Harley-Davidson, Inc.

NYSE:HOG 주식 리포트

시가총액: US$2.5b

Harley-Davidson 경영진

경영진 기준 점검 3/4

Harley-Davidson CEO는 Artie Starrs, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $8.59M, 3.5% 급여 및 96.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $357.77K 가치에 해당하는 회사 주식의 0.014% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 3.8 년입니다.

핵심 정보

Artie Starrs

최고경영자

US$8.6m

총 보수

CEO 급여 비율3.54%
CEO 재임 기간less than a year
CEO 지분 보유율0.01%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간3.8yrs

최근 경영진 업데이트

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...
분석 기사 Dec 16

Harley-Davidson, Inc.'s (NYSE:HOG) Earnings Are Not Doing Enough For Some Investors

Harley-Davidson, Inc.'s ( NYSE:HOG ) price-to-earnings (or "P/E") ratio of 6.9x might make it look like a strong buy...

CEO 보수 분석

Artie Starrs의 보수는 Harley-Davidson의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$230m

Dec 31 2025US$9mUS$304k

US$339m

보상 대 시장: Artie의 총 보수(USD8.59M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M) 수준입니다.

보상과 수익: Artie의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Artie Starrs (47 yo)

less than a year
재임 기간
US$8,591,990
보수

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...


리더십 팀

이름직위재임 기간보수지분
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 357.8k
Jonathan Root
CFO & Chief Commercial Officer2.9yrsUS$2.46m0.047%
$ 1.2m
Matt Ryan
Chief Marketing & Technology Officerless than a yearUS$2.59m데이터 없음
Paul Krause
Chief Legal6.5yrsUS$1.47m0.029%
$ 730.1k
Bryan Niketh
Chief Operating Officerless than a yearUS$1.78m0.0040%
$ 101.4k
Bryan Beck
Chief Accounting Officerless than a year데이터 없음0.0013%
$ 32.9k
Shawn Collins
Director of Investor Relationsno data데이터 없음데이터 없음
George Prassas
Chief Communications Officer2.3yrs데이터 없음데이터 없음
Tori Termaat
Chief Human Resources Officer4.5yrs데이터 없음0.016%
$ 400.7k
Ray Drea
Chief Stylistno data데이터 없음데이터 없음
Sajeev Rajasekharan
Managing Director of Asia Emerging Markets & India7.6yrs데이터 없음데이터 없음
Andy Benka
VP of Product Management & Chief of Staff4.5yrs데이터 없음데이터 없음
2.6yrs
평균 재임 기간
47.5yo
평균 나이

경험이 풍부한 관리: HOG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Arthur Starrs
CEO, President & Directorless than a yearUS$8.59m0.014%
$ 357.8k
Daniel Nova
Independent Directorless than a yearUS$227.50k0.0028%
$ 69.3k
Troy Alstead
Independent Chairman of the Board9.3yrsUS$458.75k0.039%
$ 983.7k
Maryrose Sylvester
Independent Director9.8yrsUS$287.50k0.026%
$ 665.1k
Allan Golston
Independent Director9.3yrsUS$280.00k0.0069%
$ 174.2k
James Farley
Independent Director5yrsUS$260.00k0.021%
$ 530.0k
Matthew Reintjes
Independent Directorless than a yearUS$231.25k0.0077%
$ 193.1k
Lori Flees
Independent Director1yrUS$255.00k0.016%
$ 410.7k
Rafeh Masood
Independent Director3.8yrsUS$260.00k0.013%
$ 321.9k
3.8yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: HOG의 이사회경험이 있음으로 간주됩니다(평균 재임 3.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 19:57
종가2026/05/21 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.

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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.

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