10 High Yield Stocks For Lasting Retirement Income

7. Polaris Inc. (NYSE:PII)

Dividend Yield as of May 22: 4.01%

On May 19, Morgan Stanley lowered its price recommendation on Polaris Inc. (NYSE:PII) to $69 from $74. It reiterated an Equal Weight rating on the shares. The firm said it raised its 2026 estimates following the company’s first-quarter results, reflecting earnings that came in ahead of expectations, improving competitive positioning, and easing tariff pressures. The analyst also noted that the combination of interest rates and tariffs continues to cloud visibility for the business.

During the Q1 2026 earnings call, CEO Michael Speetzen said the company started the year strongly, with quarterly results exceeding expectations. He noted that reported sales increased 8%, while organic sales rose 14% after excluding the impact of Indian Motorcycle and related items. Speetzen also said Polaris posted adjusted earnings per share of $0.13. According to him, EPS would have reached $0.26 without the Indian Motorcycle business.

He said first-quarter demand was mainly driven by the utility and commercial segments. The company’s Power Sports division posted double-digit growth, supported by the utility RANGER lineup, growth in the commercial business, and snowmobiles. Speetzen added that North American retail sales increased 1%, while ORV retail sales rose 3%. He also said the company ended the quarter with market share gains in ORV, snowmobiles, and Godfrey pontoons.

The CEO tied margin improvement to product mix, pricing, and operational efficiencies, despite ongoing tariff pressure. He said gross margins improved by 389 basis points, even after a 240-basis-point tariff-related headwind. He also noted that dealer inventory levels remained healthy. Snowmobile inventory, meanwhile, was reduced by more than 50% from the prior year following significant progress during the quarter.

Polaris Inc. (NYSE:PII) designs, engineers, manufactures, and markets powersports vehicles. The company also designs and sources parts, garments, and accessories, including aftermarket accessories and apparel.