Winnebago Industries (NYSE:WGO – Free Report) had its price objective cut by Robert W. Baird from $48.00 to $42.00 in a research note published on Thursday,Benzinga reports. They currently have a neutral rating on the RV manufacturer’s stock.
Several other research analysts have also recently weighed in on WGO. Griffin Securities set a $40.00 price objective on Winnebago Industries in a research report on Tuesday, December 23rd. Weiss Ratings restated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Monday, December 29th. DA Davidson upped their price target on Winnebago Industries from $38.00 to $40.00 and gave the stock a “neutral” rating in a research report on Tuesday, December 23rd. Benchmark raised their price target on shares of Winnebago Industries from $42.00 to $48.00 and gave the stock a “buy” rating in a research note on Tuesday, December 23rd. Finally, BMO Capital Markets lifted their price objective on shares of Winnebago Industries from $45.00 to $48.00 and gave the company an “outperform” rating in a report on Monday, December 22nd. Four investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $43.50.
Read Our Latest Analysis on Winnebago Industries
Winnebago Industries Price Performance
Winnebago Industries (NYSE:WGO – Get Free Report) last released its quarterly earnings results on Wednesday, March 25th. The RV manufacturer reported $0.27 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $657.40 million for the quarter, compared to the consensus estimate of $628.00 million. During the same quarter last year, the business posted $0.19 EPS. The company’s revenue for the quarter was up 6.0% on a year-over-year basis. Research analysts predict that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.
Winnebago Industries Announces Dividend
The company also recently disclosed 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 4.3%. Winnebago Industries’s payout ratio is currently 109.38%.
Institutional Investors Weigh In On Winnebago Industries
Several hedge funds have recently bought and sold shares of WGO. Northwestern Mutual Wealth Management Co. grew its holdings in 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. Clearstead Advisors LLC acquired a new position in Winnebago Industries during the fourth quarter worth approximately $35,000. Hantz Financial Services Inc. raised its stake in Winnebago Industries by 825.4% in the third quarter. Hantz Financial Services Inc. now owns 1,203 shares of the RV manufacturer’s stock valued at $40,000 after buying an additional 1,073 shares during the period. Public Employees Retirement System of Ohio lifted 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 buying an additional 309 shares during the last quarter. Finally, State of Wyoming lifted its position in shares of Winnebago Industries by 151.4% in the second quarter. State of Wyoming now owns 3,406 shares of the RV manufacturer’s stock valued at $99,000 after buying an additional 2,051 shares during the last quarter.
Winnebago Industries News Summary
Here are the key news stories impacting Winnebago Industries this week:
- Positive Sentiment: Q2 top- and bottom-line beats driven by Motorhome strength and pricing — Net revenue was $657.4M (up ~6% YoY) and adjusted EPS was $0.27; Motorhome RV revenue jumped ~29% on new products and volume, helping operating income. GlobeNewswire — Q2 Release
- Positive Sentiment: Balance-sheet move reduces leverage — management redeemed $100M of senior secured notes, improving gross/net leverage and signaling capital‑allocation discipline. That should reduce interest risk over time. Quiver — Debt Redemption Summary
- Neutral Sentiment: Company maintained fiscal‑2026 revenue and adjusted‑EPS guidance (adjusted EPS $2.10–$2.80) and declared a $0.35 quarterly dividend — supportive for income investors but depends on execution into the seasonally stronger H2. GlobeNewswire — Guidance & Dividend
- Neutral Sentiment: GAAP vs. adjusted EPS confusion — GAAP EPS was $0.17 while adjusted EPS was $0.27; some transcripts and headlines highlighted an EPS “miss” depending on which metric analysts cited, adding short‑term volatility. InsiderMonkey — Call Transcript
- Negative Sentiment: Post‑earnings selling and analyst target cuts — market commentary flagged growth driven by price hikes rather than volume; some analysts lowered price targets (BMO and Robert W. Baird cut targets, though BMO kept an outperform stance), which pressured the share price. MarketBeat — Market Reaction
- Negative Sentiment: Cash fell materially to $47.4M (from $174M) after the note redemption and working capital moves; combined with softness in Towable (down ~9%) and Marine segments (weaker margins/warranty), this raises short‑term liquidity and margin concerns. GlobeNewswire — Financials & Segment Detail
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.
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