Zacks Research Brokers Reduce Earnings Estimates for WGO

Key Points

• Zacks Research sharply cut its earnings forecasts, lowering Q1 2027 EPS to $0.25 from $0.40 and reducing its FY2027 and FY2028 estimates to $1.95 and $2.17, respectively. The firm maintains a “Strong Sell” rating on WGO.
• Analyst opinion is mixed but averages to “Hold,” with a $35 price target; recent moves include downgrades to “Sell” from Weiss Ratings and Wall Street Zen, while BMO retained an “Outperform” rating.
• Winnebago raised its quarterly dividend to $0.36, equivalent to a 4.6% yield, but its payout ratio is 119%. Insiders also sold nearly 29,840 shares over the past quarter.

Winnebago Industries, Inc. (NYSE:WGO - Free Report) - Investment analysts at Zacks Research reduced their Q1 2027 earnings estimates for shares of Winnebago Industries in a research report issued to clients and investors on Wednesday, November 4th. Zacks Research analyst Team now expects that the RV manufacturer will post earnings of $0.25 per share for the quarter, down from their previous estimate of $0.40. Zacks Research currently has a "Strong Sell" rating on the stock. The consensus estimate for Winnebago Industries' current full-year earnings is $1.93 per share. Zacks Research also issued estimates for Winnebago Industries' Q2 2027 earnings at $0.32 EPS, Q4 2027 earnings at $0.63 EPS, FY2027 earnings at $1.95 EPS, Q1 2028 earnings at $0.35 EPS, Q2 2028 earnings at $0.45 EPS, Q3 2028 earnings at $0.67 EPS, Q4 2028 earnings at $0.70 EPS, FY2028 earnings at $2.17 EPS and FY2029 earnings at $2.49 EPS.

Winnebago Industries (NYSE:WGO - Get Free Report) last released its quarterly earnings data 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%.

A number of other research analysts have also recently commented on the company. Raymond James Financial reiterated a "market perform" rating on shares of Winnebago Industries in a report on Wednesday, October 21st. Weiss Ratings cut Winnebago Industries from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Wednesday, October 14th. BMO Capital Markets reduced their target price on Winnebago Industries from $38.00 to $33.00 and set an "outperform" rating on the stock in a research report on Thursday, October 22nd. Wall Street Zen lowered Winnebago Industries from a "hold" rating to a "sell" rating in a research note on Saturday. Finally, Seaport Research Partners began coverage on Winnebago Industries in a research note on Monday, July 27th. They issued a "neutral" rating on the stock. Three equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $35.00.

Winnebago Industries Stock Performance

Winnebago Industries stock opened at $31.32 on Monday. The firm has a 50 day simple moving average of $27.60 and a 200-day simple moving average of $32.46. The stock has a market cap of $892.02 million, a price-to-earnings ratio of 25.89 and a beta of 1.21. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.17 and a quick ratio of 1.04. Winnebago Industries has a 1-year low of $21.95 and a 1-year high of $50.16.

Winnebago Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th were issued a $0.36 dividend. This is a boost from Winnebago Industries's previous quarterly dividend of $0.35. The ex-dividend date was Wednesday, September 9th. This represents a $1.44 annualized dividend and a yield of 4.6%. Winnebago Industries's payout ratio is 119.01%.

Insider Buying and Selling at Winnebago Industries

In other Winnebago Industries news, SVP Bret Woodson sold 1,235 shares of the business's stock in a transaction that occurred 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 sale, the senior vice president owned 31,373 shares of the company's stock, valued at $995,465.29. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Stacy Bogart sold 14,146 shares of the company's stock in a transaction on Thursday, November 5th. The stock was sold at an average price of $33.73, for a total value of $477,144.58. Following the transaction, the senior vice president owned 69,821 shares in the company, valued at $2,355,062.33. This trade represents a 16.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 29,840 shares of company stock valued at $988,803 over the last quarter. 5.42% of the stock is owned by company insiders.

Hedge Funds Weigh In On Winnebago Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Diversified Trust Co purchased a new position in Winnebago Industries in the third quarter valued at $396,000. Jacobi Capital Management LLC purchased a new stake in Winnebago Industries during the 3rd quarter worth about $40,000. Penn Capital Management Company LLC increased its holdings in Winnebago Industries by 133.1% during the 3rd quarter. Penn Capital Management Company LLC now owns 34,058 shares of the RV manufacturer's stock worth $898,000 after purchasing an additional 19,448 shares during the period. Aviance Capital Partners LLC increased its holdings in Winnebago Industries by 1.8% during the 3rd quarter. Aviance Capital Partners LLC now owns 28,671 shares of the RV manufacturer's stock worth $756,000 after purchasing an additional 520 shares during the period. Finally, Unison Advisors LLC raised its position in Winnebago Industries by 2.4% in the 3rd quarter. Unison Advisors LLC now owns 19,877 shares of the RV manufacturer's stock valued at $524,000 after purchasing an additional 459 shares in the last quarter.

Winnebago Industries News Roundup

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

• Negative Sentiment: Zacks Research cut several estimates, including FY2027 EPS from $2.45 to $1.95 and FY2028 EPS from $5.32 to $2.17; it also lowered forecasts for multiple quarters and rates WGO “Strong Sell.” The lower projections point to weaker expected earnings. Zacks Research Brokers Lower Earnings Estimates for WGO
• Negative Sentiment: Wall Street Zen also downgraded WGO from “Hold” to “Sell,” adding to the cautious analyst outlook. Winnebago Industries Rating Lowered to Sell at Wall Street Zen
• Negative Sentiment: Senior Vice President Stacy Bogart sold 14,146 shares for about $477,145, reducing her holdings by 16.85%. Insider sales can add to investor concerns, although the transaction alone does not establish the reason for the sale. Winnebago Industries SVP Sells Stock

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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