Harley-Davidson, Inc.

Report azionario NYSE:HOG

Capitalizzazione di mercato: US$2.9b

Harley-Davidson Gestione

Criteri Gestione verificati 1/4

Harley-Davidson Il CEO è Artie Starrs, nominato in Oct2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 8.59M, composta da 3.5% di stipendio e 96.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.014% delle azioni della società, per un valore di $ 414.81K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1 anni e 2.6 anni.

Informazioni chiave

Artie Starrs

Amministratore delegato

US$8.6m

Compenso totale

Percentuale dello stipendio del CEO3.54%
Mandato del CEOless than a year
Proprietà del CEO0.01%
Durata media del management1yr
Durata media del Consiglio di amministrazione2.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Aug 04

HOG: Back To The Bricks Delivery Risks Will Likely Restrain Future Returns

Harley-Davidson’s updated analyst price target moves higher, supported by Street research that points to firm specific plans like Back to the Bricks, expectations around new product launches, and recent target increases from $15 to $17, $27 to $30, and a fresh $32 target as key drivers behind the shift. Analyst Commentary Recent Street research on Harley-Davidson combines higher price targets with a cautious tone on execution, growth, and valuation risk.
Seeking Alpha Jul 23

Harley-Davidson: Why My PT Was Correct

Summary Harley-Davidson, Inc. is rated 'Hold' with a fair value of $23/share and an entry target of $18/share, reflecting capped earnings and structural headwinds. Recent sales and margin improvements validate the prior entry thesis, but current valuation is stretched, and upside is limited by the asset-light post-restructuring model. Harley-Davidson’s core challenges include declining EPS forecasts, thin margins, and a legacy-heavy product mix struggling to attract younger customers. Despite operational stabilization and well-covered dividends, Harley-Davidson lacks sufficient valuation appeal, making rotation or holding prudent at current levels. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 21

HOG: Back To The Bricks And Junk Downgrade Will Shape Turnaround Execution

The analyst price target for Harley-Davidson has been raised by about $1 to reflect slightly higher fair value estimates. This adjustment is supported by recent research in which several firms increased their targets and cited factors such as the Back to the Bricks plan, dealer-focused initiatives, and updated views on U.S. unit trends and tariff impacts.
Aggiornamento narrativa Jul 07

HOG: Back To The Bricks Execution Risks Will Likely Cap Future Upside

The analyst price target for Harley-Davidson has been raised to $30 per share from $25, as analysts point to the updated Back to the Bricks plan, a sharper dealer-focused model, and more disciplined new bike introductions that they expect to support additional customization and upsell opportunities. Analyst Commentary Recent analyst moves around Harley-Davidson highlight a mixed backdrop, with some raising price targets while others stay cautious on execution and growth expectations tied to the Back to the Bricks plan.
Aggiornamento narrativa Jun 23

HOG: Turnaround Execution And Reshoring Plans Will Test Dealer And Demand Improvements

The analyst price target for Harley-Davidson has been nudged higher to approximately $25.64 from about $25.45, as analysts factor in recent estimate revisions tied to a Q1 beat, improved competitive positioning, and easing tariff pressures, while still viewing some longer term targets as ambitious. Analyst Commentary Recent research commentary on Harley-Davidson points to a more constructive stance on near term execution, while still flagging meaningful questions around how achievable some of the longer range targets are.
Aggiornamento narrativa Jun 05

HOG: Turnaround Plan And Buybacks Will Confront Ongoing Demand And Dealer Risks

Analysts have raised the implied fair value for Harley-Davidson stock from about $22.14 to $25.45, citing higher Street price targets around $15, along with updated assumptions for slower revenue declines, improved profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research paints a mixed picture for Harley-Davidson, with several firms lifting price targets while still urging caution on the stock.
Aggiornamento narrativa Apr 28

HOG: Brand Refresh And Buybacks Will Confront Ongoing Demand And Dealer Concerns

The analyst price target for Harley-Davidson has been trimmed by less than $0.05, as analysts reflect weaker revenue growth assumptions alongside slightly firmer profit margin and lower future P/E expectations, following a series of reduced Street targets and new Underweight ratings that highlight demand concerns and business uncertainty. Analyst Commentary Recent Street research on Harley-Davidson clusters around concern for demand, dealer health and the longer term direction of the business, with several firms trimming price targets and leaning cautious on the shares.
Aggiornamento narrativa Apr 13

HOG: Product Refresh And Buybacks Will Counter Ongoing Demand And Dealer Concerns

Harley-Davidson’s analyst price target has been modestly adjusted to $22.18, as analysts factor in slightly less severe revenue contraction and profit margin pressure, along with a higher assumed future P/E and a wave of recent target cuts and Underweight ratings that highlight concerns around demand, dealer health, and overall business direction. Analyst Commentary Recent Street research has leaned cautious, with several firms trimming price targets and initiating with Underweight or Neutral ratings.
Aggiornamento narrativa Mar 28

HOG: Product Refresh And Buybacks Will Offset Ongoing Demand And Dealer Pressures

Harley-Davidson's analyst price targets have been reset lower, with reductions from firms including UBS, Morgan Stanley, Baird, DA Davidson, and Citi. Wells Fargo also initiated coverage with an Underweight rating and a $15 target, as analysts highlight ongoing demand softness, dealer pressures, and uncertainty around the direction of the business.
Aggiornamento narrativa Mar 12

HOG: Product Refresh And Buybacks Will Support Future Brand And Margin Resilience

We are trimming our Harley-Davidson fair value estimate to $22.00 from $23.50, reflecting a series of lower Street price targets and analyst concerns about weak demand, dealer health, profit pressure, and higher implied future P/E expectations. Analyst Commentary Street research has tilted cautious on Harley-Davidson, with several firms reducing price targets and flagging execution and demand risks.
Aggiornamento narrativa Feb 25

HOG: Product Refresh And Share Repurchases Will Support Future Margin Stability

The updated analyst price target for Harley-Davidson has been revised to $23.50 from $26.50. This change reflects recent cuts across the Street as analysts factor in a choppy consumer backdrop, softer profit expectations, and adjusted powersports estimates following Q4 results and industry events.
Aggiornamento narrativa Feb 10

HOG: Inventory Actions And Lower Price Models Will Support Future Margin Stability

Narrative Update: Harley-Davidson Analysts have reduced their price targets on Harley-Davidson by up to $5, citing weaker retail conditions, margin pressure from clearing inventory, and an expected shift toward lower price point models. This is reflected in lower EPS estimates for coming periods.
Articolo di analisi Feb 09

Is Harley-Davidson (NYSE:HOG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento narrativa Jan 26

HOG: Inventory Cleanup And Dealer Health Efforts Will Support Future Margin Stability

Analysts have trimmed their fair value estimate for Harley-Davidson to $26.50 from $27.50, citing lower price targets and updated earnings expectations that reflect a softer retail backdrop, margin pressure from inventory clearance, and some product mix headwinds, even as recent commentary highlights efforts to improve dealer health and rebuild trust across the network. Analyst Commentary Recent research updates on Harley-Davidson point to a mixed setup, with price targets moving lower but with some constructive views on execution efforts and dealer health.
Aggiornamento narrativa Jan 09

HOG: New Leadership Actions Will Drive Inventory Cleanup And Margin Stability

Analysts have trimmed Harley-Davidson's blended price target to a range of about US$21 to US$30, citing concerns about weaker retail demand, inventory-related margin pressure and product mix. These factors are partly offset by confidence in new CEO led inventory actions and efforts to improve dealer health.
Aggiornamento narrativa Dec 18

HOG: New Leadership Will Drive Inventory Clearance And Future Margin Recovery

The analyst price target for Harley-Davidson has edged down by $0.10 as analysts factor in weaker retail demand, ongoing inventory clearance related margin pressure, and mixed views on the pace of recovery despite recent management actions to improve dealer health. Analyst Commentary Recent Street research reflects a divided view on Harley-Davidson's outlook, with some emphasizing operational progress and others highlighting structural headwinds that could weigh on valuation and earnings power.
Articolo di analisi Dec 06

Harley-Davidson (NYSE:HOG) Has Announced A Dividend Of $0.18

Harley-Davidson, Inc. ( NYSE:HOG ) has announced that it will pay a dividend of $0.18 per share on the 22nd of...
Aggiornamento narrativa Dec 04

HOG: New Leadership Will Drive Inventory Reset And Future Margin Stability

Harley-Davidson's analyst price target has been trimmed modestly, with fair value estimates easing by about $0.70 per share as analysts factor in weaker retail trends, margin pressure tied to inventory clearance, and a slightly lower future earnings multiple, despite ongoing efforts to improve dealer health and rebuild network trust. Analyst Commentary Recent Street research reflects a widening divide between cautious and constructive views on Harley-Davidson, with valuation resets incorporating both near term execution risk and potential upside from operational changes under new leadership.
Aggiornamento narrativa Nov 20

HOG: New Leadership Will Drive Dealer Health And Inventory Improvement

Harley-Davidson's analyst price target has been revised downward by $1 to $28. Analysts cite ongoing inventory challenges, cautious retail trends, and mixed outlooks on recent management changes as key factors influencing the adjustment.
Articolo di analisi Aug 29

A Piece Of The Puzzle Missing From Harley-Davidson, Inc.'s (NYSE:HOG) 26% Share Price Climb

Harley-Davidson, Inc. ( NYSE:HOG ) shareholders would be excited to see that the share price has had a great month...
Articolo di analisi Jul 18

Harley-Davidson (NYSE:HOG) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jun 16

Harley-Davidson, Inc. (NYSE:HOG) Might Not Be As Mispriced As It Looks

With a price-to-earnings (or "P/E") ratio of 8.3x Harley-Davidson, Inc. ( NYSE:HOG ) may be sending very bullish...
Articolo di analisi May 20

Harley-Davidson (NYSE:HOG) May Have Issues Allocating Its Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Apr 22

Why Harley-Davidson, Inc. (NYSE:HOG) Could Be Worth Watching

While Harley-Davidson, Inc. ( NYSE:HOG ) might not have the largest market cap around , it saw significant share price...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Artie Starrs rispetto agli utili di Harley-Davidson?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

US$203m

Mar 31 2026n/an/a

US$230m

Dec 31 2025US$9mUS$304k

US$339m

Compensazione vs Mercato: La retribuzione totale di Artie ($USD 8.59M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.93M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Artie con le performance aziendali.


AMMINISTRATORE DELEGATO

Artie Starrs (48 yo)

less than a year
Mandato
US$8,591,990
Compensazione

Mr. Arthur Francis Starrs, III, also known as Artie, has been Chief Executive Officer, President and Director of Harley-Davidson, Inc. since October 1, 2025. He was Chief Executive Officer at Topgolf Inter...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 414.8k
Jonathan Root
CFO & Chief Commercial Officer3.2yrsUS$2.46m0.041%
$ 1.2m
Matt Ryan
Chief Marketing & Technology Officerless than a yearUS$2.59mNessun dato
Paul Krause
Advisorless than a yearUS$1.47m0.029%
$ 846.6k
Bryan Niketh
Chief Operating Officerless than a yearUS$1.78m0.0041%
$ 117.4k
Bryan Beck
Chief Accounting Officer1.2yrsNessun dato0.0013%
$ 38.0k
Shawn Collins
Director of Investor Relationsno dataNessun datoNessun dato
Gayle Littleton
Chief Legalless than a yearNessun dato0.0072%
$ 207.6k
Tori Termaat
Chief Human Resources Officer4.8yrsNessun dato0.016%
$ 464.6k
Ray Drea
Chief Stylistno dataNessun datoNessun dato
Andy Benka
VP of Product Management & Chief of Staff4.8yrsNessun datoNessun dato
Glen Koval
Senior Vice President Global Motorcycle Development of Harley-Davidson Motor Company2yrsNessun dato0.015%
$ 435.5k
1.0yrs
Durata media
50yo
Età media

Gestione esperta: Il team dirigenziale di HOG non è considerato esperto (durata media 1 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 414.8k
Daniel Nova
Independent Directorless than a yearUS$227.50k0.046%
$ 1.3m
Troy Alstead
Independent Chairman of the Board9.5yrsUS$458.75k0.040%
$ 1.1m
Maryrose Sylvester
Independent Director10.1yrsUS$287.50k0.027%
$ 771.5k
Allan Golston
Independent Director9.5yrsUS$280.00k0.0070%
$ 202.1k
Matthew Reintjes
Independent Directorless than a yearUS$231.25k0.0024%
$ 68.5k
Lori Flees
Independent Director1.3yrsUS$255.00k0.017%
$ 476.4k
Rafeh Masood
Independent Director4yrsUS$260.00k0.013%
$ 373.4k
2.6yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di HOG non è considerato esperto (durata media del mandato 2.6 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 23:40
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Harley-Davidson, Inc. è coperta da 28 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David ColemanArgus Research Company
Craig KennisonBaird
Felicia Kantor HendrixBarclays