Winnebago Industries (NYSE:WGO) Stock Price Up 8% After Strong Earnings

Key Points

• Winnebago shares rose 8% after the company reported quarterly adjusted earnings of $0.49 per share, slightly above some analyst estimates.
• Despite the earnings beat, fourth-quarter revenue fell 17% year over year to $645.1 million, reflecting continued weakness in the recreational-vehicle market and cautious fiscal 2027 guidance.
• Management raised its cumulative manufacturing-footprint savings target to as much as $80 million, while the company gained market share in motorhomes, reduced net leverage to 2.2 times and increased its quarterly dividend to $0.36 per share.

Winnebago Industries, Inc. (NYSE:WGO - Get Free Report)'s stock price traded up 8% during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $27.43 and last traded at $27.6850. 353,999 shares traded hands during mid-day trading, a decline of 46% from the average daily volume of 660,458 shares. The stock had previously closed at $25.64.

The RV manufacturer reported $0.49 EPS for the quarter. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.

Winnebago Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th were given a dividend of $0.36 per share. The ex-dividend date of this dividend was Wednesday, September 9th. This is an increase from Winnebago Industries's previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 5.2%. Winnebago Industries's dividend payout ratio (DPR) is currently 105.88%.

Key Winnebago Industries News

Here are the key news stories impacting Winnebago Industries this week:

• Positive Sentiment: Winnebago reported fourth-quarter adjusted earnings of $0.49 per share, slightly above the approximately $0.47 analyst consensus used by some estimates. The result helped support the stock even though other estimates placed expectations closer to $0.50. Winnebago Industries Reports Fourth Quarter and Full Year Fiscal 2026 Results
• Positive Sentiment: Management raised its target for cumulative gross savings from manufacturing-footprint changes to as much as $80 million. Investors are viewing the restructuring and operational initiatives as potential support for profitability during the RV downturn. Why Winnebago Stock Popped After Earnings
• Positive Sentiment: The motorhome business continued gaining market share, while Barletta expanded its position in the U.S. aluminum pontoon market. The company also generated strong quarterly cash flow and reduced net leverage to 2.2 times. Winnebago Industries Reports Fourth Quarter and Full Year Fiscal 2026 Results
• Neutral Sentiment: Fiscal 2026 revenue totaled approximately $2.7 billion. Management issued fiscal 2027 guidance, but commentary remained cautious because of a challenging macroeconomic environment and continued pressure on RV demand. Winnebago Industries Charts EPS Growth Amid RV Headwinds
• Negative Sentiment: Fourth-quarter revenue fell 17% year over year to $645.1 million, below the roughly $660.1 million consensus. Earnings also declined from $0.71 per share a year earlier, underscoring ongoing weakness in the recreational-vehicle market. Winnebago Industries Misses Q4 Earnings and Revenue Estimates

Wall Street Analysts Forecast Growth

WGO has been the topic of a number of recent analyst reports. Citigroup dropped their price target on shares of Winnebago Industries from $29.00 to $24.00 and set a "neutral" rating on the stock in a research report on Tuesday, October 13th. Weiss Ratings downgraded shares of Winnebago Industries from a "hold (c-)" rating to a "sell (d+)" rating in a report on Wednesday, October 14th. Seaport Research Partners began coverage on shares of Winnebago Industries in a report on Monday, July 27th. They set a "neutral" rating for the company. Zacks Research upgraded shares of Winnebago Industries from a "strong sell" rating to a "hold" rating in a research note on Tuesday, September 1st. Finally, BMO Capital Markets dropped their target price on shares of Winnebago Industries from $48.00 to $38.00 and set an "outperform" rating on the stock in a report on Friday, June 26th. Three investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $35.67.

Insider Buying and Selling

In other Winnebago Industries news, CEO Michael Happe sold 12,045 shares of Winnebago Industries stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the transaction, the chief executive officer directly owned 349,349 shares of the company's stock, valued at $11,416,725.32. The trade was a 3.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret Woodson sold 1,235 shares of the company's stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $31.73, for a total value of $39,186.55. Following the transaction, the senior vice president owned 31,373 shares of the company's stock, valued at approximately $995,465.29. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 15,694 shares of company stock worth $511,658 in the last ninety days. Insiders own 4.88% of the company's stock.

Hedge Funds Weigh In On Winnebago Industries

A number of institutional investors and hedge funds have recently bought and sold shares of WGO. NFSG Corp boosted its holdings in Winnebago Industries by 82.9% in the 3rd quarter. NFSG Corp now owns 3,200 shares of the RV manufacturer's stock valued at $84,000 after purchasing an additional 1,450 shares during the period. GAMMA Investing LLC grew its position in Winnebago Industries by 145.2% in the 3rd quarter. GAMMA Investing LLC now owns 954 shares of the RV manufacturer's stock worth $25,000 after purchasing an additional 565 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in shares of Winnebago Industries by 639.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 9,513 shares of the RV manufacturer's stock worth $251,000 after purchasing an additional 8,226 shares during the period. Versant Capital Management Inc increased its holdings in shares of Winnebago Industries by 365.6% during the 3rd quarter. Versant Capital Management Inc now owns 1,313 shares of the RV manufacturer's stock worth $35,000 after purchasing an additional 1,031 shares during the period. Finally, Tidal Investments LLC bought a new position in shares of Winnebago Industries during the 2nd quarter worth about $558,000.

Winnebago Industries Price Performance

The stock's 50-day moving average price is $27.88 and its 200 day moving average price is $29.64. The firm has a market cap of $782.63 million, a price-to-earnings ratio of 20.35 and a beta of 1.18. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products. The company designs and produces motorhomes, travel trailers, fifth-wheel trailers and other outdoor recreation vehicles under brands including Winnebago, Grand Design, Newmar and Barletta.

Its marine operations produce boats and related products through brands such as Chris-Craft and Barletta. Winnebago's portfolio serves consumers seeking products for travel, camping, boating and other outdoor recreational activities.

Founded in 1958, the company is headquartered in Forest City, Iowa.

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