$PII

Polaris reported Q3 2026 sales of $2.04B, up 11% YoY, with adjusted EPS of $1.08. The company raised its full-year adjusted EPS guidance to $3.50–$3.60. Growth was driven by higher shipment volumes and positive net pricing, despite the Indian Motorcycle divestiture.

Polaris Inc. (PII) filed an SEC Form 8-K — Results of Operations and Financial Condition. Third Quarter 2026 Earnings Results October 27, 2026 FINANCIAL AND OPERATIONAL HIGHLIGHTS • Third quarter sales were $2,043 million, up 11 percent compared to last year driven by strength across all major product lines within Polaris Powersports and Marine. • Third quarter report

Polaris Inc.'s average stock price target was reduced from $69.79 to $69 by 14 analysts, with a range of $46 to $85.01. This implies a 32% upside from the Oct. 16 closing price. The consensus rating remains 'Hold' among 21 analysts, with 5 Buys, 14 Holds, and 2 Sells.

Wells Fargo maintained its Equal-Weight rating on Polaris Inc. (PII) but lowered its price target to $55 from $70. The company's stock is currently trading at $51.78, which is 24.7% below its GF Value™ of $68.81. Polaris has a GF Score™ of 72, indicating moderate overall performance, but is unprofitable with a TTM EPS of -$4.61. Analysts and institutional investors show a cautious outlook on the stock.

Godfrey Pontoon Boats, a division of Polaris Industries (PII), unveiled the 2027 AquaPatio, a redesigned sport-luxury pontoon featuring intuitive tech, enhanced comfort, and improved performance. The model includes a refined helm, customizable options, and a larger platform. It will be available through dealers starting October 2026.

Godfrey, a Polaris subsidiary, launched the 2027 AquaPatio pontoon boat with enhanced features. The model includes a refined helm, customizable options, and a platform supporting up to 1,000 horsepower. Orders begin in October. Polaris (NYSE: PII) is the parent company.

Latham (SWIM) raised full-year guidance, with its stock up 12.2% to $6.40. Smith & Wesson (SWBI) reported $112.6M revenue, up 32.3%, and its stock rose 19.6% to $14.67. Brunswick (BC) reported $1.56B revenue, up 7.7%, but its stock fell 19.4% to $64.86. Polaris (PII) reported $2.04B revenue, up 8.7%, but its stock dropped 26.3% to $55.07. Ruger (RGR) reported $158.1M revenue, up 19.3%, and its stock rose 17.7% to $44.48.

Polaris (PII) offers a 5.15% yield with 31 years of dividend increases, while Hasbro (HAS) has a lower 3.23% yield but stronger cash flow coverage. Polaris's Q2 EPS included one-time tariff refunds, reducing operational earnings. Hasbro's Q2 revenue rose 16.2%, with EPS beating estimates. Analysts favor Hasbro for its lower volatility and better dividend coverage.

UBS reduced its price target for Polaris Industries (NYSE:PII) to $61 from $67, citing promotional headwinds, while maintaining a Neutral rating. The stock trades at $54.74, and InvestingPro suggests it is undervalued. Polaris reported strong Q2 2026 results, beating earnings and revenue estimates, but shares declined. Moody’s and S&P Global Ratings affirmed Polaris’ credit ratings with stable and positive outlooks, respectively.

Honda Motor, Mazda Motor, and Polaris are highlighted for their dividend yields above 3%, growth prospects, and favorable earnings outlooks. Honda (HMC) reported Q1 revenue growth and raised FY27 guidance. Mazda (MZDAY) saw record Q1 revenue and expects significant FY27 growth. Polaris (PII) delivered a strong Q2 earnings beat and has the highest dividend yield at 4.59%.