69,361 Shares in Winnebago Industries, Inc. $WGO Purchased by Legal & General Group Plc

Legal & General Group Plc bought a new stake in shares of Winnebago Industries, Inc. (NYSE:WGO) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 69,361 shares of the RV manufacturer’s stock, valued at approximately $2,167,000.

Other hedge funds have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Winnebago Industries by 90.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after purchasing an additional 364 shares during the period. Allworth Financial LP purchased a new stake in Winnebago Industries in the 2nd quarter worth approximately $33,000. Clearstead Advisors LLC purchased a new stake in Winnebago Industries in the 4th quarter worth approximately $35,000. Hantz Financial Services Inc. boosted its stake in shares of Winnebago Industries by 36.2% during the 4th quarter. Hantz Financial Services Inc. now owns 1,638 shares of the RV manufacturer’s stock valued at $66,000 after buying an additional 435 shares during the period. Finally, Public Employees Retirement System of Ohio boosted its stake in shares of Winnebago Industries by 15.9% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock valued at $75,000 after buying an additional 309 shares during the period.

Insiders Place Their Bets

In related news, SVP Bret A. Woodson sold 1,235 shares of Winnebago Industries stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total value of $39,186.55. Following the transaction, the senior vice president owned 31,373 shares in the company, valued at $995,465.29. This trade represents a 3.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available 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 business’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total transaction of $393,630.60. Following the transaction, the chief executive officer directly owned 349,349 shares of the company’s stock, valued at approximately $11,416,725.32. This represents a 3.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 15,694 shares of company stock valued at $511,658 over the last 90 days. 4.88% of the stock is owned by corporate insiders.

Winnebago Industries Stock Performance

Shares of NYSE WGO opened at $30.99 on Friday. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.92 and a current ratio of 2.37. The firm has a market cap of $876.09 million, a price-to-earnings ratio of 22.79 and a beta of 1.12. The business’s 50-day simple moving average is $31.03 and its 200-day simple moving average is $32.22. Winnebago Industries, Inc. has a 52 week low of $26.80 and a 52 week high of $50.16.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $755.67 million. During the same period in the previous year, the business posted $0.81 earnings per share. The firm’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. As a group, equities research analysts expect 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. Stockholders of record on Wednesday, September 9th will be paid a $0.36 dividend. The ex-dividend date 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%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on WGO. Northcoast Research downgraded shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a research note on Monday, June 1st. Citigroup upped their target price on Winnebago Industries from $29.00 to $30.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. Seaport Research Partners assumed coverage on Winnebago Industries in a research note on Monday, July 27th. They set a “neutral” rating for the company. Zacks Research upgraded Winnebago Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, September 1st. Finally, Benchmark lowered their price target on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating for the company in a research note on Tuesday, June 23rd. Three investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $36.33.

Key Stories Impacting Winnebago Industries

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

• Positive Sentiment: Zacks Research upgraded WGO from “Strong Sell” to “Hold,” improving the analyst-rating backdrop. The firm also raised its FY2027 EPS forecast slightly to $2.45 from $2.43.
• Positive Sentiment: Zacks made substantial increases to its FY2028 earnings outlook, lifting projected EPS to $5.32 from $3.59. Its estimates rose across 2028, including Q1 EPS to $1.15 from $0.74, Q2 to $1.24 from $0.76, Q3 to $1.42 from $1.08 and Q4 to $1.50 from $1.01. The revisions suggest expectations for a significant recovery in profitability.
• Positive Sentiment: Zacks also modestly increased its Q1 2027 EPS estimate to $0.40 from $0.39, Q2 to $0.37 from $0.35 and Q4 to $0.82 from $0.79, indicating improved expectations for parts of the 2027 operating period.
• Neutral Sentiment: WGO shares rose 3.4% on September 2, while GuruFocus highlighted a GF Score of 73. The move reflects improving investor sentiment but does not itself represent a change in the company’s fundamentals. Winnebago Industries shares surge and GF Score analysis
• Neutral Sentiment: Winnebago is giving its Grand Design RV brand a fresh look, a marketing and branding initiative that could support demand but is unlikely to materially affect near-term earnings. Winnebago gives its Grand Design RV brand a fresh look
• Negative Sentiment: Zacks lowered its Q3 2027 EPS forecast to $0.87 from $0.90, signaling some unevenness in the expected recovery. WGO also recently reported quarterly EPS and revenue below consensus, with revenue down 9.9% year over year, underscoring ongoing demand pressure.

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.