Winnebago Industries (NYSE:WGO) Price Target Raised to $48.00

Winnebago Industries (NYSE:WGO) had its price target boosted by BMO Capital Markets from $45.00 to $48.00 in a research report released on Monday,Benzinga reports. The firm currently has an outperform rating on the RV manufacturer’s stock.

Several other brokerages have also issued reports on WGO. Benchmark reissued a “buy” rating on shares of Winnebago Industries in a research note on Wednesday, December 17th. Loop Capital started coverage on shares of Winnebago Industries in a research report on Friday, October 31st. They set a “hold” rating and a $40.00 target price on the stock. Truist Financial increased their target price on shares of Winnebago Industries from $36.00 to $46.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Zacks Research raised shares of Winnebago Industries from a “strong sell” rating to a “hold” rating in a research note on Friday, October 24th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Winnebago Industries in a research report on Monday, December 15th. Four equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $42.40.

Winnebago Industries Price Performance

WGO stock opened at $42.59 on Monday. The company has a quick ratio of 1.25, a current ratio of 2.69 and a debt-to-equity ratio of 0.44. The firm has a market cap of $1.20 billion, a price-to-earnings ratio of 33.27 and a beta of 1.12. The company’s fifty day simple moving average is $37.10 and its 200 day simple moving average is $34.16. Winnebago Industries has a 12-month low of $28.00 and a 12-month high of $50.81.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings data on Friday, December 19th. The RV manufacturer reported $0.38 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.26. Winnebago Industries had a return on equity of 4.83% and a net margin of 1.27%.The firm had revenue of $702.70 million during the quarter, compared to analyst estimates of $628.51 million. During the same period last year, the company posted ($0.03) EPS. The business’s quarterly revenue was up 12.3% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. On average, analysts expect that Winnebago Industries will post 3.41 earnings per share for the current year.

Winnebago Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Stockholders of record on Wednesday, January 14th will be paid a $0.35 dividend. The ex-dividend date of this dividend is Wednesday, January 14th. This represents a $1.40 annualized dividend and a dividend yield of 3.3%. Winnebago Industries’s dividend payout ratio is 109.38%.

Insider Buying and Selling

In related news, CEO Michael J. Happe sold 7,105 shares of Winnebago Industries stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $41.38, for a total transaction of $294,004.90. Following the transaction, the chief executive officer owned 347,501 shares of the company’s stock, valued at $14,379,591.38. The trade was a 2.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Sara E. Armbruster purchased 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was bought at an average cost of $40.27 per share, with a total value of $108,729.00. Following the completion of the transaction, the director directly owned 14,426 shares in the company, valued at $580,935.02. The trade was a 23.03% increase in their position. The SEC filing for this purchase provides additional information. 4.88% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in WGO. Maple Rock Capital Partners Inc. increased its stake in Winnebago Industries by 111.2% in the 3rd quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer’s stock valued at $22,746,000 after buying an additional 358,100 shares during the last quarter. Hotchkis & Wiley Capital Management LLC bought a new position in shares of Winnebago Industries in the third quarter valued at approximately $9,785,000. RWWM Inc. purchased a new stake in shares of Winnebago Industries during the second quarter valued at approximately $8,400,000. Royce & Associates LP bought a new stake in Winnebago Industries during the third quarter worth $6,838,000. Finally, UBS Group AG boosted its position in Winnebago Industries by 75.8% in the third quarter. UBS Group AG now owns 417,015 shares of the RV manufacturer’s stock worth $13,945,000 after purchasing an additional 179,853 shares during the last quarter.

Key Headlines Impacting Winnebago Industries

Here are the key news stories impacting Winnebago Industries this week:

• Positive Sentiment: Benchmark Co. remains bullish on WGO, maintaining a Buy rating and highlighting internal improvements, conservative guidance and attractive valuation as reasons to own the stock. Benchmark maintains Winnebago Industries (WGO) buy recommendation
• Positive Sentiment: BMO Capital Markets raised its price target to $48, signaling expectations for further upside and aligning with other shops boosting targets after Winnebago’s recent quarter and guidance. BMO Capital Markets Increases Winnebago Industries (NYSE:WGO) Price Target to $48.00
• Positive Sentiment: Citigroup published a bullish note forecasting strong price appreciation for WGO, adding to analyst momentum that the company’s turnaround (revenues up, margin expansion) can support multiple expansion. Citigroup Forecasts Strong Price Appreciation for Winnebago Industries (NYSE:WGO) Stock
• Positive Sentiment: Roth Capital boosted its price target to $42, reflecting higher conviction after recent results and guidance — another analyst upgrade contributing to consensus upward revisions. Roth Capital Boosts Winnebago Industries (NYSE:WGO) Price Target to $42.00
• Positive Sentiment: Press/industry pieces (MarketBeat/Globe & Mail) highlight Winnebago as a turnaround candidate: three straight earnings beats, raised FY guidance, margin gains and favorable technicals (golden cross) supporting further gains. Analysts Are Bullish on Top Consumer Cyclical Stocks: Packaging (PKG), Winnebago Industries (WGO)
• Neutral Sentiment: DA Davidson raised its target to $40 but kept a Neutral rating — its target implies modest downside from recent levels, reminding investors there remains differing analyst conviction. DA Davidson raises PT to $40 (Benzinga)
• Negative Sentiment: Despite the bullish analyst activity, WGO is trading lower on the day with lighter-than-average volume, suggesting some profit-taking or broader market pressure is offsetting the positive notes in the near term. (Volume and intraday weakness may limit short-term upside.)

About Winnebago Industries

Winnebago Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and specialty vehicles, headquartered in Forest City, Iowa. Since its founding in 1958, the company has gained recognition for its motorhomes, travel trailers and fifth-wheel products under the Winnebago and Grand Design brands. Its portfolio also includes towable RVs, camper vans and commercial vehicles tailored for healthcare, government and mobile retail applications.

In addition to vehicle production, Winnebago Industries maintains an extensive dealer and service network across the United States and Canada, supplemented by parts distribution centers and customer support resources.