30.6K
Mar 2, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevM23$0.00$0.00
Mar 2, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevM23$0.00$0.00
Feb 12, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevSELL3,963$67.08$265.8K
Feb 11, 2026Speetzen Michael TCEOSELL12,192$66.54$811.3K
Feb 11, 2026Duke Benjamin DPresident-MarineSELL296$67.40$20.0K
Feb 10, 2026Winings Matthew SSVP General Counsel SecretaryF725$67.70$49.1K
Feb 10, 2026Speetzen Michael TCEOF10,166$67.70$688.2K
Feb 10, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevF6,565$67.70$444.5K
Feb 10, 2026Duke Benjamin DPresident-MarineF2,644$67.70$179.0K
Feb 3, 2026Williams James PSVP-CHROSELL5,243$67.17$352.2K
Feb 2, 2026Dougherty Michael D.President - On Road and Int'lF8,111$63.84$517.8K
Feb 1, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevF1,900$63.84$121.3K
Feb 1, 2026Duke Benjamin DPresident-MarineF1,054$63.84$67.3K
Feb 1, 2026Speetzen Michael TCEOF6,503$63.84$415.2K
Feb 1, 2026Dougherty Michael D.President - On Road and Int'lF815$63.84$52.0K
Jan 28, 2026Duke Benjamin DPresident-MarineA34,345$0.00$0.00
Jan 28, 2026Duke Benjamin DPresident-MarineA9,240$64.94$600.0K
Jan 28, 2026Speetzen Michael TCEOA243,275$0.00$0.00
Jan 28, 2026Speetzen Michael TCEOA65,446$64.94$4.3M
Jan 28, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevA71,552$0.00$0.00
Jan 28, 2026Mack Robert PaulCFO, EVP - Finance + Corp DevA19,249$64.94$1.3M
Jan 28, 2026Williams James PSVP-CHROA37,207$0.00$0.00
Jan 28, 2026Williams James PSVP-CHROA10,010$64.94$650.0K
Jan 28, 2026Winings Matthew SSVP General Counsel SecretaryA34,345$0.00$0.00
Jan 28, 2026Winings Matthew SSVP General Counsel SecretaryA9,240$64.94$600.0K
Dec 1, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM22.56$0.00$0.00
Dec 1, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM22.56$0.00$0.00
Sep 2, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.04$0.00$0.00
Sep 2, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.04$0.00$0.00
Jun 2, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.6$0.00$0.00
Jun 2, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.6$0.00$0.00
Mar 3, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.18$0.00$0.00
Mar 3, 2025Mack Robert PaulCFO, EVP - Finance + Corp DevM23.18$0.00$0.00
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 2.5/10.
NEUTRAL 8-K 2/10
Polaris Inc. filed an 8-K reporting results from its 2026 Annual Meeting. Shareholders approved an a
May 1, 2026
NEUTRAL DEFA14A 3/10
Polaris Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareho
Mar 17, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (32% buy). Based on 22 analysts: 3 strong buy, 4 buy, 14 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$68.00 mean target +2.9% upside Hold (2.78)
$43.00 Low $84.00 High
MetricValue
Current Price$66.06
Target Low$43.00
Target Mean$68.00
Target Median$70.00
Target High$84.00
# Analysts15
RecommendationHold (2.78)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.70 $0.20 $0.82 75.6% +3.5% 2↑ 2↓ $1.9B 4.2% 16
Next Q
2026-09-30
 $0.71 $0.47 $0.96 72.6% -7.9% 0↑ 4↓ $1.9B 0.7% 16
Current FY
2026-12-31
 $1.82 $1.63 $2.20 18307.9% +1.4% 3↑ 0↓ $7.3B 1.9% 16
Next FY
2027-12-31
 $3.11 $2.24 $4.20 71.0% +0.6% 1↑ 2↓ $7.6B 3.8% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.702
7d ago$0.704-0.001
30d ago$0.679+0.024
60d ago$0.574+0.128
90d ago$0.572+0.130
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 30, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2026 Baird MAINTAIN Neutral Neutral
Mar 11, 2026 Wells Fargo INITIATE — Equal-Weight
Jan 28, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 16, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Seaport Global INITIATE — Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202634141032%
May 1, 202634141032%
Apr 1, 202633151027%
Mar 1, 202633151027%
Feb 1, 202633151027%
Jan 1, 202632151024%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
short_volume
Short Volume: PII — 63.4% short (0.4M / 0.7M)
Short: 441,007 | Exempt: 1,058 | TRF Vol: 695,769 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
PII Q1 2026 Earnings Scheduled — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: PII — 76.5% short (1.6M / 2.0M)
Short: 1,561,670 | Exempt: 0 | TRF Vol: 2,042,503 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: PII — 80.9% short (1.0M / 1.3M)
Short: 1,021,725 | Exempt: 0 | TRF Vol: 1,262,426 | Short Ratio: 80.9% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_interest
FTD: PII — 24,946 shares ($1.5M) failed to deliver
Settlement: 20260421, Price: $60.68, FTD Value: $1,513,723.28, POLARIS INC.
Apr 17, 2026
short_volume
Short Volume: PII — 61.2% short (0.4M / 0.7M)
Short: 401,506 | Exempt: 890 | TRF Vol: 655,931 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: PII — 59.0% short (1.6M / 2.6M)
Short: 1,561,784 | Exempt: 70,784 | TRF Vol: 2,647,330 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: PII — 60.9% short (1.5M / 2.4M)
Short: 1,460,853 | Exempt: 50,255 | TRF Vol: 2,399,238 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_interest
FTD: PII — 89,306 shares ($4.8M) failed to deliver
Settlement: 20260330, Price: $54.13, FTD Value: $4,834,133.78, POLARIS INC.
Mar 27, 2026
short_volume
Short Volume: PII — 80.4% short (0.4M / 0.5M)
Short: 403,921 | Exempt: 0 | TRF Vol: 502,335 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
earnings_calendar
PII Q1 2026 Earnings Scheduled — 2026-03-25