PIINYSEMiscellaneous Transportation EquipmentFiscal year ends December 31
Polaris Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$51.98−0.17 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $3.03B
- P/E (TTM)
- –
- Dividend yield
- 5.16%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.8%
51M of 57M shares
Institutional holders
478
91 new, 55 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $4.20M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,341,438 | 11.30% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,944,544 | 5.17% | 13G (passive) | Jun 30, 2026 |
| Polaris Inc. Employee Stock Ownership Plan | 2,913,834 | 5.18% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 2,852,179 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PII | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,325,540 | 12.87% | $501.36M | +269,834 | 0.01% |
| Vanguard Portfolio Management LLC | 2,892,742 | 5.08% | $197.98M | +105,829 | 0.01% |
| State Street Corp | 2,692,541 | 4.73% | $184.31M | +121,031 | 0.01% |
| Aqr Capital Management LLC | 2,566,179 | 4.51% | $175.63M | +390,761 | 0.06% |
| Vanguard Capital Management LLC | 2,434,514 | 4.28% | $166.62M | +25,440 | 0.00% |
| American Century Companies Inc | 2,017,241 | 3.55% | $138.06M | +45,147 | 0.06% |
| Capital World Investors | 1,609,055 | 2.83% | $110.12M | −2,288,608 | 0.01% |
| Geode Capital Management, LLC | 1,444,365 | 2.54% | $98.87M | +35,746 | 0.01% |
| Dimensional Fund Advisors LP | 1,340,113 | 2.36% | $91.73M | −206,147 | 0.02% |
| Canada Pension Plan Investment Board | 1,137,008 | 2.00% | $77.82M | −63,592 | 0.04% |
| Balyasny Asset Management L.P. | 1,079,296 | 1.90% | $73.87M | New | 0.09% |
| Auto-Owners Insurance Co | 1,035,000 | 1.82% | $70.84M | – | 1.60% |
| Jacobs Levy Equity Management, Inc | 1,020,428 | 1.79% | $69.84M | +367,492 | 0.25% |
| Morgan Stanley | 1,019,846 | 1.79% | $69.80M | −715,703 | 0.00% |
| Goldman Sachs Group Inc | 1,012,723 | 1.78% | $69.31M | −914,744 | 0.01% |
| Ameriprise Financial Inc | 866,795 | 1.52% | $59.32M | −23,703 | 0.01% |
| Northern Trust Corp | 713,983 | 1.25% | $48.86M | +30,352 | 0.01% |
| UBS Group AG | 707,010 | 1.24% | $48.39M | −333,491 | 0.01% |
| Quantinno Capital Management LP | 696,062 | 1.22% | $47.64M | +328,793 | 0.06% |
| Charles Schwab Investment Management Inc | 655,384 | 1.15% | $44.85M | −17,945 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 478 | 51M | 89.8% | 91 / 167 | 145 / 55 | 6M | 10M |
| Q1 2026 | 447 | 55M | 97.3% | 59 / 164 | 141 / 69 | 12M | 10M |
| Q4 2025 | 465 | 59M | 100.0% | 88 / 135 | 161 / 41 | 9M | 6M |
| Q3 2025 | 427 | 56M | 98.1% | 80 / 120 | 142 / 61 | 6M | 9M |
| Q2 2025 | 411 | 59M | 100.0% | 88 / 168 | 95 / 64 | 15M | 9M |
| Q1 2025 | 392 | 53M | 92.6% | 59 / 168 | 100 / 97 | 12M | 8M |
| Q4 2024 | 434 | 49M | 86.1% | 88 / 153 | 129 / 85 | 8M | 5M |
| Q3 2024 | 440 | 47M | 82.8% | 68 / 128 | 169 / 73 | 10M | 6M |
| Q2 2024 | 447 | 48M | 83.9% | 58 / 152 | 160 / 66 | 5M | 7M |
| Q1 2024 | 460 | 49M | 86.5% | 63 / 158 | 154 / 74 | 5M | 4M |
| Q4 2023 | 475 | 48M | 85.1% | 75 / 142 | 178 / 74 | 4M | 6M |
| Q3 2023 | 480 | 50M | 88.0% | 69 / 154 | 165 / 47 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PII | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,847,635 | 3.25% | $126.45M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,715,494 | 3.01% | $117.41M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,713,739 | 3.01% | $120.94M | 0.45% | May 31, 2026 |
| SMALLCAP World Fund Inc | 1,533,238 | 2.69% | $104.93M | 0.11% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,405,640 | 2.47% | $96.20M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,239,874 | 2.18% | $84.86M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 785,106 | 1.38% | $53.73M | 0.08% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 619,509 | 1.09% | $42.40M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 599,348 | 1.05% | $40.20M | 0.12% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 505,477 | 0.89% | $34.59M | 0.22% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 487,693 | 0.86% | $33.38M | 0.16% | Jun 30, 2026 |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 429,060 | 0.75% | $30.28M | 1.80% | May 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 323,668 | 0.57% | $21.71M | 0.87% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 276,817 | 0.49% | $19.53M | 0.05% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 274,021 | 0.48% | $19.34M | 0.11% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert Paul Mack | CFO, EVP - Finance + Corp Dev | 80,515 | 0.14% | Sep 2, 2026 |
| James P. Williams | SVP-CHRO | 45,102 | 0.08% | Jun 1, 2026 |
| Matthew S. Winings | SVP General Counsel Secretary | 26,907 | 0.05% | May 12, 2026 |
| Benjamin D. Duke | President-Marine | 30,407 | 0.05% | Feb 12, 2026 |
| Michael T. Speetzen | CEO | 138,449 | 0.24% | Feb 12, 2026 |
| Michael D. Dougherty | President - On Road and Int'l | 76,115 | 0.13% | Feb 4, 2026 |
| George W. Bilicic | Director | 38,077 | 0.07% | Jul 2, 2026 |
| Gwynne Shotwell | Director | 29,486 | 0.05% | Jul 2, 2026 |
| Gary E. Hendrickson | Director | 60,221 | 0.11% | Jul 2, 2026 |
| Bernd F. Kessler | Director | 62,848 | 0.11% | Jul 2, 2026 |
| Gwenne A. Henricks | Director | 40,790 | 0.07% | Jul 2, 2026 |
| Dustin J. Semach | Director | 579 | 0.00% | Jul 2, 2026 |
| Darryl R. Jackson | Director | 12,424 | 0.02% | May 1, 2026 |
| Lawrence D. Kingsley | Director | 38,268 | 0.07% | May 1, 2026 |
| John Wiehoff | Director | 90,326 | 0.16% | May 1, 2026 |
| Kevin M. Farr | Director | 22,076 | 0.04% | May 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Sep 1, 2026 | Option exercise | +23 | – | – | 80,515 |
| George W. Bilicic Director | Jul 1, 2026 | Award | +560.02 | $64.73 | $36.25K | 38,077 |
| Dustin J. Semach Director | Jul 1, 2026 | Award | +579.22 | $64.73 | $37.49K | 579 |
| Gary E. Hendrickson Director | Jul 1, 2026 | Award | +492.43 | $64.73 | $31.87K | 60,221 |
| Gwynne Shotwell Director | Jul 1, 2026 | Award | +492.43 | $64.73 | $31.87K | 29,486 |
| Gwenne A. Henricks Director | Jul 1, 2026 | Award | +492.43 | $64.73 | $31.87K | 40,790 |
| Bernd F. Kessler Director | Jul 1, 2026 | Award | +531.05 | $64.73 | $34.37K | 62,848 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Jun 1, 2026 | Option exercise | +23 | – | – | 80,492 |
| Matthew S. Winings SVP General Counsel Secretary | May 11, 2026 | Tax withholding | −438 | $66.28 | $29.03K | 26,647 |
| George W. Bilicic Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 37,195 |
| Gwenne A. Henricks Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 39,922 |
| Darryl R. Jackson Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 12,424 |
| Gary E. Hendrickson Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 59,203 |
| Bernd F. Kessler Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 61,718 |
| John Wiehoff Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 90,326 |
| Gwynne Shotwell Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 28,715 |
| Lawrence D. Kingsley Director | Apr 30, 2026 | Award | +2,641 | $66.27 | $175.02K | 38,268 |
| Gwenne A. Henricks Director | Apr 1, 2026 | Award | +559.87 | $54.70 | $30.62K | 37,281 |
| George W. Bilicic Director | Apr 1, 2026 | Award | +639.85 | $54.70 | $35.00K | 34,554 |
| Bernd F. Kessler Director | Apr 1, 2026 | Award | +605.58 | $54.70 | $33.13K | 59,077 |
| Gwynne Shotwell Director | Apr 1, 2026 | Award | +559.87 | $54.70 | $30.62K | 26,074 |
| Gary E. Hendrickson Director | Apr 1, 2026 | Award | +651.28 | $54.70 | $35.63K | 56,562 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Mar 2, 2026 | Option exercise | +23 | – | – | 80,469 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Feb 12, 2026 | Sale | −3,963 | $67.08 | $265.84K | 84,269 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Feb 12, 2026 | Sale | −3,823 | $66.57 | $254.50K | 80,446 |
| Michael T. Speetzen CEO | Feb 11, 2026 | Sale | −22,894 | $66.98 | $1.53M | 136,362 |
| Michael T. Speetzen CEO | Feb 11, 2026 | Sale | −12,192 | $66.54 | $811.26K | 159,256 |
| Benjamin D. Duke President-Marine | Feb 11, 2026 | Sale | −9,794 | $66.80 | $654.24K | 30,242 |
| Benjamin D. Duke President-Marine | Feb 11, 2026 | Sale | −296 | $67.40 | $19.95K | 40,036 |
| Matthew S. Winings SVP General Counsel Secretary | Feb 10, 2026 | Tax withholding | −725 | $67.70 | $49.08K | 27,085 |
| Michael T. Speetzen CEO | Feb 10, 2026 | Tax withholding | −10,166 | $67.70 | $688.24K | 171,448 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Feb 10, 2026 | Tax withholding | −6,565 | $67.70 | $444.45K | 88,232 |
| Benjamin D. Duke President-Marine | Feb 10, 2026 | Tax withholding | −2,644 | $67.70 | $179.00K | 40,332 |
| James P. Williams SVP-CHRO | Feb 3, 2026 | Sale | −5,243 | $67.17 | $352.17K | 48,645 |
| Michael D. Dougherty President - On Road and Int'l | Feb 2, 2026 | Tax withholding | −8,111 | $63.84 | $517.81K | 35,375 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Feb 1, 2026 | Tax withholding | −1,900 | $63.84 | $121.30K | 94,797 |
| Michael T. Speetzen CEO | Feb 1, 2026 | Tax withholding | −6,503 | $63.84 | $415.15K | 181,614 |
| Michael D. Dougherty President - On Road and Int'l | Feb 1, 2026 | Tax withholding | −815 | $63.84 | $52.03K | 43,486 |
| Benjamin D. Duke President-Marine | Feb 1, 2026 | Tax withholding | −1,054 | $63.84 | $67.29K | 42,976 |
| Matthew S. Winings SVP General Counsel Secretary | Jan 28, 2026 | Award | +9,240 | $64.94 | $600.05K | 27,810 |
| James P. Williams SVP-CHRO | Jan 28, 2026 | Award | +10,010 | $64.94 | $650.05K | 53,888 |
| Benjamin D. Duke President-Marine | Jan 28, 2026 | Award | +9,240 | $64.94 | $600.05K | 44,030 |
| Michael T. Speetzen CEO | Jan 28, 2026 | Award | +65,446 | $64.94 | $4.25M | 188,117 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Jan 28, 2026 | Award | +19,249 | $64.94 | $1.25M | 96,697 |
| Gary E. Hendrickson Director | Jan 2, 2026 | Award | +535.88 | $66.48 | $35.63K | 55,254 |
| Gwenne A. Henricks Director | Jan 2, 2026 | Award | +460.66 | $66.48 | $30.62K | 36,262 |
| George W. Bilicic Director | Jan 2, 2026 | Award | +526.47 | $66.48 | $35.00K | 33,528 |
| Gwynne Shotwell Director | Jan 2, 2026 | Award | +460.66 | $66.48 | $30.62K | 25,185 |
| Bernd F. Kessler Director | Jan 2, 2026 | Award | +498.27 | $66.48 | $33.12K | 57,726 |
| Michael T. Speetzen CEO | Dec 12, 2025 | Gift | −1,512 | – | – | 122,671 |
| Michael T. Speetzen CEO | Dec 12, 2025 | Gift | +216 | – | – | 1,300 |
| Michael T. Speetzen CEO | Dec 12, 2025 | Gift | +216 | – | – | 787 |
| James P. Williams SVP-CHRO | Dec 5, 2025 | Sale | −4,554 | $67.53 | $307.53K | 43,878 |
| Michael D. Dougherty President - On Road and Int'l | Dec 5, 2025 | Tax withholding | −750 | $67.45 | $50.59K | 44,301 |
| Michael T. Speetzen CEO | Dec 5, 2025 | Tax withholding | −4,835 | $67.45 | $326.12K | 124,183 |
| Robert Paul Mack CFO, EVP - Finance + Corp Dev | Dec 1, 2025 | Option exercise | +22.56 | – | – | 77,448 |
| Bernd F. Kessler Director | Oct 1, 2025 | Award | +537.05 | $61.68 | $33.13K | 56,671 |
| George W. Bilicic Director | Oct 1, 2025 | Award | +567.44 | $61.68 | $35.00K | 32,720 |
| Gwynne Shotwell Director | Oct 1, 2025 | Award | +496.51 | $61.68 | $30.62K | 24,484 |
| Gwenne A. Henricks Director | Oct 1, 2025 | Award | +496.51 | $61.68 | $30.62K | 35,465 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| P. Mack Robert Officer | Feb 12, 2026 | 7,786 | $520.34K | Feb 12, 2026 | Restricted Stock |
| T. Speetzen Michael Officer | Feb 11, 2026 | 35,086 | $2.34M | Feb 11, 2026 | Performance Shares |
| Duke Benjamin Officer | Feb 11, 2026 | 10,090 | $674.15K | Feb 11, 2026 | Restricted Stock |
| P. Williams James Officer | Feb 3, 2026 | 5,243 | $352.17K | Feb 3, 2026 | Performance Shares |
| P. Williams James Officer | Dec 5, 2025 | 4,554 | $307.51K | Dec 5, 2025 | Restricted Stock |
| Dougherty Lucy Clark Officer | Dec 18, 2024 | 9,314 | $569.74K | Dec 18, 2024 | PERFORMANCE SHARES |
| Robert Paul Mack Officer | Aug 3, 2023 | 24,421 | $3.27M | Aug 3, 2023 | STOCK OPTION EXERCISE |
| Stephen L. Eastman Officer | Jul 28, 2023 | 10,000 | $1.36M | Jul 28, 2023 | STOCK OPTION EXERCISE |
| Benjamin D. Duke Officer | Jul 28, 2023 | 1,240 | $168.34K | Jul 28, 2023 | STOCK OPTION EXERCISE |
| Michael T. Speetzen Officer | Jul 27, 2023 | 58,301 | $8.00M | Jul 27, 2023 | STOCK OPTION EXERCISE |
| James P. Williams Officer | Jul 27, 2023 | 159,609 | $22.35M | Jul 27, 2023 | STOCK OPTION EXERCISE |
| Michael D. Dougherty Officer | Jul 27, 2023 | 21,124 | $2.90M | Jul 27, 2023 | STOCK OPTION EXERCISE |
| Dougherty Lucy Clark Officer | Jul 27, 2023 | 38,887 | $5.33M | Jul 27, 2023 | STOCK OPTION EXERCISE |
| P. Williams James Officer | Jul 12, 2023 | 14,000 | $1.82M | Jul 12, 2023 | Stock Option Exercise |