HOG Harley-Davidson, Inc.
XNYS
29.11
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
HOG
$29.11
—
Key stats
$29.11
- 52-Week Range
- $17.09 – $29.27
- YTD
- +41.04%
- IV Rank (30D)
- 85.15
- Straddle Price
- $3.30
- P/C Vol Ratio
- 0.73
- Market Cap
- $2.8B
- Open
- $27.37
- Day Range
- $27.26 – $29.27
- Volume
- 2,672,711
- Prev Close
- $27.34
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.07 |
| Cost of Equity (CAPM) | 11.04% (VRP-adj) |
| WACC | 9.32% |
| Volatility Risk Premium | +35.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 32.0% |
| Rev. Growth (YoY, DCF input) | -8.2% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.1B |
| Return on Equity (TTM) | 6.5% |
| Book / Price | 98.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 37.7% |
| FCF Margin (TTM) | -3.1% |
| Debt / Equity | 0.36 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $26.88 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $26.27 |
| Bollinger Width / SMA20 | 62.4% (drives anchor stability) |
| Net Debt | $-0.8B |
| Market Cap | $3B |
Peers used for multiples: APG, DHI, LUV, TOL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
59%
20-Day Fair Value
≈ by Nov 20, 2026
$29.45
α +1.2%
rank 41%
conviction
68%
40-Day Fair Value
≈ by Dec 21, 2026
$29.61
α +1.7%
rank 41%
conviction
55%
60-Day Fair Value
≈ by Jan 19, 2027
$28.61
α -1.7%
rank 41%
conviction
59%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $3.54 | 27% | |
| Peer P/E | $23.37 | 10% | median 12.8× · 3 peers |
| Peer EV/EBITDA | $51.62 | 10% | median 10.2× · 4 peers |
| Peer P/B | $59.18 | 10% | median 2.2× · 4 peers |
| Peer P/S | $42.92 | 10% | median 1.2× · 4 peers |
| Market Anchor (SMA50) | $26.88 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $27.35 | 33% | 24 strikes · skew +0.16 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- MOTORCYCLES, BICYCLES & PARTS (3751) · industry map
- Exchange
- XNYS
- Market Cap
- $2.8B
- Employees
- 7,200
- List Date
- 1986-07-08
- CIK
- 0000793952
- Next Earnings
- 2026-10-29 (Pre-Market)
- EPS Forecast
- $0.43 (5 est.)
- Headquarters
- Milwaukee, WI
- Homepage
- https://www.harley-davidson.com
Harley-Davidson is a leading global manufacturer of heavyweight motorcycles across the custom, cruising, and touring categories, as well as related merchandise, parts, and accessories. In recent years, the firm has expanded into the adventure touring market with its Pan America model, into electric with the LiveWire brand, and is returning to smaller-displacement bikes with the Sprint. Its captive finance arm, Harley-Davidson Financial Services, provides wholesale financing to dealers and retail financing and insurance brokerage services to customers. Harley captured around 34% of the heavywei…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 10.90% | -8.30% | 11.94% | -10.58% | -8.05% | -4.07% | -1.36% |
| Feb | -11.16% | 14.98% | 1.78% | 8.66% | -2.68% | -7.98% | 0.60% |
| Mar | 10.99% | -1.55% | -20.05% | 20.36% | 1.36% | 13.79% | 4.15% |
| Apr | 21.05% | -5.96% | -3.74% | -21.03% | -10.53% | 17.51% | -0.45% |
| May | -0.43% | -4.01% | -15.53% | 4.36% | 5.08% | -1.23% | -1.96% |
| Jun | -5.39% | -6.47% | 12.38% | -9.20% | -0.30% | 0.45% | -1.42% |
| Jul | -15.68% | 18.19% | 6.22% | 15.92% | -2.87% | 1.74% | 3.92% |
| Aug | 0.82% | 2.28% | -12.38% | 2.58% | 21.08% | 9.05% | 3.90% |
| Sep | -8.15% | -8.76% | -3.36% | 3.38% | -4.75% | -10.02% | -5.28% |
| Oct | -0.92% | 19.08% | -16.87% | -15.97% | -4.36% | 17.24%* | -0.30% |
| Nov | -7.96% | 6.92% | 9.85% | 5.52% | -9.66% | -- | 0.93% |
| Dec | 2.89% | -12.07% | 17.59% | -11.46% | -15.26% | -- | -3.66% |
| Total | -8.64% | 8.22% | -19.61% | -15.54% | -30.27% | 37.07% | -4.80% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $26.45
SMA 50: $26.95
SMA 200: $23.72
Current: $29.11
EMA 12: $27.24
EMA 26: $26.86
MACD: 0.3772 | Signal: 0.2289
BULLISH
ADX (14): 17.25
RANGE
+DI: 34.92
−DI: 15.21
Momentum Oscillators
RSI (14): 67.14
NEUTRAL
Stoch %K: 83.31
Stoch %D: 75.29
Williams %R: -4.15
Volume & Volatility
BB Upper: $28.90
BB Lower: $24.00
OVERBOUGHT
OBV: -30,175,722
Vol SMA 20: 2,020,864
Vol ROC: -10.05%
ATR: $0.98
True Range: $2.01
HV 20: 40.3%
HV 30: 37.2%
HV 60: 37.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary Overall assessment: NEUTRAL (confidence level: 6/10) Key drivers: Strong fundamental performance, moderate volatility Primary risks: Downtrend risk due to negative sentiment from Ford's Jim Farley selling shares Investment thesis: Harley-Davidson is a stable company with growth potential in the electric motorcycle market. Recent news sentiment impact: Positive news headlines, particularly those about project growth and dividend declarations, have contributed to a neutral assessment.
Technical Analysis Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Range-bound
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $26.17 (support)
- SMA 50: $25.70 (resistance)
- SMA 200: $22.86 (long-term support)
Momentum Signals:
- RSI interpretation: Neutral (55.66, not overbought or oversold)
- MACD signal: Bullish
- Bollinger Bands position: Neutral (signal line and histogram are neutral)
Volume Analysis:
- Volume SMA 20: 2539512.69 (increasing volume supports the uptrend)
- On-Balance Volume (OBV): -63203620.00 (decreasing OBV indicates selling pressure)
News & Sentiment Analysis Recent Headlines Summary: The news headlines are predominantly positive, highlighting project growth and dividend declarations.
Sentiment Assessment: POSITIVE
Catalyst Identification: No immediate catalysts identified; however, the electric motorcycle market's projected growth could be a medium-term driver for HOG's stock price.
Market Narrative: The recent positive news headlines align with the technical signals, indicating an uptrend in the short to medium term. The market narrative is neutral, reflecting the stable performance of Harley-Davidson.
Risk & Volatility Assessment Beta Interpretation: Defensive (0.81 vs SPY) Volatility Regime: Moderate volatility
Options Market Signals:
- IV Rank: 0.0% (Low) - shows if volatility is historically high/low
- Current IV: 51.1%
- Expected Move: $2.48 (32 DTE), 7-DTE: $0.97
- Volume Flow: 67 calls vs 80 puts
- Open Interest: 873 calls vs 656 puts
Downside Protection: Support levels and risk management considerations are crucial to protect against potential downturns.
Market Context & Positioning Sector Performance: Harley-Davidson's performance is stronger than the broader motorcycle sector. Institutional Activity: Volume patterns suggest institutional interest in HOG. Correlation Analysis: The stock moves relatively closely with the market (R-squared interpretation).
Relative Valuation: HOG positions within a trading range, indicating moderate risk and potential for further growth.
Key Levels & Action Items Critical Price Levels:
- SMA 20: $26.17 (support)
- SMA 50: $25.70 (resistance)
Breakout/Breakdown Levels:
- Upper band: $28.40 (resistance)
- Lower band: $23.93 (support)
Time-Sensitive Catalysts: No immediate catalysts identified; however, the electric motorcycle market's projected growth could be a medium-term driver for HOG's stock price.
Risk Management: Stop-loss levels and position sizing considerations are crucial to protect against potential downturns.
Note that the analysis is based on historical data and should not be considered as personalized investment advice. It is essential to assess your individual risk tolerance, investment goals, and overall market conditions before making any decisions.
Generated
News
All HOG news →
Earnings History
16 of 23 under expected move
Avg Expected Move
8.65%
Avg Actual Move
7.10%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-02 | Pre-Market | 9.89% | 17.16% | 1.74x | Exceeded |
| 2021-04-19 | Pre-Market | 10.90% | 9.68% | 0.89x | Within |
| 2021-07-21 | Pre-Market | 8.01% | 7.19% | 0.90x | Within |
| 2021-10-27 | Pre-Market | 8.60% | 3.55% | 0.41x | Within |
| 2022-02-08 | Pre-Market | 10.55% | 15.53% | 1.47x | Exceeded |
| 2022-04-27 | Pre-Market | 10.28% | 0.47% | 0.05x | Within |
| 2022-07-28 | Pre-Market | 7.73% | 7.76% | 1.00x | Exceeded |
| 2022-10-26 | Pre-Market | 8.49% | 12.61% | 1.49x | Exceeded |
| 2023-02-02 | Pre-Market | 7.28% | 10.70% | 1.47x | Exceeded |
| 2023-04-27 | Pre-Market | 7.59% | 0.38% | 0.05x | Within |
| 2023-07-27 | Pre-Market | 7.99% | 0.08% | 0.01x | Within |
| 2023-10-26 | Pre-Market | 7.81% | 6.45% | 0.83x | Within |
| 2024-02-08 | Pre-Market | 8.54% | 1.07% | 0.13x | Within |
| 2024-04-25 | Pre-Market | 6.92% | 15.75% | 2.28x | Exceeded |
| 2024-07-25 | Pre-Market | 8.64% | 7.44% | 0.86x | Within |
| 2024-10-24 | Pre-Market | 8.13% | 7.21% | 0.89x | Within |
| 2025-02-05 | Pre-Market | 7.92% | 1.57% | 0.20x | Within |
| 2025-05-01 | Pre-Market | 9.14% | 2.77% | 0.30x | Within |
| 2025-07-30 | Pre-Market | 9.37% | 13.38% | 1.43x | Exceeded |
| 2025-11-04 | Pre-Market | 9.04% | 6.46% | 0.71x | Within |
| 2026-02-10 | Pre-Market | 9.19% | 3.97% | 0.43x | Within |
| 2026-05-05 | Pre-Market | 9.16% | 8.19% | 0.89x | Within |
| 2026-07-23 | Pre-Market | 7.78% | 3.98% | 0.51x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
HOG Options Activity & IV Rank
HOG IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 49.8%
7-DTE IV: 67.3%
Expected Move: $3.30
7-DTE Move: $2.33
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 417
Put Volume: 304
P/C Volume: 0.729
NEUTRAL
Call OI: 3,941
Put OI: 2,314
P/C OI: 0.587
Total OI: 6,255
ATM Options Pricing
ATM Call: $1.73
ATM Put: $1.57
Call %: 5.9%
Put %: 5.4%
Chain Summary
Chain Volume: 4,483
Chain OI: 44,253
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 88th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
88%
vs own history
GEX tilt
+0.53
OI-weighted, today
Vanna tilt
+0.59
δ-sensitivity to IV
Charm tilt
-0.31
δ-decay vs time
Vanna tilt +0.59: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.31: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 74 ATM contracts, 11k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
100%
+20.3
pts
EXTREME
as of Oct 22 · ATM 57.3% / Wing 77.6%
30 DTE / 10d
87%
+13.8
pts
EXTREME
as of Oct 22 · ATM 50.6% / Wing 64.4%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)79.6HighOct 22
IV Rank (30 DTE)85.2HighOct 22
Straddle Price (30 DTE)$3.30Oct 22
Beta Analysis
Risk Metrics
Beta: 0.8216
Alpha: 2.90%
Correlation: 0.2686
R-Squared: 7.2%
Stock Volatility: 39.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own HOG
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $15.1M | #1303 of 3716 | -52.9% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $3.1M | #583 of 997 | +48.2% | 13F | |
| Citadel Hedge fund Ken Griffin | $887K | #3835 of 6285 | -97.6% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $863K | #2382 of 3138 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $47K | #3400 of 4729 | +1.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
HOG Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 115,567,250 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
20 filers$54.88M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $12.57M | 22.91% | 2026-06-30 |
| 2 | Pine Valley Investments Ltd Liability Co | $8.99M | 16.39% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $7.79M | 14.19% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $6.57M | 11.98% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $4.87M | 8.87% | 2026-06-30 |
| 6 | MAGARIAN CAPITAL MANAGEMENT, LLC | $4.16M | 7.58% | 2026-06-30 |
| 7 | Jane Street Group, LLC Custodian | $2.18M | 3.97% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $1.50M | 2.74% | 2026-06-30 |
| 9 | Simplex Trading, LLC Custodian | $995.52K | 1.81% | 2026-06-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $949.05K | 1.73% | 2026-06-30 |
| 11 | Squarepoint Ops LLC | $914.80K | 1.67% | 2026-06-30 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $736.25K | 1.34% | 2026-06-30 |
| 13 | CAPITAL FUND MANAGEMENT S.A. | $672.65K | 1.23% | 2026-06-30 |
| 14 | Walleye Capital LLC | $660.42K | 1.20% | 2026-06-30 |
| 15 | Walleye Trading LLC | $364.45K | 0.66% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $286.18K | 0.52% | 2026-06-30 |
| 17 | Two Sigma Investments, LP Custodian | $244.60K | 0.45% | 2026-06-30 |
| 18 | J. Goldman & Co LP | $244.60K | 0.45% | 2026-06-30 |
| 19 | PEAK6 LLC | $166.33K | 0.30% | 2026-06-30 |
| 20 | Advisory Services Network, LLC Custodian | $14.68K | 0.03% | 2026-06-30 |
21 filers$57.96M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $14.03M | 24.21% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $13.21M | 22.79% | 2026-06-30 |
| 3 | D. E. Shaw & Co., Inc. Custodian | $5.55M | 9.58% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $4.14M | 7.15% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $3.80M | 6.56% | 2025-09-30 |
| 6 | Jane Street Group, LLC Custodian | $3.20M | 5.52% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $2.70M | 4.66% | 2026-06-30 |
| 8 | PEAK6 LLC | $2.20M | 3.80% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $1.36M | 2.35% | 2026-06-30 |
| 10 | CAPITAL FUND MANAGEMENT S.A. | $1.29M | 2.23% | 2026-06-30 |
| 11 | Walleye Trading LLC | $1.24M | 2.14% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $1.15M | 1.98% | 2026-06-30 |
| 13 | Walleye Capital LLC | $790.06K | 1.36% | 2026-06-30 |
| 14 | Point72 Asset Management, L.P. | $638.41K | 1.10% | 2026-06-30 |
| 15 | TUDOR INVESTMENT CORP ET AL | $574.81K | 0.99% | 2026-06-30 |
| 16 | OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $550.00K | 0.95% | 2025-12-31 |
| 17 | HSBC Holdings plc Custodian | $468.48K | 0.81% | 2026-06-30 |
| 18 | Crawford Fund Management, LLC | $428.05K | 0.74% | 2026-06-30 |
| 19 | UBS Group AG Custodian | $366.90K | 0.63% | 2026-06-30 |
| 20 | Two Sigma Investments, LP Custodian | $247.05K | 0.43% | 2026-06-30 |
| 21 | JPMorgan Chase & Co Custodian | $9.69K | 0.02% | 2026-06-30 |
HOG Insider Trading (Form 4)
Latest: 2026-10-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Jonathan R Root | CFO and CCO | Sell (S) | −1,559 | $24.43 | -$38.1K | EDGAR |
| 2026-09-28 | Daniel J Nova | Director | Exer (M) | +5,168 | — | EDGAR | |
| 2026-09-02 | Jonathan R Root | CFO and CCO | Sell (S) | −1,554 | $27.46 | -$42.7K | EDGAR |
| 2026-08-13 | Gayle Littleton | CLO, CCO, CAO & Corp Sec | Buy (P) | +7,500 | $26.38 | $197.8K | EDGAR |
| 2026-08-11 | Artie Starrs | President & CEO | Buy (P) | +10,000 | $25.89 | $258.9K | EDGAR |
| 2026-08-05 | Jonathan R Root | CFO and CCO | Sell (S) | −1,554 | $24.88 | -$38.7K | EDGAR |
| 2026-08-03 | Daniel J Nova | Director | Buy (P) | +40,000 | $24.57 | $982.7K | EDGAR |
| 2026-07-28 | Gayle Littleton | CLO, CCO, CAO & Corp Sec | Grant (A) | +39,232 RSU | — | EDGAR | |
| 2026-07-06 | Jonathan R Root | CFO and CCO | Sell (S) | −1,554 | $24.44 | -$38.0K | EDGAR |
| 2026-06-03 | Jonathan R Root | CFO and CCO | Sell (S) | −1,554 | $23.87 | -$37.1K | EDGAR |
| 2026-05-26 | Troy Alstead | Director | Grant (A) | +6,250 RSU | — | EDGAR | |
| 2026-05-26 | Lori Ann Flees | Director | Grant (A) | +8,621 RSU | — | EDGAR | |
| 2026-05-26 | Allan C. Golston | Director | Grant (A) | +6,250 RSU | — | EDGAR | |
| 2026-05-26 | Rafeh Masood | Director | Grant (A) | +11,207 RSU | — | EDGAR | |
| 2026-05-26 | Daniel J Nova | Director | Award (A) | +4,742 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
HOG Insider Holdings
23 insiders · @ $29.11
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jochen Zeitz | President and CEO | 676,188 | $19.68M | $6.72M | 52 | 2025-02-11 |
| 2 | Daniel J Nova | Director | 52,773 | $1.54M | $982.7K | 4 | 2026-09-28 |
| 3 | Troy Alstead | Director | 41,248 | $1.20M | $11 | 19 | 2026-05-26 |
| 4 | Jonathan R Root | CFO and CCO | 40,038 | $1.17M | -$344.4K | 30 | 2026-10-05 |
| 5 | Paul J Krause | Chief Legal Officer | 30,610 | $891.1K | -$40.7K | 28 | 2026-05-13 |
| 6 | Norman Thomas Linebarger | Director | 29,065 | $846.1K | $0 | 21 | 2025-05-16 |
| 7 | Jagdish Krishnan | Chief Digital Officer | 28,711 | $835.8K | $0 | 11 | 2025-02-11 |
| 8 | Maryrose Sylvester | Director | 27,889 | $811.9K | -$138.0K | 25 | 2026-05-26 |
| 9 | Artie Starrs | President & CEO | 25,000 | $727.8K | $545.4K | 4 | 2026-08-11 |
| 10 | Jr James D Farley | Director | 22,220 | $646.8K | -$120.8K | 11 | 2026-05-18 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
HOG Board & Officers
As of SEC filings through Oct 5, 2026Directors 9
- Maryrose Sylvester · since Jul 25, 2016
- Allan C. Golston · since Feb 23, 2017
- Troy Alstead · since Feb 23, 2017
- Jr James D Farley · since May 20, 2021
- Rafeh Masood · since Aug 3, 2022
- Lori Ann Flees · since May 14, 2025
- Daniel J Nova · since Sep 15, 2025
- Matthew J Reintjes · since Sep 15, 2025
- Artie Starrs · since Oct 1, 2025
Officers 10
- Artie Starrs · President & CEO · since Oct 1, 2025
- Charles Do · Sr. Vice President, HDFSI · since Oct 26, 2023
- Jonathan R Root · CFO and CCO · listed since Feb 2026
- Tori Termaat · Chief Human Resources Officer · since Jan 1, 2022
- Luke Christopher Mansfield · Chief Commercial Officer · listed since Feb 2024
- Paul J Krause · Chief Legal Officer · listed since Feb 2025
- Matthew A Ryan · Chief Marketing & Tech. Off. · since Dec 8, 2025
- Bryan Niketh · Chief Operations Officer · listed since Jan 2026
- Glen Koval · SVP Motorcycle Development · listed since Feb 2025
- Gayle Littleton · CLO, CCO, CAO & Corp Sec · since Jun 29, 2026
Changes in the last 10 years (52)
| Jun 29, 2026 | Gayle Littleton became CLO, CCO, CAO & Corp Sec |
| Feb 9, 2026 | Jonathan R Root listed as CFO and CCO (previously CFO and President, Commercial) in SEC filings |
| Jan 14, 2026 | Bryan Niketh listed as Chief Operations Officer (previously SVP, Motor Co. Product & Ops) in SEC filings |
| Dec 8, 2025 | Matthew A Ryan became Chief Marketing & Tech. Off. |
| Oct 1, 2025 | Artie Starrs became a director |
| Oct 1, 2025 | Artie Starrs became President & CEO |
| Sep 15, 2025 | Matthew J Reintjes became a director |
| Sep 15, 2025 | Daniel J Nova became a director |
| Sep 9, 2025 | The company announced the departure of Sara L Levinson from the board in an SEC filing |
| Sep 9, 2025 | The company announced the departure of Norman Thomas Linebarger from the board in an SEC filing |
| Jul 30, 2025 | The company announced the departure of Jochen Zeitz from the board in an SEC filing |
| Jul 30, 2025 | The company announced the departure of Jochen Zeitz as President and CEO in an SEC filing |
| May 14, 2025 | Lori Ann Flees became a director |
| Feb 7, 2025 | Paul J Krause listed as Chief Legal Officer (previously VP, Chief Legal Officer) in SEC filings |
| Feb 7, 2025 | Jonathan R Root listed as CFO and President, Commercial (previously Chief Financial Officer) in SEC filings |
| Feb 7, 2025 | Glen Koval listed as SVP Motorcycle Development (previously VP Motorcycle Development) in SEC filings |
| Feb 21, 2024 | Luke Christopher Mansfield listed as Chief Commercial Officer (previously VP/Motorcycle Management) in SEC filings |
| Feb 5, 2024 | Jonathan R Root listed as Chief Financial Officer (previously SVP - Hdfsi) in SEC filings |
| Oct 26, 2023 | Charles Do became Sr. Vice President, HDFSI |
| May 5, 2023 | David Viney became Interim CFO, VP and Treasurer |
| Apr 12, 2023 | The company announced the departure of Gina M Goetter as Chief Financial Officer in an SEC filing |
| Dec 5, 2022 | Deepak Jugatram Joshi became VP M/C Ops & Chief Quality Ofc |
| Aug 3, 2022 | Rafeh Masood became a director |
| Aug 1, 2022 | Glen Koval became VP Motorcycle Development |
| Feb 2, 2022 | Jared D. Dourdeville became a director |
| Jan 1, 2022 | Tori Termaat became Chief Human Resources Officer |
| May 20, 2021 | Jr James D Farley became a director |
| Mar 1, 2021 | Coyne Edel M. O'Sullivan became Chief Commercial Officer |
| Feb 4, 2021 | Jochen Zeitz listed as President and CEO (previously Chairman and Acting President) in SEC filings |
| Feb 3, 2021 | Luke Christopher Mansfield listed as VP/Motorcycle Management (previously VP Chief Strategy) in SEC filings |
| Feb 3, 2021 | Lawrence G Hund listed as Chief Commercial Officer (previously President-HDFS) in SEC filings |
| Feb 3, 2021 | Julie M Anding listed as Chief Administrative Officer (previously VP, CHRO) in SEC filings |
| Feb 3, 2021 | James Darrell Thomas listed as VP/Treasurer (previously VP - Interim CFO and Treasurer) in SEC filings |
| Jan 20, 2021 | Jagdish Krishnan became Chief Digital Officer |
| Nov 12, 2020 | John A Olin reported in an SEC filing no longer being SVP & CFO |
| Sep 30, 2020 | Gina M Goetter became Chief Financial Officer |
| Jul 10, 2020 | James Darrell Thomas became VP - Interim CFO and Treasurer |
| May 21, 2020 | Jonathan R Root became SVP - Hdfsi |
| May 21, 2020 | Amy Giuffre became VP & Chief Communications Ofcr |
| May 1, 2020 | Jochen Zeitz first listed as Chairman and Acting President in an SEC filing |
| Mar 30, 2020 | Paul J Krause became VP, Chief Legal Officer |
| Mar 30, 2020 | Bryan Niketh became SVP, Motor Co. Product & Ops |
| May 31, 2019 | Heather June Malenshek reported in an SEC filing no longer being Sr. VP, Marketing & Branding |
| Apr 15, 2019 | Neil Grimmer became President, Brand |
| Feb 6, 2019 | Tchernavia Rocker reported in an SEC filing no longer being VP-Human Resources |
| Feb 6, 2019 | Joanne M Bischmann reported in an SEC filing no longer being Vice President, Communications |
| Feb 3, 2019 | Julie M Anding became VP, CHRO |
| Jan 8, 2019 | David Shawn Cox became SVP Consumer Retail Experience |
| Nov 5, 2018 | Luke Christopher Mansfield became VP Chief Strategy |
| Oct 1, 2018 | Heather June Malenshek became Sr. VP, Marketing & Branding |
| Feb 23, 2017 | Troy Alstead became a director |
| Feb 23, 2017 | Allan C. Golston became a director |
Not reported recently (19)
- Jagdish Krishnan · Last reported as Chief Digital Officer in an SEC filing dated Feb 11, 2025
- Jared D. Dourdeville · Last reported as a director in an SEC filing dated May 16, 2024
- Coyne Edel M. O'Sullivan · Last reported as Chief Commercial Officer in an SEC filing dated Feb 12, 2024
- R John Anderson · Last reported as a director in an SEC filing dated May 15, 2023
- David Viney · Last reported as Interim CFO, VP and Treasurer in an SEC filing dated May 5, 2023
- Deepak Jugatram Joshi · Last reported as VP M/C Ops & Chief Quality Ofc in an SEC filing dated Feb 13, 2023
- James Darrell Thomas · Last reported as VP/Treasurer in an SEC filing dated Feb 11, 2022
- Julie M Anding · Last reported as Chief Administrative Officer in an SEC filing dated Jun 14, 2021
- Lawrence G Hund · Last reported as Chief Commercial Officer in an SEC filing dated Feb 8, 2021
- Amy Giuffre · Last reported as VP & Chief Communications Ofcr in an SEC filing dated Feb 8, 2021
- Brian R Niccol · Last reported as a director in an SEC filing dated Jul 31, 2020
- Matthew S Levatich · Last reported as a director in an SEC filing dated Feb 10, 2020
- Michelle Kumbier · Last reported as SVP, Motor Co. Product & Ops in an SEC filing dated Feb 10, 2020
- Paul J Jones · Last reported as VP & Chief Legal Officer in an SEC filing dated Jul 25, 2019
- Neil Grimmer · Last reported as President, Brand in an SEC filing dated May 13, 2019
- David Shawn Cox · Last reported as SVP Consumer Retail Experience in an SEC filing dated Feb 5, 2019
- Donald A James · Last reported as a director in an SEC filing dated Feb 13, 2017
- James A Norling · Last reported as a director in an SEC filing dated Feb 13, 2017
- Sean Cummings · Last reported as SVP, Global Demand in an SEC filing dated Feb 6, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
HOG Proposed Insider Sales (Form 144)
Latest: 2026-09-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $225K notice value
· 2 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Root Jonathan R (2, $124K) · Krause Paul J (1, $101K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | Root Jonathan R | Officer | 3,113 | $85.5K | 2026-09-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-08-13 | Krause Paul J | Former Affiliate | 3,750 | $100.7K | 2026-08-13 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-08-03 | Root Jonathan R | Officer | 1,554 | $38.7K | 2026-08-03 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-07-01 | Root Jonathan R | Officer | 1,554 | $38.0K | 2026-07-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-06-04 | FARLEY JR JAMES D | CEO | 16,205 | $393.0K | 2026-06-04 | Northern Trust Securities, Inc. | — | EDGAR |
| 2026-06-01 | Root Jonathan R | Officer | 1,554 | $37.1K | 2026-06-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-05-19 | Root Jonathan R | Officer | 1,554 | $37.6K | 2026-05-19 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-05-11 | Krause Paul J | Officer | 1,564 | $40.7K | 2026-05-11 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-03-12 | Do Charles | Officer | 4,241 | $76.7K | 2026-03-12 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-02-25 | FARLEY JR JAMES D | Director | 6,454 | $124.3K | 2026-02-25 | Northern Trust Securities, INC. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0000793952-26-000038 | EDGAR |
| 2026-05-05 | 0000793952-26-000029 | EDGAR |
| 2026-03-06 | 0000793952-26-000014 | EDGAR |
| 2026-02-10 | 0000793952-26-000004 | EDGAR |
| 2025-12-10 | 0000793952-25-000193 | EDGAR |
| 2025-12-05 | 0000793952-25-000191 | EDGAR |
| 2025-11-06 | 0001104659-25-107721 | EDGAR |
| 2025-11-04 | 0001104659-25-105891 | EDGAR |
| 2025-09-29 | 0000793952-25-000184 | EDGAR |
| 2025-09-15 | 0000793952-25-000177 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0000793952-26-000011 | EDGAR |
| 2025-02-26 | 0000793952-25-000063 | EDGAR |
| 2024-02-23 | 0000793952-24-000076 | EDGAR |
| 2023-02-24 | 0000793952-23-000046 | EDGAR |
| 2022-02-25 | 0000793952-22-000014 | EDGAR |
| 2021-02-23 | 0000793952-21-000010 | EDGAR |
| 2020-02-19 | 0000793952-20-000008 | EDGAR |
| 2019-02-28 | 0000793952-19-000008 | EDGAR |
| 2018-02-21 | 0000793952-18-000012 | EDGAR |
| 2017-02-21 | 0000793952-17-000007 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0000793952-26-000032 | EDGAR |
| 2025-11-05 | 0000793952-25-000188 | EDGAR |
| 2025-08-06 | 0000793952-25-000170 | EDGAR |
| 2025-05-06 | 0000793952-25-000111 | EDGAR |
| 2024-11-06 | 0000793952-24-000165 | EDGAR |
| 2024-08-07 | 0000793952-24-000150 | EDGAR |
| 2024-05-06 | 0000793952-24-000103 | EDGAR |
| 2023-11-08 | 0000793952-23-000180 | EDGAR |
| 2023-08-09 | 0000793952-23-000147 | EDGAR |
| 2023-05-10 | 0000793952-23-000082 | EDGAR |
ETF Holders
116 ETFs hold HOG
25 shown · $791.30M total exposure · 0.11% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.45% | $141.9M | $31.5B | 2026-10-21 |
| 2 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.08% | $97.8M | $122.0B | 2026-10-21 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $82.2M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.03% | $57.3M | — | 2026-09-30 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.20% | $55.6M | — | 2026-10-21 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.06% | $37.2M | — | 2026-09-30 |
| 7 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.12% | $36.8M | — | 2026-10-21 |
| 8 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.04% | $31.4M | $74.2B | 2026-10-21 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.03% | $28.7M | — | 2026-09-30 |
| 10 | XMHQ Invesco S&P MidCap Quality ETF | Invesco | 0.42% | $23.4M | — | 2026-10-21 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.07% | $22.7M | — | 2026-10-21 |
| 12 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.64% | $22.0M | — | 2026-04-30 |
| 13 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.08% | $21.4M | $26.0B | 2026-10-21 |
| 14 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.08% | $15.2M | $18.5B | 2026-10-21 |
| 15 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.17% | $14.4M | $8.6B | 2026-10-21 |
| 16 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.08% | $14.4M | — | 2026-09-30 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.06% | $13.8M | — | 2026-05-31 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $13.0M | — | 2026-10-21 |
| 19 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.08% | $11.0M | $13.9B | 2026-10-21 |
| 20 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.46% | $10.9M | — | 2026-06-30 |
| 21 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $9.8M | — | 2026-09-30 |
| 22 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.13% | $9.7M | — | 2026-10-21 |
| 23 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.35% | $7.6M | — | 2026-06-30 |
| 24 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.11% | $7.0M | — | 2026-09-30 |
| 25 | RFV Invesco S&P MidCap 400 Pure Value ETF | Invesco | 1.84% | $6.2M | — | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
15.99
TTM Diluted EPS
$1.82
TTM Revenue
$4.24B
TTM Net Income
$202.64M
TTM Op. Cash Flow
$-255.00K
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $1.23B | $79.81M | $0.75 | $168.34M |
| Q1 '26 | 2026-03-31 | $1.17B | $24.77M | $0.22 | $-228.02M |
| Q4 '25 | 2025-12-31 | $496.16M | $-279.30M | $-2.25 | $152.02M |
| Q3 '25 | 2025-09-30 | $1.34B | $377.37M | $3.10 | $-92.59M |
| Q2 '25 | 2025-06-30 | $1.31B | $107.57M | $0.88 | $367.96M |
| Q1 '25 | 2025-03-31 | $1.33B | $133.10M | $1.07 | $141.53M |
| Q4 '24 | 2024-12-31 | $687.61M | $-116.89M | $-0.83 | $133.18M |
| Q3 '24 | 2024-09-30 | $1.15B | $119.04M | $0.91 | $353.01M |
| Q2 '24 | 2024-06-30 | $1.62B | $218.27M | $1.63 | $473.64M |
| Q1 '24 | 2024-03-31 | $1.73B | $234.94M | $1.72 | $104.00M |
| Q4 '23 | 2023-12-31 | $1.05B | $25.81M | $0.22 | $48.12M |
| Q3 '23 | 2023-09-30 | $1.55B | $198.65M | $1.38 | $296.25M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
15.99
P/B
1.08
P/S
0.79
EV/EBITDA
5.09
EV/Sales
0.61
ROE
6.5%
ROA
2.8%
Div Yield
2.91%
FCF Yield
-0.01%
Debt/Equity
0.36
Current Ratio
—
Market Cap
$3.36B
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
21.11M
SI % of Float
21.54%
Days to Cover
10.60
Short Vol Ratio
54.9%
Free Float
97.97M
Float %
94.1%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-24