Pzena Investment Management LLC Has $30.78 Million Stock Position in Winnebago Industries, Inc. $WGO

Pzena Investment Management LLC boosted its holdings in Winnebago Industries, Inc. (NYSE:WGO) by 6.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 993,294 shares of the RV manufacturer’s stock after acquiring an additional 64,332 shares during the quarter. Pzena Investment Management LLC’s holdings in Winnebago Industries were worth $30,782,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of WGO. Deprince Race & Zollo Inc. boosted its stake in shares of Winnebago Industries by 300.6% in 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 in the last quarter. Inspire Investing LLC boosted its position in Winnebago Industries by 41.1% in the first quarter. Inspire Investing LLC now owns 16,155 shares of the RV manufacturer’s stock valued at $501,000 after buying an additional 4,705 shares in the last quarter. Sterling Capital Management LLC grew its stake in shares of Winnebago Industries by 434.0% during the first quarter. Sterling Capital Management LLC now owns 8,394 shares of the RV manufacturer’s stock worth $260,000 after buying an additional 6,822 shares during the last quarter. Louisiana State Employees Retirement System bought a new stake in shares of Winnebago Industries during the first quarter worth $387,000. Finally, SG Americas Securities LLC increased its holdings in shares of Winnebago Industries by 59.6% during the first quarter. SG Americas Securities LLC now owns 19,674 shares of the RV manufacturer’s stock worth $610,000 after buying an additional 7,348 shares in the last quarter.

Winnebago Industries Trading Down 0.7%

NYSE WGO opened at $31.04 on Thursday. The business’s 50-day moving average price is $29.99 and its two-hundred day moving average price is $36.64. Winnebago Industries, Inc. has a 12 month low of $26.80 and a 12 month high of $50.16. The firm has a market capitalization of $877.39 million, a PE ratio of 22.82 and a beta of 1.11. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36.

Winnebago Industries (NYSE:WGO) last issued 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). 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 analyst estimates of $755.67 million. During the same period in the previous year, the company posted $0.81 EPS. The company’s quarterly 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. On average, analysts expect that Winnebago Industries, Inc. will post 1.81 EPS for the current year.

Winnebago Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 10th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend was Wednesday, June 10th. Winnebago Industries’s dividend payout ratio is currently 102.94%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on WGO shares. Northcoast Research downgraded Winnebago Industries from a “buy” rating to a “neutral” rating in a report on Monday, June 1st. KeyCorp reissued a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Wall Street Zen downgraded Winnebago Industries from a “buy” rating to a “hold” rating in a research note on Sunday, May 24th. DA Davidson reiterated a “neutral” rating and set a $35.00 target price on shares of Winnebago Industries in a research report on Monday, June 15th. Finally, BMO Capital Markets decreased their price target on shares of Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating for the company in a research report on Friday, June 26th. Three analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Winnebago Industries presently has an average rating of “Hold” and a consensus price target of $37.22.

About Winnebago Industries

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.