Polaris Inc.
PII- Exchange
- NYSE
- Industry
- Miscellaneous Transportation Equipment
- SEC CIK
- 0000931015
No open-market purchases or sales by Polaris Inc. insiders were filed in the last 90 days; 480 institutions reported holding it in 13F filings for Q2 2026, worth $3.50B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $3.79B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +35 vs. previous quarter
- 480
- 13F valueReported value at the end of Q2 2026
- $3.50B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $7.15B
- −0.3% year over year
- Net income, FY2025
- -$465.5M
- −520.1% year over year
- Free cash flow, FY2025
- $558.1M
- +8,486.2% year over year
- Revenue, Q3 FY2026
- $2.04B
- +10.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $465.5M (6.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 5.40M
- Shares sold short
- Change
- −100.1K
- −1.8% vs. previous
- Days to cover
- 5.44
- At average daily volume
Superinvestors holding PII, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding PII at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Polaris Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Feb 12, 2026 (view filing) | Feb 11 | 1 day | Duke Benjamin DPresident-Marine | SSale | −10.1K | $66.82 | −$674.2K | −25.0%30.2K after | 2 lots |
| Feb 12, 2026 (view filing) | Feb 12 | Same day | Mack Robert PaulCFO, EVP - Finance + Corp Dev | SSale | −7.79K | $66.83 | −$520.3K | −8.8%80.4K after | 2 lots |
| Feb 12, 2026 (view filing) | Feb 11 | 1 day | Speetzen Michael TCEO | SSale | −35.1K | $66.83 | −$2.34M | −20.5%136.4K after | 2 lots |
| Feb 4, 2026 (view filing) | Feb 3 | 1 day | Williams James PSVP-CHRO | SSale | −5.24K | $67.17 | −$352.2K | −9.7%48.6K after | |
| Dec 8, 2025 (view filing) | Dec 5 | 3 days | Williams James PSVP-CHRO | SSale | −4.55K | $67.53 | −$307.5K | −9.4%43.9K after | |
| Aug 8, 2023 (view filing) | Aug 7 | 1 day | Mack Robert PaulCFO, EVP - Finance + Corp Dev | SSale | −8.31K | $130.00 | −$1.08M | −22.7%28.4K after | |
| Aug 7, 2023 (view filing) | Aug 3 | 4 days | Farr Kevin MDirector | SSale | −3.23K | $133.28 | −$429.8K | −18.0%14.6K after | |
| Aug 1, 2023 (view filing) | Jul 28 | 4 days | Eastman Stephen L.President - PG&A + Aftermarket | SSale | −10.0K | $135.82 | −$1.36M | −36.0%17.8K after | |
| Jul 31, 2023 (view filing) | Jul 27 | 4 days | Clark Dougherty LucySVP-Gen Counsel & Secretary | SSale | −38.9K | $134.67 | −$5.24M | −67.9%18.4K after | 3 lots |
| Jul 31, 2023 (view filing) | Jul 27-28 | 4 days | Speetzen Michael TCEO | SSale | −60.8K | $136.13 | −$8.28M | −53.2%53.5K after | 11 lots |
Top 10 13F holders, Q2 2026
See all 480 holdersThe largest institutional positions in Polaris Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,325,540 | $501.4M | 0.01% | +269,834+3.8% | Added |
| Vanguard Portfolio Management LLC | 2,892,742 | $198.0M | 0.01% | +105,829+3.8% | Added |
| State Street Corp | 2,692,541 | $184.3M | 0.01% | +121,031+4.7% | Added |
| AQR Capital Management LLC | 2,566,179 | $175.6M | 0.06% | +390,761+18.0% | Added |
| Vanguard Capital Management LLC | 2,434,514 | $166.6M | 0.00% | +25,440+1.1% | Added |
| American Century Companies Inc | 2,017,241 | $138.1M | 0.06% | +45,147+2.3% | Added |
| Capital World Investors | 1,609,055 | $110.1M | 0.01% | −2,288,608−58.7% | Reduced |
| Geode Capital Management, LLC | 1,444,365 | $98.9M | 0.01% | +35,746+2.5% | Added |
| Dimensional Fund Advisors LP | 1,340,113 | $91.7M | 0.02% | −206,147−13.3% | Reduced |
| Canada Pension Plan Investment Board | 1,137,008 | $77.8M | 0.04% | −63,592−5.3% | Reduced |
Holders of 5% or more of PII
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Polaris Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 11.30%6.34M shares | – | Jul 2, 20251 filing | Jul 2, 2025 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.17%2.94M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.01%2.85M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
Politician trades
All politician trades in PII4 members of Congress reported 14 trades in Polaris Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Nov 21, 2025 |  Lisa C. McClain House · MI | Sell | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Sell | $1K-$15K |
| Aug 13, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
| Jan 17, 2024 |  Jerry Moran Senate · KS | Sell (full) | $1K-$15K |
House · MI · Nov 21, 2025
Sell$1K-$15K
House · MI · Nov 21, 2025
Buy$1K-$15K
House · MI · Nov 21, 2025
Sell$1K-$15K
House · MI · Aug 13, 2025
Buy$1K-$15K
Senate · KS · Jan 17, 2024
Sell (full)$1K-$15K