Harley-Davidson, Inc. (HOG)

In the past six months, Harley-Davidson's stock has been influenced by several events. In February 2026, the company reported its Q4 and full-year 2025 financial results and provided its 2026 outlook, also declaring a quarterly cash dividend of $0.1875 per share, and there were reports about the company's debt. In March 2026, Harley-Davidson Financial Services, Inc. announced a full redemption of its outstanding €700,000,000 5.125% Guaranteed Notes due 2026, and Harley-Davidson, Inc. presented at Citi's 2026 Global Consumer & Retail Conference. In April 2026, Harley-Davidson launched "RIDE," a new global brand platform and refreshed visual identity.

Demand for Harley-Davidson products and services exhibits seasonality, with motorcycle sales generally higher during warmer months and lower during colder periods due to weather conditions impacting riding.

Harley-Davidson, Inc. (HOG) is an American motorcycle manufacturer founded in 1903, operating in the Consumer Discretionary sector. The company designs, manufactures, and sells a range of motorcycles, including electric models under the LiveWire segment, and offers motorcycle parts, accessories, and apparel. Harley-Davidson Financial Services (HDFS) provides financing to dealers and customers.

Harley-Davidson has a global presence with manufacturing facilities in the United States, Brazil, India, Thailand, and Australia. Its distribution network spans North America, Europe, Asia-Pacific, and Latin America.

Harley-Davidson has a strong brand legacy and is known for its loyal following and community engagement. In 2025, Harley-Davidson motorcycles commanded a premium at retail and held approximately 34% of the heavyweight domestic motorcycle market. The company launched the "RIDE" global brand platform in April 2026 to reinforce its brand. However, the company faces challenges in attracting younger riders, and Morningstar lowered Harley-Davidson's economic moat to "narrow" in 2024.

Harley-Davidson, Inc. is a publicly traded company on the NYSE (HOG). Ownership is distributed among institutional investors, individual shareholders, and company insiders. Institutional investors hold a significant portion of the stock, with major shareholders including Vanguard Group Inc., BlackRock, Inc., and Donald Smith & Co., Inc. Jeffrey L. Bleustein is the largest individual shareholder.