Winnebago Industries (NYSE:WGO) Stock Gets Price Target Trim from BMO Capital Markets

Winnebago Industries (NYSE:WGO) had its price objective decreased by BMO Capital Markets from $38.00 to $33.00 in a research note published on Thursday morning,Benzinga reports. BMO Capital Markets currently has an outperform rating on the RV manufacturer’s stock.

A number of other brokerages also recently weighed in on WGO. Seaport Research Partners initiated coverage on shares of Winnebago Industries in a research report on Monday, July 27th. They issued a “neutral” rating for the company. Zacks Research upgraded Winnebago Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, September 1st. Citigroup dropped their target price on Winnebago Industries from $29.00 to $24.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 13th. Raymond James Financial restated a “market perform” rating on shares of Winnebago Industries in a research note on Wednesday. Finally, KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Three research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $35.56.

Winnebago Industries Stock Performance

WGO opened at $28.63 on Thursday. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.17 and a quick ratio of 0.92. The firm has a fifty day moving average price of $27.75 and a 200 day moving average price of $29.62. Winnebago Industries has a 1 year low of $21.95 and a 1 year high of $50.16. The stock has a market cap of $814.32 million, a P/E ratio of 23.66 and a beta of 1.18.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings results on Tuesday, September 29th. The RV manufacturer reported $0.49 earnings per share (EPS) for the quarter. Winnebago Industries had a net margin of 1.28% and a return on equity of 4.16%. Equities research analysts anticipate that Winnebago Industries will post 1.94 earnings per share for the current year.

Winnebago Industries Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th were paid a $0.36 dividend. The ex-dividend date of this dividend was Wednesday, September 9th. This represents a $1.44 dividend on an annualized basis and a yield of 5.0%. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio is 105.88%.

Insiders Place Their Bets

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of the company’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total transaction of $393,630.60. Following the completion of the transaction, the chief executive officer directly owned 349,349 shares in the company, valued at approximately $11,416,725.32. This represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 1,235 shares of the company’s stock in a transaction 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 transaction, the senior vice president owned 31,373 shares of the company’s stock, valued at $995,465.29. This represents a 3.79% 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. Insiders sold a total of 15,694 shares of company stock worth $511,658 in the last three months. 4.88% of the stock is owned by corporate insiders.

Institutional Trading of Winnebago Industries

Several institutional investors have recently modified their holdings of the stock. GAMMA Investing LLC raised its position in shares of Winnebago Industries by 145.2% during the 3rd quarter. GAMMA Investing LLC now owns 954 shares of the RV manufacturer’s stock worth $25,000 after purchasing an additional 565 shares during the last quarter. Allworth Financial LP purchased a new position in Winnebago Industries in the 2nd quarter valued at about $33,000. Versant Capital Management Inc boosted its holdings in Winnebago Industries by 365.6% in the 3rd quarter. Versant Capital Management Inc now owns 1,313 shares of the RV manufacturer’s stock worth $35,000 after buying an additional 1,031 shares during the last quarter. Northwestern Mutual Wealth Management Co. acquired a new stake in Winnebago Industries in the 2nd quarter worth about $74,000. Finally, NFSG Corp boosted its holdings in Winnebago Industries by 82.9% in the 3rd quarter. NFSG Corp now owns 3,200 shares of the RV manufacturer’s stock worth $84,000 after buying an additional 1,450 shares during the last quarter.

Key Headlines Impacting Winnebago Industries

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

• Positive Sentiment: Winnebago reported fiscal fourth-quarter adjusted EPS of $0.49, exceeding Wall Street expectations despite a 17% revenue decline. Management also outlined a smaller manufacturing footprint and structural cost reductions expected to generate up to $80 million in cumulative savings through fiscal 2029. Why Winnebago Industries Stock Surged This Week
• Positive Sentiment: The motorhome segment returned to profitability, while cost controls, product innovation and premium brands are viewed as potential drivers of improving margins, cash flow and future growth. Winnebago Stock After Q4 Earnings: Buy, Hold or Sell Now?
• Positive Sentiment: Winnebago lifted its dividend and extended its credit line through 2031, signaling continued access to liquidity and shareholder-return support. Winnebago lifts dividend and extends credit line
• Neutral Sentiment: The company reached a cooperation agreement with an activist investor and plans to nominate Jay L. Johnson to its board at the expected December annual meeting. The agreement could reduce governance uncertainty, though its longer-term effect on strategy is unclear. Winnebago Reaches Governance Agreement
• Neutral Sentiment: Analyst views are mixed: BMO maintained an “outperform” rating while lowering its target to $33, and Citigroup raised its target to $28 but retained a “neutral” rating. BMO analyst action
• Negative Sentiment: Quarterly revenue fell 17%, highlighting continued pressure from a weak recreational-vehicle market. The company’s earnings call also emphasized a cautious outlook amid industry headwinds. Winnebago 2026 Q4 Results

Winnebago Industries Company Profile

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.