Zacks Research Has Pessimistic Outlook of WGO Q1 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Analysts at Zacks Research decreased their Q1 2026 earnings estimates for shares of Winnebago Industries in a research note issued on Wednesday, November 5th. Zacks Research analyst Team now forecasts that the RV manufacturer will post earnings of $0.13 per share for the quarter, down from their previous forecast of $0.18. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. Zacks Research also issued estimates for Winnebago Industries’ Q4 2026 earnings at $0.85 EPS, Q1 2027 earnings at $0.47 EPS, Q3 2027 earnings at $0.94 EPS, Q4 2027 earnings at $0.85 EPS, FY2027 earnings at $3.01 EPS and FY2028 earnings at $3.38 EPS.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings data on Wednesday, October 22nd. The RV manufacturer reported $0.71 EPS for the quarter, topping the consensus estimate of $0.58 by $0.13. The firm had revenue of $777.30 million during the quarter, compared to analyst estimates of $724.89 million. Winnebago Industries had a net margin of 0.92% and a return on equity of 3.86%. Winnebago Industries’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.28 EPS. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS.

A number of other research analysts have also issued reports on WGO. DA Davidson upped their price target on shares of Winnebago Industries from $32.00 to $38.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. BMO Capital Markets upped their price target on shares of Winnebago Industries from $40.00 to $45.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Weiss Ratings restated a “sell (d+)” rating on shares of Winnebago Industries in a research note on Wednesday, October 8th. Loop Capital began coverage on shares of Winnebago Industries in a research note on Friday, October 31st. They set a “hold” rating and a $40.00 price target on the stock. Finally, KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Thursday, October 23rd. Five investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Winnebago Industries has an average rating of “Hold” and a consensus target price of $41.60.

Winnebago Industries Trading Up 3.5%

NYSE WGO opened at $37.39 on Thursday. The company has a quick ratio of 1.21, a current ratio of 2.42 and a debt-to-equity ratio of 0.44. The firm has a market cap of $1.05 billion, a PE ratio of 41.09 and a beta of 1.13. The company has a 50 day moving average price of $34.57 and a 200 day moving average price of $33.29. Winnebago Industries has a 52 week low of $28.00 and a 52 week high of $65.65.

Institutional Investors Weigh In On Winnebago Industries

A number of institutional investors have recently modified their holdings of the business. Hantz Financial Services Inc. grew its position in shares of Winnebago Industries by 825.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,203 shares of the RV manufacturer’s stock valued at $40,000 after acquiring an additional 1,073 shares during the period. Allianz Asset Management GmbH lifted its holdings in 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 purchasing an additional 12,872 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in Winnebago Industries by 261.3% during the third quarter. Jones Financial Companies Lllp now owns 3,588 shares of the RV manufacturer’s stock valued at $124,000 after purchasing an additional 2,595 shares in the last quarter. State of Wyoming lifted its holdings in Winnebago Industries by 31.2% during the third quarter. State of Wyoming now owns 4,469 shares of the RV manufacturer’s stock valued at $149,000 after purchasing an additional 1,063 shares in the last quarter. Finally, Hunter Associates Investment Management LLC lifted its holdings in Winnebago Industries by 1.7% during the third quarter. Hunter Associates Investment Management LLC now owns 47,937 shares of the RV manufacturer’s stock valued at $1,608,000 after purchasing an additional 817 shares in the last quarter.

Insider Transactions at Winnebago Industries

In other Winnebago Industries news, Director Sara E. Armbruster bought 2,700 shares of the company’s stock in a transaction dated Friday, October 24th. The shares were purchased at an average cost of $40.27 per share, for a total transaction of $108,729.00. Following the transaction, the director directly owned 14,426 shares of the company’s stock, valued at approximately $580,935.02. The trade was a 23.03% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Michael J. Happe sold 7,105 shares of the firm’s stock in a transaction dated 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 owned 347,501 shares in the company, valued at $14,379,591.38. This trade represents a 2.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.63% of the stock is owned by company insiders.

Winnebago Industries Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 24th. Stockholders of record on Wednesday, September 10th were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend was Wednesday, September 10th. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.34. Winnebago Industries’s dividend payout ratio is currently 153.85%.

Winnebago Industries Company Profile

Winnebago Industries, Inc manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.