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

Winnebago Industries (NYSE:WGO) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 2.100-2.800 for the period, compared to the consensus estimate of 2.370. The company issued revenue guidance of $2.8 billion-$3.0 billion, compared to the consensus revenue estimate of $2.9 billion.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. KeyCorp reaffirmed a “sector weight” rating on shares of Winnebago Industries in a research note on Thursday, October 23rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Monday. Loop Capital assumed coverage on shares of Winnebago Industries in a research note on Friday, October 31st. They issued a “hold” rating and a $40.00 price target on the stock. DA Davidson boosted their price objective on shares of Winnebago Industries from $32.00 to $38.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, Benchmark reaffirmed a “buy” rating on shares of Winnebago Industries in a research report on Wednesday. Four investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Winnebago Industries presently has a consensus rating of “Hold” and an average target price of $39.00.

Winnebago Industries Stock Performance

Shares of WGO stock opened at $40.30 on Friday. The firm has a market cap of $1.14 billion, a price-to-earnings ratio of 44.29 and a beta of 1.12. Winnebago Industries has a 52-week low of $28.00 and a 52-week high of $53.45. The company has a quick ratio of 1.21, a current ratio of 2.42 and a debt-to-equity ratio of 0.44. The company’s 50 day moving average is $36.07 and its 200 day moving average is $33.90.

Winnebago Industries (NYSE:WGO) last announced its earnings results on Friday, December 19th. The RV manufacturer reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.07. The business had revenue of $702.70 million for the quarter, compared to analysts’ expectations of $628.51 million. Winnebago Industries had a return on equity of 3.86% and a net margin of 0.92%.Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. On average, sell-side analysts anticipate that Winnebago Industries will post 3.41 EPS for the current fiscal year.

Winnebago Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend is Wednesday, January 14th. Winnebago Industries’s dividend payout ratio is presently 153.85%.

Insider Buying and Selling

In other Winnebago Industries news, CEO Michael J. Happe sold 7,105 shares of Winnebago Industries stock in a transaction on Monday, October 27th. The shares were sold at an average price of $41.38, for a total value of $294,004.90. Following the transaction, the chief executive officer directly owned 347,501 shares of the company’s stock, valued at approximately $14,379,591.38. The trade was a 2.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Sara E. Armbruster purchased 2,700 shares of Winnebago Industries stock in a transaction dated Friday, October 24th. The shares were acquired at an average cost of $40.27 per share, for a total transaction of $108,729.00. Following the completion of the transaction, the director owned 14,426 shares of the company’s stock, valued at approximately $580,935.02. This represents a 23.03% increase in their position. The disclosure for this purchase is available in the SEC filing. 4.88% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Voloridge Investment Management LLC boosted its holdings in Winnebago Industries by 61.9% in the third quarter. Voloridge Investment Management LLC now owns 331,000 shares of the RV manufacturer’s stock worth $11,069,000 after acquiring an additional 126,537 shares in the last quarter. Verition Fund Management LLC raised its position in shares of Winnebago Industries by 5.3% in the 3rd quarter. Verition Fund Management LLC now owns 90,519 shares of the RV manufacturer’s stock valued at $3,027,000 after purchasing an additional 4,569 shares during the last quarter. Public Employees Retirement System of Ohio boosted its stake in Winnebago Industries by 15.9% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock worth $75,000 after purchasing an additional 309 shares in the last quarter. Nomura Holdings Inc. boosted its stake in Winnebago Industries by 9.8% in the 3rd quarter. Nomura Holdings Inc. now owns 43,041 shares of the RV manufacturer’s stock worth $1,439,000 after purchasing an additional 3,831 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in Winnebago Industries by 90.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after purchasing an additional 364 shares during the last quarter.

Winnebago Industries Company Profile

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.