Welcome to our dedicated page for Polaris Inds SEC filings (Ticker: PII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Polaris Inc. (NYSE: PII) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed information about Polaris’ powersports and manufacturing business, its capital structure, and significant corporate events that may be relevant to investors analyzing PII stock.
Polaris uses Form 8-K to report material events and updates. Recent 8-K filings include disclosures about the issuance of 5.600% Senior Notes due 2031, an amendment to the company’s credit agreement that extends the maturity of an incremental term loan and adjusts financial covenants for a defined period, and the prepayment in full of a series of senior notes due 2028 using proceeds from revolving loans. Other 8-Ks report quarterly and year-to-date financial results, the planned separation and sale of the Indian Motorcycle Business (including related impairment charges), and changes in the Board of Directors, such as the announced resignation of a director and committee chair.
Through its registration statements and prospectus supplements referenced in these filings, Polaris outlines the terms of its securities offerings and the agreements that govern them, such as underwriting agreements and supplemental indentures. Filings may also include exhibits like legal opinions and consents related to those offerings. Together, these documents help explain how Polaris finances its operations and manages its obligations to creditors and noteholders.
On Stock Titan, Polaris filings are complemented by AI-powered summaries that aim to clarify the key points of lengthy documents, such as 8-Ks, shelf registration statements, and credit agreement amendments. Real-time updates from EDGAR allow users to see new filings as they are posted, while structured access to exhibits and related documents makes it easier to trace specific transactions or governance changes. For a fuller picture of Polaris’ financial performance and risks, users can review these filings alongside the company’s earnings releases and other public communications.
Polaris Inc. reported first quarter 2026 sales of $1,658.7 million, up eight percent from 2025, driven by higher shipment volumes, positive pricing and lower promotions. North America sales were $1,426 million, up 10 percent, while international sales of $233 million declined five percent.
Gross profit margin improved to 20.2 percent, up 423 basis points year over year, and adjusted gross margin reached 20.5 percent. The company reported a net loss attributable to Polaris of $47.4 million, or $0.83 per diluted share, versus a $66.8 million loss, or $1.17 per share, a year earlier. Adjusted net income was $7.5 million with adjusted diluted EPS of $0.13.
Adjusted EBITDA increased to $102.8 million, with a 6.2 percent margin. Free cash flow was negative $342.5 million, reflecting working capital and other uses. Polaris reaffirmed full-year 2026 guidance for adjusted sales of $7.15–$7.30 billion and adjusted EPS of $1.60–$1.70.
Polaris Inc. registered a Schedule 13G/A filing showing Capital World Investors beneficially owns 3,897,663 shares of Polaris common stock, equal to 6.9% of 56,615,893 shares believed outstanding. The filing lists sole voting and dispositive power over the 3,897,663 shares.
Polaris Inc. director Shotwell Gwynne reported a compensation-related share acquisition. On the reported date, 559.87 Common Stock Equivalents were credited to the director’s account under Polaris’s Deferred Compensation Plan for Directors instead of a quarterly cash retainer payment.
Each Common Stock Equivalent may be settled in one share of Polaris common stock. Following this transaction, the director’s reported balance was 26,074.42 shares, which includes the 559.87 newly credited Common Stock Equivalents and 329.35 additional Common Stock Equivalents and deferred stock units acquired through the plan’s dividend reinvestment feature.
Polaris Inc. director Bernd F. Kessler received an award of 605.58 Common Stock Equivalents tied to the company’s common stock. These units were credited at a reference price of $54.70 in connection with his election to defer his quarterly cash retainer under the Deferred Compensation Plan for Directors.
After this award and related dividend reinvestment credits, Kessler’s account under the plan reflects a total of 59,076.77 Common Stock Equivalents and deferred stock units. This is a routine, compensation-related, non-cash acquisition rather than an open-market stock purchase.
Polaris Inc. director Gwenne A. Henricks acquired 559.87 common stock equivalents through a compensation-related grant. These units were credited at $54.70 per share value under the company’s Deferred Compensation Plan for Directors after she chose to defer her quarterly cash retainer.
Each common stock equivalent may be settled in one share of Polaris common stock. Following this grant and prior accruals, she holds 37,280.70 shares and equivalents directly, including additional units accumulated through the plan’s dividend reinvestment feature.
Polaris Inc. director Gary E. Hendrickson reported an acquisition of common stock equivalents through a director compensation program. On this date, 651.28 Common Stock Equivalents were credited to his account at an equivalent price of $54.70 per share under the company’s Deferred Compensation Plan for Directors, reflecting his election to defer a quarterly cash retainer into equity-based units rather than cash. Following this award and prior accruals, his directly held balance under this plan increased to 56,562.17 common stock equivalents and deferred stock units, including amounts previously accumulated through the plan’s dividend reinvestment feature.
Bilicic George W reported acquisition or exercise transactions in this Form 4 filing.
Polaris Inc. director George W. Bilicic received a stock-based compensation award through the company’s deferred compensation plan. On this date, 639.85 Common Stock Equivalents (CSEs) tied to Polaris common stock at $54.70 per share were credited to his account instead of a quarterly cash retainer.
Each CSE may be settled in one share of Polaris common stock under the Deferred Compensation Plan for Directors. After this award and prior accruals, Bilicic’s direct holdings reported in this filing total 34,553.91 shares and equivalents, including CSEs and deferred stock units accumulated through the plan’s dividend reinvestment feature.
Polaris Inc: A Schedule 13G/A filing by The Vanguard Group states it beneficially owns 0 shares of Polaris Inc common stock, representing 0% of the class. The filing explains an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries to report holdings separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, on March 27, 2026. It lists Vanguard's address and cites SEC Release No. 34-39538 as the basis for disaggregated reporting.
Polaris Inc. is asking stockholders to vote at its virtual 2026 annual meeting on April 30, 2026, on four items: electing three Class II directors, approving executive pay on an advisory basis, adopting an amended 2024 Omnibus Incentive Plan, and ratifying Ernst & Young as auditor for 2026.
The proxy describes 2025 as a difficult year, with reported sales of $7,152M flat year over year and a net loss of $466M, while adjusted EBITDA was $410M, down 35% with a 5.7% margin. Management cites tariff volatility, weaker consumer demand, and inventory actions, but notes share gains across all segments.
The Board approved divesting the Indian Motorcycle business in a transaction that closed in early 2026 to refocus on core powersports, and increased the dividend for the 31st consecutive year. Compensation was rebalanced toward time-based RSUs, and 2023–2025 performance RSUs paid out at 0% as targets were not met.
Polaris Inc. CFO Robert Paul Mack reported a routine equity transaction under the company’s Supplemental Executive Retirement Plan (SERP). On the reported date, he exercised 23 deferred stock units, which each represent the right to receive one share of Polaris common stock, and received 23 common shares at no cash exercise price. Following this conversion, his directly held balances were 2,752.75 deferred stock units and 80,469.25 common shares, reflecting ongoing SERP-based quarterly distributions rather than an open‑market purchase or sale.