Winnebago Industries, Inc. (NYSE:WGO) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Winnebago Industries, Inc. (NYSE:WGO) have been assigned an average recommendation of “Hold” from the twelve ratings firms that are currently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, eight have given a hold rating and three have issued a buy rating on the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $36.3333.

Several brokerages recently weighed in on WGO. Griffin Securities set a $35.00 price objective on Winnebago Industries in a research report on Monday, June 15th. BMO Capital Markets decreased their target price on shares of Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating on the stock in a research report on Friday, June 26th. Benchmark lowered their target price on shares of Winnebago Industries from $48.00 to $40.00 and set a “buy” rating for the company in a research note on Tuesday, June 23rd. Zacks Research cut shares of Winnebago Industries from a “hold” rating to a “strong sell” rating in a research report on Friday, June 26th. Finally, DA Davidson reissued a “neutral” rating and issued a $35.00 price target on shares of Winnebago Industries in a research note on Monday, June 15th.

Winnebago Industries Stock Performance

NYSE:WGO opened at $31.51 on Wednesday. The company’s 50-day moving average is $30.35 and its two-hundred day moving average is $33.84. Winnebago Industries has a 1-year low of $26.80 and a 1-year high of $50.16. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. The firm has a market capitalization of $890.79 million, a price-to-earnings ratio of 23.17 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). The firm had revenue of $698.70 million for the quarter, compared to analyst estimates of $755.67 million. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The firm’s quarterly revenue was down 9.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.81 EPS. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Analysts forecast that Winnebago Industries will post 1.81 EPS for the current year.

Winnebago Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date of this dividend is Wednesday, September 9th. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio is 102.94%.

Insider Activity at Winnebago Industries

In related news, CEO Michael J. Happe sold 12,045 shares of Winnebago Industries stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the sale, the chief executive officer owned 349,349 shares in the company, valued at approximately $11,416,725.32. This trade represents a 3.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 2,414 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.66, for a total value of $78,841.24. Following the completion of the sale, the senior vice president directly owned 31,274 shares in the company, valued at approximately $1,021,408.84. The trade was a 7.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.88% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Winnebago Industries

Institutional investors have recently modified their holdings of the company. Public Employees Retirement System of Ohio grew its holdings in 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 valued at $101,000 after buying an additional 233 shares during the last quarter. Verdence Capital Advisors LLC raised its holdings 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 worth $240,000 after acquiring an additional 244 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Winnebago Industries by 90.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock valued at $26,000 after acquiring an additional 364 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Winnebago Industries by 2.5% in 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 acquiring an additional 401 shares in the last quarter. Finally, State of Alaska Department of Revenue lifted its position in shares of Winnebago Industries by 2.6% in the fourth quarter. State of Alaska Department of Revenue now owns 15,900 shares of the RV manufacturer’s stock valued at $643,000 after acquiring an additional 402 shares in the last quarter.

Winnebago Industries News Summary

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

• Positive Sentiment: Winnebago announced a strategic manufacturing alignment intended to optimize its production footprint, improve operational efficiency and support the long-term growth of its premium outdoor-recreation brands. The plan could strengthen margins and better align capacity with demand, although investors may watch for execution costs and disruption. Winnebago Industries Announces Strategic Manufacturing Alignment to Support Long-Term Growth
• Positive Sentiment: The board raised the quarterly cash dividend to $0.36 per share from $0.35, a 2.9% increase. The dividend is payable September 23 to shareholders of record September 9, reinforcing WGO’s income appeal with an annualized yield of roughly 4.4% based on the cited trading level. Winnebago Industries Board of Directors Approves Quarterly Cash Dividend Increase
• Neutral Sentiment: A Seeking Alpha analysis characterizes the investment outlook as potentially rewarding over the long term but volatile in the near term, reflecting soft RV demand, cyclical industry conditions and the need for operational improvement. Winnebago Industries: The Ride Will Be Bumpy, But Worth It
• Negative Sentiment: CEO Michael Happe sold 12,045 shares for approximately $393,631, while SVP Bret Woodson sold 2,414 shares for approximately $78,841. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their signal as discretionary bets, but the sales can still weigh on sentiment.

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.