Winnebago Industries (NYSE:WGO) Price Target Cut to $48.00 by Analysts at BMO Capital Markets

Winnebago Industries (NYSE:WGO) had its price objective cut by BMO Capital Markets from $55.00 to $48.00 in a report issued on Thursday,Benzinga reports. They currently have an outperform rating on the RV manufacturer’s stock.

A number of other equities research analysts have also recently issued reports on WGO. Robert W. Baird decreased their price objective on shares of Winnebago Industries from $48.00 to $42.00 and set a “neutral” rating for the company in a report on Thursday. Griffin Securities set a $40.00 target price on Winnebago Industries in a report on Tuesday, December 23rd. Roth Mkm boosted their price target on Winnebago Industries from $36.00 to $42.00 and gave the stock a “neutral” rating in a research report on Monday, December 22nd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Monday, December 29th. Finally, KeyCorp reissued a “sector weight” rating on shares of Winnebago Industries in a report on Monday, December 22nd. Four investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Winnebago Industries has a consensus rating of “Hold” and an average price target of $43.50.

Winnebago Industries Price Performance

Shares of WGO opened at $32.75 on Thursday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.25 and a current ratio of 2.30. The firm has a market cap of $924.23 million, a PE ratio of 22.28 and a beta of 1.14. The firm’s 50 day moving average price is $42.05 and its 200 day moving average price is $38.70. Winnebago Industries has a twelve month low of $28.00 and a twelve month high of $50.16.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Wednesday, March 25th. The RV manufacturer reported $0.27 EPS for the quarter, topping the consensus estimate of $0.25 by $0.02. Winnebago Industries had a net margin of 1.43% and a return on equity of 4.99%. The company had revenue of $657.40 million during the quarter, compared to the consensus estimate of $628.00 million. During the same period in the previous year, the firm posted $0.19 earnings per share. The company’s revenue for the quarter was up 6.0% compared to the same quarter last year. As a group, research analysts expect that Winnebago Industries will post 3.41 EPS for the current fiscal year.

Winnebago Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 29th. Stockholders of record on Wednesday, April 15th will be issued 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 presently 109.38%.

Institutional Investors Weigh In On Winnebago Industries

Hedge funds have recently made changes to their positions in the stock. Royal Bank of Canada grew its position in Winnebago Industries by 5.5% during the first quarter. Royal Bank of Canada now owns 9,568 shares of the RV manufacturer’s stock worth $329,000 after buying an additional 498 shares in the last quarter. AQR Capital Management LLC raised its holdings in Winnebago Industries by 283.0% in the 1st quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer’s stock valued at $2,243,000 after acquiring an additional 48,105 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Winnebago Industries by 2.5% in the 1st 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. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in shares of Winnebago Industries by 5.9% in the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 7,195 shares of the RV manufacturer’s stock worth $209,000 after acquiring an additional 399 shares during the period. Finally, Intech Investment Management LLC lifted its position in shares of Winnebago Industries by 37.2% in the 2nd quarter. Intech Investment Management LLC now owns 21,476 shares of the RV manufacturer’s stock worth $623,000 after acquiring an additional 5,823 shares during the period.

Key Headlines Impacting Winnebago Industries

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.