Allianz Asset Management GmbH Raises Stake in Winnebago Industries, Inc. $WGO

Allianz Asset Management GmbH boosted its position in shares of Winnebago Industries, Inc. (NYSE:WGO) by 30.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 54,597 shares of the RV manufacturer’s stock after acquiring an additional 12,872 shares during the period. Allianz Asset Management GmbH owned about 0.19% of Winnebago Industries worth $1,826,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Alliancebernstein L.P. lifted its position in shares of Winnebago Industries by 9.1% during the 2nd quarter. Alliancebernstein L.P. now owns 564,941 shares of the RV manufacturer’s stock worth $16,383,000 after purchasing an additional 47,137 shares during the last quarter. Maple Rock Capital Partners Inc. raised its stake in Winnebago Industries by 83.7% in the second quarter. Maple Rock Capital Partners Inc. now owns 322,099 shares of the RV manufacturer’s stock valued at $9,341,000 after buying an additional 146,789 shares in the last quarter. RWWM Inc. acquired a new stake in Winnebago Industries in the second quarter valued at $8,400,000. Prudential Financial Inc. lifted its holdings in Winnebago Industries by 44.6% during the 2nd quarter. Prudential Financial Inc. now owns 237,858 shares of the RV manufacturer’s stock worth $6,898,000 after buying an additional 73,404 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in shares of Winnebago Industries by 142.3% during the 2nd quarter. Marshall Wace LLP now owns 233,505 shares of the RV manufacturer’s stock worth $6,772,000 after acquiring an additional 137,120 shares in the last quarter.

Winnebago Industries Stock Performance

Shares of WGO stock opened at $46.46 on Friday. The company has a current ratio of 2.69, a quick ratio of 1.25 and a debt-to-equity ratio of 0.44. The stock has a 50 day simple moving average of $44.03 and a 200-day simple moving average of $37.66. The company has a market cap of $1.31 billion, a price-to-earnings ratio of 36.30 and a beta of 1.12. Winnebago Industries, Inc. has a 12-month low of $28.00 and a 12-month high of $50.16.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings data on Friday, December 19th. 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 return on equity of 4.83% and a net margin of 1.27%.The firm had revenue of $702.70 million for the quarter, compared to analyst estimates of $628.51 million. During the same quarter in the prior year, the company posted ($0.03) earnings per share. Winnebago Industries’s quarterly revenue was up 12.3% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. On average, equities analysts forecast that Winnebago Industries, Inc. will post 3.41 EPS for the current year.

Winnebago Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 28th. Investors of record on Wednesday, January 14th were paid a $0.35 dividend. The ex-dividend date was Wednesday, January 14th. This represents a $1.40 annualized dividend and a dividend yield of 3.0%. Winnebago Industries’s dividend payout ratio (DPR) is 109.38%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on WGO. Loop Capital assumed 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 upped their price target on Winnebago Industries from $42.00 to $48.00 and gave the company a “buy” rating in a report on Tuesday, December 23rd. Zacks Research raised shares of Winnebago Industries from a “strong sell” rating to a “hold” rating in a report on Friday, October 24th. Weiss Ratings restated a “hold (c-)” rating on shares of Winnebago Industries in a research report on Monday, December 29th. Finally, Wall Street Zen upgraded shares of Winnebago Industries from a “hold” rating to a “buy” rating in a report on Saturday, November 22nd. Four investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $42.80.

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.