Legal & General Group Plc Sells 18,776 Shares of Thor Industries, Inc. $THO

Legal & General Group Plc cut its stake in shares of Thor Industries, Inc. (NYSE:THO) by 18.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 85,660 shares of the RV manufacturer’s stock after selling 18,776 shares during the quarter. Legal & General Group Plc’s holdings in Thor Industries were worth $8,795,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. ACR Alpine Capital Research LLC lifted its holdings in shares of Thor Industries by 0.7% in the 4th quarter. ACR Alpine Capital Research LLC now owns 4,133,782 shares of the RV manufacturer’s stock worth $424,415,000 after acquiring an additional 26,712 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Thor Industries by 1.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 3,002,337 shares of the RV manufacturer’s stock worth $311,317,000 after acquiring an additional 29,075 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new stake in shares of Thor Industries in the 4th quarter worth approximately $255,482,000. American Century Companies Inc. lifted its holdings in shares of Thor Industries by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 1,362,071 shares of the RV manufacturer’s stock worth $141,233,000 after acquiring an additional 195,357 shares during the last quarter. Finally, Envestnet Asset Management Inc. lifted its holdings in shares of Thor Industries by 0.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 847,837 shares of the RV manufacturer’s stock worth $87,912,000 after acquiring an additional 4,786 shares during the last quarter. 96.71% of the stock is currently owned by institutional investors.

Trending Headlines about Thor Industries

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

• Positive Sentiment: Revenue beat Wall Street estimates, showing demand held up better than expected in a tough environment.
• Positive Sentiment: The company generated strong operating cash flow and continued share repurchases, which can support investor confidence.
• Neutral Sentiment: Thor said North American motorized and European top-line trends remain resilient, but it also noted broader uncertainty is still weighing on the business.
• Negative Sentiment: Quarterly EPS missed estimates and fell sharply from last year, signaling weaker profitability. Article Title
• Negative Sentiment: Thor cut FY2026 EPS guidance to $3.30-$3.80 from $3.75-$4.25, below the consensus estimate, citing prolonged macro headwinds and cautious consumers. Article Title
• Negative Sentiment: Gross profit, operating profit, and net income all declined year over year, reinforcing concerns about margin pressure and softer demand. Article Title

Thor Industries Stock Down 6.1%

NYSE:THO opened at $74.91 on Friday. The firm’s 50-day moving average price is $77.78 and its 200-day moving average price is $94.78. The company has a market capitalization of $3.94 billion, a PE ratio of 23.26, a P/E/G ratio of 1.68 and a beta of 1.32. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.71 and a quick ratio of 0.73. Thor Industries, Inc. has a 1-year low of $69.71 and a 1-year high of $122.83.

Thor Industries (NYSE:THO) last released its earnings results on Wednesday, June 3rd. The RV manufacturer reported $1.86 earnings per share for the quarter, missing analysts’ consensus estimates of $1.88 by ($0.02). The business had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.67 billion. Thor Industries had a return on equity of 5.74% and a net margin of 2.67%.The firm’s quarterly revenue was down 3.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.53 earnings per share. Thor Industries has set its FY 2026 guidance at 3.300-3.800 EPS. On average, equities analysts predict that Thor Industries, Inc. will post 3.55 EPS for the current fiscal year.

Thor Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, April 20th. Shareholders of record on Monday, April 6th were paid a dividend of $0.52 per share. The ex-dividend date was Monday, April 6th. This represents a $2.08 annualized dividend and a yield of 2.8%. Thor Industries’s dividend payout ratio is currently 64.60%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on THO shares. Seaport Research Partners started coverage on shares of Thor Industries in a report on Monday, April 20th. They issued a “neutral” rating for the company. Weiss Ratings upgraded shares of Thor Industries from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday. BNP Paribas Exane started coverage on shares of Thor Industries in a report on Monday, April 20th. They set a “neutral” rating for the company. Truist Financial lowered their price target on shares of Thor Industries from $112.00 to $109.00 and set a “hold” rating for the company in a report on Wednesday, March 11th. Finally, Loop Capital upped their price target on shares of Thor Industries from $90.00 to $96.00 and gave the company a “buy” rating in a report on Thursday. Three investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $98.11.

Thor Industries Company Profile

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.