Q3 EPS Forecast for Winnebago Industries Reduced by Analyst

Key Points

• Zacks Research lowered Winnebago Industries’ Q3 2027 EPS forecast to $0.87 from $0.90 and maintained a “Hold” rating. The full-year consensus EPS estimate is $1.81.
• Winnebago’s latest quarter fell short of expectations, with EPS of $0.66 versus $0.76 expected and revenue of $698.7 million versus $755.7 million; revenue declined 9.9% year over year.
• The stock has a consensus “Hold” rating and an average price target of $36.33, while the company raised its quarterly dividend to $0.36, implying a 4.7% yield.

Winnebago Industries, Inc. (NYSE:WGO - Free Report) - Equities research analysts at Zacks Research dropped their Q3 2027 EPS estimates for shares of Winnebago Industries in a report issued on Wednesday, September 2nd. Zacks Research analyst Team now forecasts that the RV manufacturer will post earnings per share of $0.87 for the quarter, down from their prior forecast of $0.90. Zacks Research currently has a "Hold" rating on the stock. The consensus estimate for Winnebago Industries' current full-year earnings is $1.81 per share.

Winnebago Industries (NYSE:WGO - Get Free Report) last issued its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.10). Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The company had revenue of $698.70 million for the quarter, compared to analyst estimates of $755.67 million. During the same quarter last year, the business earned $0.81 earnings per share. The company's revenue was down 9.9% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS.

WGO has been the topic of several other reports. Wall Street Zen downgraded shares of Winnebago Industries from a "hold" rating to a "sell" rating in a research note on Sunday. Roth Capital cut their price target on Winnebago Industries from $38.00 to $32.00 and set a "neutral" rating for the company in a research note on Tuesday, June 23rd. Benchmark lowered 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. KeyCorp reissued a "sector weight" rating on shares of Winnebago Industries in a report on Friday, June 26th. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Winnebago Industries in a research report on Friday, August 7th. Three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $36.33.

Winnebago Industries Stock Performance

WGO opened at $30.35 on Thursday. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. The company has a market capitalization of $857.99 million, a PE ratio of 22.32 and a beta of 1.12. The business has a fifty day simple moving average of $31.06 and a 200 day simple moving average of $32.35. Winnebago Industries has a 1 year low of $26.80 and a 1 year high of $50.16.

Institutional Investors Weigh In On Winnebago Industries

Several hedge funds have recently added to or reduced their stakes in WGO. Pzena Investment Management LLC acquired a new position in shares of Winnebago Industries during the second quarter worth $53,406,000. UBS Group AG lifted its holdings in Winnebago Industries by 224.7% during the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer's stock worth $54,870,000 after buying an additional 937,140 shares during the period. California State Teachers Retirement System grew its position in shares of Winnebago Industries by 2,413.7% in the 2nd quarter. California State Teachers Retirement System now owns 932,670 shares of the RV manufacturer's stock valued at $29,855,000 after buying an additional 895,566 shares during the last quarter. Deprince Race & Zollo Inc. increased its stake in shares of Winnebago Industries by 300.6% in the first 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 during the period. Finally, 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 acquiring an additional 389,400 shares during the last quarter.

Insider Transactions at Winnebago Industries

In other Winnebago Industries news, SVP Bret A. Woodson sold 2,414 shares of the firm's stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.66, for a total value of $78,841.24. Following the sale, the senior vice president owned 31,274 shares in the company, valued at $1,021,408.84. This trade represents a 7.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of the business'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 sale, the chief executive officer directly owned 349,349 shares in the company, valued at approximately $11,416,725.32. The trade was a 3.33% 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. In the last quarter, insiders sold 15,694 shares of company stock worth $511,658. Company insiders own 4.88% of the company's stock.

Winnebago Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be paid a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 4.7%. This is a boost from Winnebago Industries's previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Wednesday, September 9th. Winnebago Industries's payout ratio is 102.94%.

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.

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