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Harley-Davidson, Inc.NYSE:HOG 주식 보고서

시가총액 US$2.5b
주가
US$23.73
US$22.14
7.2% 고평가 내재 할인율
1Y-2.3%
7D-2.5%
1D
포트폴리오 가치
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Harley-Davidson, Inc.

NYSE:HOG 주식 리포트

시가총액: US$2.5b

Harley-Davidson (HOG) 주식 개요

는 미국 및 전 세계에서 모터사이클을 제조 및 판매하는 회사입니다. 자세히 보기

HOG 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적1/6
재무 건전성5/6
배당2/6

HOG Community Fair Values

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Harley-Davidson, Inc. 경쟁사

가격 이력 및 성과

Harley-Davidson 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$23.73
52주 최고가US$31.25
52주 최저가US$17.09
베타1.28
1개월 변동2.68%
3개월 변동21.94%
1년 변동-2.35%
3년 변동-28.03%
5년 변동-51.04%
IPO 이후 변동6,803.27%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
Seeking Alpha Apr 16

Harley-Davidson: Losing Its Grip On The Road Ahead

Summary Harley-Davidson faces persistent volume declines, an aging customer base, and intensifying competition, with recent balance sheet improvements failing to address core structural challenges. HOG's 2026 outlook signals a reset year, with HDMC operating income expected between a $40M loss and a $10M profit, reflecting ongoing margin and demand pressures. Management's cost-cutting and inventory actions may steady operations, but demographic headwinds, tariffs, and weak pricing power limit prospects for real growth. I maintain a 'hold' rating, as valuation reflects some risks but lacks catalysts for upside; investors should remain cautious given limited visibility into a turnaround. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Mar 18

There's No Escaping Harley-Davidson, Inc.'s (NYSE:HOG) Muted Earnings

Harley-Davidson, Inc.'s ( NYSE:HOG ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...
Seeking Alpha Mar 04

Harley-Davidson: Secular Decline And Market Share Deterioration Weaken Outlook

Summary Harley-Davidson, Inc.'s sales have declined over the long term. On top of a secular decline in the US, the brand's market share has deteriorated in both the US and Europe. The company's LiveWire brand isn't gaining customers, generating significant losses and showing little promise for a turnaround. Dealers' overstocked inventories are exacerbating Harley-Davidson's weak short-term financial performance. Despite a P/E below 8, I don't believe HOG stock to be attractive. The company ultimately needs to stabilize its sales, which seems unlikely for now. Read the full article on Seeking Alpha
분석 기사 Feb 20

Harley-Davidson's (NYSE:HOG) Upcoming Dividend Will Be Larger Than Last Year's

Harley-Davidson, Inc. ( NYSE:HOG ) will increase its dividend on the 14th of March to $0.18, which is 4.3% higher than...
분석 기사 Feb 16

Some Investors May Be Worried About Harley-Davidson's (NYSE:HOG) Returns On Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
분석 기사 Jan 31

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...

주주 수익률

HOGUS AutoUS 시장
7D-2.5%4.2%1.2%
1Y-2.3%23.8%28.7%

수익률 대 산업: HOG은 지난 1년 동안 23.8%의 수익을 기록한 US Auto 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: HOG은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is HOG's price volatile compared to industry and market?
HOG volatility
HOG Average Weekly Movement6.5%
Auto Industry Average Movement9.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: HOG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: HOG의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19035,500Artie Starrswww.harley-davidson.com

는 미국과 전 세계에서 모터사이클을 제조 및 판매하는 회사입니다. 이 회사는 세 가지 부문으로 운영됩니다: 할리 데이비슨 모터 컴퍼니, 라이브와이어, 할리 데이비슨 파이낸셜 서비스입니다. 할리 데이비슨 모터 컴퍼니 부문은 크루저, 트라이크, 그랜드 아메리칸 투어링, 스탠다드, 스포츠 바이크, 어드벤처 투어링, 듀얼 스포츠 등의 오토바이와 오토바이 부품, 액세서리, 의류를 설계, 제조, 판매하고 상표 및 관련 서비스 라이선스를 제공합니다.

Harley-Davidson, Inc. 기초 지표 요약

Harley-Davidson의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
HOG 기초 통계
시가총액US$2.50b
순이익 (TTM)US$230.41m
매출 (TTM)US$4.32b
10.8x
주가수익비율(P/E)
0.6x
주가매출비율(P/S)

HOG는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
HOG 손익계산서 (TTM)
매출US$4.32b
매출원가US$2.77b
총이익US$1.25b
기타 비용US$1.02b
순이익US$230.41m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.19
총이익률28.90%
순이익률5.34%
부채/자본 비율69.2%

HOG의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.2%
현재 배당 수익률
37%
배당 성향

HOG는 안정적으로 배당을 지급합니까?

HOG 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 HOG를 매수해야 하나요?
Harley-Davidson 배당 일정
배당락일Jun 08 2026
배당 지급일Jun 25 2026
배당락일까지 남은 일수13 days
배당 지급일까지 남은 일수30 days

HOG는 안정적으로 배당을 지급합니까?

HOG 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 07:34
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Harley-Davidson, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ColemanArgus Research Company
Craig KennisonBaird
Felicia Kantor HendrixBarclays