Thor Industries, Inc. $THO Stock Holdings Lifted by Choreo LLC

Key Points

• Choreo LLC raised its stake in Thor Industries by 9.9% to 394,513 shares (about 0.75% of the company) valued at roughly $41.13 million, with institutional investors holding 96.71% of the stock.
• Thor beat quarterly estimates with $0.34 EPS (vs. $0.03 expected) and $2.13B revenue, and set FY2026 guidance of $3.75–$4.25 EPS against analysts' consensus of $4.64 and a $106.10 target price.
• Insider activity: Director Peter Busch Orthwein bought 2,600 shares at $88.25 while COO W. Todd Woelfer sold 4,567 shares at $114.84, leaving insiders with about 4.7% ownership.

Choreo LLC raised its position in Thor Industries, Inc. (NYSE:THO - Free Report) by 9.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 394,513 shares of the RV manufacturer's stock after purchasing an additional 35,655 shares during the quarter. Choreo LLC owned approximately 0.75% of Thor Industries worth $41,128,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of THO. Jones Financial Companies Lllp grew its stake in Thor Industries by 433.3% in the first quarter. Jones Financial Companies Lllp now owns 7,061 shares of the RV manufacturer's stock valued at $535,000 after purchasing an additional 5,737 shares in the last quarter. United Services Automobile Association purchased a new position in Thor Industries in the first quarter valued at about $269,000. Empowered Funds LLC purchased a new position in Thor Industries in the first quarter valued at about $1,177,000. Focus Partners Wealth purchased a new position in Thor Industries in the first quarter valued at about $255,000. Finally, Prudential Financial Inc. grew its stake in Thor Industries by 20.4% in the second quarter. Prudential Financial Inc. now owns 5,534 shares of the RV manufacturer's stock valued at $491,000 after purchasing an additional 937 shares in the last quarter. Hedge funds and other institutional investors own 96.71% of the company's stock.

Insider Activity

In other Thor Industries news, Director Peter Busch Orthwein acquired 2,600 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was acquired at an average price of $88.25 per share, with a total value of $229,450.00. Following the transaction, the director owned 139,000 shares of the company's stock, valued at approximately $12,266,750. This trade represents a 1.91% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, COO W. Todd Woelfer sold 4,567 shares of the business's stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $114.84, for a total value of $524,474.28. Following the transaction, the chief operating officer directly owned 104,109 shares of the company's stock, valued at $11,955,877.56. This represents a 4.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 4.70% of the stock is currently owned by insiders.

Thor Industries Price Performance

Shares of NYSE:THO opened at $79.17 on Friday. Thor Industries, Inc. has a fifty-two week low of $66.50 and a fifty-two week high of $122.83. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.76 and a quick ratio of 0.73. The stock has a market capitalization of $4.16 billion, a P/E ratio of 24.59, a P/E/G ratio of 1.54 and a beta of 1.45. The business has a 50-day moving average of $94.39 and a two-hundred day moving average of $101.89.

Thor Industries (NYSE:THO - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $2.13 billion during the quarter, compared to analysts' expectations of $1.96 billion. During the same quarter in the previous year, the firm earned ($0.01) EPS. The firm's revenue 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. On average, equities research analysts predict that Thor Industries, Inc. will post 4.64 EPS for the current fiscal year.

Thor Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, April 20th. Investors of record on Monday, April 6th will be given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, April 6th. Thor Industries's payout ratio is currently 64.60%.

Analysts Set New Price Targets

A number of analysts have weighed in on THO shares. BMO Capital Markets reduced their price target on Thor Industries from $135.00 to $125.00 and set an "outperform" rating for the company in a research report on Wednesday, March 4th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Thor Industries in a research report on Wednesday, January 21st. Truist Financial reduced their price target on Thor Industries from $112.00 to $109.00 and set a "hold" rating for the company in a research report on Wednesday, March 11th. Wall Street Zen cut Thor Industries from a "buy" rating to a "hold" rating in a research report on Saturday, March 7th. Finally, Zacks Research raised Thor Industries from a "strong sell" rating to a "hold" rating in a research report on Thursday, January 1st. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $106.10.

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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