Company profiles · Losers & Avoid

Harley-Davidson (HOG): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$31.22 +11.1% since report
Report price · Aug 28, 2026 close$28.10
Market cap$2.9B
52-wk rangen/a
Dividend · quarterly$0.752/yr 2.41% · next expected Dec

Why it’s on the map

Classic retaliation target (2018 precedent); Canada a top export market; cap -16% YoY.

Government money & contracts

None.

Customers & commercial

Riders.

Catalysts

Second-tranche retaliation.

Risk

Retaliation.

Tariff durability

Loser.

Dividend · #16 of 47 payers by yield
2.41% yield
$0.752 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.188a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateSept 15, 2026own it before the ex-date to collect
Last paidSept 29, 2026$0.188 a share
Payout ratio40%of earnings · well covered
Raised5 yrsconsecutive years of increases
Shares at the Oct 30 close of $31.2232.03
Each payment$6.02
Per year · 4 payments$24.09
Recent payments
Ex-datePaidPer share
Sept 15, 2026Sept 29, 2026$0.188
Jun 8, 2026Jun 25, 2026$0.1875
Mar 2, 2026Mar 17, 2026$0.1875
Dec 9, 2025Dec 22, 2025$0.18
Sept 10, 2025Sept 24, 2025$0.18

Yield = $0.188 × 4 ÷ the Oct 30 close of $31.22. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source