Analysts Set Winnebago Industries, Inc. (NYSE:WGO) PT at $36.33

Shares of Winnebago Industries, Inc. (NYSE:WGO) have earned a consensus recommendation of “Hold” from the twelve research firms that are currently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation and three have issued a buy recommendation on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $36.3333.

WGO has been the subject of a number of analyst reports. Citigroup lifted their price objective on Winnebago Industries from $29.00 to $30.00 and gave the stock a “neutral” rating in a research note on Monday, June 29th. KeyCorp reaffirmed a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Wall Street Zen lowered Winnebago Industries from a “hold” rating to a “sell” rating in a report on Saturday, July 18th. DA Davidson reaffirmed a “neutral” rating and set a $35.00 price target on shares of Winnebago Industries in a report on Monday, June 15th. Finally, Truist Financial cut their price target on shares of Winnebago Industries from $43.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, July 8th.

Winnebago Industries Stock Down 3.3%

Winnebago Industries stock opened at $31.51 on Wednesday. The firm has a market cap of $890.79 million, a price-to-earnings ratio of 23.17 and a beta of 1.11. The firm has a fifty day moving average price of $30.35 and a two-hundred day moving average price of $33.93. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. Winnebago Industries has a fifty-two week low of $26.80 and a fifty-two week high of $50.16.

Winnebago Industries (NYSE:WGO) last released its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing the consensus estimate of $0.76 by ($0.10). The company had revenue of $698.70 million for the quarter, compared to analyst estimates of $755.67 million. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. Winnebago Industries’s revenue for the quarter was down 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.81 earnings per share. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. As a group, analysts forecast that Winnebago Industries will post 1.81 earnings per share for the current year.

Winnebago Industries Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 4.6%. The ex-dividend date is Wednesday, September 9th. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio is currently 102.94%.

Winnebago Industries News Summary

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

• Positive Sentiment: Winnebago announced a strategic manufacturing alignment intended to optimize its production footprint, improve operational efficiency and support the long-term growth of its premium outdoor-recreation brands. The plan could strengthen margins and better align capacity with demand, although investors may watch for execution costs and disruption. Winnebago Industries Announces Strategic Manufacturing Alignment to Support Long-Term Growth
• Positive Sentiment: The board raised the quarterly cash dividend to $0.36 per share from $0.35, a 2.9% increase. The dividend is payable September 23 to shareholders of record September 9, reinforcing WGO’s income appeal with an annualized yield of roughly 4.4% based on the cited trading level. Winnebago Industries Board of Directors Approves Quarterly Cash Dividend Increase
• Neutral Sentiment: A Seeking Alpha analysis characterizes the investment outlook as potentially rewarding over the long term but volatile in the near term, reflecting soft RV demand, cyclical industry conditions and the need for operational improvement. Winnebago Industries: The Ride Will Be Bumpy, But Worth It
• Negative Sentiment: CEO Michael Happe sold 12,045 shares for approximately $393,631, while SVP Bret Woodson sold 2,414 shares for approximately $78,841. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their signal as discretionary bets, but the sales can still weigh on sentiment.

Insiders Place Their Bets

In other news, CEO Michael J. Happe sold 12,045 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the sale, the chief executive officer directly owned 349,349 shares of the company’s stock, valued at $11,416,725.32. This represents a 3.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 2,414 shares of the firm’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.66, for a total transaction of $78,841.24. Following the sale, the senior vice president owned 31,274 shares of the company’s stock, valued at $1,021,408.84. This trade represents a 7.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.88% of the stock is owned by insiders.

Institutional Trading of Winnebago Industries

Hedge funds have recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its position in Winnebago Industries by 90.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock valued at $26,000 after purchasing an additional 364 shares during the period. Allworth Financial LP purchased a new position in shares of Winnebago Industries during the 2nd quarter worth $33,000. Clearstead Advisors LLC purchased a new position in Winnebago Industries during the fourth quarter valued at approximately $35,000. Hantz Financial Services Inc. grew its position in shares of Winnebago Industries by 36.2% during the fourth quarter. Hantz Financial Services Inc. now owns 1,638 shares of the RV manufacturer’s stock worth $66,000 after purchasing an additional 435 shares in the last quarter. Finally, Public Employees Retirement System of Ohio raised its position in shares of Winnebago Industries by 15.9% during the third 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.

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.