Winnebago Industries, Inc. $WGO Shares Sold by Renaissance Technologies LLC

Renaissance Technologies LLC decreased its holdings in Winnebago Industries, Inc. (NYSE:WGO) by 72.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 24,675 shares of the RV manufacturer’s stock after selling 66,400 shares during the period. Renaissance Technologies LLC’s holdings in Winnebago Industries were worth $765,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of WGO. Vanguard Group Inc. grew its stake in 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 buying an additional 15,114 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Winnebago Industries by 8.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,580,068 shares of the RV manufacturer’s stock valued at $48,968,000 after acquiring an additional 129,228 shares during the period. UBS Group AG lifted its holdings in shares of Winnebago Industries by 224.7% during the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock valued at $54,870,000 after acquiring an additional 937,140 shares in the last quarter. Pzena Investment Management LLC lifted its holdings in shares of Winnebago Industries by 6.9% during the 1st quarter. Pzena Investment Management LLC now owns 993,294 shares of the RV manufacturer’s stock valued at $30,782,000 after acquiring an additional 64,332 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of 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 valued at $36,030,000 after acquiring an additional 72,478 shares in the last quarter.

Winnebago Industries Price Performance

WGO opened at $31.51 on Friday. Winnebago Industries, Inc. has a twelve month low of $26.80 and a twelve month high of $50.16. The firm has a market cap of $890.79 million, a price-to-earnings ratio of 23.17 and a beta of 1.11. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36. The company has a fifty day simple moving average of $30.35 and a 200 day simple moving average of $33.93.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data 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 return on equity of 4.65% and a net margin of 1.36%.The firm had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. During the same quarter in the prior year, the firm earned $0.81 EPS. The business’s quarterly 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. Equities research analysts expect that Winnebago Industries, Inc. will post 1.81 EPS for the current fiscal year.

Winnebago Industries Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Stockholders of record on Wednesday, September 9th will be given a dividend of $0.36 per share. The ex-dividend date of this dividend is Wednesday, September 9th. This is a positive change 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 4.6%. Winnebago Industries’s dividend payout ratio is presently 102.94%.

Winnebago Industries News Roundup

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

• Positive Sentiment: Winnebago announced a strategic manufacturing alignment intended to optimize its production footprint, improve operational efficiency and support the long-term growth of its premium outdoor-recreation brands. The plan could strengthen margins and better align capacity with demand, although investors may watch for execution costs and disruption. Winnebago Industries Announces Strategic Manufacturing Alignment to Support Long-Term Growth
• Positive Sentiment: The board raised the quarterly cash dividend to $0.36 per share from $0.35, a 2.9% increase. The dividend is payable September 23 to shareholders of record September 9, reinforcing WGO’s income appeal with an annualized yield of roughly 4.4% based on the cited trading level. Winnebago Industries Board of Directors Approves Quarterly Cash Dividend Increase
• Neutral Sentiment: A Seeking Alpha analysis characterizes the investment outlook as potentially rewarding over the long term but volatile in the near term, reflecting soft RV demand, cyclical industry conditions and the need for operational improvement. Winnebago Industries: The Ride Will Be Bumpy, But Worth It
• Negative Sentiment: CEO Michael Happe sold 12,045 shares for approximately $393,631, while SVP Bret Woodson sold 2,414 shares for approximately $78,841. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their signal as discretionary bets, but the sales can still weigh on sentiment.

Analyst Ratings Changes

Several brokerages recently issued reports on WGO. Griffin Securities set a $35.00 price target on Winnebago Industries in a report on Monday, June 15th. DA Davidson reaffirmed a “neutral” rating and issued a $35.00 target price on shares of Winnebago Industries in a research report on Monday, June 15th. BMO Capital Markets lowered their target price on Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating for the company in a research note on Friday, June 26th. Wall Street Zen downgraded Winnebago Industries from a “hold” rating to a “sell” rating in a report on Saturday, July 18th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Winnebago Industries in a report on Friday, August 7th. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $36.33.

Insider Activity

In related news, SVP Bret A. Woodson sold 2,414 shares of the business’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.66, for a total value of $78,841.24. Following the transaction, the senior vice president owned 31,274 shares in the company, valued at approximately $1,021,408.84. The trade was a 7.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of the stock in a transaction dated 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 directly owned 349,349 shares of the company’s stock, valued at $11,416,725.32. This represents a 3.33% 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. Insiders own 4.88% of the company’s stock.

About Winnebago Industries

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.