Winnebago Industries (NYSE:WGO) Issues FY 2026 Earnings Guidance

Key Points

• Winnebago Industries has provided FY 2026 earnings per share guidance of 2.000-2.700, compared to the consensus estimate of 2.270, along with revenue guidance of $2.8-$3.0 billion.
• The company recently increased its quarterly dividend to $0.35 per share, yielding 4.4%, up from a previous $0.34 per share.
• Several analysts have downgraded the price targets for Winnebago Industries, with BMO Capital Markets now targeting $42.00, down from $50.00, while Benchmark also lowered its target from $60.00 to $42.00.

Winnebago Industries (NYSE:WGO - Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.000-2.700 for the period, compared to the consensus earnings per share estimate of 2.270. The company issued revenue guidance of $2.8 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion.

Winnebago Industries Price Performance

Shares of NYSE WGO opened at $31.71 on Wednesday. The company has a current ratio of 2.41, a quick ratio of 0.89 and a debt-to-equity ratio of 0.44. The company's 50-day moving average price is $33.79 and its 200 day moving average price is $32.68. Winnebago Industries has a 52 week low of $28.00 and a 52 week high of $65.65. The stock has a market cap of $888.72 million, a price-to-earnings ratio of -53.74 and a beta of 1.14.

Winnebago Industries (NYSE:WGO - Get Free Report) last announced its earnings results on Wednesday, October 22nd. The RV manufacturer reported $0.71 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.58 by $0.13. Winnebago Industries had a negative net margin of 0.62% and a positive return on equity of 2.86%. The company had revenue of $777.30 million during the quarter, compared to analysts' expectations of $724.89 million. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS. As a group, research analysts forecast that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 24th. Investors of record on Wednesday, September 10th were paid a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend was Wednesday, September 10th. This is an increase from Winnebago Industries's previous quarterly dividend of $0.34. Winnebago Industries's dividend payout ratio is currently -237.29%.

Analyst Upgrades and Downgrades

WGO has been the subject of several recent research reports. BMO Capital Markets dropped their price target on Winnebago Industries from $50.00 to $42.00 and set an "outperform" rating for the company in a research report on Thursday, June 26th. Benchmark dropped their price objective on Winnebago Industries from $60.00 to $42.00 and set a "buy" rating for the company in a research report on Monday, June 30th. KeyCorp reduced their target price on shares of Winnebago Industries from $37.00 to $34.00 and set an "overweight" rating on the stock in a report on Thursday, June 26th. DA Davidson raised their price target on shares of Winnebago Industries from $26.00 to $32.00 and gave the stock a "neutral" rating in a research note on Tuesday, September 30th. Finally, Truist Financial cut their price objective on shares of Winnebago Industries from $40.00 to $36.00 and set a "buy" rating for the company in a research report on Thursday, June 26th. Six analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $40.78.

Institutional Investors Weigh In On Winnebago Industries

Several large investors have recently made changes to their positions in the business. AQR Capital Management LLC raised its holdings in shares of Winnebago Industries by 283.0% during the 1st quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer's stock valued at $2,243,000 after buying an additional 48,105 shares during the period. Sei Investments Co. grew its position in Winnebago Industries by 91.6% in the second quarter. Sei Investments Co. now owns 63,389 shares of the RV manufacturer's stock valued at $1,838,000 after acquiring an additional 30,297 shares in the last quarter. Nomura Holdings Inc. acquired a new stake in Winnebago Industries in the second quarter valued at approximately $1,137,000. First Trust Advisors LP raised its stake in shares of Winnebago Industries by 83.9% during the second quarter. First Trust Advisors LP now owns 34,626 shares of the RV manufacturer's stock valued at $1,004,000 after purchasing an additional 15,801 shares during the period. Finally, CANADA LIFE ASSURANCE Co lifted its position in shares of Winnebago Industries by 2.7% during the second quarter. CANADA LIFE ASSURANCE Co now owns 25,289 shares of the RV manufacturer's stock worth $733,000 after purchasing an additional 660 shares in the last quarter.

About Winnebago Industries

Winnebago Industries, Inc manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.

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