Winnebago Industries, Inc. (NYSE:WGO) Given Consensus Rating of "Hold" by Brokerages

Key Points

• Analysts maintain a “Hold” consensus on Winnebago, with nine hold ratings and three buys. The average 12-month price target is $36.33, versus a recent share price of $30.99.
• Recent results showed continued pressure: quarterly EPS came in at $0.66 versus the $0.76 consensus, while revenue fell 9.9% year over year to $698.7 million and missed estimates.
• Winnebago raised its quarterly dividend to $0.36 from $0.35, implying a 4.6% yield, although the payout ratio is high at 102.94%. Company insiders also sold 15,694 shares worth about $511,658 over the past three months.

Winnebago Industries, Inc. (NYSE:WGO - Get Free Report) has been given an average recommendation of "Hold" by the twelve ratings firms that are presently covering the stock, Marketbeat.com reports. Nine equities research analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $36.3333.

A number of research analysts have recently issued reports on the stock. Griffin Securities set a $35.00 price target on shares of Winnebago Industries in a research report on Monday, June 15th. DA Davidson reaffirmed a "neutral" rating and set a $35.00 price objective on shares of Winnebago Industries in a research report on Monday, June 15th. Seaport Research Partners assumed coverage on shares of Winnebago Industries in a research note on Monday, July 27th. They set a "neutral" rating on the stock. Weiss Ratings reissued a "hold (c-)" rating on shares of Winnebago Industries in a report on Friday, August 7th. Finally, Truist Financial decreased their target price 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.

Insider Activity at Winnebago Industries

In related news, CEO Michael J. Happe sold 12,045 shares of the company's stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total transaction of $393,630.60. Following the completion of the transaction, the chief executive officer directly owned 349,349 shares in the company, valued at $11,416,725.32. This represents a 3.33% decrease in their position. The sale was disclosed in a filing 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 1,235 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $31.73, for a total value of $39,186.55. Following the completion of the sale, the senior vice president directly owned 31,373 shares in the company, valued at $995,465.29. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 15,694 shares of company stock worth $511,658. Company insiders own 4.88% of the company's stock.

Hedge Funds Weigh In On Winnebago Industries

Several institutional investors have recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Winnebago Industries by 90.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer's stock worth $26,000 after acquiring an additional 364 shares during the period. Clearstead Advisors LLC acquired a new position in Winnebago Industries during the 4th quarter valued at about $35,000. Allworth Financial LP bought a new position in Winnebago Industries in the 2nd quarter worth about $33,000. Hantz Financial Services Inc. raised its holdings 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 valued at $66,000 after buying an additional 435 shares during the last quarter. Finally, Public Employees Retirement System of Ohio raised its holdings 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 Price Performance

WGO stock opened at $30.99 on Friday. The firm has a market cap of $876.09 million, a P/E ratio of 22.79 and a beta of 1.12. The stock has a 50-day simple moving average of $31.03 and a 200-day simple moving average of $32.22. Winnebago Industries has a 1 year low of $26.80 and a 1 year high of $50.16. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.92 and a current ratio of 2.37.

Winnebago Industries (NYSE:WGO - Get Free Report) last announced its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.10). The business 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%. The firm's revenue was down 9.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.81 earnings per share. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. On average, equities analysts predict that Winnebago Industries 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 issued a $0.36 dividend. This is a positive change from Winnebago Industries's previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $1.44 annualized dividend and a dividend yield of 4.6%. Winnebago Industries's dividend payout ratio (DPR) is 102.94%.

Trending Headlines about Winnebago Industries

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

• Positive Sentiment: Zacks Research upgraded WGO from “Strong Sell” to “Hold,” improving the analyst-rating backdrop. The firm also raised its FY2027 EPS forecast slightly to $2.45 from $2.43.
• Positive Sentiment: Zacks made substantial increases to its FY2028 earnings outlook, lifting projected EPS to $5.32 from $3.59. Its estimates rose across 2028, including Q1 EPS to $1.15 from $0.74, Q2 to $1.24 from $0.76, Q3 to $1.42 from $1.08 and Q4 to $1.50 from $1.01. The revisions suggest expectations for a significant recovery in profitability.
• Positive Sentiment: Zacks also modestly increased its Q1 2027 EPS estimate to $0.40 from $0.39, Q2 to $0.37 from $0.35 and Q4 to $0.82 from $0.79, indicating improved expectations for parts of the 2027 operating period.
• Neutral Sentiment: WGO shares rose 3.4% on September 2, while GuruFocus highlighted a GF Score of 73. The move reflects improving investor sentiment but does not itself represent a change in the company’s fundamentals. Winnebago Industries shares surge and GF Score analysis
• Neutral Sentiment: Winnebago is giving its Grand Design RV brand a fresh look, a marketing and branding initiative that could support demand but is unlikely to materially affect near-term earnings. Winnebago gives its Grand Design RV brand a fresh look
• Negative Sentiment: Zacks lowered its Q3 2027 EPS forecast to $0.87 from $0.90, signaling some unevenness in the expected recovery. WGO also recently reported quarterly EPS and revenue below consensus, with revenue down 9.9% year over year, underscoring ongoing demand pressure.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source