ACR Alpine Capital Research LLC Lowers Stake in Thor Industries, Inc. $THO

ACR Alpine Capital Research LLC reduced its holdings in shares of Thor Industries, Inc. (NYSE:THO) by 3.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,107,070 shares of the RV manufacturer’s stock after selling 157,961 shares during the period. Thor Industries comprises 7.3% of ACR Alpine Capital Research LLC’s portfolio, making the stock its 3rd largest holding. ACR Alpine Capital Research LLC owned 7.80% of Thor Industries worth $425,862,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Hantz Financial Services Inc. lifted its holdings in Thor Industries by 2,463.6% during the second quarter. Hantz Financial Services Inc. now owns 282 shares of the RV manufacturer’s stock valued at $25,000 after purchasing an additional 271 shares in the last quarter. Country Trust Bank increased its stake in shares of Thor Industries by 50.0% in the second quarter. Country Trust Bank now owns 300 shares of the RV manufacturer’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Curio Wealth LLC raised its position in shares of Thor Industries by 33,300.0% during the 2nd quarter. Curio Wealth LLC now owns 334 shares of the RV manufacturer’s stock valued at $30,000 after purchasing an additional 333 shares during the period. MAI Capital Management raised its position in shares of Thor Industries by 174.8% during the 2nd quarter. MAI Capital Management now owns 371 shares of the RV manufacturer’s stock valued at $33,000 after purchasing an additional 236 shares during the period. Finally, Signaturefd LLC boosted its holdings in Thor Industries by 86.6% in the 2nd quarter. Signaturefd LLC now owns 446 shares of the RV manufacturer’s stock worth $40,000 after buying an additional 207 shares during the period. 96.71% of the stock is currently owned by institutional investors.

Thor Industries Stock Performance

THO stock opened at $117.97 on Friday. Thor Industries, Inc. has a twelve month low of $63.15 and a twelve month high of $119.27. The firm has a market cap of $6.23 billion, a price-to-earnings ratio of 37.21, a PEG ratio of 2.16 and a beta of 1.34. The business’s fifty day simple moving average is $105.89 and its two-hundred day simple moving average is $103.62. The company has a quick ratio of 0.83, a current ratio of 1.81 and a debt-to-equity ratio of 0.21.

Thor Industries (NYSE:THO) last issued its earnings results on Wednesday, December 3rd. The RV manufacturer reported $0.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.11) by $0.52. The firm had revenue of $2.39 million during the quarter, compared to analyst estimates of $2.05 billion. Thor Industries had a net margin of 2.87% and a return on equity of 7.05%. The business’s revenue was up 11.5% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.03) earnings per share. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS. Analysts predict that Thor Industries, Inc. will post 4.64 earnings per share for the current year.

Thor Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, January 19th. Stockholders of record on Monday, January 5th were given a dividend of $0.52 per share. The ex-dividend date of this dividend was Monday, January 5th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 1.8%. Thor Industries’s dividend payout ratio (DPR) is 65.62%.

Analyst Ratings Changes

A number of research firms have commented on THO. Citigroup raised their price target on Thor Industries from $108.00 to $116.00 and gave the company a “neutral” rating in a report on Friday, January 16th. BMO Capital Markets increased their target price on Thor Industries from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, September 26th. UBS Group set a $97.00 target price on Thor Industries in a research note on Thursday, December 4th. Zacks Research raised Thor Industries from a “strong sell” rating to a “hold” rating in a report on Thursday, January 1st. Finally, Robert W. Baird upped their price target on Thor Industries from $110.00 to $115.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, Thor Industries has an average rating of “Hold” and a consensus price target of $107.20.

Insider Activity at Thor Industries

In other news, COO W. Todd Woelfer sold 4,567 shares of Thor Industries stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $114.84, for a total transaction of $524,474.28. Following the completion of the sale, the chief operating officer owned 104,109 shares of the company’s stock, valued at approximately $11,955,877.56. The trade was a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 4.70% of the company’s stock.

Thor Industries Company Profile

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.