PIIConsumer Cyclical · Recreational VehiclesThe 18 Wall Street analysts covering Polaris Inc. hold a median 12-month price target of $73 — +38.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 8 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Polaris Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (95): Reported profit is backed by cash, and the company is not expanding recklessly.
Issuance (40): The company has been issuing shares or taking on financing, diluting existing holders.
Size (30): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on PII, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +38.2% from it.
Of the 20 most recent actions, 5 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | UBS | Maintains | Neutral | $67 → $61 |
| 9 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 9 Sept 2026 | Citigroup | Maintains | Neutral | $73 → $67 |
| 30 July 2026 | Citigroup | Maintains | Neutral | — |
| 30 July 2026 | Citigroup | Maintains | Neutral | $70 → $73 |
| 29 July 2026 | Baird | Maintains | Neutral | $70 → $72 |
| 29 July 2026 | Baird | Maintains | Neutral | — |
| 29 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 29 July 2026 | RBC Capital | Maintains | Sector Perform | $65 → $75 |
| 29 July 2026 | Wells Fargo | Maintains | Equal-Weight | $65 → $70 |
| 29 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 10 July 2026 | Wells Fargo | Maintains | Equal-Weight | $60 → $65 |
| 10 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 19 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 29 Apr 2026 | Baird | Maintains | Neutral | — |
| 29 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 11 Mar 2026 | Wells Fargo | Initiates | Equal-Weight | — |
| 28 Jan 2026 | RBC Capital | Maintains | Sector Perform | — |
| 16 Jan 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PII appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, Polaris Inc. returned −14.5% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 85% of US stocks
Cheaper than 27% of US stocks
Cheaper than 39% of US stocks
Higher than 49% of US stocks
Higher than 47% of US stocks
Higher than 26% of US stocks
Higher than 59% of US stocks
Higher than 25% of US stocks
Higher than 29% of US stocks
Higher than 63% of US stocks
Higher than 93% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Polaris Inc. has a market value of $3.0B and an enterprise value of $4.8B.
Revenue in the twelve months to 30 June 2026: $7.4B. The latest quarter grew 8.8% year on year.
Net income over the same four quarters: −$259.6M, a −3.5% net margin.
Diluted earnings per share, trailing twelve months: $−4.63.
Free cash flow in the twelve months to 30 June 2026: $66.9M, after $180.6M of capital spending.
Polaris Inc. spent $9.3M on share buybacks and $152.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 80.8×; forward P/E: 15.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.16%, paying out 368% of earnings.
Polaris Inc. employs 14,500 people — $513K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Polaris Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Polaris announced it will release its third-quarter 2026 financial results on October 27, 2026, and hold a conference call and webcast at 8:00 a.m. Central that day. CEO Mike Speetzen and CFO Bob Mack will host the call.
Why it matters — PII watchers can use the scheduled call to hear the company discuss its quarterly results.
On CNBC's "Mad Money Lightning Round," Jim Cramer said he would not go with Polaris Inc., noting its high dividend yield is a sign of concern rather than opportunity.
Why it matters — A well-known investor publicly declining to back Polaris and linking its elevated yield to underlying worries may factor into how market watchers assess the stock.
The article compares Polaris, which pays a 5.15% yield with a 31-year streak of dividend raises, against Hasbro, which just froze its payout. It suggests the frozen dividend may actually be the safer bet for retirees.
Why it matters — A PII watcher would care because the piece evaluates the safety and reliability of Polaris's dividend against a competitor's frozen payout.
Polaris Rx has been named the exclusive U.S. distributor of AstraZeneca's FluMist Home at-home flu vaccine service for the 2026-2027 flu season, marking its second consecutive year holding this role. Through the service, individuals can order FluMist online for direct home delivery.
Why it matters — The renewal of this exclusive distribution agreement signals continued strength and recurring partnership value for Polaris Rx's distribution business.
Bennington, North America's leading luxury pontoon boat manufacturer, announced its model year 2027 lineup as it celebrates its 30th anniversary. The lineup introduces an all-new R-Series design, next-generation performance, and intuitive ownership upgrades.
Why it matters — This product lineup refresh from a Polaris-owned luxury pontoon brand signals ongoing investment and innovation in its marine segment.
The 18 Wall Street analysts covering Polaris Inc. have a median 12-month price target of $73, with estimates ranging from $46 to $85. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering Polaris Inc., 4 rate it a Buy, 13 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Polaris Inc. 83 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, Polaris Inc. ranks 83 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (95 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +38.2% from the last close, and Ticker Nerd's factor model ranks Polaris Inc. 83 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Polaris Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PII are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $46 to $85 over the next 12 months.
Polaris Inc. returned -14.5% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Polaris Inc. is a powersports and recreational vehicle manufacturer focused on designing, engineering, manufacturing, and marketing vehicles for outdoor, utility, and recreational use.
The most recent item we track (PRNewsWire, 6 Oct 2026): "Polaris Schedules Third Quarter 2026 Earnings Conference Call and Webcast". Polaris announced it will release its third-quarter 2026 financial results on October 27, 2026, and hold a conference call and webcast at 8:00 a.m. Central that day. CEO Mike Speetzen and CFO Bob Mack will host the call.
Polaris Inc. is a powersports and recreational vehicle manufacturer focused on designing, engineering, manufacturing, and marketing vehicles for outdoor, utility, and recreational use. Its current product lineup includes off-road vehicles such as all-terrain vehicles and side-by-side vehicles, snowmobiles, on-road vehicles, motorcycles, and boats. The company also provides parts, garments, and accessories that support maintenance, customization, and rider experience across its brands. Polaris operates through Off Road, On Road, and Marine segments, serving consumers, commercial users, military customers, and recreational markets. Headquartered in Medina, Minnesota, Polaris plays a significant role in the global powersports market through a portfolio built around performance, utility, and outdoor mobility.
CEO Mr. Michael Todd Speetzen · 14,500 employees · United States · https://www.polaris.com
