Thor Industries, Inc. $THO Shares Sold by Fieldview Capital Management LLC

Key Points

• Fieldview Capital reduced its stake in Thor Industries by 62.8% in Q3, selling 17,835 shares and retaining 10,554 shares valued at about $1.094 million, according to its 13F filing.
• Quarterly beat and guidance: Thor reported EPS of $0.34 vs. $0.03 expected and revenue of $2.13 billion vs. $1.96 billion, and set FY2026 guidance of 3.750–4.250 EPS; analysts’ consensus remains a "Hold" with an average target of $106.40.
• Mixed insider activity: COO W. Todd Woelfer sold 4,567 shares (~$524k) while director Peter Busch Orthwein bought 2,600 shares at $88.25, with insiders owning ~4.7% and institutions ~96.7% of the stock.

Fieldview Capital Management LLC reduced its stake in shares of Thor Industries, Inc. (NYSE:THO - Free Report) by 62.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,554 shares of the RV manufacturer's stock after selling 17,835 shares during the period. Fieldview Capital Management LLC's holdings in Thor Industries were worth $1,094,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Country Trust Bank grew its holdings in Thor Industries by 50.0% during the 2nd quarter. Country Trust Bank now owns 300 shares of the RV manufacturer's stock valued at $27,000 after buying an additional 100 shares during the last quarter. Foster Dykema Cabot & Partners LLC acquired a new position in shares of Thor Industries in the third quarter worth $27,000. MAI Capital Management raised its holdings in shares of Thor Industries by 174.8% in the second quarter. MAI Capital Management now owns 371 shares of the RV manufacturer's stock worth $33,000 after acquiring an additional 236 shares during the last quarter. HM Payson & Co. lifted its position in shares of Thor Industries by 33.0% in the third quarter. HM Payson & Co. now owns 540 shares of the RV manufacturer's stock valued at $56,000 after acquiring an additional 134 shares in the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of Thor Industries during the third quarter valued at $66,000. Hedge funds and other institutional investors own 96.71% of the company's stock.

Analyst Ratings Changes

A number of analysts recently commented on THO shares. Roth Mkm lifted their price objective on Thor Industries from $93.00 to $97.00 and gave the stock a "neutral" rating in a research report on Thursday, December 4th. Benchmark restated a "hold" rating on shares of Thor Industries in a report on Wednesday, March 4th. DA Davidson decreased their price target on shares of Thor Industries from $102.00 to $100.00 and set a "neutral" rating on the stock in a research note on Wednesday, March 4th. Truist Financial lifted their price target on shares of Thor Industries from $110.00 to $112.00 and gave the stock a "hold" rating in a report on Tuesday, December 9th. Finally, Robert W. Baird boosted their price objective on shares of Thor Industries from $110.00 to $115.00 and gave the company a "neutral" rating in a research report on Thursday, December 4th. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and an average target price of $106.40.

Thor Industries Price Performance

Shares of NYSE:THO opened at $86.00 on Tuesday. The company has a market cap of $4.52 billion, a P/E ratio of 27.13, a P/E/G ratio of 1.64 and a beta of 1.44. The business has a fifty day simple moving average of $109.37 and a 200-day simple moving average of $106.58. Thor Industries, Inc. has a 52 week low of $63.15 and a 52 week high of $122.83. The company has a quick ratio of 0.73, a current ratio of 1.76 and a debt-to-equity ratio of 0.20.

Thor Industries (NYSE:THO - Get Free Report) last released its earnings results on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.31. Thor Industries had a return on equity of 6.96% and a net margin of 3.02%.The firm had revenue of $2.13 billion for the quarter, compared to the consensus estimate of $1.96 billion. During the same period in the prior year, the business posted ($0.01) earnings per share. The firm's revenue for the quarter was up 5.3% compared to the same quarter last year. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS. Equities research analysts forecast that Thor Industries, Inc. will post 4.64 EPS for the current year.

Thor Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, January 19th. Stockholders of record on Monday, January 5th were issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, January 5th. Thor Industries's dividend payout ratio is presently 65.62%.

Insider Activity

In related news, COO W. Todd Woelfer sold 4,567 shares of the firm's stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $114.84, for a total value of $524,474.28. Following the sale, the chief operating officer directly owned 104,109 shares of the company's stock, valued at approximately $11,955,877.56. This trade represents a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Peter Busch Orthwein bought 2,600 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was bought at an average price of $88.25 per share, with a total value of $229,450.00. Following the completion of the acquisition, the director owned 139,000 shares of the company's stock, valued at $12,266,750. This trade represents a 1.91% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 4.70% of the company's stock.

About Thor Industries

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.

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