Winnebago Industries, Inc. $WGO Stock Sold by Cooke & Bieler LP

Cooke & Bieler LP cut its holdings in shares of Winnebago Industries, Inc. (NYSE:WGO) by 18.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,037,909 shares of the RV manufacturer’s stock after selling 238,754 shares during the period. Cooke & Bieler LP owned 3.67% of Winnebago Industries worth $27,370,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of WGO. NFSG Corp raised its stake in Winnebago Industries by 82.9% in the third quarter. NFSG Corp now owns 3,200 shares of the RV manufacturer’s stock worth $84,000 after buying an additional 1,450 shares in the last quarter. GAMMA Investing LLC lifted its holdings in Winnebago Industries by 145.2% during the third quarter. GAMMA Investing LLC now owns 954 shares of the RV manufacturer’s stock worth $25,000 after buying an additional 565 shares during the period. Farther Finance Advisors LLC lifted its holdings in Winnebago Industries by 639.2% during the third quarter. Farther Finance Advisors LLC now owns 9,513 shares of the RV manufacturer’s stock worth $251,000 after buying an additional 8,226 shares during the period. Versant Capital Management Inc boosted its position in Winnebago Industries by 365.6% during the 3rd quarter. Versant Capital Management Inc now owns 1,313 shares of the RV manufacturer’s stock valued at $35,000 after acquiring an additional 1,031 shares in the last quarter. Finally, Tidal Investments LLC bought a new stake in Winnebago Industries during the 2nd quarter valued at $558,000.

Key Headlines Impacting Winnebago Industries

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

• Positive Sentiment: Winnebago reported quarterly earnings of $0.49 per share, exceeding the company’s reported consensus estimate of $0.46. While the result missed the more conservative Zacks estimate of $0.50, investors appear to have focused on the earnings beat relative to the broader consensus. Winnebago Industries quarterly earnings report
• Positive Sentiment: Management highlighted market-share gains in motorhomes, continued growth at Barletta in the U.S. aluminum pontoon market, and manufacturing-footprint initiatives expected to produce up to $80 million in cumulative gross savings. These actions could support margins and long-term returns during the RV downturn. Winnebago fiscal 2026 results
• Positive Sentiment: Full-year fiscal 2026 revenue reached approximately $2.7 billion, while strong quarterly cash flow helped improve net leverage to 2.2 times. Analysts also characterized the shares as inexpensive enough to attract contrarian, long-term investors. Winnebago key investor takeaways
• Neutral Sentiment: Winnebago issued fiscal 2027 guidance, but the outlook remains constrained by a difficult macroeconomic environment and weak RV demand. Investors will likely watch whether cost reductions can offset pressure on sales and profitability. Winnebago fiscal 2027 outlook
• Negative Sentiment: Fourth-quarter revenue was $645.1 million, below the $654.8 million analyst expectation and down 17% from the prior year. Earnings also fell from $0.71 to $0.49 per share, underscoring continued cyclical pressure on the business. Winnebago Q4 estimates

Winnebago Industries Stock Up 10.8%

Shares of Winnebago Industries stock opened at $25.67 on Thursday. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. The company has a market cap of $725.63 million, a P/E ratio of 18.87 and a beta of 1.18. The firm’s 50 day moving average price is $27.88 and its 200-day moving average price is $29.64. Winnebago Industries, Inc. has a 52-week low of $21.95 and a 52-week high of $50.16.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Tuesday, September 29th. The RV manufacturer reported $0.49 EPS for the quarter. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. On average, sell-side analysts predict that Winnebago Industries, Inc. will post 1.81 EPS for the current fiscal year.

Winnebago Industries Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th were given a dividend of $0.36 per share. The ex-dividend date of this dividend was Wednesday, September 9th. This is a boost from Winnebago Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a dividend yield of 5.6%. Winnebago Industries’s payout ratio is currently 105.88%.

Insiders Place Their Bets

In other news, CEO Michael J. Happe sold 12,045 shares of the firm’s stock in a transaction 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 owned 349,349 shares of the company’s stock, valued at $11,416,725.32. This trade represents a 3.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 on Thursday, August 13th. The stock was sold at an average price of $32.66, for a total value 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 15,694 shares of company stock worth $511,658. Insiders own 4.88% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Wall Street Zen upgraded Winnebago Industries from a “sell” rating to a “hold” rating in a report on Saturday, September 12th. Citigroup reduced their price target on Winnebago Industries from $29.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, October 13th. Truist Financial decreased their price objective on Winnebago Industries from $43.00 to $35.00 and set a “buy” rating for the company in a research note on Wednesday, July 8th. Zacks Research raised Winnebago Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, September 1st. Finally, Weiss Ratings downgraded Winnebago Industries from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, October 14th. Three analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $35.67.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products. The company designs and produces motorhomes, travel trailers, fifth-wheel trailers and other outdoor recreation vehicles under brands including Winnebago, Grand Design, Newmar and Barletta.

Its marine operations produce boats and related products through brands such as Chris-Craft and Barletta. Winnebago’s portfolio serves consumers seeking products for travel, camping, boating and other outdoor recreational activities.

Founded in 1958, the company is headquartered in Forest City, Iowa.