Vanguard Group Inc. Sells 131,004 Shares of Winnebago Industries, Inc. $WGO

Key Points

• Vanguard reduced its stake in Winnebago by 6.2%, selling 131,004 shares and now holds 1,975,123 shares (about 7% of the company) valued at roughly $66.0 million.
• Winnebago beat quarterly expectations—EPS $0.38 vs $0.12 estimate and revenue $702.7M (up 12.3%)—and set FY2026 guidance of $2.10–$2.80, while analysts' consensus remains a Hold with an average target of $42.80.
• The company pays a quarterly dividend of $0.35 (annualized yield ~3.9%) but has a payout ratio of about 109%, which could indicate sustainability concerns.

Vanguard Group Inc. decreased its position in shares of Winnebago Industries, Inc. (NYSE:WGO - Free Report) by 6.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,975,123 shares of the RV manufacturer's stock after selling 131,004 shares during the quarter. Vanguard Group Inc. owned approximately 7.00% of Winnebago Industries worth $66,048,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Hantz Financial Services Inc. increased its stake in Winnebago Industries by 825.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,203 shares of the RV manufacturer's stock worth $40,000 after buying an additional 1,073 shares in the last quarter. State of Wyoming lifted its position in shares of Winnebago Industries by 151.4% in the second quarter. State of Wyoming now owns 3,406 shares of the RV manufacturer's stock valued at $99,000 after acquiring an additional 2,051 shares in the last quarter. Lazard Asset Management LLC bought a new position in shares of Winnebago Industries in the second quarter worth about $100,000. Tower Research Capital LLC TRC boosted its stake in shares of Winnebago Industries by 135.3% in the second quarter. Tower Research Capital LLC TRC now owns 3,694 shares of the RV manufacturer's stock worth $107,000 after acquiring an additional 2,124 shares during the period. Finally, Jones Financial Companies Lllp grew its position in shares of Winnebago Industries by 261.3% during the third quarter. Jones Financial Companies Lllp now owns 3,588 shares of the RV manufacturer's stock worth $124,000 after purchasing an additional 2,595 shares in the last quarter.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Griffin Securities set a $40.00 target price on Winnebago Industries in a research note on Tuesday, December 23rd. Roth Mkm upped their price target on Winnebago Industries from $36.00 to $42.00 and gave the stock a "neutral" rating in a research note on Monday, December 22nd. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Winnebago Industries in a report on Monday, December 29th. KeyCorp reissued a "sector weight" rating on shares of Winnebago Industries in a report on Monday, December 22nd. Finally, Benchmark upped their target price on shares of Winnebago Industries from $42.00 to $48.00 and gave the stock a "buy" rating in a research report on Tuesday, December 23rd. Four analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $42.80.

Winnebago Industries Price Performance

NYSE:WGO opened at $36.33 on Friday. The company has a current ratio of 2.69, a quick ratio of 1.25 and a debt-to-equity ratio of 0.44. The company has a market capitalization of $1.03 billion, a P/E ratio of 28.38 and a beta of 1.14. Winnebago Industries, Inc. has a 12 month low of $28.00 and a 12 month high of $50.16. The business's 50-day moving average is $44.64 and its 200 day moving average is $38.90.

Winnebago Industries (NYSE:WGO - Get Free Report) last announced its quarterly earnings results on Friday, December 19th. The RV manufacturer reported $0.38 EPS for the quarter, beating analysts' consensus estimates of $0.12 by $0.26. Winnebago Industries had a return on equity of 4.83% and a net margin of 1.27%.The company had revenue of $702.70 million during the quarter, compared to analyst estimates of $628.51 million. During the same period in the prior year, the company earned ($0.03) earnings per share. The firm's revenue was up 12.3% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. On average, equities research analysts forecast that Winnebago Industries, Inc. will post 3.41 earnings per share for the current fiscal year.

Winnebago Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 28th. Stockholders of record on Wednesday, January 14th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date was Wednesday, January 14th. Winnebago Industries's dividend payout ratio is currently 109.38%.

Winnebago Industries Profile

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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