Triad Investment Management Makes New $4.28 Million Investment in Thor Industries, Inc. $THO

Key Points

• Triad Investment Management acquired a new stake of 41,652 shares (~$4.28 million) in Thor Industries in Q4, making it Triad's ninth-largest position and representing about 0.08% of Thor and ~4.3% of Triad's holdings.
• Thor beat expectations with $0.34 EPS (vs. $0.03 expected) and $2.13 billion in revenue for the quarter, set FY2026 guidance of $3.75–$4.25 EPS, and analysts forecast roughly $4.64 EPS for the year.
• Insider activity included Director Peter Busch Orthwein buying 2,600 shares at $88.25 and COO W. Todd Woelfer selling 4,567 shares at $114.84; insiders own about 4.7% of the company, and Thor declared a quarterly dividend of $0.52 (2.7% yield).

Triad Investment Management acquired a new stake in shares of Thor Industries, Inc. (NYSE:THO - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 41,652 shares of the RV manufacturer's stock, valued at approximately $4,276,000. Thor Industries accounts for about 4.3% of Triad Investment Management's holdings, making the stock its 9th biggest position. Triad Investment Management owned about 0.08% of Thor Industries at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Salvus Wealth Management LLC increased its stake in shares of Thor Industries by 0.6% in the 4th quarter. Salvus Wealth Management LLC now owns 53,581 shares of the RV manufacturer's stock worth $5,501,000 after acquiring an additional 340 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in Thor Industries by 4.7% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 5,418 shares of the RV manufacturer's stock worth $590,000 after acquiring an additional 243 shares in the last quarter. GAMMA Investing LLC boosted its stake in Thor Industries by 56.6% during the fourth quarter. GAMMA Investing LLC now owns 2,510 shares of the RV manufacturer's stock worth $258,000 after acquiring an additional 907 shares in the last quarter. Mirabella Financial Services LLP grew its holdings in Thor Industries by 65.1% in the third quarter. Mirabella Financial Services LLP now owns 30,340 shares of the RV manufacturer's stock worth $3,140,000 after purchasing an additional 11,965 shares during the period. Finally, Allworth Financial LP grew its holdings in Thor Industries by 50.2% in the third quarter. Allworth Financial LP now owns 497 shares of the RV manufacturer's stock worth $52,000 after purchasing an additional 166 shares during the period. 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 Thor Industries stock in a transaction that occurred on Friday, March 6th. The stock was bought at an average cost of $88.25 per share, for a total transaction of $229,450.00. Following the acquisition, the director owned 139,000 shares of the company's stock, valued at $12,266,750. This represents a 1.91% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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 completion of the transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 4.70% of the stock is currently owned by company insiders.

Thor Industries Price Performance

Shares of THO opened at $77.77 on Thursday. Thor Industries, Inc. has a twelve month low of $63.15 and a twelve month high of $122.83. The company has a market capitalization of $4.09 billion, a P/E ratio of 24.15, a price-to-earnings-growth ratio of 1.55 and a beta of 1.45. The firm has a 50 day moving average of $99.41 and a 200 day moving average of $103.14. 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 quarterly earnings data on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.03 by $0.31. The business had revenue of $2.13 billion for the quarter, compared to analysts' expectations of $1.96 billion. Thor Industries had a return on equity of 6.96% and a net margin of 3.02%.The firm's quarterly revenue was up 5.3% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.01) EPS. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS. As a group, equities research analysts anticipate that Thor Industries, Inc. will post 4.64 earnings per share for the current fiscal year.

Thor Industries Dividend Announcement

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. The ex-dividend date of this dividend is Monday, April 6th. This represents a $2.08 annualized dividend and a dividend yield of 2.7%. Thor Industries's dividend payout ratio (DPR) is 64.60%.

Analyst Ratings Changes

A number of equities analysts have weighed in on THO shares. Truist Financial decreased their target price on shares of Thor Industries from $112.00 to $109.00 and set a "hold" rating for the company in a research note on Wednesday, March 11th. Roth Mkm upped their price target on Thor Industries from $93.00 to $97.00 and gave the stock a "neutral" rating in a research note on Thursday, December 4th. Loop Capital set a $133.00 price objective on Thor Industries in a research report on Tuesday, January 13th. UBS Group set a $97.00 price objective on Thor Industries in a research note on Thursday, December 4th. Finally, Wall Street Zen downgraded Thor Industries from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and an average 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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