Creative Planning Sells 7,731 Shares of Winnebago Industries, Inc. $WGO

Creative Planning cut its holdings in Winnebago Industries, Inc. (NYSE:WGO) by 19.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,485 shares of the RV manufacturer’s stock after selling 7,731 shares during the period. Creative Planning owned approximately 0.11% of Winnebago Industries worth $913,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Jefferies Financial Group Inc. bought a new stake in shares of Winnebago Industries in the 1st quarter valued at about $701,000. Charles Schwab Investment Management Inc. increased its stake in Winnebago Industries by 11.7% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 698,647 shares of the RV manufacturer’s stock worth $24,075,000 after purchasing an additional 73,099 shares during the period. Headlands Technologies LLC lifted its position in Winnebago Industries by 113.2% in the first quarter. Headlands Technologies LLC now owns 4,325 shares of the RV manufacturer’s stock valued at $149,000 after purchasing an additional 2,296 shares during the last quarter. Aigen Investment Management LP boosted its stake in shares of Winnebago Industries by 49.2% during the first quarter. Aigen Investment Management LP now owns 7,150 shares of the RV manufacturer’s stock valued at $246,000 after purchasing an additional 2,357 shares during the period. Finally, Nuveen LLC bought a new position in shares of Winnebago Industries in the first quarter worth approximately $3,899,000.

Insider Activity

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

Winnebago Industries Stock Up 1.7%

Shares of NYSE:WGO opened at $36.81 on Tuesday. The firm has a market capitalization of $1.04 billion, a P/E ratio of 40.45 and a beta of 1.13. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.21 and a current ratio of 2.42. The stock has a 50 day moving average price of $34.55 and a 200-day moving average price of $33.47. Winnebago Industries, Inc. has a 52-week low of $28.00 and a 52-week high of $58.74.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings results on Wednesday, October 22nd. The RV manufacturer reported $0.71 earnings per share for the quarter, topping the consensus estimate of $0.58 by $0.13. The company had revenue of $777.30 million for the quarter, compared to analysts’ expectations of $724.89 million. Winnebago Industries had a return on equity of 3.86% and a net margin of 0.92%.The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.28 earnings per share. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS. As a group, equities research analysts anticipate that Winnebago Industries, Inc. will post 3.41 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently commented on WGO. Zacks Research upgraded shares of Winnebago Industries from a “strong sell” rating to a “hold” rating in a report on Friday, October 24th. Truist Financial upped their price objective on shares of Winnebago Industries from $36.00 to $46.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Wall Street Zen raised Winnebago Industries from a “hold” rating to a “buy” rating in a research note on Saturday, November 22nd. Loop Capital started coverage on Winnebago Industries in a report on Friday, October 31st. They set a “hold” rating and a $40.00 price target on the stock. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Winnebago Industries in a report on Wednesday, October 8th. Four research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Winnebago Industries presently has a consensus rating of “Hold” and an average price target of $39.00.

Winnebago Industries 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.