Harley-Davidson, Inc.·Consumer Cyclical

MILWAUKEE, May 21, 2026 /PRNewswire/ -- The Harley-Davidson, Inc. (NYSE: HOG) Board of Directors has approved a cash dividend of $0.1875 per share for the second quarter of 2026. The dividend is payable June 25, 2026 to the shareholders of record of the Company's common stock as of June 8, 2026.

Harley-Davidson NYSE: HOG reported higher first-quarter retail motorcycle sales but sharply lower earnings as the company absorbed tariff costs, restructuring expenses and the effects of a new capital-light model at Harley-Davidson Financial Services.

Harley-Davidson generates revenue from motorcycles, branded merchandise, and financial services for a global customer base.

Harley Davidson (HOG) is at a pivotal turnaround moment, with operational synergies and cultural resurgence driving a bullish long-term outlook. HOG's Q1 showed real demand growth, dealer network revitalization, and a shift toward a rider-first, culture-centric strategy to reclaim relevance and profitability. The equity is moderately undervalued, with a bull-case 2-year CAGR of 35–40% and a 12-month price target of $31.50, but downside risk remains significant.

Harley-Davidson, Inc. (HOG) Q1 2026 Earnings Call Transcript

HOG Q1 EPS misses as tariffs and incentives squeeze HDMC margins, even with retail sales up and 2026 guidance reaffirmed.
Harley-Davidson, Inc. manufactures and sells motorcycles. The company operates in two segments, Motorcycles and Related Products and Financial Services. The Motorcycles and Related Products segment designs, manufactures, and sells Harley-Davidson motorcycles, including cruiser, touring, standard, sportbike, and dual models, as well as motorcycle parts, accessories, apparel, and related services. This segment sells its products to retail customers through a network of independent dealers, as well as e-commerce channels in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific. The Financial Services segment provides wholesale financing services, such as floorplan and open account financing of motorcycles, and parts and accessories; and retail financing services, including installment lending for the purchase of new and used Harley-Davidson motorcycles, as well as point-of-sale protection products comprising motorcycle insurance, extended service contracts, and motorcycle maintenance protection. This segment also licenses third-party financial institutions that issue credit cards bearing the Harley-Davidson brand. Harley-Davidson, Inc. was founded in 1903 and is based in Milwaukee, Wisconsin.
Consumer Cyclical
Auto - Recreational Vehicles
5,900
1986-07-08
1.28