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Harley-Davidson Inc Stock Research

HOG

32.60USD-0.07(-0.21%)Market Closed
Watchlist

Market Summary

USD32.60-0.07
Market Closed
-0.21%

HOG Stock Price

HOG RSI Chart

HOG Valuation

HOG Price/Sales (Trailing)

HOG Profitability

EBT Margin

17.07%

Return on Equity

26.61%

Return on Assets

6.84%

HOG Fundamentals

HOG Revenue

Revenue (TTM)

6.0B

Revenue Y/Y

-1.6%

Revenue Q/Q

-19.19%

HOG Earnings

Earnings (TTM)

782.9M

Earnings Y/Y

-17.52%

Earnings Q/Q

-41.01%

Price Action

52 Week Range

30.6951.77
(Low)(High)

Last 7 days

-2.3%

Last 30 days

-2.9%

Last 90 days

-2.4%

Trailing 12 Months

-15.7%

HOG Financial Health

Current Ratio

1.72

HOG Investor Care

Dividend Yield

1.98%

Dividend/Share (TTM)

0.65

Diluted EPS (TTM)

5.32

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for HOG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-09
ZEITZ JOCHEN
acquired
-
-
5,769
president and ceo
2023-09-09
ZEITZ JOCHEN
sold (taxes)
-87,546
33.53
-2,611
president and ceo
2023-08-17
Sylvester Maryrose
sold
-
-
-1,321
-
2023-08-09
ZEITZ JOCHEN
sold (taxes)
-92,298
35.35
-2,611
president and ceo
2023-08-09
ZEITZ JOCHEN
acquired
-
-
5,770
president and ceo
2023-08-01
Masood Rafeh
bought
49,996
38.4
1,302
-
2023-07-31
Sylvester Maryrose
sold
-
-
-13,738
-
2023-07-09
ZEITZ JOCHEN
acquired
-
-
5,770
president and ceo
2023-07-09
ZEITZ JOCHEN
sold (taxes)
-90,862
34.8
-2,611
president and ceo
2023-06-09
ZEITZ JOCHEN
acquired
-
-
5,770
president and ceo

1–10 of 50

Which funds bought or sold HOG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-21
Baystate Wealth Management LLC
added
0.73
-714
9,755
-%
2023-09-20
BARCLAYS PLC
added
76.88
2,522,000
6,461,000
-%
2023-09-12
Farther Finance Advisors, LLC
added
4.63
-245
7,957
-%
2023-08-24
Alberta Investment Management Corp
unchanged
-
-101,690
1,297,280
0.01%
2023-08-23
WOLVERINE TRADING, LLC
added
175
365,521
596,521
-%
2023-08-22
COMERICA BANK
new
-
83,000
83,000
0.01%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
reduced
-11.27
-185,051
859,124
0.01%
2023-08-22
Asset Dedication, LLC
unchanged
-
-
1,000
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-4.5
-754,497
5,839,300
0.01%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-7.46
-269,150
1,635,880
-%

1–10 of 44

Latest Funds Activity

Are funds buying HOG calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own HOG
No. of Funds

Schedule 13G FIlings of Harley-Davidson

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2023
boston partners
7.11%
10,395,116
SC 13G/A
Feb 09, 2023
vanguard group inc
8.99%
13,138,917
SC 13G/A
Feb 03, 2023
blackrock inc.
8.0%
11,762,724
SC 13G/A
Jan 09, 2023
beutel, goodman & co ltd.
5.00%
7,316,927
SC 13G
Feb 11, 2022
boston partners
7.6%
11,689,106
SC 13G/A
Feb 10, 2022
vanguard group inc
9.13%
14,043,248
SC 13G/A
Feb 03, 2022
h partners management, llc
8.2%
12,600,000
SC 13D/A
Feb 01, 2022
blackrock inc.
8.1%
12,533,168
SC 13G/A
Jan 31, 2022
invesco ltd.
1.2%
1,886,754
SC 13G/A
Dec 16, 2021
h partners management, llc
8.0%
12,300,000
SC 13D

Recent SEC filings of Harley-Davidson

View All Filings
Date Filed Form Type Document
Sep 11, 2023
4
Insider Trading
Aug 18, 2023
4
Insider Trading
Aug 10, 2023
4
Insider Trading
Aug 09, 2023
10-Q
Quarterly Report
Aug 02, 2023
4
Insider Trading
Aug 02, 2023
4
Insider Trading
Jul 27, 2023
8-K
Current Report
Jul 18, 2023
144
Notice of Insider Sale Intent
Jul 11, 2023
4
Insider Trading
Jun 27, 2023
8-K
Current Report

Peers (Alternatives to Harley-Davidson)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
777.2B
94.0B
3.39% -15.15%
63.74
8.27
39.99% 28.15%
49.8B
169.8B
3.93% 4.50%
12.43
0.29
14.72% -65.56%
45.1B
169.7B
-2.92% -12.44%
4.42
0.27
28.48% 17.97%
27.7B
19.3B
-0.15% 12.73%
29.03
1.44
20.28% 442.05%
9.5B
16.9B
2.31% 18.31%
10.02
0.56
14.72% 48.05%
MID-CAP
5.0B
12.2B
-10.41% 32.89%
8.79
0.41
-24.11% -48.04%
4.1B
1.6B
-8.16% 19.63%
23.21
2.53
9.76% -5.93%
-
6.0B
-2.92% -15.68%
-
-
12.70% 25.69%
SMALL-CAP
1.8B
3.9B
-7.33% 10.03%
7.11
0.46
-19.02% -35.03%
844.3M
6.0B
-1.23% -3.35%
19.5
0.14
12.58% 274.60%
542.5M
966.1M
-6.76% 11.36%
-57.59
0.56
16.77% 70.13%
98.5M
1.2M
308.01% 266.68%
-4.13
79.79
-63.48% 21.34%
7.4M
7.5M
-17.25% -51.49%
-0.14
0.99
70.01% 18.96%
88.6M
10.7M
-44.94% -84.69%
-0.73
8.31
271.05% 56.47%

Harley-Davidson News

MarketWatch
Harley-Davidson Inc. stock outperforms market despite losses on the day.
MarketWatch,
39 hours ago
TheStreet
The Motley Fool
3 Stocks Ready to Bounce Back.
The Motley Fool,
28 days ago

Returns for HOG

Cumulative Returns on HOG

-4.5%


10-Year Cumulative Returns

-4.6%


7-Year Cumulative Returns

-4.7%


5-Year Cumulative Returns

11.7%


3-Year Cumulative Returns

Risks for HOG

What is the probability of a big loss on HOG?

99.6%


Probability that Harley-Davidson stock will be more than 20% underwater in next one year

47.3%


Probability that Harley-Davidson stock will be more than 30% underwater in next one year.

19.2%


Probability that Harley-Davidson stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does HOG drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Harley-Davidson was unfortunately bought at previous high price.

Drawdowns

Financials for Harley-Davidson

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-0.4%6,0256,0495,7555,6295,3465,4095,3365,0454,8454,1794,0544,4014,5085,2765,3625,4355,4795,5595,7175,8005,635
Costs and Expenses0.6%5,0925,0594,8464,7314,5824,6424,5134,3344,2013,9304,0454,2604,3854,7804,8064,8884,9024,9155,0034,9914,881
  S&GA Expenses4.9%1,1811,1261,0801,0411,0301,0561,0481,0641,0421,0051,0511,0481,1251,2081,1991,2331,2311,2371,2581,2331,220
EBITDA-100.0%-1,0649629469629651,015888826439201352341728821------
EBITDA Margin-100.0%-0.18*0.17*0.17*0.18*0.18*0.19*0.18*0.17*0.11*0.05*0.08*0.08*0.14*0.15*------
Interest Expenses-0.1%31.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.0031.00
Earnings Before Taxes-4.3%9881,033931914770770819688624230-15.73123108482557540564627687786734
EBT Margin-100.0%-0.17*0.16*0.16*0.14*0.14*0.15*0.14*0.13*0.06*0.00*0.03*0.02*0.09*0.10*------
Net Income-4.6%7838217417216236136505324891911.0011178.00365424411438485532539494
Net Income Margin-100.0%-0.14*0.13*0.13*0.12*0.11*0.12*0.11*0.10*0.05*0.00*0.03*0.02*0.07*0.08*------
Free Cashflow-100.0%-2873974814388238568681,1101,2321,0471,002817648687------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-0.1%12,01612,03011,49211,92812,12210,89511,05111,20010,90911,33912,01112,53213,15611,14010,52810,57610,74010,58110,66610,50410,546
  Current Assets-5.2%5,0145,2914,7515,0125,3084,3874,5504,7084,4705,1875,8456,1576,8124,9764,2034,0894,3124,3744,4844,0894,243
    Cash Equivalents-2.5%1,5221,5611,4331,7302,1941,3942,0252,0611,7422,3213,2573,5613,8571,4659058629257501,260927979
  Inventory1.9%846831951681727714713475458471523322429611604489471596556516465
  Net PPE-0.3%688690690642652664684672694719744785817827847844856876904885904
  Goodwill0.0%62.0062.0062.0060.0062.0063.0063.0064.0065.0065.0066.0065.0064.0064.0064.0064.0064.0064.0055.0055.0055.00
  Current Liabilities-20.0%2,4663,0853,5343,6803,6763,2833,3433,4303,4513,4553,9824,2174,6554,5803,1973,6993,7423,5903,5983,7763,132
  Short Term Borrowings38.7%6955017706937018167517507497651,0141,2281,5471,3365721,0134061,1931,1361,3741,327
    LT Debt, Current-57.1%6051,4091,6851,7401,8881,3271,5421,6061,5821,6222,0402,1092,1862,3261,7481,7802,3961,3721,5761,526945
    LT Debt, Non Current9.3%5,7655,2754,4574,7385,2044,4704,5964,8764,7455,4785,9336,1726,4884,4785,1254,6074,6504,7454,8884,1974,868
Shareholder's Equity3.0%3,1893,0962,9042,8402,6352,5092,5532,3342,1841,9761,7231,7701,6241,6921,8041,8361,9111,7981,7742,1532,162
  Retained Earnings5.6%2,9252,7712,4912,4722,2342,0411,8421,8441,7041,5211,2852,1482,0312,1272,1942,2382,2102,0752,0081,9581,906
  Additional Paid-In Capital0.9%1,7231,7071,6881,5761,5641,5551,5471,5401,5311,5171,5081,5011,4941,4951,4911,4831,4751,4661,4601,4531,443
Minority Interest-65.6%1.003.003.00------------------
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations56.8%7154565486255769529769681,2121,3491,1781,1559828278689329661,0471,2061,1791,114
Cashflow From Investing13.5%-624-722-773-669-567-553-459-367-300-121-66.78-191-294-402-508-597-658-717-662-624-537
Cashflow From Financing-287.4%-862460-201-111546-1,355-1,884-2,108-3,076-2941,3741,8222,372359-712-348-321-331-14.76-315-613
  Dividend Payments1.1%94.0093.0093.0093.0093.0093.0092.0072.0052.0032.0068.00123178235237239242244246248248
  Buy Backs5.1%18217433933932726812.0012.0012.007.008.0087.00199242297412384379391196333

HOG Income Statement

2023-06-30
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 26, 2022
Jun. 30, 2023
Jun. 26, 2022
Revenue:    
Motorcycles and related products$ 1,205,162$ 1,266,471$ 2,770,753$ 2,569,642
Financial services240,361202,616463,456394,631
Total revenue1,445,5231,469,0873,234,2092,964,273
Costs and expenses:    
Motorcycles and related products cost of goods sold790,628879,7211,797,9291,775,257
Financial services interest expense86,00547,649159,55489,748
Financial services provision for credit losses57,27829,133109,64257,955
Selling, administrative and engineering expense290,274235,233576,137474,858
Restructuring benefit0(264)0(392)
Total costs and expenses1,224,1851,191,4722,643,2622,397,426
Operating income221,338277,615590,947566,847
Other income, net7,22610,05527,32221,085
Investment income (loss)11,151(3,530)21,176(5,509)
Interest expense7,6967,72015,41615,431
Income before income taxes232,019276,420624,029566,992
Income tax provision58,18960,571148,370128,641
Net income173,830215,849475,659438,351
Less: Loss attributable to noncontrolling interests4,20906,4700
Net income attributable to Harley-Davidson, Inc.$ 178,039$ 215,849$ 482,129$ 438,351
Earnings per share:    
Basic (in dollars per share)$ 1.24$ 1.47$ 3.33$ 2.92
Diluted (in dollars per share)1.221.463.272.91
Cash dividends per share (in dollars per share)$ 0.1650$ 0.1575$ 0.3300$ 0.3150

HOG Balance Sheet

2023-06-30
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2023
Dec. 31, 2022
Jun. 26, 2022
ASSETS   
Cash and cash equivalents$ 1,521,940$ 1,433,175$ 2,194,259
Accounts receivable, net329,487252,225302,049
Finance receivables, net of allowance of $65,541, $62,488, and $59,8511,979,6451,782,6311,674,970
Inventories, net846,033950,960726,586
Restricted cash135,618135,424226,488
Other current assets201,702196,238183,816
Current assets5,014,4254,750,6535,308,168
Finance receivables, net of allowance of $316,239, $296,223, and $292,2865,530,2215,355,8075,428,714
Property, plant and equipment, net688,116689,886652,153
Pension and postretirement assets353,004320,133411,906
Goodwill62,45162,09061,890
Deferred income taxes145,368135,04169,394
Lease assets73,22643,93144,247
Other long-term assets148,750134,935145,146
Assets12,015,56111,492,47612,121,618
LIABILITIES AND SHAREHOLDERS’ EQUITY   
Accounts payable359,425378,002416,703
Accrued liabilities590,685620,945592,259
Short-term deposits, net216,29379,71078,005
Short-term debt695,356770,468701,384
Current portion of long-term debt, net604,7001,684,7821,887,552
Total current liabilities2,466,4593,533,9073,675,903
Long-term deposits, net223,618237,665267,785
Long-term debt, net5,765,2464,457,0525,204,317
Lease liabilities56,11026,77726,697
Pension and postretirement liabilities66,80167,95591,362
Deferred income taxes31,51929,5289,189
Other long-term liabilities215,952232,784211,213
Commitments and contingencies (Note 14)
Shareholders’ equity:   
Common stock1,7121,7041,704
Additional paid-in-capital1,722,8531,688,1591,564,364
Retained earnings2,924,5852,490,6492,233,626
Accumulated other comprehensive loss(356,124)(341,929)(242,276)
Treasury stock, at cost(1,104,130)(935,064)(922,266)
Shareholders’ equity3,188,8962,903,5192,635,152
Noncontrolling interest9603,2890
Total equity3,189,8562,906,8082,635,152
Total liabilities and shareholders' equity$ 12,015,561$ 11,492,476$ 12,121,618
Jochen Zeitz
5800
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.