Skylands Capital LLC Has $173,000 Stock Holdings in Harley-Davidson, Inc. $HOG

Skylands Capital LLC reduced its holdings in Harley-Davidson, Inc. (NYSE:HOG) by 89.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 6,200 shares of the company’s stock after selling 51,350 shares during the quarter. Skylands Capital LLC’s holdings in Harley-Davidson were worth $173,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Jefferies Financial Group Inc. acquired a new stake in Harley-Davidson during the 2nd quarter valued at approximately $589,000. Ethic Inc. boosted its stake in shares of Harley-Davidson by 135.3% in the 2nd quarter. Ethic Inc. now owns 26,307 shares of the company’s stock valued at $621,000 after purchasing an additional 15,128 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp increased its position in shares of Harley-Davidson by 615.5% during the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 61,465 shares of the company’s stock worth $1,715,000 after buying an additional 52,875 shares during the period. Vanguard Personalized Indexing Management LLC increased its position in shares of Harley-Davidson by 72.5% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 25,640 shares of the company’s stock worth $605,000 after buying an additional 10,773 shares during the period. Finally, Ontario Teachers Pension Plan Board bought a new position in Harley-Davidson during the second quarter worth $792,000. Institutional investors and hedge funds own 85.10% of the company’s stock.

Harley-Davidson Trading Down 1.7%

Shares of Harley-Davidson stock opened at $20.58 on Thursday. The company has a market capitalization of $2.43 billion, a P/E ratio of 7.89, a price-to-earnings-growth ratio of 0.53 and a beta of 1.39. The stock has a fifty day simple moving average of $20.91 and a 200 day simple moving average of $24.75. Harley-Davidson, Inc. has a 12-month low of $19.33 and a 12-month high of $31.25. The company has a current ratio of 2.10, a quick ratio of 2.36 and a debt-to-equity ratio of 0.52.

Harley-Davidson (NYSE:HOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported ($2.44) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.92) by ($1.52). The firm had revenue of $496.16 million for the quarter, compared to analysts’ expectations of $482.21 million. Harley-Davidson had a return on equity of 10.27% and a net margin of 8.03%.Harley-Davidson’s revenue was down 9.8% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.93) earnings per share. On average, sell-side analysts anticipate that Harley-Davidson, Inc. will post 3.44 earnings per share for the current fiscal year.

Harley-Davidson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Tuesday, December 9th were issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date was Tuesday, December 9th. Harley-Davidson’s dividend payout ratio (DPR) is 17.48%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on HOG. Citigroup cut their price target on shares of Harley-Davidson from $28.00 to $23.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Robert W. Baird set a $22.00 target price on Harley-Davidson in a research report on Wednesday. UBS Group lowered their target price on Harley-Davidson from $28.00 to $27.00 and set a “neutral” rating for the company in a report on Thursday, November 13th. DA Davidson dropped their price target on Harley-Davidson from $34.00 to $30.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. Finally, Morgan Stanley set a $18.00 price target on shares of Harley-Davidson in a report on Friday, January 16th. Two equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $24.88.

Harley-Davidson News Summary

Here are the key news stories impacting Harley-Davidson this week:

• Positive Sentiment: Revenue slightly beat consensus ($496M vs. ~$482M) and management laid out an operational reset intended to align wholesale with retail demand — a potential foundation for stabilization. Press Release: Q4 results & 2026 outlook
• Positive Sentiment: The stock staged intraday rebounds after the initial selloff (reports of an 11% premarket drop reversed partially), showing short‑term buying interest on the reset narrative. Yahoo: Shares rebound after premarket drop
• Neutral Sentiment: UBS kept a Hold rating with a $27 price target, citing balanced risk/reward — this preserves some analyst support but signals limited near‑term upside. TipRanks: UBS Hold maintained
• Neutral Sentiment: Earnings materials and the full call transcript are available — useful for investors wanting management detail on dealer inventory moves and cost actions. MSN: Q4 earnings call transcript
• Negative Sentiment: Big EPS miss: GAAP loss widened to ($2.44) vs. consensus (~$0.92 loss). The magnitude of the miss drove the initial sharp selloff and raises near‑term earnings visibility concerns. Reuters: Q4 loss widens
• Negative Sentiment: Demand weakness in key regions (EMEA/APAC), lower shipments and a revenue decline year‑over‑year (~9.8%) underpin concerns that recovery will be slow. MSN: Weak demand deepens quarterly loss
• Negative Sentiment: Credit risk intensified after a report that rating agencies may downgrade Harley’s debt to junk by spring — a downgrade would raise funding costs and tighten financial flexibility. MarketWatch: Debt may be on verge of junk status

Harley-Davidson Profile

Harley-Davidson, Inc is a renowned American motorcycle manufacturer best known for its heavyweight cruiser and touring bikes. Founded in 1903 in Milwaukee, Wisconsin, the company has built a strong reputation for producing distinctive motorcycles characterized by their signature V-twin engines, chrome finishes and robust frames. Harley-Davidson markets its products globally through a network of franchised dealerships and focuses on delivering an immersive brand experience to its customers, emphasizing lifestyle and community alongside its motorcycles.

In addition to its core motorcycle business, Harley-Davidson offers an extensive range of parts, accessories and apparel under its Genuine Motor Parts & Accessories and MotorClothes lines.