How The Pieces Add Up: VONV Headed For $94
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2025
0mins
Source: NASDAQ.COM
ETF Analyst Target Price Insights: The Vanguard Russell 1000 Value ETF (VONV) has an implied analyst target price of $94.01 per unit, indicating an 11.84% upside from its recent trading price of $84.06.
Notable Holdings with Upside Potential: Avis Budget Group Inc, Informatica Inc, and Harley-Davidson Inc show significant potential for growth, with expected price increases of 36.94%, 36.72%, and 32.58% respectively, based on average analyst target prices.
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Analyst Views on HOG
Wall Street analysts forecast HOG stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 23.210
Low
32.00
Averages
32.67
High
34.00
Current: 23.210
Low
32.00
Averages
32.67
High
34.00
About HOG
Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services. The Company's segments include Harley-Davidson Motor Company (HDMC), LiveWire, and Harley-Davidson Financial Services (HDFS). HDMC segment designs, manufactures and sells Harley-Davidson motorcycles. The HDMC also sells motorcycle parts, accessories, and apparel as well as licenses its trademarks. The HDMC conducts business on a global basis, with sales in the United States, Canada, Europe/Middle East/Africa (EMEA), Asia Pacific, and Latin America. The LiveWire segment sells electric motorcycles, electric balance bikes for kids, electric bikes, parts and accessories and apparel in the United States and certain international markets. The HDFS segment is engaged in the business of financing and servicing wholesale inventory receivables and retail consumer loans, primarily for the purchase of Harley-Davidson and LiveWire motorcycles.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Harley-Davidson Declares Quarterly Dividend of $0.1875
- Quarterly Dividend Announcement: Harley-Davidson declares a quarterly dividend of $0.1875 per share, consistent with previous payouts, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 3.23% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Payment Schedule: The dividend is payable on June 25, with a record date of June 8 and an ex-dividend date also on June 8, ensuring shareholders receive timely returns and reinforcing the relationship between the company and its investors.
- Future Outlook: Harley-Davidson targets over $350 million in EBITDA by 2027 while reaffirming its 2026 unit guidance, demonstrating confidence in future growth despite lowering the tariff outlook to $75 million to $90 million.
See More
Harley-Davidson Announces Q2 2026 Cash Dividend
- Dividend Announcement: Harley-Davidson's Board of Directors has approved a cash dividend of $0.1875 per share for Q2 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Payment Date: The dividend will be payable on June 25, 2026, to shareholders of record as of June 8, 2026, ensuring a timely cash inflow for investors.
- Company Background: Harley-Davidson, Inc. serves as the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services, and its consistent dividend policy underscores its robust position in the motorcycle industry and market confidence.
- Enhancing Shareholder Value: By maintaining a stable dividend policy, Harley-Davidson not only boosts shareholder returns but also potentially attracts more investor interest, thereby enhancing the company's market value.
See More
Market Watch: Oil Prices, Tech Stocks, and Earnings
- Oil Prices and Refinery Output: U.S. refineries are processing an average of 16.3 million barrels of crude per day, significantly up from 13.5 million, which, while unsustainable, is boosting refinery margins amid ongoing geopolitical tensions, stabilizing the market.
- CoreWeave Price Target Raised: Barclays increased CoreWeave's price target from $106 to $120, noting strong first-quarter earnings that exceeded expectations; however, light guidance for Q2 led to an 11% drop in shares, highlighting the tension between revenue growth and rising operating expenses.
- Strong Performance for Corning: Corning's stock rose 3.4% in premarket trading after Bank of America added it to its
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Robinson Value Management Acquires Stake in Harley-Davidson
- New Investment Position: Robinson Value Management initiated a new stake in Harley-Davidson by purchasing 158,986 shares in Q1 2026 for approximately $3.12 million, indicating bullish sentiment towards the company following its recent 52-week low.
- Position Value Increase: By quarter-end, the value of Harley-Davidson's position rose to $3.21 million, reflecting positive trading activity and price movements, which suggests investor confidence in the company's future performance.
- Financial Performance Overview: Harley-Davidson reported trailing twelve months revenue of $4.47 billion and net income of $338.74 million, with a dividend yield of 2.96%, demonstrating a solid financial foundation despite a slight decline in revenue.
- Market Reaction Analysis: Although Harley-Davidson's Q1 revenue fell 12% year-over-year, the 8% growth in global retail sales indicates effective measures taken to drive demand and improve inventory, enhancing investor confidence in its future growth prospects.
See More
Harley-Davidson Q1 2026 Earnings Call Insights
- North America Growth: Harley-Davidson achieved a 14% year-over-year increase in North America, contributing to an 8% global retail sales growth, indicating the company's resilience in a challenging consumer environment.
- Inventory Management Optimization: The company reduced global inventory by 22% year-over-year during the quarter, prioritizing dealer inventory sell-through and aligning wholesale shipments with retail demand, significantly enhancing operational efficiency and market competitiveness.
- Financial Performance Decline: Consolidated revenue in Q1 fell by 12%, primarily driven by a 54% drop in Harley Financial Services (HDFS) revenue as it transitioned to a new capital-light model, highlighting challenges faced during the transformation.
- Future Outlook and Targets: Despite facing tariff costs estimated between $75 million and $90 million, the company reaffirmed its 2026 retail and wholesale unit targets of 130,000 to 135,000, demonstrating confidence in future growth.
See More
Harley-Davidson Reports Q1 2026 Financial Results with Mixed Performance
- Retail Sales Growth: Harley-Davidson experienced a 14% increase in retail performance in North America, driving an 8% global retail sales growth, indicating positive progress in market demand recovery despite an overall revenue decline.
- Financial Performance Decline: The company reported Q1 2026 revenue of $1.173 billion, down 12% year-over-year, primarily due to a 54% drop in Harley Financial Services (HDFS) revenue, reflecting challenges in financial management and market conditions.
- Inventory Management Optimization: A 22% reduction in global dealer inventories indicates effective strategies in aligning wholesale with retail demand, aimed at improving dealer health and enhancing market competitiveness.
- Electric Motorcycle Growth: The LiveWire segment saw an 87% year-over-year revenue increase, showcasing strong sales momentum in electric motorcycles, although overall operating losses persist, highlighting the potential in the company's electrification transition.
See More
Harley-Davidson Declares Quarterly Dividend of $0.1875
- Quarterly Dividend Announcement: Harley-Davidson declares a quarterly dividend of $0.1875 per share, consistent with previous payouts, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Dividend Yield: The forward yield of 3.23% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Payment Schedule: The dividend is payable on June 25, with a record date of June 8 and an ex-dividend date also on June 8, ensuring shareholders receive timely returns and reinforcing the relationship between the company and its investors.
- Future Outlook: Harley-Davidson targets over $350 million in EBITDA by 2027 while reaffirming its 2026 unit guidance, demonstrating confidence in future growth despite lowering the tariff outlook to $75 million to $90 million.
See More
Harley-Davidson Announces Q2 2026 Cash Dividend
- Dividend Announcement: Harley-Davidson's Board of Directors has approved a cash dividend of $0.1875 per share for Q2 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Payment Date: The dividend will be payable on June 25, 2026, to shareholders of record as of June 8, 2026, ensuring a timely cash inflow for investors.
- Company Background: Harley-Davidson, Inc. serves as the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services, and its consistent dividend policy underscores its robust position in the motorcycle industry and market confidence.
- Enhancing Shareholder Value: By maintaining a stable dividend policy, Harley-Davidson not only boosts shareholder returns but also potentially attracts more investor interest, thereby enhancing the company's market value.
See More
Market Watch: Oil Prices, Tech Stocks, and Earnings
- Oil Prices and Refinery Output: U.S. refineries are processing an average of 16.3 million barrels of crude per day, significantly up from 13.5 million, which, while unsustainable, is boosting refinery margins amid ongoing geopolitical tensions, stabilizing the market.
- CoreWeave Price Target Raised: Barclays increased CoreWeave's price target from $106 to $120, noting strong first-quarter earnings that exceeded expectations; however, light guidance for Q2 led to an 11% drop in shares, highlighting the tension between revenue growth and rising operating expenses.
- Strong Performance for Corning: Corning's stock rose 3.4% in premarket trading after Bank of America added it to its
See More
Robinson Value Management Acquires Stake in Harley-Davidson
- New Investment Position: Robinson Value Management initiated a new stake in Harley-Davidson by purchasing 158,986 shares in Q1 2026 for approximately $3.12 million, indicating bullish sentiment towards the company following its recent 52-week low.
- Position Value Increase: By quarter-end, the value of Harley-Davidson's position rose to $3.21 million, reflecting positive trading activity and price movements, which suggests investor confidence in the company's future performance.
- Financial Performance Overview: Harley-Davidson reported trailing twelve months revenue of $4.47 billion and net income of $338.74 million, with a dividend yield of 2.96%, demonstrating a solid financial foundation despite a slight decline in revenue.
- Market Reaction Analysis: Although Harley-Davidson's Q1 revenue fell 12% year-over-year, the 8% growth in global retail sales indicates effective measures taken to drive demand and improve inventory, enhancing investor confidence in its future growth prospects.
See More
Harley-Davidson Q1 2026 Earnings Call Insights
- North America Growth: Harley-Davidson achieved a 14% year-over-year increase in North America, contributing to an 8% global retail sales growth, indicating the company's resilience in a challenging consumer environment.
- Inventory Management Optimization: The company reduced global inventory by 22% year-over-year during the quarter, prioritizing dealer inventory sell-through and aligning wholesale shipments with retail demand, significantly enhancing operational efficiency and market competitiveness.
- Financial Performance Decline: Consolidated revenue in Q1 fell by 12%, primarily driven by a 54% drop in Harley Financial Services (HDFS) revenue as it transitioned to a new capital-light model, highlighting challenges faced during the transformation.
- Future Outlook and Targets: Despite facing tariff costs estimated between $75 million and $90 million, the company reaffirmed its 2026 retail and wholesale unit targets of 130,000 to 135,000, demonstrating confidence in future growth.
See More
Harley-Davidson Reports Q1 2026 Financial Results with Mixed Performance
- Retail Sales Growth: Harley-Davidson experienced a 14% increase in retail performance in North America, driving an 8% global retail sales growth, indicating positive progress in market demand recovery despite an overall revenue decline.
- Financial Performance Decline: The company reported Q1 2026 revenue of $1.173 billion, down 12% year-over-year, primarily due to a 54% drop in Harley Financial Services (HDFS) revenue, reflecting challenges in financial management and market conditions.
- Inventory Management Optimization: A 22% reduction in global dealer inventories indicates effective strategies in aligning wholesale with retail demand, aimed at improving dealer health and enhancing market competitiveness.
- Electric Motorcycle Growth: The LiveWire segment saw an 87% year-over-year revenue increase, showcasing strong sales momentum in electric motorcycles, although overall operating losses persist, highlighting the potential in the company's electrification transition.
See More
