Maple Rock Capital Partners Inc. Has $48.71 Million Stake in Winnebago Industries, Inc. $WGO

Maple Rock Capital Partners Inc. raised its stake in Winnebago Industries, Inc. (NYSE:WGO) by 33.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,559,231 shares of the RV manufacturer’s stock after acquiring an additional 389,400 shares during the period. Maple Rock Capital Partners Inc. owned about 0.06% of Winnebago Industries worth $48,710,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Susquehanna Fundamental Investments LLC bought a new position in shares of Winnebago Industries during the second quarter valued at $363,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Winnebago Industries by 196.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,366 shares of the RV manufacturer’s stock valued at $74,000 after purchasing an additional 1,567 shares in the last quarter. Penn Capital Management Company LLC bought a new stake in shares of Winnebago Industries in the 2nd quarter worth about $456,000. Empowered Funds LLC bought a new stake in shares of Winnebago Industries in the 2nd quarter worth about $4,363,000. Finally, Jefferies Financial Group Inc. acquired a new stake in shares of Winnebago Industries during the 2nd quarter worth about $1,384,000.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Seaport Research Partners assumed coverage on shares of Winnebago Industries in a report on Monday, July 27th. They set a “neutral” rating for the company. Citigroup upped their price objective on shares of Winnebago Industries from $29.00 to $30.00 and gave the stock a “neutral” rating in a research note on Monday, June 29th. Northcoast Research lowered shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a report on Monday, June 1st. Zacks Research cut shares of Winnebago Industries from a “hold” rating to a “strong sell” rating in a research note on Friday, June 26th. Finally, DA Davidson reissued a “neutral” rating and issued a $35.00 target price on shares of Winnebago Industries in a report on Monday, June 15th. Three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $36.33.

Insider Buying and Selling

In related news, CEO Michael J. Happe sold 12,045 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The shares were 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 owned 349,349 shares in the company, valued at $11,416,725.32. The trade was a 3.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 1,235 shares of the business’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 transaction of $39,186.55. Following the completion of the transaction, the senior vice president owned 31,373 shares of the company’s stock, valued at $995,465.29. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 15,694 shares of company stock valued at $511,658. 4.88% of the stock is currently owned by company insiders.

Winnebago Industries Stock Down 1.7%

Shares of NYSE:WGO opened at $30.07 on Tuesday. Winnebago Industries, Inc. has a 12 month low of $26.80 and a 12 month high of $50.16. The company’s 50-day moving average price is $30.97 and its two-hundred day moving average price is $32.59. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. The firm has a market cap of $850.08 million, a P/E ratio of 22.11 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing the consensus estimate 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 quarter in the previous year, the business posted $0.81 EPS. The company’s revenue 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. As a group, research analysts forecast that Winnebago Industries, Inc. will post 1.81 EPS for the current fiscal year.

Winnebago Industries Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be issued a $0.36 dividend. This is an increase 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 4.8%. The ex-dividend date of this dividend is Wednesday, September 9th. Winnebago Industries’s dividend payout ratio (DPR) is 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.