New York State Teachers Retirement System Decreases Stake in Winnebago Industries, Inc. $WGO

New York State Teachers Retirement System cut its holdings in shares of Winnebago Industries, Inc. (NYSE:WGO) by 47.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,019 shares of the RV manufacturer’s stock after selling 18,205 shares during the quarter. New York State Teachers Retirement System owned about 0.07% of Winnebago Industries worth $620,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of WGO. UBS Group AG boosted its holdings in shares of Winnebago Industries by 224.7% during the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock worth $54,870,000 after purchasing an additional 937,140 shares during the last quarter. De Lisle Partners LLP increased its holdings in shares of Winnebago Industries by 938.3% in the fourth quarter. De Lisle Partners LLP now owns 152,411 shares of the RV manufacturer’s stock valued at $6,183,000 after purchasing an additional 137,732 shares during the last quarter. Unison Advisors LLC purchased a new position in Winnebago Industries during the fourth quarter worth approximately $778,000. Prescott Group Capital Management L.L.C. acquired a new position in Winnebago Industries during the fourth quarter worth $810,000. Finally, Hillsdale Investment Management Inc. purchased a new stake in Winnebago Industries in the 4th quarter valued at $5,255,000.

Winnebago Industries Stock Performance

NYSE WGO opened at $29.59 on Tuesday. The stock has a fifty day simple moving average of $29.59 and a 200-day simple moving average of $36.02. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36. The stock has a market cap of $836.62 million, a PE ratio of 21.76 and a beta of 1.12. Winnebago Industries, Inc. has a twelve month low of $26.80 and a twelve month high of $50.16.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.10). The company had revenue of $698.70 million during the quarter, compared to analysts’ expectations of $755.67 million. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. The firm’s quarterly revenue was down 9.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.81 earnings per share. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Equities analysts anticipate that Winnebago Industries, Inc. will post 1.82 earnings per share for the current year.

Winnebago Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 4.7%. The ex-dividend date was Wednesday, June 10th. Winnebago Industries’s dividend payout ratio is currently 102.94%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on WGO. BMO Capital Markets reduced their price target on Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating on the stock in a report on Friday, June 26th. Benchmark reduced their target price on shares of Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research note on Tuesday, June 23rd. Robert W. Baird decreased their target price 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. Griffin Securities set a $35.00 price target on shares of Winnebago Industries in a research note on Monday, June 15th. Finally, DA Davidson restated a “neutral” rating and set a $35.00 price target on shares of Winnebago Industries in a report on Monday, June 15th. Three analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $36.33.

Winnebago Industries 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.