Winnebago Industries (NYSE:WGO) Sets New 1-Year Low – Should You Sell?

Winnebago Industries, Inc. (NYSE:WGO)’s stock price hit a new 52-week low during mid-day trading on Friday . The stock traded as low as $26.60 and last traded at $26.4960, with a volume of 38400 shares. The stock had previously closed at $26.96.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on WGO shares. Benchmark reduced their price objective 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. Roth Capital dropped their price objective on shares of Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 23rd. Seaport Research Partners started coverage on Winnebago Industries in a research report on Monday, July 27th. They set a “neutral” rating on the stock. Griffin Securities set a $35.00 price target on shares of Winnebago Industries in a report on Monday, June 15th. Finally, BMO Capital Markets reduced their price objective 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. Three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, Winnebago Industries has a consensus rating of “Hold” and an average price target of $36.22.

Winnebago Industries Price Performance

The stock has a market capitalization of $751.81 million, a PE ratio of 19.57 and a beta of 1.12. 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 business’s 50-day moving average price is $30.62 and its 200 day moving average price is $31.12.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.10). The business had revenue of $698.70 million during the quarter, compared to analysts’ expectations of $755.67 million. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. The business’s revenue was down 9.9% on a year-over-year basis. During the same period in the previous year, the business earned $0.81 EPS. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Research analysts forecast that Winnebago Industries, Inc. will post 1.81 earnings per share for the current year.

Winnebago Industries Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be given a dividend of $0.36 per share. 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 yield of 5.4%. Winnebago Industries’s dividend payout ratio (DPR) is 105.88%.

Insider Transactions at Winnebago Industries

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 349,349 shares in the company, valued at $11,416,725.32. This represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 2,414 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $32.66, for a total value of $78,841.24. Following the sale, the senior vice president owned 31,274 shares of the company’s stock, valued at $1,021,408.84. This represents a 7.17% 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 three months, insiders have sold 15,694 shares of company stock worth $511,658. 4.88% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Winnebago Industries

Several institutional investors have recently added to or reduced their stakes in WGO. Pzena Investment Management LLC purchased a new stake in shares of Winnebago Industries during the second quarter worth about $53,406,000. Dimensional Fund Advisors LP grew 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 worth $48,968,000 after buying an additional 129,228 shares during the last quarter. Maple Rock Capital Partners Inc. raised its position in shares of Winnebago Industries by 33.3% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 1,559,231 shares of the RV manufacturer’s stock worth $48,710,000 after purchasing an additional 389,400 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Winnebago Industries by 72.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 664,638 shares of the RV manufacturer’s stock worth $20,597,000 after purchasing an additional 280,017 shares in the last quarter. Finally, Deprince Race & Zollo Inc. grew its position in Winnebago Industries by 300.6% during the 1st quarter. Deprince Race & Zollo Inc. now owns 573,448 shares of the RV manufacturer’s stock valued at $17,771,000 after purchasing an additional 430,300 shares during the last quarter.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products headquartered in Forest City, Iowa. Founded in 1958, the company initially became known for producing motorhomes under the Winnebago brand and has since expanded into a broad portfolio of recreational lifestyle products.

The company manufactures motorhomes, travel trailers, fifth-wheel trailers, and other towable recreational vehicles. Its brand portfolio includes Winnebago, Grand Design, Newmar, Chris-Craft, and Barletta, offering products that range from entry-level and premium RVs to luxury motor yachts and pontoon boats.

Winnebago serves customers primarily through independent dealers in the United States and Canada, with products also distributed in select international markets.