HARLEY-DAVIDSON, INC.(HOG)Stock Analysis
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Rank #2,246 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in HOG
Events flagged as statistical outliers against HOG's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-11
3 insiders bought $1,439,491 of HOG in 30 days — 4.7σ above this company's 2-year norm
View source filing → - Insider cluster2026-08-10
2 insiders bought $1,241,641 of HOG in 30 days — 3.1σ above this company's 2-year norm
View source filing → - Score shock2026-08-05
HOG quality score dropped 18 points (55→37) on a new filing
View source filing →
HOG Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for HARLEY-DAVIDSON, INC. (HOG), a Industrials sector company. 13F Pro's AI-powered ranking engine scores HOG at 37.0/100 on a 32-signal composite quality model, placing it at rank #2,246 of 2,961 stocks — the bottom half of the AI-ranked universe. HOG scores in the top quartile across revenue scale (75.7). Areas of concern include revenue growth (4.3) and earnings quality (18.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), HARLEY-DAVIDSON, INC. reports quarterly revenue of $1.2B, net income of $79.8M, an operating margin of 6.2%. Top institutional holders of HOG by reported 13-F value include BlackRock, DONALD SMITH, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. HOG trades on the NYSE exchange and files with the SEC under CIK 793952. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HOG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HARLEY-DAVIDSON, INC. directly from SEC EDGAR. HARLEY-DAVIDSON, INC.'s 13F Pro composite quality score has ranged between 37 and 69 since 2021, currently 37.0 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.2B
Net Income
Q2 2026
$79.8M
Free Cash Flow
Q2 2026
$155.4M
Operating Margin
Q2 2026
6.2%
ROIC
Q2 2026
5.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-13.8% YoYNet Income
-25.6% YoYOperating Income
-7.2% YoYEPS (Diluted)
-19.2% YoYTotal Assets
-32.3% YoYTotal Debt
-57.4% YoYOp. Cash Flow
-46.5% YoYFree Cash Flow
-52.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.47B -13.8% | $5.19B -11.1% | $5.84B +1.4% | $5.76B +7.8% | $5.34B +31.6% | $4.05B |
| Net Income | $338.7M -25.6% | $455.4M -35.6% | $706.6M -4.7% | $741.4M +14.1% | $650.0M +49978.9% | $1.3M |
| Operating Income | $386.6M -7.2% | $416.6M -46.5% | $779.1M -14.3% | $909.3M +10.4% | $823.4M +8407.5% | $9.7M |
| EPS (Diluted) | $2.78 -19.2% | $3.44 -29.4% | $4.87 -1.8% | $4.96 +18.4% | $4.19 +41800.0% | $0.01 |
| Total Assets | $8.04B -32.3% | $11.88B -2.1% | $12.14B +5.6% | $11.49B +4.0% | $11.05B -8.0% | $12.01B |
| Total Debt | $2.97B -57.4% | $6.96B -2.3% | $7.13B +3.1% | $6.91B +0.0% | $6.91B -23.3% | $9.02B |
| Operating Cash Flow | $568.9M -46.5% | $1.06B +40.9% | $754.9M +37.6% | $548.5M -43.8% | $975.7M -17.2% | $1.18B |
| Free Cash Flow | $415.2M -52.1% | $867.3M +58.4% | $547.5M +38.0% | $396.8M -53.6% | $855.5M -18.3% | $1.05B |
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Available Research
13F Pro tracks comprehensive data for HARLEY-DAVIDSON, INC. including:
Top Institutional Holders of HOG
BlackRock, Inc.
$249.4M10,196,018 shDONALD SMITH & CO., INC.
$227.0M9,279,072 shDIMENSIONAL FUND ADVISORS LP
$146.0M5,968,319 shVANGUARD PORTFOLIO MANAGEMENT LLC
$137.6M5,625,072 shAMERICAN CENTURY COMPANIES INC
$130.9M5,351,228 shLSV ASSET MANAGEMENT
$124.3M5,081,044 shVANGUARD CAPITAL MANAGEMENT LLC
$116.1M4,747,108 shFIFTHDELTA Ltd
$106.9M4,372,149 shSTATE STREET CORP
$103.6M4,236,174 shGEODE CAPITAL MANAGEMENT, LLC
$73.3M2,995,865 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $249.4M | 10,196,018 |
| DONALD SMITH & CO., INC. | $227.0M | 9,279,072 |
| DIMENSIONAL FUND ADVISORS LP | $146.0M | 5,968,319 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $137.6M | 5,625,072 |
| AMERICAN CENTURY COMPANIES INC | $130.9M | 5,351,228 |
| LSV ASSET MANAGEMENT | $124.3M | 5,081,044 |
| VANGUARD CAPITAL MANAGEMENT LLC | $116.1M | 4,747,108 |
| FIFTHDELTA Ltd | $106.9M | 4,372,149 |
| STATE STREET CORP | $103.6M | 4,236,174 |
| GEODE CAPITAL MANAGEMENT, LLC | $73.3M | 2,995,865 |
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Popular Research
Is HOG a good stock to buy?
13F Pro's AI-powered analysis of HARLEY-DAVIDSON, INC. (HOG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HOG are available on the HOG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HOG is classified as a mid company.
Which hedge funds own HOG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HOG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HARLEY-DAVIDSON, INC.'s investment landscape.