Winnebago Industries (NYSE:WGO) Given New $43.00 Price Target at Truist Financial

Key Points

• Truist cut its price target for Winnebago to $43 (from $47) but kept a "buy" rating, implying about 35.8% upside from the current share price.
• Winnebago beat the quarter: EPS of $0.27 vs. $0.25 expected and revenue of $657.4M, up 6% year‑over‑year, supporting a more constructive multi‑year outlook by some analysts.
• Analyst sentiment is mixed overall, with a consensus "Hold", an average price target of $42.30, and individual broker targets ranging roughly from $40 to $55 after recent revisions.

Winnebago Industries (NYSE:WGO - Get Free Report) had its price objective reduced by analysts at Truist Financial from $47.00 to $43.00 in a report released on Thursday,Benzinga reports. The firm presently has a "buy" rating on the RV manufacturer's stock. Truist Financial's price objective would indicate a potential upside of 35.78% from the stock's current price.

WGO has been the subject of a number of other research reports. Benchmark lifted 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. Griffin Securities set a $40.00 target price on shares of Winnebago Industries in a research report on Tuesday, December 23rd. BMO Capital Markets decreased their target price on shares of Winnebago Industries from $55.00 to $48.00 and set an "outperform" rating on the stock in a research report on Thursday, March 26th. Wall Street Zen downgraded shares of Winnebago Industries from a "buy" rating to a "hold" rating in a report on Saturday, March 28th. Finally, Weiss Ratings restated a "hold (c-)" rating on shares of Winnebago Industries in a research note on Monday, December 29th. Four research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $42.30.

Winnebago Industries Price Performance

Shares of WGO opened at $31.67 on Thursday. The company has a market capitalization of $895.31 million, a P/E ratio of 21.60 and a beta of 1.20. The company has a quick ratio of 0.99, a current ratio of 2.30 and a debt-to-equity ratio of 0.36. The firm has a 50 day moving average of $39.16 and a 200 day moving average of $38.54. Winnebago Industries has a twelve month low of $28.00 and a twelve month high of $50.16.

Winnebago Industries (NYSE:WGO - Get Free Report) last announced its quarterly earnings results on Wednesday, March 25th. The RV manufacturer reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.02. The company had revenue of $657.40 million during the quarter, compared to the consensus estimate of $628.00 million. Winnebago Industries had a net margin of 1.43% and a return on equity of 4.99%. The firm's quarterly revenue was up 6.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.19 earnings per share. As a group, equities research analysts anticipate that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Winnebago Industries

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in shares of Winnebago Industries by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 1,990,237 shares of the RV manufacturer's stock valued at $80,644,000 after purchasing an additional 15,114 shares in the last quarter. UBS Group AG grew its position in Winnebago Industries by 224.7% during the fourth quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer's stock valued at $54,870,000 after buying an additional 937,140 shares during the period. Pzena Investment Management LLC acquired a new stake in shares of Winnebago Industries in the fourth quarter valued at about $37,642,000. Charles Schwab Investment Management Inc. lifted its stake in shares of Winnebago Industries by 8.9% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 889,184 shares of the RV manufacturer's stock worth $36,030,000 after buying an additional 72,478 shares in the last quarter. Finally, Maple Rock Capital Partners Inc. raised its stake in Winnebago Industries by 111.2% during the third quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer's stock worth $22,746,000 after purchasing an additional 358,100 shares during the period.

Key Stories Impacting Winnebago Industries

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

• Positive Sentiment: Zacks raised medium‑ and long‑term outlooks — FY2027 EPS to $2.92 (from $2.86) and FY2028 to $3.41 (from $3.16); they also boosted Q3 2027 and Q4 2027 forecasts (to $1.06 and $1.02 respectively). These upgrades support a more constructive multi‑year earnings trajectory for WGO.
• Neutral Sentiment: Broker consensus remains lukewarm: analysts collectively give WGO a “Hold,” which limits upside momentum until clearer operational improvement is visible. Article Title
• Neutral Sentiment: Industry/analyst commentary (coverage by The Globe and Mail) adds context but no major new catalyst — useful for sentiment but unlikely to move the stock dramatically by itself. Article Title
• Negative Sentiment: Near‑term cuts from Zacks: FY2026 lowered to $2.35 (from $2.50) and several quarterly downgrades — Q3 2026 to $0.91 (from $1.06), Q4 2026 to $0.78 (from $0.81), and Q1 2028/Q1 2027 modestly trimmed. Those reductions suggest possible short‑term margin or demand pressure and are a likely driver of downside sentiment.

About Winnebago Industries

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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