HOG HARLEY-DAVIDSON, INC.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 28, 2026 Processed 15d 15h ago SEC 0000793952-26-000038
8-K context-dependent: Items 5.02
Latest settled — T+5d
HOG ▲ +1.41% at T+5d
NEUTRAL call ✓ call won +1.41% · α vs SPY +3.93% · entry $24.14 → $24.48
Next anchor: T+20d in 13d
Currently $25.64 · +6.20% from $24.14 entry
Entry anchored
May 28, 2026
via day open
T+1d
+0.75%
call +0.75% · α +0.49%
$24.32
settled 15d ago
T+5d
+1.41%
call +1.41% · α +3.93%
$24.48
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Harley-Davidson reported results of its 2026 Annual Meeting of Shareholders, including the election of eight director nominees, advisory approval of executive compensation, approval of an amendment to the 2020 Incentive Stock Plan increasing authorized shares to 12.2 million, ratification of Ernst & Young as auditor, and rejection of a shareholder climate proposal. The incentive plan share authorization is a routine governance matter with no immediate financial impact.

Actionable Insight

Routine annual meeting 8-K. No trading catalyst. The increased incentive plan share authorization (12.2M shares) should be monitored for actual grants in future filings, but is not actionable on its own. Monitor the next 10-Q for any related share-based compensation expense.

Key Facts

  • All eight director nominees were elected with strong support (70M+ votes for most).
  • Shareholders approved an amendment to the 2020 Incentive Stock Plan, increasing the authorized share pool to 12,200,000 shares.
  • Advisory vote on executive compensation passed with 61.1M for vs 9.8M against (86% support).
  • Ratification of Ernst & Young as auditor for FY2026 passed with 83.0M votes for.
  • Shareholder proposal on climate transition plan was rejected (55.3M against vs 15.2M for).
  • No director departures, officer changes, or any material financial disclosures in this filing.

Financial Impact

No material financial impact; 12.2M new authorized shares under the incentive plan represent potential future dilution but no immediate issuance.

dilution

Risk Factors

  • Potential future dilution from up to 12.2M new shares authorized under the incentive plan.
  • Advisory say-on-pay support at 86% is below the 90%+ threshold some governance watchdogs flag.

Market Snapshot

Exchange
NYSE
Sector
Motorcycles, Bicycles & Parts
Analyst Consensus
38% bullish (21 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000793952-26-000038
Document: 0000793952-26-000038-index-headers.html0000793952-26-000038
Document: 0000793952-26-000038-index.html0000793952-26-000038
Document: 0000793952-26-000038.txt0000793952-26-000038
5 reports for HOG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HOG — sortable, filterable
Type Now
May 28, 2026
15d ago
8-K
NEUTRAL ★ 3/10
$24.14 $24.48▲ +1.41%▲ +3.93%$25.64 (+6.20%)
May 5, 2026
5w ago
8-K
BEARISH ★ 7/10
$25.08 $25.31▼ −0.92%▲ +1.07%$25.64 (−2.22%)
Mar 9, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.77 $17.80▼ −5.17%▼ −3.81%$25.64 (+36.59%)
Mar 9, 2026
13w ago
Insider Cluster
BULLISH ★ 7/10
$18.77 $17.80▼ −5.17%▼ −3.81%$25.64 (+36.59%)
Feb 25, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$18.64 $19.41▲ +4.13%▲ +5.23%$25.64 (+37.54%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (48h 52m)

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