Harley Davidson Stock Price, News & Analysis

H Partners Management, owning approximately 9.1% of Harley-Davidson (NYSE: HOG), has released a presentation calling for urgent leadership changes at the company. The investment firm is urging shareholders to vote 'WITHHOLD' on CEO & Chairman Jochen Zeitz, Presiding Director Thomas Linebarger, and 29-year director Sara Levinson at the 2025 Annual Meeting scheduled for May 14, 2025.

The campaign, detailed at www.FreeTheEagle.com, criticizes the current leadership for shareholder value destruction, weak execution, and poor governance. H Partners, which holds 11,300,000 shares, aims to remove the entrenched directors and advocates for appointing a new, external CEO to repair stakeholder relationships, strengthen the brand, and revitalize Harley-Davidson.

Harley-Davidson (NYSE: HOG) has announced it will release its first quarter 2025 financial results on Thursday, May 1, 2025, before market hours. The company will host an audio webcast conference call from 8-9 a.m. CT, where senior management will discuss financial results, business developments, and outlook updates.

Participants are advised to register at least 10 minutes before the start time. A supporting slide presentation will be available on the investor relations website, and a replay will be accessible approximately two hours after the call concludes.

H Partners Management, owning 9.1% of Harley-Davidson (NYSE: HOG), has launched a withhold campaign targeting three directors at the 2025 Annual Meeting. The campaign aims to remove CEO & Chairman Jochen Zeitz, Presiding Director Thomas Linebarger, and 29-year director Sara Levinson.

The activist investor cites severe concerns including:

• Poor stock performance: HOG has underperformed the S&P 500 by 104% and S&P 400 Consumer Discretionary Index by 81% since Zeitz's appointment in February 2020
• Approximately $1.8 billion decline in market value
• Dealer sentiment near decade-long low
• Absentee CEO leadership
• Lack of board oversight and transparency

H Partners is calling for Zeitz's immediate removal as CEO, installation of an interim internal leader, and the appointment of a new external CEO. The firm has launched www.FreeTheEagle.com to provide campaign updates.

Harley-Davidson (NYSE: HOG) has announced that its Board of Directors is conducting a CEO search process following current CEO Jochen Zeitz's expression of interest to retire in 2025. The search was initiated in Q4 2024 with a leading executive search firm.

Zeitz, who will have completed five years as CEO, will remain in position until a suitable successor is appointed to ensure a smooth transition. The Board acknowledged his significant contributions, including the implementation of the Hardwire five-year strategic plan (2021-2025), brand reinvigoration, and leadership during challenging operational periods.

Harley-Davidson maintains controlling interest in LiveWire Group, the first publicly traded all-electric motorcycle company in the US, focusing on urban adventure and electric mobility innovation.

Harley-Davidson (NYSE: HOG) has announced its participation in Citi's 2025 Global Consumer & Retail Conference on March 11, 2025, at the JW Marriott Miami Turnberry Resort & Spa in Aventura, Florida. Chief Financial Officer and President of Commercial Jonathan Root and Investor Relations Director Shawn Collins will engage in one-on-one and group sessions.

The company, founded in 1903, maintains its position as a leading motorcycle brand focusing on innovation, evolution, and emotion. Beyond manufacturing motorcycles, Harley-Davidson provides financing through Harley-Davidson Financial Services and has expanded into the electric vehicle market through its controlling interest in LiveWire Group, America's first publicly traded all-electric motorcycle company.

Harley-Davidson (NYSE: HOG) has announced its participation in the Bank of America Consumer & Retail Conference at the Fontainebleau Miami Beach on March 12, 2025. Chief Financial Officer and President of Commercial Jonathan Root and Investor Relations Director Shawn Collins will engage in one-on-one and group sessions.

The company, founded in 1903, maintains its position as a leading motorcycle brand, focusing on delivering distinctive motorcycles and lifestyle experiences. Through Harley-Davidson Financial Services, the company provides financing and insurance solutions. Additionally, Harley-Davidson holds a controlling stake in LiveWire Group, America's first publicly traded all-electric motorcycle company, which aims to become the world's most desirable electric motorcycle brand.

Harley-Davidson (NYSE: HOG) has announced its participation in the Raymond James 46th Annual Institutional Investors Conference on March 5, 2025, at the JW Marriott Grande Lakes in Orlando. Chief Financial Officer and President of Commercial Jonathan Root and Investor Relations Director Shawn Collins will engage in one-on-one and group sessions.

The company, founded in 1903, maintains its position as a leading motorcycle brand through innovation and lifestyle experiences. The parent company oversees Harley-Davidson Motor Company and Harley-Davidson Financial Services, offering motorcycles, accessories, financing, and insurance. Additionally, Harley-Davidson holds a controlling stake in LiveWire Group, America's first publicly traded all-electric motorcycle company, which aims to become the world's most desirable electric motorcycle brand.

Harley-Davidson (NYSE: HOG) has announced its quarterly dividend for Q1 2025. The company's Board of Directors has approved a cash dividend of $0.18 per share, which will be paid on March 14, 2025. Shareholders who own HOG common stock as of the record date of February 28, 2025 will be eligible for this dividend payment. The announcement comes from the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services.

Harley-Davidson (NYSE: HOG) reported challenging fourth quarter and full year 2024 results, impacted by cyclical headwinds and high interest rates affecting consumer confidence. The company delivered full-year diluted EPS of $3.44, down 29% from 2023, with revenue declining 11% to $5.19 billion.

Notable metrics include HDMC operating income of $278 million with a 6.7% margin, and global motorcycle shipments down 17% to 148,862 units. Despite challenges, North American retail sales of Touring, Trike, and CVO were up more than 8%, and dealer inventory levels decreased by 4%.

For 2025, Harley-Davidson expects HDMC revenue to be flat to down 5%, with operating income margin of 7.0-8.0%. The company forecasts LiveWire electric motorcycle unit sales of 1,000-1,500 units with an operating loss of $70-80 million.