HOG

Tariff Impact on Harley Davidson: The podcast discusses the potential negative effects of tariffs on Harley Davidson, highlighting how international sales could be severely impacted by increased costs due to tariffs, particularly in Europe where prices for their motorcycles could skyrocket.

Recession-Proofing Finances: Financial experts provide advice on preparing for a potential recession, emphasizing the importance of maintaining cash reserves, diversifying investments, and being proactive about job security amidst rising economic uncertainties.

Analyst Ratings Overview: Eight analysts have recently provided mixed ratings on Harley-Davidson, with a total of 2 bullish, 6 indifferent, and no bearish ratings. The average 12-month price target has dropped to $30.75 from $35.12, indicating a decline in market sentiment.

Financial Performance Insights: Harley-Davidson's revenue growth has declined by approximately 34.71%, while the company maintains strong profitability metrics such as a net margin of -17.0% and a return on equity of -3.54%. However, it faces challenges with a high debt-to-equity ratio of 2.22.

Harley-Davidson Faces Tariffs: Harley-Davidson is confronting new tariffs in Europe, prompting the company to seek reciprocal tariff actions from the U.S. government to protect its sales against competitors benefiting from lower import duties.

Milestone Achievement: A former Wisconsin state senator recently became the first person to ride a Harley-Davidson motorcycle over one million miles, highlighting the brand's durability and appeal, despite recent struggles reflected in stock performance.

Impact of Tariffs on Harley-Davidson: The European Union may impose a 50% retaliatory tariff on Harley-Davidson motorcycles, significantly increasing prices in its second-largest market.

Cost Implications: This potential tariff could lead to exceptionally high prices for consumers, making Harley-Davidson motorcycles even less affordable.

ETF Analysis: The SPDR Russell 1000 Yield Focus ETF (ONEY) has an implied analyst target price of $123.88, indicating a potential upside of 14.32% from its current trading price of $108.36.

Stock Performance Insights: Notable underlying holdings such as Webster Financial Corp, Harley-Davidson Inc, and XP Inc show significant upside potential based on analysts' target prices, raising questions about the validity and optimism of these projections.

ETF Performance Overview: On Wednesday, the Avantis U.S. Large Cap Value ETF saw significant trading volumes with Ford Motor down 1.2% and AT&T down 1.6%, while Talen Energy increased by 11.2% and Harley-Davidson decreased by 6.5%.

Market Commentary: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.

EU Tariffs on U.S. Goods: The European Union is set to impose 50% tariffs on Kentucky bourbon and Harley-Davidson motorcycles starting in April as part of retaliatory measures against U.S. steel and aluminum tariffs.

Impact on Trade Relations: The EU's list of targeted American products aims to increase the political and economic costs for the U.S. while minimizing negative effects on European businesses and consumers.

Tariffs Impact on Harley Davidson: The European Union is set to impose tariffs on U.S. goods, including motorcycles, in retaliation to U.S. tariffs on steel and aluminum, which could raise Harley Davidson's motorcycle prices significantly and impact its profit margins.

Company's Response to Tariffs: Harley Davidson plans to shift production of motorcycles destined for the EU from the U.S. to international facilities to mitigate the financial burden of the tariffs, a strategy it previously employed during similar tariff situations in 2018.

Harley-Davidson Conference Announcement: Harley-Davidson, Inc. will present at Citi's 2025 Global Consumer & Retail Conference on March 11, 2025, with CFO Jonathan Root and Investor Relations Director Shawn Collins participating in sessions to discuss the company.

Company Overview: Harley-Davidson is a leading motorcycle brand known for its customizable motorcycles and lifestyle products, also involved in electric motorcycles through its subsidiary LiveWire Group, aiming to be a top electric motorcycle brand.

Harley-Davidson Conference Announcement: Harley-Davidson, Inc. will present at the Bank of America Consumer & Retail Conference on March 12, 2025, with CFO Jonathan Root and Investor Relations Director Shawn Collins participating in sessions to discuss the company.

Company Overview: Harley-Davidson is a leading motorcycle brand known for its distinctive motorcycles and lifestyle products, and it also has a controlling interest in LiveWire Group, Inc., focusing on electric motorcycles.

U.S. Stock Market Overview: U.S. stocks declined, with the Nasdaq Composite dropping about 650 points; however, Redfin Corporation shares surged 70% after Rocket Companies announced an acquisition deal valued at $12.50 per share.

Notable Stock Performances: Several companies saw significant gains, including Mineralys Therapeutics (up 53%), Trevi Therapeutics (up 41.8%), and Protagonist Therapeutics (up 41%), following positive trial results for their respective products.

Salesforce DEI Policy Changes: Salesforce has revised its diversity, equity, and inclusion (DEI) policies by removing specific hiring goals for underrepresented groups and the term "diversity" from its latest 10K report, aligning with a broader trend of companies scaling back DEI initiatives following regulatory changes and social media campaigns against such programs.

Market Response to CRM Stock: Despite the policy changes, Salesforce's stock (CRM) maintains a Moderate Buy consensus rating on Wall Street, with analysts suggesting a potential upside of over 30% based on recent evaluations.

Dividend Predictability: Dividend amounts are often unpredictable and fluctuate with a company's profitability, as seen in Harley-Davidson Inc's history.

Investment Insight: The article suggests analyzing Harley-Davidson's dividend history to assess the likelihood of maintaining a 3% annual yield.

Company Presentation Announcement: Harley-Davidson will present at the Raymond James 46th Annual Institutional Investors Conference on March 5, 2025, with CFO Jonathan Root and Investor Relations Director Shawn Collins participating in sessions to discuss company insights.

Company Overview: Harley-Davidson, established in 1903, aims to be the leading motorcycle brand globally, offering distinctive motorcycles and related services, while also investing in electric motorcycle innovation through its subsidiary, LiveWire Group, Inc.

Upcoming Dividends: Harley-Davidson Inc, Flowers Foods, and Unilever will trade ex-dividend on 2/28/25, with respective dividends of $0.18, $0.24, and $0.4674 to be paid on 3/14/25 and 3/28/25.

Market Impact: Following the ex-dividend date, shares are expected to open lower by approximately 0.68% for Harley-Davidson, 1.24% for Flowers Foods, and 0.84% for Unilever, reflecting their current estimated annual yields.

Harley-Davidson Dividend Information: Harley-Davidson is set to go ex-dividend on February 28, with a dividend payment of US$0.18 per share scheduled for March 14. The company has a trailing yield of approximately 2.6%, and its dividends are well-covered by both profits and free cash flow.

Dividend Growth Prospects: Despite a decline in dividends over the past decade, Harley-Davidson's earnings per share have grown moderately, suggesting potential for future growth. However, there are warning signs that investors should consider before investing.

Dividend Announcement: Harley-Davidson (HOG) has declared an 18-cent cash dividend per share for Q1 2025, a 4.3% increase from the previous dividend, payable on March 14, 2025, which reflects the company's financial strength despite a 30.7% decline in shares over the past year.

Market Performance and Outlook: While HOG is expanding its product portfolio and maintaining a strong market presence, the company faces challenges with declining sales volumes and profit margins, leading to cautious guidance for 2025 and a Zacks Rank of #3 (Hold) for its stock.

New Stock Trades Filed: Representative Tim Moore has disclosed new stock trades, which can be viewed on Quiver Quantitative's congress trading dashboard.

Details Available: The full list of trades, including sizes and dates, is accessible on Quiver Quantitative's politician page for Representative Tim Moore.

Dividend Announcement: Harley-Davidson's Board of Directors has approved a cash dividend of $0.18 per share for the first quarter of 2025, payable on March 14, 2025.

Shareholder Eligibility: The dividend will be distributed to shareholders of record as of February 28, 2025.

Impact of Strong U.S. Dollar: The recent rise in the U.S. dollar has led to concerns among companies about its negative effects on earnings and revenue forecasts for 2025, with many executives citing "currency headwinds" as a significant challenge affecting their financial performance.

Investment Strategies Amid Currency Volatility: Investors are exploring various strategies to mitigate risks associated with currency fluctuations, including focusing on domestic small-cap stocks less exposed to international markets and utilizing dollar-hedged ETFs to protect against foreign exchange impacts on investments.