Winnebago Industries, Inc. (NYSE:WGO) Stock Has Average Target Price of $35.56

Key Points

• Analysts have a “Hold” consensus on Winnebago Industries, with nine hold, three buy and one sell rating; the average 12-month price target is $35.56 versus a recent share price of $28.63.
• The company reported adjusted EPS of $0.49 despite a 17% revenue decline, while restructuring and cost reductions are expected to deliver up to $80 million in cumulative savings through fiscal 2029.
• Winnebago increased its quarterly dividend to $0.36 per share, but the stock faces continued RV-market weakness and a cautious outlook; insiders have also sold shares under pre-arranged trading plans.

Shares of Winnebago Industries, Inc. (NYSE:WGO - Get Free Report) have been given a consensus recommendation of "Hold" by the thirteen research firms that are covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation and three have assigned a buy recommendation to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $35.56.

WGO has been the topic of several research reports. Citigroup upped their price objective on shares of Winnebago Industries from $24.00 to $28.00 and gave the company a "neutral" rating in a report on Thursday. Wall Street Zen upgraded shares of Winnebago Industries from a "sell" rating to a "hold" rating in a research report on Saturday, September 12th. Zacks Research upgraded Winnebago Industries from a "strong sell" rating to a "hold" rating in a research note on Tuesday, September 1st. 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. Finally, Weiss Ratings lowered Winnebago Industries from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Wednesday, October 14th.

Insider Activity at Winnebago Industries

In related news, CEO Michael Happe sold 12,045 shares of the firm's stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the transaction, the chief executive officer owned 349,349 shares in the company, valued at $11,416,725.32. This trade 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 Woodson sold 2,414 shares of Winnebago Industries stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.66, for a total transaction of $78,841.24. Following the transaction, the senior vice president owned 31,274 shares in the company, valued at approximately $1,021,408.84. This trade represents a 7.17% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 15,694 shares of company stock valued at $511,658 in the last ninety days. 4.88% of the stock is currently owned by insiders.

Institutional Trading of Winnebago Industries

A number of institutional investors have recently bought and sold shares of WGO. Maple Rock Capital Partners Inc. raised its position in shares of Winnebago Industries by 33.3% during the second quarter. Maple Rock Capital Partners Inc. now owns 1,559,231 shares of the RV manufacturer's stock worth $48,710,000 after purchasing an additional 389,400 shares during the period. Squarepoint Ops LLC boosted its holdings in Winnebago Industries by 181.3% during the 2nd quarter. Squarepoint Ops LLC now owns 113,403 shares of the RV manufacturer's stock worth $3,543,000 after acquiring an additional 73,084 shares during the last quarter. Hsbc Holdings PLC bought a new stake in shares of Winnebago Industries in the 2nd quarter worth $1,332,000. Jefferies Financial Group Inc. purchased a new stake in Winnebago Industries in the 2nd quarter valued at about $1,384,000. Finally, Empowered Funds LLC bought a new position in shares of Winnebago Industries during the 2nd quarter worth approximately $4,363,000.

Winnebago Industries Price Performance

NYSE:WGO opened at $28.63 on Monday. The stock has a market capitalization of $814.32 million, a PE ratio of 23.66 and a beta of 1.18. Winnebago Industries has a 1-year low of $21.95 and a 1-year high of $50.16. The firm has a fifty day simple moving average of $27.75 and a 200 day simple moving average of $29.61. The company has a current ratio of 2.17, a quick ratio of 1.04 and a debt-to-equity ratio of 0.36.

Winnebago Industries (NYSE:WGO - Get Free Report) last posted its quarterly earnings results on Tuesday, September 29th. The RV manufacturer reported $0.49 earnings per share (EPS) for the quarter. Winnebago Industries had a net margin of 1.28% and a return on equity of 4.16%. On average, research analysts expect that Winnebago Industries will post 1.94 EPS for the current fiscal year.

Winnebago Industries Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th were issued a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 5.0%. This is an increase from Winnebago Industries's previous quarterly dividend of $0.35. The ex-dividend date was Wednesday, September 9th. Winnebago Industries's dividend payout ratio (DPR) is presently 119.01%.

Winnebago Industries News Summary

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

• Positive Sentiment: Winnebago reported fiscal fourth-quarter adjusted EPS of $0.49, exceeding Wall Street expectations despite a 17% revenue decline. Management also outlined a smaller manufacturing footprint and structural cost reductions expected to generate up to $80 million in cumulative savings through fiscal 2029. Why Winnebago Industries Stock Surged This Week
• Positive Sentiment: The motorhome segment returned to profitability, while cost controls, product innovation and premium brands are viewed as potential drivers of improving margins, cash flow and future growth. Winnebago Stock After Q4 Earnings: Buy, Hold or Sell Now?
• Positive Sentiment: Winnebago lifted its dividend and extended its credit line through 2031, signaling continued access to liquidity and shareholder-return support. Winnebago lifts dividend and extends credit line
• Neutral Sentiment: The company reached a cooperation agreement with an activist investor and plans to nominate Jay L. Johnson to its board at the expected December annual meeting. The agreement could reduce governance uncertainty, though its longer-term effect on strategy is unclear. Winnebago Reaches Governance Agreement
• Neutral Sentiment: Analyst views are mixed: BMO maintained an “outperform” rating while lowering its target to $33, and Citigroup raised its target to $28 but retained a “neutral” rating. BMO analyst action
• Negative Sentiment: Quarterly revenue fell 17%, highlighting continued pressure from a weak recreational-vehicle market. The company’s earnings call also emphasized a cautious outlook amid industry headwinds. Winnebago 2026 Q4 Results

About Winnebago Industries

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.

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