Winnebago Industries (NYSE:WGO) CEO Sells $393,630.60 in Stock

Winnebago Industries, Inc. (NYSE:WGO) CEO Michael Happe sold 12,045 shares of the firm’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Winnebago Industries Trading Down 0.1%

NYSE:WGO opened at $31.51 on Monday. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. The business’s 50-day simple moving average is $30.35 and its 200-day simple moving average is $33.84. Winnebago Industries, Inc. has a fifty-two week low of $26.80 and a fifty-two week high of $50.16. The stock has a market capitalization of $890.79 million, a PE ratio of 23.17 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). The business had revenue of $698.70 million for the quarter, compared to the consensus estimate of $755.67 million. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.Winnebago Industries’s revenue for the quarter was down 9.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.81 earnings per share. 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 earnings per share 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. Stockholders of record on Wednesday, September 9th will be issued a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 4.6%. This is a boost from Winnebago Industries’s previous quarterly dividend of $0.35. The ex-dividend date is Wednesday, September 9th. Winnebago Industries’s dividend payout ratio is currently 102.94%.

Institutional Investors Weigh In On Winnebago Industries

Several hedge funds and other institutional investors have recently added to or reduced their stakes in WGO. Northwestern Mutual Wealth Management Co. lifted its position in Winnebago Industries by 90.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after buying an additional 364 shares in the last quarter. Allworth Financial LP bought a new position in shares of Winnebago Industries in the 2nd quarter valued at about $33,000. Clearstead Advisors LLC acquired a new stake in shares of Winnebago Industries in the fourth quarter valued at about $35,000. Hantz Financial Services Inc. increased its position in shares of Winnebago Industries by 36.2% in the fourth quarter. Hantz Financial Services Inc. now owns 1,638 shares of the RV manufacturer’s stock valued at $66,000 after acquiring an additional 435 shares during the last quarter. Finally, Public Employees Retirement System of Ohio raised its holdings in Winnebago Industries by 15.9% during the third quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock worth $75,000 after acquiring an additional 309 shares in the last quarter.

Analysts Set New Price Targets

Several equities research analysts recently commented on WGO shares. DA Davidson reaffirmed a “neutral” rating and issued a $35.00 price objective on shares of Winnebago Industries in a research report on Monday, June 15th. Roth Capital dropped their price target on Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 23rd. Citigroup boosted their price target on Winnebago Industries from $29.00 to $30.00 and gave the company a “neutral” rating in a report on Monday, June 29th. Griffin Securities set a $35.00 price objective on Winnebago Industries in a research report on Monday, June 15th. Finally, Northcoast Research downgraded Winnebago Industries from a “buy” rating to a “neutral” rating in a report on Monday, June 1st. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $36.33.

Winnebago Industries News Summary

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.

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.