19,633 Shares in Winnebago Industries, Inc. $WGO Acquired by Campbell & CO Investment Adviser LLC

Campbell & CO Investment Adviser LLC bought a new stake in Winnebago Industries, Inc. (NYSE:WGO) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 19,633 shares of the RV manufacturer’s stock, valued at approximately $657,000. Campbell & CO Investment Adviser LLC owned 0.07% of Winnebago Industries as of its most recent SEC filing.

Several other large investors have also modified their holdings of WGO. Nisa Investment Advisors LLC raised its holdings in Winnebago Industries by 4.7% in the 3rd quarter. Nisa Investment Advisors LLC now owns 16,584 shares of the RV manufacturer’s stock valued at $555,000 after buying an additional 744 shares during the period. SG Americas Securities LLC increased its position in shares of Winnebago Industries by 81.2% during the third quarter. SG Americas Securities LLC now owns 16,773 shares of the RV manufacturer’s stock valued at $561,000 after acquiring an additional 7,515 shares during the last quarter. Exchange Traded Concepts LLC raised its stake in shares of Winnebago Industries by 7.0% in the 3rd quarter. Exchange Traded Concepts LLC now owns 8,335 shares of the RV manufacturer’s stock valued at $279,000 after acquiring an additional 545 shares during the period. Cascade Investment Advisors Inc. lifted its holdings in shares of Winnebago Industries by 30.7% in the 3rd quarter. Cascade Investment Advisors Inc. now owns 33,206 shares of the RV manufacturer’s stock worth $1,110,000 after acquiring an additional 7,794 shares during the last quarter. Finally, Corient Private Wealth LLC purchased a new position in shares of Winnebago Industries during the 2nd quarter worth approximately $314,000.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on WGO. Truist Financial boosted their target price on Winnebago Industries from $46.00 to $47.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Loop Capital started coverage on Winnebago Industries in a report on Friday, October 31st. They issued a “hold” rating and a $40.00 price objective on the stock. Benchmark raised their target price on Winnebago Industries from $42.00 to $48.00 and gave the company a “buy” rating in a report on Tuesday, December 23rd. BMO Capital Markets lifted their target price on Winnebago Industries from $45.00 to $48.00 and gave the company an “outperform” rating in a research report on Monday, December 22nd. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Winnebago Industries currently has an average rating of “Hold” and a consensus price target of $42.80.

Insider Buying and Selling

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

Winnebago Industries Trading Down 3.8%

WGO opened at $45.98 on Wednesday. The business has a fifty day moving average price of $39.84 and a 200 day moving average price of $35.83. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.69 and a quick ratio of 1.25. Winnebago Industries, Inc. has a 12 month low of $28.00 and a 12 month high of $49.13. The stock has a market capitalization of $1.30 billion, a price-to-earnings ratio of 35.92 and a beta of 1.08.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings data on Friday, December 19th. The RV manufacturer reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.26. Winnebago Industries had a return on equity of 4.83% and a net margin of 1.27%.The business had revenue of $702.70 million during the quarter, compared to analysts’ expectations of $628.51 million. During the same quarter last year, the business posted ($0.03) EPS. The business’s quarterly revenue 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. Sell-side analysts expect that Winnebago Industries, Inc. will post 3.41 earnings per share for the current fiscal year.

Winnebago Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be given a $0.35 dividend. The ex-dividend date of this dividend is Wednesday, January 14th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.0%. Winnebago Industries’s dividend payout ratio is currently 109.38%.

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.