Polaris’s consensus analyst price target has increased, primarily reflecting a notable improvement in net profit margin despite softer revenue growth forecasts, resulting in a fair value revision from $35.29 to $39.82.
What's in the News
- Polaris Inc. was dropped from the Russell 1000, Russell 1000 Value, Russell 1000 Dynamic, Russell Midcap, and Russell Midcap Value indices, as well as their associated value benchmarks.
- The company was added to the Russell 2000, Russell 2000 Value, Russell 2000 Dynamic, Russell 2000 Defensive, Russell 2000 Value-Defensive, and Russell 2000 Value Benchmark indices.
- At the 2025 Annual Meeting, a proposed amendment to eliminate the definition of "cause" for director removal in the Certificate of Incorporation was not approved; however, Polaris will not enforce the restriction if Delaware law permits director removal.
- No shares were repurchased under the buyback announced in October 2023 as of March 31, 2025; 7,936,457 shares were bought back (13.5% outstanding) for $890.69 million under the April 2021 authorization.
- Expected Q2 2025 earnings release date is July 22, 2025.
Valuation Changes
Summary of Valuation Changes for Polaris
- The Consensus Analyst Price Target has significantly risen from $35.29 to $39.82.
- The Net Profit Margin for Polaris has significantly risen from 0.45% to 0.56%.
- The Consensus Revenue Growth forecasts for Polaris has significantly fallen from 1.1% per annum to 0.9% per annum.
Disclaimer
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