Nama Insights

Harley-Davidson (HOG)

Consumer Cyclical · Recreational Vehicles · NYSE

Harley-Davidson (HOG) is a Consumer Cyclical company in the Recreational Vehicles industry. It has a market capitalization of $3.30B and a free-cash-flow yield of 10.5%. Over the most recent reported fiscal year, revenue declined 13.8% and free cash flow per share fell 47.8%. Nama's AI scorecard rates it Sell, 2.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Sell · 2.2/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Middle · +7.2% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-36.9%
How far the last close sits under the highest price of the past five years.
Market cap$3.30B
Trailing P/E—
Price / book1.2
Price / sales0.8
FCF yield10.5%
Dividend yield2.3%
Gross margin26.9%
Operating margin5.0%
Net margin4.8%
Revenue growth (YoY)-13.8%
Revenue growth (3-yr annual)-8.1%
EPS growth (YoY)-21.6%
FCF/share growth (YoY)-47.8%
Beta1.3
ExchangeNYSE
SectorConsumer Cyclical
IndustryRecreational Vehicles

HOG earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate -$0.61). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.40 $0.47 -14.9% $1.08B
Q2 2026 Jul 23, 2026 $0.75 $0.64 +17.2% $1.23B
Q1 2026 May 5, 2026 $0.22 $0.23 -4.3% $1.17B
Q4 2025 Feb 10, 2026 -$2.44 -$1.06 -130.2% $496.16M

HOG analyst price target

Median target $31.00 from 10 analysts, ranging $19.00 – $37.00.

Recreational Vehicles peers

TickerCompanyMarket capP/E
BC Brunswick $5.00B 17.5
DOO BRP $4.60B 11.9
THO THOR Industries $4.18B 23.8
PII Polaris $3.59B 19.4
PATK Patrick Industries $2.53B 18.5
LCII LCI Industries $2.38B 11.7
Explore live HOG data on Nama Insights →

Recent Congressional trades

Harley-Davidson trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Tim Moore House Sell $50,001 - $100,000 Apr 28, 2026
Tim Moore House Buy $15,001 - $50,000 Mar 24, 2026
Tim Moore House Buy $15,001 - $50,000 Feb 20, 2026
Tim Moore House Buy $15,001 - $50,000 Jan 7, 2026
Tim Moore House Buy $15,001 - $50,000 Dec 19, 2025
Tim Moore House Sell $15,001 - $50,000 Dec 2, 2025
Tim Moore House Buy $15,001 - $50,000 Dec 2, 2025
Tim Moore House Buy $15,001 - $50,000 Aug 5, 2025
Tim Moore House Sell $50,001 - $100,000 Jun 13, 2025
Tim Moore House Buy $15,001 - $50,000 Jun 13, 2025
Tim Moore House Buy $15,001 - $50,000 Jun 13, 2025
Jefferson Shreve House Sell $15,001 - $50,000 May 8, 2025

HOG FAQ

Is HOG a buy?
Nama's AI scorecard currently rates Harley-Davidson Sell (2.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does HOG report earnings?
Harley-Davidson's next scheduled report is on Feb 10, 2027. Analysts expect EPS of -$0.61.
What is the HOG price target?
The median analyst price target from 10 analysts is $31.00, with a range of $19.00 – $37.00.
Is HOG Shariah compliant?
Nama's AAOIFI-style screen reads Harley-Davidson as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does HOG pay a dividend?
Yes — Harley-Davidson's dividend yield is 2.3%.