Winnebago Industries (NYSE:WGO) SVP Bret Woodson Sells 2,414 Shares of Stock

Winnebago Industries, Inc. (NYSE:WGO) SVP Bret Woodson sold 2,414 shares of the company’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 completion of the sale, the senior vice president directly owned 31,274 shares of the company’s stock, valued at $1,021,408.84. The trade was a 7.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Winnebago Industries Trading Down 3.3%

NYSE:WGO opened at $31.51 on Friday. Winnebago Industries, Inc. has a 52 week low of $26.80 and a 52 week high of $50.16. The firm has a 50-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 quick ratio of 0.92 and a current ratio of 2.37. The firm has a market cap of $890.79 million, a price-to-earnings ratio of 23.17 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last announced its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). The business had revenue of $698.70 million during the quarter, compared to analysts’ expectations of $755.67 million. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.Winnebago Industries’s quarterly revenue was down 9.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.81 EPS. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. On average, equities analysts expect that Winnebago Industries, Inc. will post 1.81 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The business also recently declared 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. The ex-dividend date is Wednesday, September 9th. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. This represents a $1.44 annualized dividend and a yield of 4.6%. Winnebago Industries’s dividend payout ratio (DPR) is currently 102.94%.

Institutional Investors Weigh In On Winnebago Industries

Several institutional investors have recently added to or reduced their stakes in the business. Pzena Investment Management LLC bought a new position in Winnebago Industries during the second quarter worth about $53,406,000. UBS Group AG raised its position in shares of Winnebago Industries by 224.7% in the fourth quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock valued at $54,870,000 after purchasing an additional 937,140 shares during the period. Deprince Race & Zollo Inc. lifted its stake in shares of Winnebago Industries by 300.6% during the 1st quarter. Deprince Race & Zollo Inc. now owns 573,448 shares of the RV manufacturer’s stock valued at $17,771,000 after buying an additional 430,300 shares in the last quarter. Maple Rock Capital Partners Inc. lifted its stake in shares of Winnebago Industries by 111.2% during 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 in the last quarter. Finally, William Blair Investment Management LLC bought a new position in Winnebago Industries in the 2nd quarter worth approximately $9,545,000.

Wall Street Analyst Weigh In

Several brokerages have commented on WGO. Northcoast Research lowered shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a research report on Monday, June 1st. Seaport Research Partners initiated coverage on shares of Winnebago Industries in a research report on Monday, July 27th. They set a “neutral” rating for the company. BMO Capital Markets lowered their price target on shares of Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating on the stock in a report on Friday, June 26th. Benchmark dropped their price objective on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research note on Tuesday, June 23rd. Finally, Truist Financial reduced their price objective on Winnebago Industries from $43.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, July 8th. 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 company’s stock. According to data from MarketBeat.com, Winnebago Industries presently has an average rating of “Hold” and an average target price of $36.33.

Winnebago Industries News Roundup

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.

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.