Polaris Gestion
Gestion contrôle des critères 2/4
Le PDG Polaris est Mike Speetzen, nommé en Apr2021, a un mandat de 5.08 ans. La rémunération annuelle totale est $ 11.14M, composée du salaire de 10.9% et des bonus 89.1%, y compris les actions et options de la société. détient directement 0.039% des actions de la société, d'une valeur de $ 1.49M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 10.3 ans.
Informations clés
Mike Speetzen
Directeur général
US$11.1m
Rémunération totale
| Pourcentage du salaire du PDG | 10.92% |
| Durée du mandat du directeur général | 5.1yrs |
| Propriété du PDG | 0.04% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 10.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 13
PII: Future Returns Will Balance Quality Improvements With Choppy Demand And Tariff Risks
Analysts have lifted the Polaris price target to $68.33 from $66.00, citing a modestly higher assumed future P/E multiple along with fine tuned expectations for growth, margins and risk. Analyst Commentary Recent research shows a mix of optimism and caution around Polaris, with several firms adjusting price targets and ratings as they reassess valuation, execution and the demand backdrop.Mise à jour du récit • Apr 29
PII: Future Returns Will Reflect Quality Gains And Demand Uncertainty Balancing Earnings Power
Analysts have trimmed their consolidated price target for Polaris by about $1 to $66, reflecting slightly higher required returns and softer revenue expectations, partly offset by improved profit margin assumptions and a lower future P/E multiple cited in recent research updates. Analyst Commentary Recent research on Polaris shows a mix of optimism and caution, with analysts recalibrating price targets and ratings as they weigh execution risks, demand signals and ongoing tariff concerns.Seeking Alpha • Apr 20
Polaris: Now Advantaged By Domestic Manufacturing Capacity
Summary Polaris is advantaged by domestic manufacturing capacity, as BRP suddenly withdrew its guidance due to tariff changes. PII's outlook is still volatile due to weak consumer demand and potential tariff regime changes. I estimate PII stock to have 20% upside to a fair value of $69.5. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 14
PII: Weak Demand And Tariffs Will Pressure Future Earnings Power
The analyst price target for Polaris has been reduced by $1.91 to reflect a mix of lower valuation multiples and cautious views on a still weak demand backdrop, even as analysts highlight ongoing business quality improvements and note that product innovation could support share gains when conditions improve. Analyst Commentary Recent research on Polaris reflects a cautious tone, with several bearish analysts trimming price targets and flagging risk factors that could keep a lid on valuation until conditions improve.Mise à jour du récit • Mar 31
PII: Future Returns Will Reflect Quality Improvements And Underappreciated Earnings Power
Analysts have trimmed the average price target for Polaris by just over $1, reflecting mixed views as some highlight ongoing quality improvements and potential earnings power, while others point to a weak demand backdrop, tariff overhangs, and a choppy consumer environment. Analyst Commentary Recent research on Polaris reflects a split view, with some analysts focusing on quality improvements and earnings potential, while others emphasize weak demand signals and external headwinds such as tariffs.Mise à jour du récit • Mar 17
PII: Weak Demand And Tariff Overhang Will Constrain Future Earnings Power
Analysts have trimmed the Polaris price target by about $2 to $47.24 as they balance expectations for slightly better margins and steady revenue growth with concerns about a weak demand backdrop, unresolved share capture questions, and ongoing tariff risks. Analyst Commentary Street research on Polaris has turned more mixed, with cautious voices focusing on weak demand, tariff uncertainty, and questions around market share.Mise à jour du récit • Mar 03
PII: Choppy Consumer Backdrop Will Pressure Earnings Power Despite Product Refresh
Analysts have adjusted their Polaris price targets, with our fair value estimate moving from about $47.25 to $49.50. This reflects updated expectations around revenue growth, profit margins and future P/E assumptions following recent mixed Street research.
Mise à jour du récit • Feb 17
PII: Powersports Recovery And Brand Strength Will Unlock Underappreciated Earnings Power
Analysts have modestly reset their blended $81.00 price target on Polaris, reflecting slightly higher discount-rate and profit-margin assumptions, a marginal adjustment to expected revenue growth, and a lower future P/E multiple informed by recent mixed target moves from RBC Capital, Seaport Research, Roth Capital, and Morgan Stanley. Analyst Commentary Recent Street research on Polaris shows a split tape, with some firms trimming price targets while others have pushed them higher.Article d’analyse • Feb 16
Polaris' (NYSE:PII) Upcoming Dividend Will Be Larger Than Last Year's
The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...Mise à jour du récit • Feb 03
PII: Outdoor Recreation Demand And Powersports Recovery Will Unlock Undervalued Earnings Power
Narrative Update on Polaris The analyst price target for Polaris has shifted to $81 from $70 as analysts weigh mixed revisions from firms that trimmed targets alongside others that lifted them, citing views on powersports demand, outdoor recreation trends and the company’s longer term earnings power. Analyst Commentary Recent research updates around Polaris highlight a mixed backdrop, with some firms trimming price targets and others lifting them or starting coverage on a positive footing.Article d’analyse • Feb 02
Polaris' (NYSE:PII) Shareholders Will Receive A Bigger Dividend Than Last Year
Polaris Inc. ( NYSE:PII ) has announced that it will be increasing its dividend from last year's comparable payment on...Mise à jour du récit • Jan 19
PII: Future Returns Will Reflect Easing Powersports Pressures And Steady Earnings Outlook
Narrative Update The analyst price target for Polaris has been raised by about US$2, with analysts pointing to a slightly higher fair value estimate, modestly adjusted revenue and margin assumptions, and continuing views that the shares are undervalued given the company’s earnings power and easing powersports market pressures. Analyst Commentary Recent research has been broadly constructive on Polaris, with bullish analysts highlighting the company’s earnings potential and the reset in powersports market conditions.Mise à jour du récit • Jan 05
PII: Indian Motorcycle Sale Will Expose On-Road Margin Risks For Shares
Narrative Update Analysts now place Polaris fair value at approximately $47.25, up from $29.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, supported by recent price target increases following the planned separation and majority sale of the Indian Motorcycle business and expectations for Q3 results that are described as better than originally anticipated.Mise à jour du récit • Dec 15
PII: Future Performance Will Reflect Indian Divestiture Amid Stable Earnings Outlook
Analysts have modestly raised their price target on Polaris to about $62 per share, reflecting expectations that the planned sale of a majority stake in Indian Motorcycles and better than anticipated Q3 results will enhance margins and earnings power. Analyst Commentary Bullish Takeaways Bullish analysts view the planned sale of a majority stake in Indian Motorcycles as a catalyst for margin expansion, given the onroad segment's gross margins have trailed the company average.Mise à jour du récit • Dec 01
PII: Future Performance Will Reflect Divestiture Amid Balanced Risks And Opportunities
Analysts have increased their price targets for Polaris by significant margins, with new estimates ranging from $54 to $70. They attribute the boosts to better-than-expected third quarter results, positive retail trends, and the company’s plan to sell a majority stake in its Indian Motorcycle division to private equity.Mise à jour du récit • Nov 17
PII: Profitability Should Improve Following Divestiture Amid New Retail Momentum
Narrative Update: Analyst Price Target Increases for Polaris Analysts have raised their average price target for Polaris, increasing it by approximately $0.20 to $65.83. They cite the company's strong Q3 outlook and the strategic divestiture of Indian Motorcycles as key drivers for improved profitability and growth expectations.Mise à jour du récit • Oct 31
PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability
Analysts have increased their fair value price target for Polaris from $56.73 to $65.64, citing stronger expected profit margins and the positive impact of the Indian Motorcycle divestiture on near-term financial performance. Analyst Commentary Recent analyst adjustments to Polaris’s price targets reflect a mix of optimism and caution surrounding the company’s divestiture of Indian Motorcycles and its evolving business outlook.Mise à jour du récit • Oct 17
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Polaris’s analyst price target has increased from $52 to approximately $56.73, as analysts cite improved Q3 performance expectations and the anticipated financial benefits from restructuring its Indian Motorcycle business. Analyst Commentary Recent updates from Street research indicate a shift in sentiment towards Polaris, as analysts react to both stronger operational performance and the company's strategic moves involving its Indian Motorcycle division.Mise à jour du récit • Oct 03
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have increased their fair value price target for Polaris from $49.73 to $52.00. This reflects modest improvements in the company's discount rate, expected revenue growth, and a less severe outlook for industry tariffs, despite mixed retail demand expectations.Mise à jour du récit • Sep 08
Tariff Mitigation And New Product Launches Will Secure Operational Efficiency
Analysts have modestly raised their price target for Polaris to $49.73, citing relief from tariff pressures and improved dealer sentiment despite persistent weak retail demand and a cautious outlook for the broader industry. Analyst Commentary Consumer confidence has rebounded from earlier in the year but has yet to translate into a sustained recovery in retail demand.Mise à jour du récit • Aug 06
Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains
The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.Article d’analyse • Jul 23
The Market Lifts Polaris Inc. (NYSE:PII) Shares 32% But It Can Do More
Despite an already strong run, Polaris Inc. ( NYSE:PII ) shares have been powering on, with a gain of 32% in the last...Article d’analyse • Jun 28
Why Polaris Inc. (NYSE:PII) Could Be Worth Watching
Polaris Inc. ( NYSE:PII ), might not be a large cap stock, but it received a lot of attention from a substantial price...Article d’analyse • May 27
Is Polaris Inc. (NYSE:PII) Trading At A 39% Discount?
Key Insights The projected fair value for Polaris is US$62.32 based on 2 Stage Free Cash Flow to Equity Polaris...Article d’analyse • Apr 26
Polaris (NYSE:PII) Is Finding It Tricky To Allocate Its Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Article d’analyse • Apr 08
Benign Growth For Polaris Inc. (NYSE:PII) Underpins Stock's 26% Plummet
Unfortunately for some shareholders, the Polaris Inc. ( NYSE:PII ) share price has dived 26% in the last thirty days...Article d’analyse • Mar 24
Is Polaris (NYSE:PII) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 11
Polaris: Ultimate Contrarian Bet That Pays Big Dividends
Summary Polaris presents a contrarian investment opportunity with a historically high 6% dividend yield. It could be nearing a trough with management's focus on cost efficiencies, inventory alignment, and disciplined capital allocation with strong free cash flow expected this year. Polaris maintains a solid investment grade rating and a manageable 3.0x net debt-to-EBITDA ratio, supporting its financial stability. Read the full article on Seeking AlphaArticle d’analyse • Feb 03
Polaris (NYSE:PII) Is Increasing Its Dividend To $0.67
The board of Polaris Inc. ( NYSE:PII ) has announced that the dividend on 17th of March will be increased to $0.67...Seeking Alpha • Jan 31
Polaris Stock More Compelling Than Treasuries
Summary Polaris stock is now attractive due to its lower price, profitability, and safe dividend, despite a tough 2024. The dividend yield of 5.3% is higher than the 10-Year Treasury Note, making Polaris a compelling investment. Polaris has sufficient cash and cash flow to sustain and potentially grow its dividend, ensuring a good risk-adjusted return. I plan to buy PII stock now and increase my position after reviewing the upcoming 10-K, barring any negative surprises. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$446m |
| Dec 31 2025 | US$11m | US$1m | -US$465m |
| Sep 30 2025 | n/a | n/a | -US$151m |
| Jun 30 2025 | n/a | n/a | -US$108m |
| Mar 31 2025 | n/a | n/a | US$40m |
| Dec 31 2024 | US$9m | US$1m | US$111m |
| Sep 30 2024 | n/a | n/a | US$204m |
| Jun 30 2024 | n/a | n/a | US$328m |
| Mar 31 2024 | n/a | n/a | US$393m |
| Dec 31 2023 | US$9m | US$1m | US$503m |
| Sep 30 2023 | n/a | n/a | US$596m |
| Jun 30 2023 | n/a | n/a | US$635m |
| Mar 31 2023 | n/a | n/a | US$642m |
| Dec 31 2022 | US$9m | US$1m | US$603m |
| Sep 30 2022 | n/a | n/a | US$497m |
| Jun 30 2022 | n/a | n/a | US$424m |
| Mar 31 2022 | n/a | n/a | US$437m |
| Dec 31 2021 | US$10m | US$1m | US$496m |
| Sep 30 2021 | n/a | n/a | US$604m |
| Jun 30 2021 | n/a | n/a | US$654m |
| Mar 31 2021 | n/a | n/a | US$263m |
| Dec 31 2020 | US$4m | US$644k | US$360m |
| Sep 30 2020 | n/a | n/a | US$25m |
| Jun 30 2020 | n/a | n/a | -US$53m |
| Mar 31 2020 | n/a | n/a | US$270m |
| Dec 31 2019 | US$3m | US$624k | US$324m |
Rémunération vs marché: La rémunération totale de Mike ($USD 11.14M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).
Rémunération et revenus: La rémunération de Mike a augmenté alors que l'entreprise n'est pas rentable.
PDG
Mike Speetzen (56 yo)
5.1yrs
Titularisation
US$11,144,637
Compensation
Mr. Michael Todd Speetzen, also known as Mike, serves as the Chief Executive Officer of Polaris Inc. since April 30, 2021 and its Director since May 2021. He had been an Interim Chief Executive Officer at...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5.1yrs | US$11.14m | 0.039% $ 1.5m | |
| CFO, Executive VP of Finance & Corporate Development | 10.1yrs | US$5.40m | 0.14% $ 5.5m | |
| Senior VP & Chief Human Resources Officer | 15.1yrs | US$3.67m | 0.082% $ 3.2m | |
| President of Marine | 4yrs | US$3.61m | 0.00067% $ 25.9k | |
| Vice President of Global Operations | less than a year | pas de données | pas de données | |
| VP of Off Road Engineering & CTO | 2.3yrs | pas de données | pas de données | |
| Senior VP and Chief Digital & Information Officer | no data | pas de données | pas de données | |
| Vice President of Investor Relations | 4.3yrs | pas de données | pas de données | |
| Senior VP | 1.2yrs | pas de données | 0.021% $ 824.6k | |
| President of Parts | 1.3yrs | pas de données | pas de données | |
| President of Off-Road Vehicles | 1.5yrs | pas de données | pas de données | |
| President of Aixam & Goupil | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
55.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de PII est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5yrs | US$11.14m | 0.039% $ 1.5m | |
| Independent Chair of the Board | 18.8yrs | US$446.14k | 0.15% $ 5.7m | |
| Independent Director | 8.8yrs | US$293.10k | 0.0071% $ 273.2k | |
| Independent Director | 10.3yrs | US$294.98k | 0.018% $ 683.4k | |
| Independent Director | 15.3yrs | US$329.10k | 0.0088% $ 339.2k | |
| Independent Director | 16.3yrs | US$282.49k | pas de données | |
| Independent Director | 4.8yrs | US$279.47k | 0.016% $ 631.3k | |
| Independent Director | 7.2yrs | US$303.60k | 0.046% $ 1.8m | |
| Independent Director | 10.8yrs | US$276.87k | 0.0021% $ 81.4k |
10.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la PII est chevronné et expérimenté ( 10.3 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 22:51 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Polaris Inc. est couverte par 34 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Craig Kennison | Baird |
| David Beckel | Bernstein |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |