Winnebago Industries (NYSE:WGO) Shares Gap Up After Earnings Beat

Winnebago Industries, Inc. (NYSE:WGO)’s share price gapped up before the market opened on Friday following a stronger than expected earnings report. The stock had previously closed at $40.33, but opened at $47.66. Winnebago Industries shares last traded at $44.5430, with a volume of 261,719 shares changing hands.

The RV manufacturer reported $0.38 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.26. Winnebago Industries had a net margin of 0.92% and a return on equity of 3.86%. The firm had revenue of $702.70 million during the quarter, compared to analyst estimates of $628.51 million. During the same period in the prior year, the business earned ($0.03) EPS. The company’s revenue for the quarter was up 12.3% compared to the same quarter last year. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS.

Winnebago Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Investors of record on Wednesday, January 14th will be issued a dividend of $0.35 per share. The ex-dividend date is Wednesday, January 14th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.2%. Winnebago Industries’s dividend payout ratio (DPR) is presently 153.85%.

Key Winnebago Industries News

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

• Positive Sentiment: Q1 revenue beat and top‑line growth — Winnebago reported quarterly revenue of about $702.7 million, roughly +12.3% year‑over‑year, and reported earnings that beat Street estimates, driven by stronger motorhome and towable RV sales. Yahoo: Winnebago Beats Expectations
• Positive Sentiment: Return to profitability and margin gains — Management cited improved cost discipline and higher vehicle mix that helped the company swing to a profit and improve gross margins versus the prior year. Press Release: Q1 Results
• Positive Sentiment: Board/governance and shareholder return actions — The board named John Murabito as chair and declared a quarterly cash dividend of $0.35 per share, a directly supportive item for income‑seeking investors. GlobeNewswire: Board & Dividend
• Neutral Sentiment: FY‑2026 guidance is a mixed picture — Management set EPS guidance of $2.10–$2.80 and revenue guidance of $2.8–$3.0 billion; the range overlaps consensus but is wide, leaving room for investor interpretation on the pace of recovery and margin sustainability. Guidance Details
• Neutral Sentiment: Call/transcript available — Management hosted an earnings call (transcript published) where analysts pressed on margins, inventory and cash flow — useful for parsing management’s cadence but not a single market mover by itself. Earnings Call Transcript
• Negative Sentiment: Operating profitability and cash flow remain under pressure — some reports note operating profit narrowed materially and operating cash flow fell year‑over‑year, plus cash balances declined; these weak internal cash metrics are a potential concern for sustainable margin improvement. QuiverQuant: Cash Flow & Operating Profit Notes
• Negative Sentiment: Insider and institutional moves to monitor — the quarter’s filings show at least one insider sale and mixed institutional positioning changes; investors may watch insider/institutional activity for conviction. QuiverQuant: Insider & Institutional Activity

Analyst Ratings Changes

A number of analysts have recently issued reports on WGO shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Winnebago Industries in a report on Monday. Benchmark reaffirmed a “buy” rating on shares of Winnebago Industries in a research report on Wednesday. Truist Financial boosted their price target on shares of Winnebago Industries from $36.00 to $46.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. DA Davidson raised their price objective on Winnebago Industries from $32.00 to $38.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Winnebago Industries in a research report on Thursday, October 23rd. Four research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $39.00.

Insider Activity at Winnebago Industries

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 transaction of $294,004.90. Following the completion of the transaction, the chief executive officer directly owned 347,501 shares of the company’s stock, valued at $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 SEC, which is available through this hyperlink. Also, Director Sara E. Armbruster acquired 2,700 shares of the company’s stock in a transaction dated Friday, October 24th. The stock was bought 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 directly owned 14,426 shares of the company’s stock, valued at approximately $580,935.02. This trade represents a 23.03% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 4.88% of the company’s stock.

Institutional Trading of Winnebago Industries

Several hedge funds and other institutional investors have recently modified their holdings of WGO. Voloridge Investment Management LLC grew its stake in Winnebago Industries by 61.9% in the 3rd quarter. Voloridge Investment Management LLC now owns 331,000 shares of the RV manufacturer’s stock valued at $11,069,000 after buying an additional 126,537 shares during the last quarter. Verition Fund Management LLC boosted its holdings in shares of Winnebago Industries by 5.3% during the third quarter. Verition Fund Management LLC now owns 90,519 shares of the RV manufacturer’s stock worth $3,027,000 after acquiring an additional 4,569 shares during the period. Public Employees Retirement System of Ohio grew its position in shares of Winnebago Industries by 15.9% in the third quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock valued at $75,000 after purchasing an additional 309 shares during the last quarter. Nomura Holdings Inc. increased its stake in shares of Winnebago Industries by 9.8% during the third 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 during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of Winnebago Industries by 90.5% during the third 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 period.

Winnebago Industries Stock Performance

The company has a fifty day moving average of $36.35 and a two-hundred day moving average of $33.97. The firm has a market capitalization of $1.23 billion, a price-to-earnings ratio of 47.90 and a beta of 1.12. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.21 and a current ratio of 2.42.

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.