Entropy Technologies LP Acquires Shares of 7,415 Polaris Inc. $PII

Entropy Technologies LP bought a new position in shares of Polaris Inc. (NYSE:PII) in the 1st quarter, Holdings Channel reports. The institutional investor bought 7,415 shares of the company’s stock, valued at approximately $404,000.

Other large investors have also recently modified their holdings of the company. Kemnay Advisory Services Inc. acquired a new position in shares of Polaris during the 4th quarter worth $27,000. Danske Bank A S lifted its position in shares of Polaris by 150.0% during the 4th quarter. Danske Bank A S now owns 500 shares of the company’s stock worth $32,000 after buying an additional 300 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in Polaris in the fourth quarter valued at about $40,000. Bard Associates Inc. acquired a new stake in Polaris in the fourth quarter valued at about $46,000. Finally, Hilton Head Capital Partners LLC bought a new position in Polaris in the fourth quarter valued at about $52,000. Institutional investors and hedge funds own 88.06% of the company’s stock.

Polaris Price Performance

Shares of PII opened at $68.25 on Friday. Polaris Inc. has a 12-month low of $47.14 and a 12-month high of $77.98. The business has a 50-day simple moving average of $69.22 and a two-hundred day simple moving average of $64.21. The company has a quick ratio of 0.48, a current ratio of 1.20 and a debt-to-equity ratio of 2.28. The stock has a market cap of $3.88 billion, a PE ratio of -14.74 and a beta of 1.25.

Polaris (NYSE:PII) last posted its earnings results on Tuesday, July 28th. The company reported $1.97 EPS for the quarter, beating the consensus estimate of $0.76 by $1.21. The firm had revenue of $2.02 billion during the quarter, compared to the consensus estimate of $1.95 billion. Polaris had a positive return on equity of 16.77% and a negative net margin of 3.50%.The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period last year, the company earned ($1.39) earnings per share. Polaris has set its FY 2026 guidance at 3.000-3.100 EPS. Analysts anticipate that Polaris Inc. will post 1.66 earnings per share for the current fiscal year.

Polaris Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a $0.68 dividend. This represents a $2.72 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date is Tuesday, September 1st. Polaris’s dividend payout ratio (DPR) is -34.69%.

Key Headlines Impacting Polaris

Here are the key news stories impacting Polaris this week:

• Positive Sentiment: Solid Q2 performance: Polaris reported second-quarter EPS of $1.97, substantially above the $0.76 consensus estimate, while revenue of $2.02 billion exceeded expectations and increased 9.2% year over year. Analysts highlighted solid powersports demand, margin expansion, and tariff refunds as key contributors. Polaris rallies after solid demand and tariff refunds boost Q2 results
• Positive Sentiment: Dividend declared: The board approved a regular quarterly cash dividend of $0.68 per share, payable September 15 to shareholders of record September 1. The payout reinforces Polaris’s shareholder-return commitment and may support investor sentiment. Polaris Declares Regular Cash Dividend
• Positive Sentiment: Higher valuation targets: Citigroup raised its target to $73 from $70, Wells Fargo to $70 from $65, RBC to $75 from $65, and Baird to $72 from $70. The revisions indicate improved expectations following the quarterly results.
• Neutral Sentiment: Analyst ratings remain cautious: The firms maintained Neutral, Equal Weight, Sector Perform, or similar ratings, suggesting that the higher targets reflect modest upside rather than a broad change to Polaris’s risk-reward outlook.
• Negative Sentiment: Tariff risks persist: Despite tariff refunds benefiting the quarter, ongoing tariff-related costs and uncertainty remain headwinds for margins and future earnings. Investors will also monitor whether demand momentum can continue after the favorable second-quarter comparisons. PII Q2 deep dive: Powersports momentum, margin expansion, and ongoing tariff headwinds

Wall Street Analyst Weigh In

Several research analysts have commented on PII shares. Royal Bank Of Canada boosted their target price on Polaris from $65.00 to $75.00 and gave the stock a “sector perform” rating in a research note on Wednesday. Roth Capital reaffirmed a “neutral” rating on shares of Polaris in a report on Wednesday. Weiss Ratings upgraded shares of Polaris from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday. Bank of America reissued a “neutral” rating on shares of Polaris in a research note on Wednesday. Finally, Morgan Stanley cut their target price on shares of Polaris from $74.00 to $69.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $67.00.

Polaris Profile

Polaris Inc, founded in 1954 and headquartered in Medina, Minnesota, is a diversified manufacturer of powersports vehicles and related products. Initially gaining prominence with its snowmobiles, Polaris expanded its portfolio over the decades to include all-terrain vehicles (ATVs), side-by-side off-road vehicles, and motorcycles. The company’s legacy in recreational and utility vehicle innovation stems from early engineering breakthroughs that established Polaris as a leading name in off-road mobility.

Today, Polaris offers a broad range of products under well-known brands such as Polaris RANGER and POLARIS SPORTSMAN for utility and recreation markets, Slingshot three-wheel roadsters for on-road enthusiasts, and the Indian Motorcycle brand for premium two-wheeled touring and cruiser segments.