Winnebago Industries (NYSE:WGO) Updates FY 2026 Earnings Guidance

Winnebago Industries (NYSE:WGO) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.650-2.000 for the period, compared to the consensus estimate of 2.270. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.9 billion.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on WGO shares. Benchmark reduced their price objective on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating for the company in a research note on Tuesday. Truist Financial decreased their price target on Winnebago Industries from $47.00 to $43.00 and set a “buy” rating for the company in a report on Thursday, April 9th. DA Davidson reaffirmed a “neutral” rating and set a $35.00 price objective on shares of Winnebago Industries in a research note on Monday, June 15th. Robert W. Baird lowered their price target on shares of Winnebago Industries from $48.00 to $42.00 and set a “neutral” rating on the stock in a report on Thursday, March 26th. Finally, Northcoast Research cut shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a report on Monday, June 1st. Three investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $37.22.

Winnebago Industries Stock Up 1.1%

Shares of WGO opened at $31.23 on Friday. The stock has a 50 day moving average price of $30.10 and a 200 day moving average price of $36.83. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.99 and a current ratio of 2.37. The stock has a market capitalization of $883.01 million, a price-to-earnings ratio of 22.97 and a beta of 1.12. Winnebago Industries has a one year low of $26.80 and a one year high of $50.16.

Winnebago Industries (NYSE:WGO) last issued its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing analysts’ consensus estimates of $0.80 by ($0.14). Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. The business had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. During the same quarter last year, the company earned $0.81 earnings per share. Winnebago Industries’s quarterly revenue was down 9.9% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Equities research analysts forecast that Winnebago Industries will post 1.83 earnings per share for the current fiscal year.

Winnebago Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 10th were given a $0.35 dividend. The ex-dividend date of this dividend was Wednesday, June 10th. This represents a $1.40 dividend on an annualized basis and a yield of 4.5%. Winnebago Industries’s payout ratio is presently 95.24%.

More Winnebago Industries News

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

• Positive Sentiment: BMO Capital Markets lowered its price target on Winnebago Industries but kept an outperform rating, implying upside from recent levels and reinforcing the view that the stock may have recovery potential. Benzinga article
• Positive Sentiment: Investors are responding to relative resilience in motorhome sales and profitability, which helped offset weakness in other areas of the business. TipRanks article
• Neutral Sentiment: Some analysts say WGO’s low valuation and dividend yield make it an interesting contrarian idea, but the investment case remains dependent on a demand recovery. Zacks article
• Neutral Sentiment: The company continues to face mixed trends, with motorhome strength offset by weaker towable RV and marine demand, leaving the 2026 outlook cautious. Zacks article
• Negative Sentiment: Winnebago missed third-quarter earnings and revenue estimates and cut fiscal 2026 guidance, citing softer demand, affordability pressure and macro uncertainty. Zacks article
• Negative Sentiment: The weak quarterly results included lower revenue and profit versus last year, reinforcing concerns that consumer demand for RVs remains under pressure. Zacks article

Hedge Funds Weigh In On Winnebago Industries

Institutional investors and hedge funds have recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Winnebago Industries by 90.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock valued at $26,000 after buying an additional 364 shares during the last quarter. Public Employees Retirement System of Ohio grew its position in Winnebago Industries by 15.9% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock valued at $75,000 after buying an additional 309 shares during the last quarter. Aster Capital Management DIFC Ltd increased its stake in Winnebago Industries by 3,661.8% in the 4th quarter. Aster Capital Management DIFC Ltd now owns 2,558 shares of the RV manufacturer’s stock valued at $104,000 after buying an additional 2,490 shares during the period. State of Wyoming increased its stake in shares of Winnebago Industries by 151.4% during the second quarter. State of Wyoming now owns 3,406 shares of the RV manufacturer’s stock worth $99,000 after acquiring an additional 2,051 shares during the period. Finally, Lazard Asset Management LLC purchased a new stake in Winnebago Industries in the 2nd quarter valued at approximately $100,000.

Winnebago Industries Company Profile

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.