Zacks Research Analysts Cut Earnings Estimates for WGO

Key Points

• Zacks cut its Q2 2027 EPS estimate for Winnebago from $0.62 to $0.44, while the consensus full‑year earnings estimate remains $3.41, reflecting weaker near‑term earnings expectations.
• Analyst coverage is mixed—consensus rating is a Hold with an average target of $42.30 after several price‑target moves—and the company recently beat quarterly revenue and EPS estimates but pays a 4.3% dividend with a high 95% payout ratio.

Winnebago Industries, Inc. (NYSE:WGO - Free Report) - Research analysts at Zacks Research decreased their Q2 2027 earnings per share estimates for Winnebago Industries in a research report issued on Wednesday, April 8th. Zacks Research analyst Team now expects that the RV manufacturer will post earnings of $0.44 per share for the quarter, down from their previous estimate of $0.62. The consensus estimate for Winnebago Industries' current full-year earnings is $3.41 per share.

WGO has been the subject of several other research reports. KeyCorp restated a "sector weight" rating on shares of Winnebago Industries in a report on Monday, December 22nd. Robert W. Baird cut their price target on Winnebago Industries from $48.00 to $42.00 and set a "neutral" rating for the company in a report on Thursday, March 26th. BMO Capital Markets cut their price target on Winnebago Industries from $55.00 to $48.00 and set an "outperform" rating for the company in a report on Thursday, March 26th. Griffin Securities set a $40.00 price target on Winnebago Industries in a report on Tuesday, December 23rd. Finally, Benchmark lifted their price target on Winnebago Industries from $42.00 to $48.00 and gave the stock a "buy" rating in a research report on Tuesday, December 23rd. Four research 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.com, the stock currently has a consensus rating of "Hold" and an average target price of $42.30.

Winnebago Industries Stock Performance

NYSE WGO opened at $32.87 on Friday. The stock has a market capitalization of $929.02 million, a PE ratio of 22.36 and a beta of 1.20. The business has a 50 day simple moving average of $38.89 and a two-hundred day simple moving average of $38.50. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.30 and a quick ratio of 0.99. Winnebago Industries has a 1-year low of $28.00 and a 1-year high of $50.16.

Winnebago Industries (NYSE:WGO - Get Free Report) last released 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 business had revenue of $657.40 million during the quarter, compared to analysts' expectations of $628.00 million. Winnebago Industries had a return on equity of 4.99% and a net margin of 1.43%.The firm's revenue for the quarter was up 6.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.19 EPS.

Winnebago Industries Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 29th. Investors of record on Wednesday, April 15th will be given a $0.35 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $1.40 annualized dividend and a yield of 4.3%. Winnebago Industries's dividend payout ratio (DPR) is currently 95.24%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in WGO. Royal Bank of Canada grew its position in Winnebago Industries by 5.5% in the first quarter. Royal Bank of Canada now owns 9,568 shares of the RV manufacturer's stock worth $329,000 after acquiring an additional 498 shares in the last quarter. AQR Capital Management LLC grew its position in Winnebago Industries by 283.0% in the first quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer's stock worth $2,243,000 after acquiring an additional 48,105 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Winnebago Industries by 2.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,485 shares of the RV manufacturer's stock valued at $568,000 after buying an additional 401 shares during the period. Hsbc Holdings PLC boosted its position in shares of Winnebago Industries by 126.8% during the second quarter. Hsbc Holdings PLC now owns 26,742 shares of the RV manufacturer's stock valued at $776,000 after buying an additional 14,952 shares during the period. Finally, First Trust Advisors LP boosted its position 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 buying an additional 15,801 shares during the period.

Key Winnebago Industries News

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

• Positive Sentiment: Zacks Research raised longer‑term earnings outlooks — boosting FY2027 to $2.92 (from $2.86) and FY2028 to $3.41 (from $3.16), and increasing a number of late‑period quarter estimates (e.g., Q3/Q4 2027 and Q2 2028), which supports a stronger medium‑term earnings trajectory. MarketBeat Zacks Report
• Neutral Sentiment: Truist lowered its price target to $43 from $47 but maintained a "buy" rating — the lower PT signals tempered expectations, yet the buy rating (and implied upside vs. current levels) may be supportive for near‑term buying interest. Benzinga
• Neutral Sentiment: Brokerage consensus remains centered around a "Hold" recommendation on WGO, reflecting mixed analyst views that can keep volatility elevated as investors weigh differing forecasts. American Banking News
• Neutral Sentiment: Coverage and commentary pieces (e.g., The Globe and Mail) are providing broader consumer‑cyclical context for Winnebago versus peers, useful for thematic positioning but less likely to move the stock alone. Globe and Mail
• Negative Sentiment: Offsetting the upgrades, Zacks trimmed several near‑term forecasts — cutting FY2026 (to $2.35 from $2.50) and lowering Q3/Q4 2026 and Q1 2027 estimates — which could pressure short‑term sentiment if quarters miss expectations. MarketBeat Zacks Report

Winnebago Industries Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.