Pzena Investment Management LLC Has $30.78 Million Stock Position in Winnebago Industries, Inc. $WGO

Pzena Investment Management LLC raised its stake in Winnebago Industries, Inc. (NYSE:WGO) by 6.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 993,294 shares of the RV manufacturer’s stock after acquiring an additional 64,332 shares during the quarter. Pzena Investment Management LLC owned about 3.51% of Winnebago Industries worth $30,782,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of WGO. Vanguard Group Inc. boosted its holdings in shares of Winnebago Industries by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 1,990,237 shares of the RV manufacturer’s stock worth $80,644,000 after acquiring an additional 15,114 shares during the period. UBS Group AG lifted its holdings in Winnebago Industries by 224.7% during the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock worth $54,870,000 after purchasing an additional 937,140 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Winnebago Industries by 8.9% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 889,184 shares of the RV manufacturer’s stock worth $36,030,000 after purchasing an additional 72,478 shares during the last quarter. Maple Rock Capital Partners Inc. boosted its stake in Winnebago Industries by 111.2% in the 3rd quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer’s stock valued at $22,746,000 after purchasing an additional 358,100 shares during the period. Finally, Geode Capital Management LLC boosted its stake in Winnebago Industries by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 659,735 shares of the RV manufacturer’s stock valued at $26,738,000 after purchasing an additional 2,024 shares during the period.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Roth Mkm decreased their price objective on Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating on the stock in a report on Tuesday, June 23rd. Griffin Securities set a $35.00 target price on shares of Winnebago Industries in a research report on Monday, June 15th. Benchmark decreased their price target on shares of Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research note on Tuesday, June 23rd. Wall Street Zen lowered shares of Winnebago Industries from a “buy” rating to a “hold” rating in a research report on Sunday, May 24th. Finally, Zacks Research cut shares of Winnebago Industries from a “hold” rating to a “strong sell” rating in a research note on Friday, June 26th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Winnebago Industries currently has an average rating of “Hold” and a consensus price target of $37.22.

Winnebago Industries Stock Performance

WGO opened at $31.04 on Thursday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.92 and a current ratio of 2.37. Winnebago Industries, Inc. has a 52-week low of $26.80 and a 52-week high of $50.16. The firm has a market cap of $877.39 million, a P/E ratio of 22.82 and a beta of 1.11. The business’s fifty day moving average is $29.99 and its 200-day moving average is $36.64.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. The company had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. During the same period last year, the firm earned $0.81 EPS. The firm’s revenue for the quarter was down 9.9% compared to the same quarter last year. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Sell-side analysts expect that Winnebago Industries, Inc. will post 1.81 EPS for the current fiscal year.

Winnebago Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th were given a $0.35 dividend. The ex-dividend date was Wednesday, June 10th. This represents a $1.40 annualized dividend and a dividend yield of 4.5%. Winnebago Industries’s payout ratio is presently 102.94%.

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.