Roth Capital Brokers Lift Earnings Estimates for WGO

Winnebago Industries, Inc. (NYSE:WGO) – Research analysts at Roth Capital increased their Q1 2026 EPS estimates for shares of Winnebago Industries in a research note issued on Thursday, October 23rd. Roth Capital analyst S. Stember now expects that the RV manufacturer will post earnings per share of $0.21 for the quarter, up from their previous forecast of $0.03. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. Roth Capital also issued estimates for Winnebago Industries’ Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $2.50 EPS and Q3 2027 earnings at $1.37 EPS.

Several other research firms also recently issued reports on WGO. Citigroup lifted their price target on shares of Winnebago Industries from $36.00 to $41.00 and gave the company a “buy” rating in a research report on Friday, September 12th. DA Davidson lifted their price target on shares of Winnebago Industries from $32.00 to $38.00 and gave the company a “neutral” rating in a research report on Friday. Benchmark reduced their price target on shares of Winnebago Industries from $60.00 to $42.00 and set a “buy” rating for the company in a research report on Monday, June 30th. Weiss Ratings reissued a “sell (d+)” rating on shares of Winnebago Industries in a research report on Wednesday, October 8th. Finally, KeyCorp reissued a “sector weight” rating on shares of Winnebago Industries in a research report on Thursday, October 23rd. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $41.78.

Winnebago Industries Stock Performance

Shares of WGO stock opened at $41.26 on Monday. The firm has a 50 day moving average of $34.27 and a 200-day moving average of $32.95. Winnebago Industries has a 52 week low of $28.00 and a 52 week high of $65.65. The company has a quick ratio of 1.21, a current ratio of 2.42 and a debt-to-equity ratio of 0.44. The company has a market cap of $1.16 billion, a price-to-earnings ratio of 45.34 and a beta of 1.14.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings data on Wednesday, October 22nd. The RV manufacturer reported $0.71 EPS for the quarter, topping the consensus estimate of $0.58 by $0.13. The company had revenue of $777.30 million during the quarter, compared to the consensus estimate of $724.89 million. Winnebago Industries had a net margin of 0.92% and a return on equity of 3.86%. The company’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.28 EPS. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS.

Winnebago Industries Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 24th. Stockholders of record on Wednesday, September 10th were paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Wednesday, September 10th. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.34. Winnebago Industries’s dividend payout ratio (DPR) is presently 153.85%.

Insider Activity at Winnebago Industries

In other Winnebago Industries news, Director Sara E. Armbruster bought 2,700 shares of the stock in a transaction dated Friday, October 24th. The shares were bought at an average cost of $40.27 per share, for a total transaction of $108,729.00. Following the purchase, the director directly owned 14,426 shares of the company’s stock, valued at approximately $580,935.02. This trade represents a 23.03% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 4.63% of the stock is owned by insiders.

Institutional Investors Weigh In On Winnebago Industries

A number of hedge funds have recently made changes to their positions in WGO. Signaturefd LLC bought a new stake in shares of Winnebago Industries during the 1st quarter worth $31,000. Farther Finance Advisors LLC raised its stake in shares of Winnebago Industries by 53.3% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,107 shares of the RV manufacturer’s stock worth $32,000 after purchasing an additional 385 shares during the period. GAMMA Investing LLC raised its stake in shares of Winnebago Industries by 62.8% during the 2nd quarter. GAMMA Investing LLC now owns 1,123 shares of the RV manufacturer’s stock worth $33,000 after purchasing an additional 433 shares during the period. State of Wyoming bought a new stake in shares of Winnebago Industries during the 1st quarter worth $47,000. Finally, Allworth Financial LP raised its stake in shares of Winnebago Industries by 61.5% during the 1st quarter. Allworth Financial LP now owns 1,663 shares of the RV manufacturer’s stock worth $55,000 after purchasing an additional 633 shares during the period.

About Winnebago Industries

Winnebago Industries, Inc manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.