Citigroup Has Lowered Expectations for Winnebago Industries (NYSE:WGO) Stock Price

Winnebago Industries (NYSE:WGO) had its price objective lowered by equities researchers at Citigroup from $54.00 to $46.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the RV manufacturer’s stock. Citigroup’s target price indicates a potential upside of 46.25% from the stock’s previous close.

A number of other research firms also recently issued reports on WGO. DA Davidson boosted their target price on shares of Winnebago Industries from $38.00 to $40.00 and gave the company a “neutral” rating in a research report on Tuesday, December 23rd. Robert W. Baird reduced their price target on shares of Winnebago Industries from $48.00 to $42.00 and set a “neutral” rating for the company in a report on Thursday. BMO Capital Markets decreased their price target on shares of Winnebago Industries from $55.00 to $48.00 and set an “outperform” rating for the company in a research note on Thursday. Roth Mkm upped their price objective on shares of Winnebago Industries from $36.00 to $42.00 and gave the company a “neutral” rating in a report on Monday, December 22nd. Finally, Benchmark increased their price objective on shares of Winnebago Industries from $42.00 to $48.00 and gave the stock a “buy” rating in a research report on Tuesday, December 23rd. Four analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Winnebago Industries has an average rating of “Hold” and an average target price of $42.70.

Winnebago Industries Trading Down 4.3%

NYSE WGO opened at $31.45 on Friday. The stock has a market capitalization of $889.02 million, a P/E ratio of 21.40 and a beta of 1.14. The business has a 50 day simple moving average of $41.73 and a 200 day simple moving average of $38.69. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.30 and a quick ratio of 1.25. Winnebago Industries has a one year low of $28.00 and a one year high of $50.16.

Winnebago Industries (NYSE:WGO) last issued 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. The firm had revenue of $657.40 million for the quarter, compared to analyst estimates of $628.00 million. Winnebago Industries had a return on equity of 4.99% and a net margin of 1.43%.The company’s revenue was up 6.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.19 earnings per share. Research analysts expect that Winnebago Industries will post 3.41 earnings per share for the current year.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Allianz Asset Management GmbH grew its holdings in shares of Winnebago Industries by 30.8% during the third quarter. Allianz Asset Management GmbH now owns 54,597 shares of the RV manufacturer’s stock valued at $1,826,000 after buying an additional 12,872 shares during the last quarter. Fox Run Management L.L.C. acquired a new stake in shares of Winnebago Industries in the 3rd quarter worth about $1,093,000. Russell Investments Group Ltd. lifted its position in Winnebago Industries by 73.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 153,188 shares of the RV manufacturer’s stock valued at $4,442,000 after acquiring an additional 64,789 shares in the last quarter. Royce & Associates LP bought a new position in Winnebago Industries in the 3rd quarter valued at about $6,838,000. Finally, Prudential Financial Inc. boosted its stake in Winnebago Industries by 44.6% during the 2nd quarter. Prudential Financial Inc. now owns 237,858 shares of the RV manufacturer’s stock valued at $6,898,000 after purchasing an additional 73,404 shares during the last quarter.

Winnebago Industries News Roundup

Here are the key news stories impacting Winnebago Industries this week:

• Positive Sentiment: Q2 revenue beat and Motorhome strength — Winnebago reported year-over-year revenue growth driven by strong Motorhome RV performance; management cited acquisitions and dividends as supporting the outlook. How to Approach Winnebago Stock After Q2 Earnings Release?
• Positive Sentiment: Some analysts keep Buy/Outperform ratings — Citigroup and BMO maintained constructive ratings while lowering targets, signaling continued institutional conviction in long-term opportunity despite near-term headwinds. Analyst Notes (Citigroup, BMO)
• Neutral Sentiment: Earnings call materials and transcripts available — Full call transcripts and the slide presentation show management commentary and detail on segment performance; these are useful for investors digging into margin drivers and inventory/ordering trends. Q2 2026 Earnings Call Summary
• Neutral Sentiment: Bullish deep-dive pieces argue the sell-off may create buying opportunities, citing liquidity and fundamentals to support a renewed buy view for risk-tolerant investors. Seeking Alpha analysis
• Negative Sentiment: Multiple price-target cuts — Citi trimmed its target to $46, BMO cut its target to $48, and Robert W. Baird lowered its target to $42; the trims reduce near-term upside expectations and can increase selling pressure. Analyst PT Cuts (Benzinga) Baird PT Cut
• Negative Sentiment: Mixed/missed earnings signals and market reaction — Some transcripts and coverage flagged weaker-than-expected EPS or margin pressure in parts of the business (towable/marine), and MarketBeat coverage notes the stock fell after the print as price-driven growth and macro uncertainty weighed on sentiment. Earnings Call Transcript (Insidermonkey) MarketBeat coverage

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.