Winnebago Industries (NYSE:WGO) Lowered to Hold Rating by Wall Street Zen

Wall Street Zen downgraded shares of Winnebago Industries (NYSE:WGO) from a buy rating to a hold rating in a research note released on Saturday.

Other research analysts have also issued reports about the company. Griffin Securities set a $40.00 price objective on Winnebago Industries in a research report on Tuesday, December 23rd. Robert W. Baird cut their target price on Winnebago Industries from $48.00 to $42.00 and set a “neutral” rating on the stock in a research report on Thursday. BMO Capital Markets decreased their target price on Winnebago Industries from $55.00 to $48.00 and set an “outperform” rating for the company in a research note on Thursday. Citigroup lowered their target price on Winnebago Industries from $54.00 to $46.00 and set a “buy” rating for the company in a report on Friday. Finally, Roth Mkm increased their price target on Winnebago Industries from $36.00 to $42.00 and gave the stock a “neutral” rating in a report on Monday, December 22nd. Four research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $42.70.

Winnebago Industries Price Performance

Shares of WGO opened at $31.45 on Friday. The company has a quick ratio of 1.25, a current ratio of 2.30 and a debt-to-equity ratio of 0.36. The stock has a market cap of $889.02 million, a PE ratio of 21.40 and a beta of 1.14. Winnebago Industries has a 12-month low of $28.00 and a 12-month high of $50.16. The business has a 50-day simple moving average of $41.73 and a two-hundred day simple moving average of $38.69.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings results on Wednesday, March 25th. The RV manufacturer reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.02. Winnebago Industries had a return on equity of 4.99% and a net margin of 1.43%.The company had revenue of $657.40 million for the quarter, compared to analysts’ expectations of $628.00 million. During the same period in the previous year, the business posted $0.19 earnings per share. The business’s quarterly revenue was up 6.0% compared to the same quarter last year. Analysts anticipate that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.

Winnebago Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 29th. Stockholders of record on Wednesday, April 15th will be paid a dividend of $0.35 per share. The ex-dividend date is Wednesday, April 15th. This represents a $1.40 annualized dividend and a dividend yield of 4.5%. Winnebago Industries’s dividend payout ratio (DPR) is presently 95.24%.

Institutional Trading of Winnebago Industries

A number of large investors have recently bought and sold shares of WGO. Public Employees Retirement System of Ohio grew its stake in shares of Winnebago Industries by 10.3% during the 4th quarter. Public Employees Retirement System of Ohio now owns 2,488 shares of the RV manufacturer’s stock worth $101,000 after acquiring an additional 233 shares during the period. Verdence Capital Advisors LLC raised its position in shares of Winnebago Industries by 4.3% in the fourth quarter. Verdence Capital Advisors LLC now owns 5,916 shares of the RV manufacturer’s stock valued at $240,000 after purchasing an additional 244 shares during the period. Amalgamated Bank lifted its stake in shares of Winnebago Industries by 3.4% during the 3rd quarter. Amalgamated Bank now owns 8,299 shares of the RV manufacturer’s stock valued at $278,000 after buying an additional 276 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in Winnebago Industries by 90.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after buying an additional 364 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Winnebago Industries by 2.5% in the 1st 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 in the last quarter.

Winnebago Industries News Roundup

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

• Positive Sentiment: Q2 revenue beat and Motorhome strength — Winnebago reported year-over-year revenue growth driven by strong Motorhome RV performance; management cited acquisitions and dividends as supporting the outlook. How to Approach Winnebago Stock After Q2 Earnings Release?
• Positive Sentiment: Some analysts keep Buy/Outperform ratings — Citigroup and BMO maintained constructive ratings while lowering targets, signaling continued institutional conviction in long-term opportunity despite near-term headwinds. Analyst Notes (Citigroup, BMO)
• Neutral Sentiment: Earnings call materials and transcripts available — Full call transcripts and the slide presentation show management commentary and detail on segment performance; these are useful for investors digging into margin drivers and inventory/ordering trends. Q2 2026 Earnings Call Summary
• Neutral Sentiment: Bullish deep-dive pieces argue the sell-off may create buying opportunities, citing liquidity and fundamentals to support a renewed buy view for risk-tolerant investors. Seeking Alpha analysis
• Negative Sentiment: Multiple price-target cuts — Citi trimmed its target to $46, BMO cut its target to $48, and Robert W. Baird lowered its target to $42; the trims reduce near-term upside expectations and can increase selling pressure. Analyst PT Cuts (Benzinga) Baird PT Cut
• Negative Sentiment: Mixed/missed earnings signals and market reaction — Some transcripts and coverage flagged weaker-than-expected EPS or margin pressure in parts of the business (towable/marine), and MarketBeat coverage notes the stock fell after the print as price-driven growth and macro uncertainty weighed on sentiment. Earnings Call Transcript (Insidermonkey) MarketBeat coverage

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.