Jefferies Financial Group Inc. Takes $1.38 Million Position in Winnebago Industries, Inc. $WGO

Jefferies Financial Group Inc. bought a new stake in shares of Winnebago Industries, Inc. (NYSE:WGO) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 44,300 shares of the RV manufacturer’s stock, valued at approximately $1,384,000. Jefferies Financial Group Inc. owned approximately 0.16% of Winnebago Industries at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. UBS Group AG increased its holdings in Winnebago Industries by 224.7% in the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock worth $54,870,000 after buying an additional 937,140 shares in the last quarter. Legato Capital Management LLC grew its stake in shares of Winnebago Industries by 162.3% in the fourth quarter. Legato Capital Management LLC now owns 56,108 shares of the RV manufacturer’s stock worth $2,273,000 after acquiring an additional 34,719 shares during the period. De Lisle Partners LLP raised its holdings in shares of Winnebago Industries by 938.3% during the fourth quarter. De Lisle Partners LLP now owns 152,411 shares of the RV manufacturer’s stock valued at $6,183,000 after purchasing an additional 137,732 shares during the last quarter. Hillsdale Investment Management Inc. bought a new position in Winnebago Industries during the fourth quarter valued at approximately $5,255,000. Finally, Prescott Group Capital Management L.L.C. bought a new stake in Winnebago Industries in the 4th quarter worth approximately $810,000.

Winnebago Industries Trading Up 1.0%

WGO stock opened at $30.66 on Friday. The firm has a fifty day moving average price of $30.94 and a 200 day moving average price of $32.82. Winnebago Industries, Inc. has a fifty-two week low of $26.80 and a fifty-two week high of $50.16. The firm has a market cap of $866.76 million, a PE ratio of 22.54 and a beta of 1.11. 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 (NYSE:WGO) last released its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing the consensus estimate of $0.76 by ($0.10). Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The company had revenue of $698.70 million during the quarter, compared to analysts’ expectations of $755.67 million. During the same quarter in the prior year, the business posted $0.81 EPS. The company’s revenue was down 9.9% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Sell-side analysts anticipate that Winnebago Industries, Inc. will post 1.81 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The company also recently disclosed 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. The ex-dividend date is Wednesday, September 9th. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. This represents a $1.44 annualized dividend and a dividend yield of 4.7%. Winnebago Industries’s dividend payout ratio is presently 102.94%.

Insider Transactions at Winnebago Industries

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of the business’s 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 in the company, valued at approximately $11,416,725.32. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through 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 Winnebago Industries 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 completion of the transaction, the senior vice president directly owned 31,373 shares in the company, valued at $995,465.29. This represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 15,694 shares of company stock valued at $511,658. 4.88% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on WGO shares. Wall Street Zen downgraded Winnebago Industries from a “hold” rating to a “sell” rating in a report on Sunday. Seaport Research Partners started coverage on Winnebago Industries in a research note on Monday, July 27th. They set a “neutral” rating for the company. Truist Financial lowered their price objective on shares of Winnebago Industries from $43.00 to $35.00 and set a “buy” rating on the stock in a research note on Wednesday, July 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of Winnebago Industries in a report on Friday, August 7th. Finally, KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research report on Friday, June 26th. Three 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. According to MarketBeat, Winnebago Industries presently has an average rating of “Hold” and an average target price of $36.33.

Winnebago Industries 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.