Harley Davidson Stock Price, News & Analysis

Harley-Davidson (NYSE:HOG) has appointed Artie Starrs as its new President and Chief Executive Officer, effective October 1, 2025. Starrs joins from Topgolf Callaway Brands, where he served as CEO of Topgolf, growing revenues by over 50% from $1.1B to $1.8B and expanding into five additional countries.

Current Chairman, President and CEO Jochen Zeitz will transition to a senior advisor role through February 2026. Troy Alstead will succeed Zeitz as Chairman of the Board. Starrs brings significant experience from previous roles, including serving as Global CEO of Pizza Hut, where he oversaw 18,000+ locations across 110 countries.

Harley-Davidson (NYSE:HOG) has announced a strategic partnership with KKR and PIMCO that transforms Harley-Davidson Financial Services (HDFS) into a capital-light business. The deal includes the sale of 4.9% common equity interests to each partner and over $5 billion of retail loan receivables at a premium to par.

The transaction unlocks approximately $1.25 billion in discretionary cash for Harley-Davidson, values HDFS at ~1.75x post-transaction book value, and includes a 5-year agreement where partners will purchase about two-thirds of annual HDFS retail loan originations. The company plans to reduce $450 million of debt and return $500 million to shareholders. HDFS will maintain control and continue originating and servicing both new and existing retail loans.

Harley-Davidson (NYSE:HOG) reported Q2 2025 results and announced a significant transaction with KKR and PIMCO involving its Financial Services division (HDFS). The transaction values HDFS at 1.75x post-transaction book value and will unlock $1.25 billion in cash.

Q2 2025 showed challenging results with diluted EPS of $0.88, down 46% year-over-year. Revenue declined 19% to $1.307 billion, while global motorcycle shipments decreased 28%. The company plans to use transaction proceeds to reduce debt by $450 million and accelerate its share buyback program with $500 million in H2 2025, with $300 million reserved for growth opportunities.

Under the HDFS deal, KKR and PIMCO will acquire a 4.9% equity stake and purchase approximately two-thirds of HDFS future retail loan originations for five years, along with over $5 billion of existing consumer retail loans.

Harley-Davidson (NYSE:HOG) has scheduled its second quarter 2025 earnings release and conference call for July 30, 2025. The financial results will be released before market hours, followed by an audio webcast from 8:00-9:00 AM CT.

During the webcast, senior management will discuss financial results, business developments, and provide updates on the company's outlook. A supporting slide presentation will be available on the investor relations website. Participants are advised to register at least 10 minutes before the start time, and a replay will be available approximately two hours after the call.

Harley-Davidson (NYSE: HOG) announced the certified voting results from its 2025 Annual Meeting of Shareholders, confirming the election of all nine Director nominees to the Board. The company also provided an update on its ongoing CEO search process, which continues to progress under the leadership of the search committee. Current Chairman, President, and CEO Jochen Zeitz expressed gratitude to shareholders for their support during the recent six-week campaign period and reaffirmed the company's commitment to executing its established plan for long-term value creation. The announcement emphasizes Harley-Davidson's focus on returning to regular business operations and maintaining strong corporate governance practices.

H Partners Management, holding a 9.3% stake in Harley-Davidson (NYSE: HOG), has achieved a significant victory in its campaign for leadership change at the company's 2025 Annual Meeting. Nearly 50% of overall shares and almost 90% of non-passive institutional shares voted to withhold support from three targeted directors: Mr. Zeitz, Mr. Linebarger, and Ms. Levinson.

As a result of this shareholder pressure, Harley's Board has committed to several major changes: the resignation of the three directors before the 2026 Annual Meeting, the appointment of a new external CEO, and the elimination of consideration for Mr. Zeitz to remain as Executive Chair. H Partners views this as a clear mandate for change in the company's direction and leadership.

Harley-Davidson (NYSE: HOG) has announced its quarterly dividend payment for Q2 2025. The company's Board of Directors has approved a cash dividend of $0.18 per share, which will be paid on June 18, 2025. Shareholders who own HOG common stock as of the record date of June 2, 2025 will be eligible to receive this dividend payment. The announcement comes from the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services.

Harley-Davidson (NYSE: HOG) held its 2025 Annual Meeting of Shareholders, where shareholders elected all of the company's nominated Directors to the Board. The preliminary results show that shareholders also approved all other proposals presented at the meeting. The elected Board includes Jochen Zeitz as Chairman, President and CEO, along with eight other directors including Norman Thomas Linebarger as Presiding Director.

Tom Linebarger expressed gratitude to shareholders for their trust and support, emphasizing the Board's commitment to executing its duties in the best interests of all shareholders. Final voting results will be officially reported in a Current Report on Form 8-K to be filed with the SEC.

[]

Harley-Davidson (NYSE: HOG) is urging shareholders to vote "FOR ALL" its director nominees on the WHITE proxy card ahead of the May 14, 2025 Annual Meeting. The company is at a critical point as it searches for a new CEO while facing opposition from H Partners, an activist investor. Leading proxy advisor ISS has recommended shareholders vote for all of Harley-Davidson's director nominees, stating that H Partners "has not presented a compelling case for change."

ISS noted that Harley-Davidson's current strategy has shown positive results and kept pace with peers, marking a significant improvement from previous underperformance. The proxy advisor also suggested that H Partners' campaign has likely delayed the CEO search process and appears to be a reaction to their preferred candidate not being selected.