SecBot SecBot
8-K ·Filed May 28, 2026

HOG

HARLEY-DAVIDSON, INC.
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0000793952-26-000038
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
HOG ▲ +17.18% at T+60d
NEUTRAL call +17.18% · α vs SPY +16.26% · entry $24.14 → $28.29
Entry = T+0 close
May 28, 2026
via day close
T+1d
+0.75%
call +0.75% · α +0.49%
$24.32
settled 5mo ago
T+5d
+1.41%
call +1.41% · α +3.93%
$24.48
settled 5mo ago
T+20d
+4.34%
call +4.34% · α +7.97%
$25.19
settled 4mo ago
T+60d
+17.18%
call +17.18% · α +16.26%
$28.29
settled 2mo ago

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.

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)

Investment Themes

Industrials & Manufacturing

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
14 reports for HOG
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 6 of 7 best @ T+60▲ +28.77%Mar 9, 2026
Filters
Rows
Reports for HOG — sortable, filterable
TypeNow
Sep 16, 2026
5w ago
Press Release
NEUTRAL ★ 5/10
$26.84awaiting T+60—$29.44 (+9.69%)
Sep 3, 2026
7w ago
Press Release
BULLISH ★ 7/10
$28.30awaiting T+60—$29.44 (+4.03%)
Aug 15, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$27.03awaiting T+60—$29.44 (+8.92%)
Aug 13, 2026
10w ago
Insider Cluster
BULLISH ★ 6/10
$27.78awaiting T+60—$29.44 (+5.98%)
Aug 11, 2026
11w ago
Insider Cluster
BULLISH ★ 5/10
$25.79awaiting T+60—$29.44 (+14.14%)
Aug 5, 2026
11w ago
Insider Cluster
BULLISH ★ 6/10
$25.52awaiting T+60—$29.44 (+15.34%)
Jul 23, 2026
13w ago
8-K
BULLISH ★ 7/10
$26.52 $27.59▲ +4.03%▼ −0.52%$29.44 (+11.01%)
Jul 7, 2026
15w ago
Press Release
NEUTRAL ★ 1/10
$25.36 $24.83▼ −2.09%▼ −4.58%$29.44 (+16.09%)
Jun 26, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$24.23 $26.03▲ +7.43%▲ +3.04%$29.44 (+21.50%)
May 28, 2026
21w ago
8-K
NEUTRAL ★ 3/10
$24.14 $28.29▲ +17.18%▲ +16.26%$29.44 (+21.95%)
Showing 10 of 14

US Market Status

Market Closed — Opens Wed (15h 39m)

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Report published May 28, 2026