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De Lisle Partners LLP Buys New Position in Winnebago Industries, Inc. $WGO

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De Lisle Partners LLP bought a new stake in shares of Winnebago Industries, Inc. (NYSE:WGO - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 172,411 shares of the RV manufacturer's stock, valued at approximately $5,388,000. De Lisle Partners LLP owned 0.61% of Winnebago Industries at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WGO. UBS Group AG raised its holdings in Winnebago Industries by 224.7% during the fourth quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer's stock worth $54,870,000 after purchasing an additional 937,140 shares in the last quarter. Legato Capital Management LLC boosted its stake in Winnebago Industries by 162.3% during the 4th quarter. Legato Capital Management LLC now owns 56,108 shares of the RV manufacturer's stock valued at $2,273,000 after purchasing an additional 34,719 shares in the last quarter. Hillsdale Investment Management Inc. bought a new position in Winnebago Industries during the 4th quarter valued at $5,255,000. Prescott Group Capital Management L.L.C. acquired a new position in shares of Winnebago Industries during the 4th quarter valued at $810,000. Finally, Deprince Race & Zollo Inc. raised its stake in shares of Winnebago Industries by 300.6% in the 1st quarter. Deprince Race & Zollo Inc. now owns 573,448 shares of the RV manufacturer's stock worth $17,771,000 after buying an additional 430,300 shares in the last quarter.

Insider Buying and Selling

In other news, SVP Bret A. Woodson sold 1,235 shares of the business's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total transaction of $39,186.55. Following the sale, the senior vice president owned 31,373 shares in the company, valued at $995,465.29. The trade was a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of the company'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 transaction of $393,630.60. Following the completion of the sale, the chief executive officer owned 349,349 shares of the company's stock, valued at approximately $11,416,725.32. This trade represents 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. Insiders have sold 15,694 shares of company stock worth $511,658 in the last 90 days. 4.88% of the stock is owned by company insiders.

Winnebago Industries Stock Down 0.6%

Shares of Winnebago Industries stock opened at $31.77 on Friday. Winnebago Industries, Inc. has a 12-month low of $26.80 and a 12-month high of $50.16. The firm has a market capitalization of $898.14 million, a PE ratio of 23.36 and a beta of 1.11. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. The stock's fifty day moving average is $30.70 and its 200-day moving average is $33.42.

Winnebago Industries (NYSE:WGO - Get Free Report) last released its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing analysts' consensus estimates of $0.76 by ($0.10). The company had revenue of $698.70 million during 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 company's revenue for the quarter was down 9.9% compared to the same quarter last year. During the same quarter last year, the business earned $0.81 EPS. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Equities analysts anticipate that Winnebago Industries, Inc. will post 1.81 earnings per share for the current year.

Winnebago Industries Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th will be given a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 4.5%. This is an increase 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%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on WGO shares. BMO Capital Markets decreased their target price on Winnebago Industries from $48.00 to $38.00 and set an "outperform" rating for the company in a research note on Friday, June 26th. Seaport Research Partners started coverage on shares of Winnebago Industries in a research report on Monday, July 27th. They issued a "neutral" rating on the stock. Wall Street Zen raised shares of Winnebago Industries from a "sell" rating to a "hold" rating in a report on Saturday. Citigroup raised their price objective on shares of Winnebago Industries from $29.00 to $30.00 and gave the company a "neutral" rating in a research report on Monday, June 29th. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Winnebago Industries in a research note on Friday, August 7th. Three analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $36.33.

View Our Latest Report on WGO

About Winnebago Industries

(Free Report)

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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Want to see what other hedge funds are holding WGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Winnebago Industries, Inc. (NYSE:WGO - Free Report).

Institutional Ownership by Quarter for Winnebago Industries (NYSE:WGO)

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