Harley-Davidson, Inc. (HOG) - NYSE
  • Fri, Jul. 15, 9:08 AM
    • Stifel Nicolaus downgrades Harley-Davidson (NYSE:HOG) to a Hold rating after having the motorcycle seller set at Buy.
    • There's been a slow erosion of confidence from Wall Street on Harley this summer which has left only 3 out of 17 investment firms still in the bull camp (Citigroup, UBS, Morgan Stanley).
    • On Seeking Alpha, the consensus seems to be leaning the same way with the KKR rumor premium cited as a concern
    • HOG -2.14% premarket to $47.50.
    | Fri, Jul. 15, 9:08 AM
  • Tue, Jul. 5, 9:25 AM
    • Shares of Harley-Davidson (NYSE:HOG) are peeling off some of their merger rumor gains in early action today.
    • Wall Street has been relatively quiet on how investors should react to the buyout development, but Seeking Alpha contributors are weighing in. The Value Investor has a detailed breakdown on how KKR can derive solid returns even if pays out $65 per share in a HOG takeover, while Economics-Based Investors issued a warning on buying the rumor.
    • HOG -6.01% premarket to $50.95.
    | Tue, Jul. 5, 9:25 AM | 3 Comments
  • Fri, Jul. 1, 12:30 PM
    | Fri, Jul. 1, 12:30 PM
  • Fri, Jul. 1, 12:04 PM
    • Harley-Davidson (HOG +13.1%) spikes higher following a report from TheFly.com that traders are circulating chatter of potential takeover interest in the motorcycle maker from KKR (KKR -0.3%).
    • A P-E deal for HOG is "not a completely far-fetched idea," TheStreet.com's Brian Sozzi writes, noting that shares had been down ~30% YTD but the company has built up significant brand equity through the years that may not be reflected in the valuation, and has worked to re-tool its manufacturing facilities for more efficient production.
    • From HOG's perspective, "it may be open to offers as a way to leave Wall Street's scrutiny in what has been several challenging quarters," Sozzi says.
    | Fri, Jul. 1, 12:04 PM | 31 Comments
  • Wed, Jun. 22, 9:44 AM
    • Shares of Harley-Davidson (HOG -1.6%) cycle lower after Goldman Sachs downgrades the motorcycle stock to Neutral from Buy.
    • ITG is also out with a channel check indicating that Q2 sales are trending below consensus.
    | Wed, Jun. 22, 9:44 AM | 5 Comments
  • Tue, Apr. 19, 7:16 AM
    • Harley-Davidson (NYSE:HOG) announces global shipments rose 1.4% to 57,458 units in Q1, led by strong demand in Europe and Asia.
    • Shipments in the U.S. fell 0.5% to 35,236 units.
    • The company's gross margin rate fell 170 bps Y/Y to 37.4%. Operating margin was down 180 bps to 21.1%. The effective tax rate during the quarter was down 10 bps to 34.4%.
    • Harley expects to ship between 269K and 274K motorcycles in 2016. Guidance for Q2 is for 82,500 to 87,500 bikes to be shipped. Full-year operating margin of 16% to 17% is anticipated.
    • Previously: Harley-Davidson beats by $0.06, beats on revenue (April 19)
    • HOG +7.58% premarket to $50.50.
    | Tue, Apr. 19, 7:16 AM | 2 Comments
  • Tue, Apr. 19, 6:56 AM
    • Harley-Davidson (NYSE:HOG): Q1 EPS of $1.36 beats by $0.06.
    • Revenue of $1.58B (+4.6% Y/Y) beats by $80M.
    • Shares +2.66% PM.
    • Press Release
    | Tue, Apr. 19, 6:56 AM
  • Thu, Jan. 28, 9:23 AM
    | Thu, Jan. 28, 9:23 AM | 16 Comments
  • Thu, Jan. 28, 9:12 AM
    • Shares of Harley-Davidson (NYSE:HOG) are up 8% in early trading after the company beat EPS estimates with its Q4 report.
    • Revenue in the U.S. fell 3.4% during the quarter, although Harley-Davidson didn't lose any market share in the 601cc-plus category.
    • Margin watch: Gross margin rate +140 bps to 31.9%. Operating margin rate -290 bps to 0.6%.
    • Harley-Davidson expects to ship between 269K and 274K in 2016, up 1% to 3% from last year's level.
    • Previously: Harley-Davidson beats by $0.03, misses on revenue (Jan. 28 2016)
    | Thu, Jan. 28, 9:12 AM
  • Tue, Jan. 26, 10:08 AM
    • Polaris Industries (PII -4.6%) is sharply lower after setting FY16 EPS guidance below the consensus mark of analysts.
    • The company warned that a weak oil market and unseasonably warm warmer for the first part of winter cut into demand for off-road vehicles and snowmobiles.
    • Sector peers Arctic Cat (ACAT -2%) and Harley-Davidson (HOG -1.6%) are also lower on the day.
    • Previously: Polaris beats by $0.02, beats on revenue (Jan. 26 2016)
    • Previously: More on Polaris' Q4 (Jan. 26 2016)
    | Tue, Jan. 26, 10:08 AM | 12 Comments
  • Oct. 20, 2015, 12:45 PM
    | Oct. 20, 2015, 12:45 PM | 1 Comment
  • Oct. 20, 2015, 9:15 AM
    | Oct. 20, 2015, 9:15 AM
  • Jul. 21, 2015, 9:15 AM
    | Jul. 21, 2015, 9:15 AM | 1 Comment
  • Jul. 21, 2015, 7:20 AM
    • Shares of Harley-Davidson (NYSE:HOG) move higher in early action after the company eases past Q2 profit estimates.
    • Motorcycle sales fell 1.4% Y/Y to 88,931 during the quarter.
    • U.S. volume was flat at 57,790 motorcycles, while international volume fell 2.7%.
    • Gross margin rate for the motorcycles segment -30 bps to 39.2%.
    • Operating margin rate for the motorcycles segment -270 bps to 23.1%.
    • 2015 guidance: H-D expects to ship 276K-281K motorcycles this year, down from prior guidance of 282K-287K. Operating margin of 18%-19% forecast.
    • HOG +1.84% premarket.
    | Jul. 21, 2015, 7:20 AM | 1 Comment
  • Jul. 8, 2015, 9:03 AM
    • Harley-Davidson (NYSE:HOG) -1.7% premarket after RBC downgrades shares to Sector Perform from Outperform with a $59 price target, lowered from $66, expecting near-term demand to remain soft with flat operational growth into 2016.
    • RBC is worried that either shipments need to be cut this year or an overstocking situation could develop, as well as increasing competition and the lack of clear potential sales catalysts.
    • Valuation is not too high and the recent buyback limits some downside, so long-term holders can be patient, the firm says, but "improving retail trends... are necessary for new money" to be invested.
    | Jul. 8, 2015, 9:03 AM
  • Jul. 6, 2015, 8:27 AM
    • A strong dollar and low demand have hurt Harley-Davidson (NYSE:HOG) sales this year, but the company's large share buyback plan and a reduced cost base could push its stock up 30%, writes Jack Hough in Barron's.
    • In June, Harley-Davidson announced a new share buyback authorization that could lead the motorcycle maker to buy 20M shares, or almost 10% of its outstanding stock.
    • Efforts by former chief executive Keith Wandell (who retired in May) to slash costs and "right-size" manufacturing are also paying off.
    • HOG +1.1% premarket
    | Jul. 6, 2015, 8:27 AM | 1 Comment
Company Description
Harley-Davidson, Inc. manufactures and sells heavyweight motorcycles as well as a line of motorcycle parts, accessories, general merchandise and related services. It also provides wholesale and retail financing and insurance programs primarily to Harley-Davidson dealers and customers. The... More
Industry: Recreational Vehicles
Country: United States