
Congress trades
Polaris Inc. (PII)
NYSE · Consumer Cyclical · 17 congress trades · last filed 11 months ago
About Polaris Inc.
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Auto - Recreational Vehicles
- Chief executive
- Michael Todd Speetzen
- Employees
- 14,500
- Listed since
- Sep 16, 1987
- Market value
- $3.1B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$4.54
- Dividend yield
- 4.94%
Earnings
6 reported quarters · next on Oct 26, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $1.97 | $0.72 | $2.0B | $1.9B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 27, 2026 | $0.13 | -$0.43 | $1.7B | $1.6B | EPS beatRevenue beat |
| Q4 FY2025reported Jan 27, 2026 | $0.08 | $0.06 | $1.9B | $1.8B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 28, 2025 | $0.41 | $0.37 | $1.8B | $1.8B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 29, 2025 | $0.40 | $0.05 | $1.9B | $1.7B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | -$0.90 | -$0.91 | $1.5B | $1.8B | EPS in lineRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 17, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Michael T. SpeetzenChief Executive Officer | $1.2M | $3.3M | $6.6M | $11.1M |
| Robert P. MackChief Financial Officer and Executive Vice President - Finance and Corporate Development | $747K | $1.9M | $2.8M | $5.4M |
| James P. WilliamsSenior Vice President - Chief Human Resources Officer | $585K | $1.2M | $1.8M | $3.7M |
| Benjamin D. DukePresident - Marine | $597K | $1.2M | $1.8M | $3.6M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $501.4M | 7,325,540 | +3.8% | 12.76% |
| Vanguard Portfolio Management LLC | $198.0M | 2,892,742 | +3.8% | 5.04% |
| State Street Corp | $184.3M | 2,692,541 | +4.7% | 4.69% |
| AQR Capital Management LLCCliff Asness | $175.6M | 2,566,179 | +18.0% | 4.47% |
| Vanguard Capital Management LLC | $166.6M | 2,434,514 | +1.1% | 4.24% |
| American Century Companies Inc | $138.1M | 2,017,241 | +2.3% | 3.51% |
| Capital World Investors | $110.1M | 1,609,055 | -58.7% | 2.80% |
| Geode Capital Management, LLC | $98.9M | 1,444,365 | +2.5% | 2.52% |
| Dimensional Fund Advisors LP | $91.7M | 1,340,113 | -13.3% | 2.33% |
| Canada Pension Plan Investment Board | $77.8M | 1,137,008 | -5.3% | 1.98% |
| Balyasny Asset Management L.P.Dmitry Balyasny | $73.9M | 1,079,296 | New | 1.88% |
| Auto-Owners Insurance Co | $70.8M | 1,035,000 | 0.0% | 1.80% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in PII
17 disclosures of 17 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -18.5%S&P 500 +11.7% · -30.3 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -18.5%After the saleS&P 500 +11.7% · -30.3 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -17.1%After the saleS&P 500 +11.4% · -28.5 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +36.9%S&P 500 +27.2% · +9.7 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Jerry MoranSpouse | Stock | Sale (Full) | $1,001 - $15,000 | -41.1%After the saleS&P 500 +61.1% · -102.1 pts vs S&P 500 | Dec 14, 2023 | Jan 17, 2024 | 34d |
| Jerry MoranSpouse | Stock | Purchase | $1,001 - $15,000 | -47.5%S&P 500 +64.1% · -111.7 pts vs S&P 500 | Dec 21, 2021 | Jan 21, 2022 | 31d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | -56.9%After the saleS&P 500 +79.4% · -136.3 pts vs S&P 500 | Jun 10, 2021 | Jul 13, 2021 | 33d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | -59.2%S&P 500 +82.4% · -141.6 pts vs S&P 500 | May 14, 2021 | Jun 14, 2021 | 31d |
| Shelley Moore CapitoSpouse | Stock | Sale (Full) | $1,001 - $15,000 | -42.5%After the saleS&P 500 +103.3% · -145.7 pts vs S&P 500 | Dec 31, 2020 | Jan 12, 2021 | 12d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | -42.0%S&P 500 +125.6% · -167.6 pts vs S&P 500 | Oct 1, 2020 | Dec 8, 2020 | 68d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | -39.7%After the saleS&P 500 +113.4% · -153.1 pts vs S&P 500 | Nov 18, 2020 | Dec 8, 2020 | 20d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | -31.0%S&P 500 +160.2% · -191.1 pts vs S&P 500 | May 19, 2020 | Jun 15, 2020 | 27d |
| Shelley Moore CapitoSpouse | Stock | Purchase | $1,001 - $15,000 | -53.8%S&P 500 +186.3% · -240.1 pts vs S&P 500 | Apr 5, 2018 | May 14, 2018 | 39d |
| Shelley Moore CapitoSpouse | Stock | Purchase | $1,001 - $15,000 | -50.0%S&P 500 +189.2% · -239.2 pts vs S&P 500 | Apr 24, 2018 | May 14, 2018 | 20d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -63.3%After the saleS&P 500 +284.0% · -347.3 pts vs S&P 500 | Oct 28, 2014 | Nov 14, 2014 | 17d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | -56.6%After the saleS&P 500 +295.4% · -352.0 pts vs S&P 500 | Jun 3, 2014 | Jul 15, 2014 | 42d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | -58.8%After the saleS&P 500 +326.3% · -385.1 pts vs S&P 500 | Jan 24, 2014 | Feb 12, 2014 | 19d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in PII, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded PII?
Lisa C. McClain, Jerry Moran, Susie Lee, Shelley Moore Capito and Michael T. McCaul disclosed PII transactions in the filings shown here.
How quickly are PII trades disclosed?
Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
