Harley-Davidson, Inc.

NYSE:HOG 株式レポート

時価総額:US$2.7b

Harley-Davidson マネジメント

マネジメント 基準チェック /14

Harley-Davidsonの CEO はArtie Starrsで、 Oct2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 8.59Mで、 3.5%給与と96.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.014%を直接所有しており、その価値は$ 382.37K 。経営陣と取締役会の平均在任期間はそれぞれ0.9年と2.5年です。

主要情報

Artie Starrs

最高経営責任者

US$8.6m

報酬総額

CEO給与比率3.54%
CEO在任期間less than a year
CEOの所有権0.01%
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.5yrs

経営陣の近況

Recent updates

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
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Harley-Davidson の収益と比較して、Artie Starrs の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$203m

Mar 31 2026n/an/a

US$230m

Dec 31 2025US$9mUS$304k

US$339m

報酬と市場: Artieの 総報酬 ($USD 8.59M ) は、 US市場 ($USD 6.92M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Artieの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Artie Starrs (48 yo)

less than a year
在職期間
US$8,591,990
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 382.4k
Jonathan Root
CFO & Chief Commercial Officer3.1yrsUS$2.46m0.042%
$ 1.1m
Matt Ryan
Chief Marketing & Technology Officerless than a yearUS$2.59mデータなし
Paul Krause
Advisorless than a yearUS$1.47m0.029%
$ 780.3k
Bryan Niketh
Chief Operating Officerless than a yearUS$1.78m0.0040%
$ 108.4k
Bryan Beck
Chief Accounting Officer1.1yrsデータなし0.0013%
$ 35.2k
Shawn Collins
Director of Investor Relationsno dataデータなしデータなし
Gayle Littleton
Chief Legalless than a yearデータなしデータなし
Tori Termaat
Chief Human Resources Officer4.7yrsデータなし0.016%
$ 428.3k
Ray Drea
Chief Stylistno dataデータなしデータなし
Andy Benka
VP of Product Management & Chief of Staff4.7yrsデータなしデータなし
Glen Koval
Senior Vice President Global Motorcycle Development of Harley-Davidson Motor Company1.9yrsデータなし0.015%
$ 401.2k
0.9yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: HOGの経営陣は 経験豊富 とはみなされません ( 0.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 382.4k
Daniel Nova
Independent Directorless than a yearUS$227.50k0.0072%
$ 193.7k
Troy Alstead
Independent Chairman of the Board9.4yrsUS$458.75k0.039%
$ 1.1m
Maryrose Sylvester
Independent Director10yrsUS$287.50k0.026%
$ 710.8k
Allan Golston
Independent Director9.4yrsUS$280.00k0.0069%
$ 186.2k
Matthew Reintjes
Independent Directorless than a yearUS$231.25k0.0024%
$ 63.1k
Lori Flees
Independent Director1.2yrsUS$255.00k0.016%
$ 439.0k
Rafeh Masood
Independent Director3.9yrsUS$260.00k0.013%
$ 344.0k
2.5yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: HOGの 取締役会経験豊富 ではない ( 2.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/26 18:36
終値2026/07/24 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Harley-Davidson, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
David ColemanArgus Research Company
Craig KennisonBaird
Felicia Kantor HendrixBarclays