DA Davidson Analysts Raise Earnings Estimates for REV Group

Key Points

• DA Davidson has increased its Q4 2025 earnings per share (EPS) estimate for REV Group from $0.71 to $0.79, with a target price of $68.00 and a "Buy" rating on the stock.
• REV Group reported a quarterly EPS of $0.79, exceeding the consensus estimate of $0.63, alongside revenue of $644.90 million, reflecting an 11.3% increase compared to the previous year.
• The company recently declared a quarterly dividend of $0.06 per share, with a yield of 0.4%, highlighting a dividend payout ratio of 11.32%.

REV Group, Inc. (NYSE:REVG - Free Report) - Equities research analysts at DA Davidson raised their Q4 2025 earnings per share (EPS) estimates for REV Group in a research note issued to investors on Thursday, September 4th. DA Davidson analyst M. Shlisky now anticipates that the company will post earnings of $0.79 per share for the quarter, up from their prior forecast of $0.71. DA Davidson has a "Buy" rating and a $68.00 price target on the stock. The consensus estimate for REV Group's current full-year earnings is $2.12 per share. DA Davidson also issued estimates for REV Group's Q2 2026 earnings at $0.91 EPS and Q3 2026 earnings at $0.95 EPS.

REV Group (NYSE:REVG - Get Free Report) last announced its quarterly earnings data on Wednesday, September 3rd. The company reported $0.79 EPS for the quarter, topping analysts' consensus estimates of $0.63 by $0.16. REV Group had a return on equity of 27.25% and a net margin of 4.51%.The firm had revenue of $644.90 million during the quarter, compared to analyst estimates of $613.24 million. During the same period last year, the company posted $0.48 EPS. The business's quarterly revenue was up 11.3% compared to the same quarter last year. REV Group has set its FY 2025 guidance at EPS.

Several other research firms have also weighed in on REVG. Robert W. Baird boosted their target price on REV Group from $50.00 to $64.00 and gave the stock an "outperform" rating in a report on Thursday, September 4th. The Goldman Sachs Group boosted their target price on REV Group from $26.00 to $30.00 and gave the stock a "sell" rating in a report on Tuesday, May 27th. Wall Street Zen upgraded REV Group from a "buy" rating to a "strong-buy" rating in a report on Friday, June 6th. Zacks Research lowered REV Group from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 2nd. Finally, Morgan Stanley set a $64.00 target price on REV Group in a report on Tuesday. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, REV Group presently has an average rating of "Hold" and a consensus target price of $56.50.

REV Group Stock Down 3.2%

Shares of REV Group stock traded down $2.06 during trading on Monday, hitting $61.85. 1,204,282 shares of the stock traded hands, compared to its average volume of 925,483. The stock has a market cap of $3.02 billion, a P/E ratio of 29.17 and a beta of 1.15. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.53 and a current ratio of 1.63. REV Group has a twelve month low of $25.76 and a twelve month high of $64.47. The company has a fifty day moving average price of $52.02 and a two-hundred day moving average price of $41.51.

Hedge Funds Weigh In On REV Group

Several large investors have recently made changes to their positions in REVG. RD Lewis Holdings Inc. lifted its position in shares of REV Group by 3.0% in the second quarter. RD Lewis Holdings Inc. now owns 6,900 shares of the company's stock valued at $345,000 after buying an additional 200 shares during the last quarter. Ameritas Investment Partners Inc. lifted its position in shares of REV Group by 4.3% in the second quarter. Ameritas Investment Partners Inc. now owns 5,249 shares of the company's stock valued at $250,000 after buying an additional 218 shares during the last quarter. Osaic Holdings Inc. lifted its position in shares of REV Group by 2.6% in the second quarter. Osaic Holdings Inc. now owns 9,545 shares of the company's stock valued at $454,000 after buying an additional 239 shares during the last quarter. Police & Firemen s Retirement System of New Jersey increased its stake in shares of REV Group by 2.6% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 11,515 shares of the company's stock worth $548,000 after purchasing an additional 289 shares during the period. Finally, KLP Kapitalforvaltning AS increased its stake in shares of REV Group by 2.6% during the second quarter. KLP Kapitalforvaltning AS now owns 11,700 shares of the company's stock worth $557,000 after purchasing an additional 300 shares during the period.

REV Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 10th. Stockholders of record on Friday, September 26th will be paid a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, September 26th. REV Group's dividend payout ratio is 11.32%.

About REV Group

REV Group, Inc, together with its subsidiaries, designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in the United States, Canada, and internationally. It operates through three segments: Fire & Emergency, Commercial, and Recreation. The Fire & Emergency segment provides fire apparatus equipment under the Emergency One, Kovatch Mobile Equipment, Ferrara, Spartan Emergency Response, Smeal, Spartan Fire Chassis, and Ladder Tower brand names; and ambulances under the American Emergency Vehicles, Horton Emergency Vehicles, Leader Emergency Vehicles, Road Rescue, and Wheeled Coach brand names.