Harley Stock Analysis

HOG -  USA Stock  

USD 33.61  1.99  6.29%

The latest Harley Davidson price dip may raise some interest from shareholders. The stock closed today at a share price of 33.61 on 1,668,200 in trading volume. The company management teams were unable to exploit market volatilities in April. However, diversifying your overall positions with Harley-Davidson can protect your principal portfolio during market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 3.53. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from Harley-Davidson partners.
Please check Risk vs Return Analysis.
  
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The Harley Davidson stock analysis report makes it easy to digest most publicly released information about Harley Davidson and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Harley Stock analysis module also helps to analyze the Harley Davidson price relationship with some important fundamental indicators such as market cap and management efficiency.

Harley Stock Analysis Notes

About 97.0% of the company shares are owned by institutional investors. The book value of Harley Davidson was currently reported as 13.78. The company has Price/Earnings To Growth (PEG) ratio of 0.19. Harley-Davidson next dividend is scheduled to be issued on the 25th of February 2022. The entity had 2:1 split on the 10th of April 2000. The company operates in two segments, Motorcycles and Related Products and Financial Services. Harley-Davidson, Inc. was founded in 1903 and is based in Milwaukee, Wisconsin. Harley Davidson operates under Recreational Vehicles classification in the United States and is traded on New York Stock Exchange. It employs 5800 people. To learn more about Harley-Davidson call Matthew Levatich at 414 342 4680 or check out https://www.harley-davidson.com.

Harley Davidson Quarterly Cost of Revenue

966.46 Million

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Harley-Davidson Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Harley Davidson's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Harley-Davidson or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Harley-Davidson generated a negative expected return over the last 90 days
Harley-Davidson has high historical volatility and very poor performance
Harley-Davidson was previously known as HARLEY-DAVIDSON INC and was traded on New York Stock Exchange under the symbol HDI.
Over 97.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Exercise or conversion by Maryrose Sylvester of 2642 shares of Harley Davidson subject to Rule 16b-3

Harley-Davidson Upcoming and Recent Events

Earnings reports are used by Harley Davidson to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Harley Davidson previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report8th of February 2022
Next Financial Report18th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End8th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Harley Largest EPS Surprises

Earnings surprises can significantly impact Harley Davidson's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1996-04-16
1996-03-310.10.110.0110 
1999-04-12
1999-03-310.180.20.0211 
1999-01-19
1998-12-310.180.20.0211 
View All Earnings Estimates

Harley Davidson SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Harley Davidson prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Harley Davidson investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Harley-Davidson specific information freely available to individual and institutional investors to make a timely investment decision.
18th of May 2022
Submission of Matters to a Vote of Security Holders. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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27th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
11th of February 2022
Unclassified Corporate Event
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10th of February 2022
Unclassified Corporate Event
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8th of February 2022
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year. Results of Operations and Financial Condition
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3rd of February 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Unclassified Corporate Event. Entry into a Material Definitive Agreement
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1st of February 2022
Unclassified Corporate Event
View
31st of January 2022
Unclassified Corporate Event
View

Harley Davidson Thematic Classifications

In addition to having Harley Davidson stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Consumer Goods IdeaConsumer Goods
USA Equities from Consumer Goods industry as classified by Fama & French
Recreation IdeaRecreation
USA Equities from Recreation industry as classified by Fama & French

Harley Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Harley Davidson is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Harley-Davidson backward and forwards among themselves. Harley Davidson's institutional investor refers to the entity that pools money to purchase Harley Davidson's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares13.3 M524.9 M
Blackrock IncCommon Shares12.7 M501.5 M
H Partners Management LlcCommon Shares12.6 M496.4 M
Boston PartnersCommon Shares10 M393.3 M
Beutel Goodman Co LtdCommon Shares7.2 M284 M
Lsv Asset ManagementCommon SharesM196.4 M
State Street CorpCommon Shares4.1 M162 M
Note, although Harley Davidson's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Harley Market Capitalization

The company currently falls under 'Mid-Cap' category with total capitalization of 4.98 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Harley Davidson's market, we take the total number of its shares issued and multiply it by Harley Davidson's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Harley Profitablity

Harley Davidson's profitability indicators refer to fundamental financial ratios that showcase Harley Davidson's ability to generate income relative to its revenue or operating costs. If, let's say, Harley Davidson is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Harley Davidson's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Harley Davidson's profitability requires more research than a typical breakdown of Harley Davidson's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 11.34 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 17.52 %, which entails that for every 100 dollars of revenue, it generated 0.18 of operating income.
Last ReportedProjected for 2022
Return on Investment 0.11  0.11 
Return on Average Assets 0.05  0.05 
Return on Average Equity 0.29  0.26 
Return on Invested Capital 0.07  0.07 
Return on Sales 0.16  0.15 

Management Efficiency

The entity has Return on Asset of 4.39 % which means that on every $100 spent on asset, it made $4.39 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 27.35 %, implying that it generated $27.35 on every 100 dollars invested. Harley Davidson management efficiency ratios could be used to measure how well harley-davidson manages its routine affairs as well as how well it operates its assets and liabilities. The current year Return on Average Assets is expected to grow to 0.05, whereas Return on Average Equity is forecasted to decline to 0.26. Harley Davidson Current Assets are projected to increase significantly based on the last few years of reporting. The past year's Current Assets were at 4.55 Billion. The current year Assets Non Current is expected to grow to about 6.8 B, whereas Total Assets Per Share are forecasted to decline to 59.95.
Last ReportedProjected for 2022
Book Value per Share 16.59  15.62 
Enterprise Value over EBIT 13.00  13.34 
Enterprise Value over EBITDA 12.75  13.09 
Price to Book Value 2.27  2.90 
Tangible Assets Book Value per Share 71.41  70.07 
Enterprise Value10.8 B11.7 B
Tangible Asset Value11 B11.6 B

Technical Drivers

As of the 26th of May, Harley Davidson retains the risk adjusted performance of (0.08), and Market Risk Adjusted Performance of (0.11). Harley Davidson technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Harley-Davidson, which can be compared to its competitors. Please check out Harley-Davidson variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance to decide if Harley Davidson is priced fairly, providing market reflects its last-minute price of 33.61 per share. Given that Harley-Davidson has jensen alpha of (0.10), we strongly advise you to confirm Harley-Davidson's regular market performance to make sure the company can sustain itself at a future point.

Harley-Davidson Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two.
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Harley-Davidson Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Harley Davidson insiders, such as employees or executives, is commonly permitted as long as it does not rely on Harley Davidson's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Harley Davidson insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Harley Davidson Predictive Daily Indicators

Harley Davidson intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Harley Davidson stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Harley Davidson Forecast Models

Harley Davidson time-series forecasting models is one of many Harley Davidson's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Harley Davidson's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Harley Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Harley Davidson stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Harley shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Harley Davidson. By using and applying Harley Stock analysis, traders can create a robust methodology for identifying Harley entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 0.27  0.28 
EBITDA Margin 0.16  0.15 
Gross Margin 0.35  0.34 
Profit Margin 0.11  0.10 
The company operates in two segments, Motorcycles and Related Products and Financial Services. Harley-Davidson, Inc. was founded in 1903 and is based in Milwaukee, Wisconsin. Harley Davidson operates under Recreational Vehicles classification in the United States and is traded on New York Stock Exchange. It employs 5800 people.

Current Harley Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Harley analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Harley analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
46.86Hold7Odds
Harley-Davidson current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Harley analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Harley stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Harley-Davidson, talking to its executives and customers, or listening to Harley conference calls.
Harley Analyst Advice Details

Harley Stock Analysis Indicators

Harley-Davidson stock analysis indicators help investors evaluate how Harley Davidson stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Harley Davidson shares will generate the highest return on investment. By understating and applying Harley Davidson stock analysis, traders can identify Harley Davidson position entry and exit signals to maximize returns.
Quick Ratio1.02
Trailing Annual Dividend Rate0.47
Fifty Two Week Low30.42
Revenue Growth5.10%
Payout Ratio15.34%
Average Daily Volume Last 10 Day2.38M
Shares Short Prior Month13.05M
Average Daily Volume In Three Month1.95M
Earnings Growth-13.70%
Shares Percent Shares Out7.42%
Earnings Quarterly Growth-14.10%
Gross Margins33.83%
Forward Price Earnings6.78
Short Percent Of Float8.13%
Float Shares139.28M
Fifty Two Week High50.00
Fifty Day Average37.68
Enterprise Value To Ebitda11.39
Two Hundred Day Average37.97
Enterprise Value To Revenue2.00
Trailing Annual Dividend Yield1.45%
Please check Risk vs Return Analysis. Note that the Harley-Davidson information on this page should be used as a complementary analysis to other Harley Davidson's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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When running Harley-Davidson price analysis, check to measure Harley Davidson's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harley Davidson is operating at the current time. Most of Harley Davidson's value examination focuses on studying past and present price action to predict the probability of Harley Davidson's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Harley Davidson's price. Additionally, you may evaluate how the addition of Harley Davidson to your portfolios can decrease your overall portfolio volatility.
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Is Harley Davidson's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Harley Davidson. If investors know Harley will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Harley Davidson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Harley-Davidson is measured differently than its book value, which is the value of Harley that is recorded on the company's balance sheet. Investors also form their own opinion of Harley Davidson's value that differs from its market value or its book value, called intrinsic value, which is Harley Davidson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Harley Davidson's market value can be influenced by many factors that don't directly affect Harley Davidson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Harley Davidson's value and its price as these two are different measures arrived at by different means. Investors typically determine Harley Davidson value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harley Davidson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.