Winnebago Industries (NYSE:WGO) Shares Up 8% After Strong Earnings

Winnebago Industries, Inc. (NYSE:WGO) shares shot up 8% during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $27.43 and last traded at $27.6850. Approximately 353,999 shares were traded during trading, a decline of 46% from the average session volume of 660,458 shares. The stock had previously closed at $25.64.

The RV manufacturer reported $0.49 EPS for the quarter. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.

Winnebago Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th were given a dividend of $0.36 per share. This is a boost from Winnebago Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a dividend yield of 5.2%. The ex-dividend date was Wednesday, September 9th. Winnebago Industries’s dividend payout ratio (DPR) is presently 105.88%.

Winnebago Industries News Roundup

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

• Positive Sentiment: Winnebago reported fourth-quarter adjusted earnings of $0.49 per share, slightly above the approximately $0.47 analyst consensus used by some estimates. The result helped support the stock even though other estimates placed expectations closer to $0.50. Winnebago Industries Reports Fourth Quarter and Full Year Fiscal 2026 Results
• Positive Sentiment: Management raised its target for cumulative gross savings from manufacturing-footprint changes to as much as $80 million. Investors are viewing the restructuring and operational initiatives as potential support for profitability during the RV downturn. Why Winnebago Stock Popped After Earnings
• Positive Sentiment: The motorhome business continued gaining market share, while Barletta expanded its position in the U.S. aluminum pontoon market. The company also generated strong quarterly cash flow and reduced net leverage to 2.2 times. Winnebago Industries Reports Fourth Quarter and Full Year Fiscal 2026 Results
• Neutral Sentiment: Fiscal 2026 revenue totaled approximately $2.7 billion. Management issued fiscal 2027 guidance, but commentary remained cautious because of a challenging macroeconomic environment and continued pressure on RV demand. Winnebago Industries Charts EPS Growth Amid RV Headwinds
• Negative Sentiment: Fourth-quarter revenue fell 17% year over year to $645.1 million, below the roughly $660.1 million consensus. Earnings also declined from $0.71 per share a year earlier, underscoring ongoing weakness in the recreational-vehicle market. Winnebago Industries Misses Q4 Earnings and Revenue Estimates

Analyst Upgrades and Downgrades

WGO has been the subject of several research reports. Citigroup reduced their target price on Winnebago Industries from $29.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, October 13th. Wall Street Zen raised shares of Winnebago Industries from a “sell” rating to a “hold” rating in a report on Saturday, September 12th. Raymond James Financial reissued a “market perform” rating on shares of Winnebago Industries in a report on Wednesday. Truist Financial dropped their price objective on shares of Winnebago Industries from $43.00 to $35.00 and set a “buy” rating for the company in a research note on Wednesday, July 8th. Finally, KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Three analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Winnebago Industries currently has an average rating of “Hold” and a consensus target price of $35.67.

Insider Activity at Winnebago Industries

In other news, SVP Bret Woodson sold 1,235 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $31.73, for a total value of $39,186.55. Following the sale, the senior vice president directly owned 31,373 shares in the company, valued at approximately $995,465.29. This represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Happe sold 12,045 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the transaction, the chief executive officer directly owned 349,349 shares of the company’s stock, valued at approximately $11,416,725.32. The trade was a 3.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 15,694 shares of company stock worth $511,658. Corporate insiders own 4.88% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. NFSG Corp raised its stake in shares of Winnebago Industries by 82.9% in the third quarter. NFSG Corp now owns 3,200 shares of the RV manufacturer’s stock valued at $84,000 after acquiring an additional 1,450 shares during the last quarter. GAMMA Investing LLC boosted its holdings in shares of Winnebago Industries by 145.2% in the 3rd quarter. GAMMA Investing LLC now owns 954 shares of the RV manufacturer’s stock worth $25,000 after acquiring an additional 565 shares in the last quarter. Farther Finance Advisors LLC grew its position in Winnebago Industries by 639.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 9,513 shares of the RV manufacturer’s stock worth $251,000 after acquiring an additional 8,226 shares during the last quarter. Versant Capital Management Inc grew its position in Winnebago Industries by 365.6% during the 3rd quarter. Versant Capital Management Inc now owns 1,313 shares of the RV manufacturer’s stock worth $35,000 after acquiring an additional 1,031 shares during the last quarter. Finally, Tidal Investments LLC bought a new stake in Winnebago Industries during the 2nd quarter worth approximately $558,000.

Winnebago Industries Price Performance

The stock has a fifty day moving average of $27.88 and a two-hundred day moving average of $29.64. The stock has a market capitalization of $782.63 million, a price-to-earnings ratio of 20.35 and a beta of 1.18. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36.

About Winnebago Industries

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products. The company designs and produces motorhomes, travel trailers, fifth-wheel trailers and other outdoor recreation vehicles under brands including Winnebago, Grand Design, Newmar and Barletta.

Its marine operations produce boats and related products through brands such as Chris-Craft and Barletta. Winnebago’s portfolio serves consumers seeking products for travel, camping, boating and other outdoor recreational activities.

Founded in 1958, the company is headquartered in Forest City, Iowa.