1,709,531 Shares in Winnebago Industries, Inc. $WGO Purchased by Pzena Investment Management LLC

Pzena Investment Management LLC bought a new stake in Winnebago Industries, Inc. (NYSE:WGO) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 1,709,531 shares of the RV manufacturer’s stock, valued at approximately $53,406,000. Pzena Investment Management LLC owned approximately 6.05% of Winnebago Industries at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the company. UBS Group AG grew its holdings in shares of Winnebago Industries by 224.7% during the fourth 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. Deprince Race & Zollo Inc. lifted its stake in shares of Winnebago Industries by 300.6% during the first quarter. Deprince Race & Zollo Inc. now owns 573,448 shares of the RV manufacturer’s stock valued at $17,771,000 after buying an additional 430,300 shares during the period. Maple Rock Capital Partners Inc. lifted its stake in shares of Winnebago Industries by 111.2% during the third quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer’s stock valued at $22,746,000 after buying an additional 358,100 shares during the period. Hotchkis & Wiley Capital Management LLC purchased a new position in shares of Winnebago Industries during the third quarter valued at approximately $9,785,000. Finally, Arrowstreet Capital Limited Partnership boosted its position in Winnebago Industries by 72.8% during the first quarter. Arrowstreet Capital Limited Partnership now owns 664,638 shares of the RV manufacturer’s stock worth $20,597,000 after acquiring an additional 280,017 shares during the last quarter.

Analyst Ratings Changes

Several research firms have commented on WGO. Roth Capital lowered their target price on shares of Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating for the company in a research note on Tuesday, June 23rd. Truist Financial reduced their price target on Winnebago Industries from $43.00 to $35.00 and set a “buy” rating on the stock in a research note on Wednesday, July 8th. Zacks Research cut Winnebago Industries from a “hold” rating to a “strong sell” rating in a report on Friday, June 26th. BMO Capital Markets lowered their price objective on Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating for the company in a research report on Friday, June 26th. Finally, DA Davidson reiterated a “neutral” rating and issued a $35.00 target price on shares of Winnebago Industries in a research note on Monday, June 15th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Winnebago Industries currently has an average rating of “Hold” and a consensus price target of $36.33.

Insiders Place Their Bets

In related news, CEO Michael J. Happe sold 12,045 shares of Winnebago Industries stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total transaction of $393,630.60. Following the transaction, the chief executive officer owned 349,349 shares in the company, valued at approximately $11,416,725.32. The trade was a 3.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 2,414 shares of Winnebago Industries stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $32.66, for a total transaction of $78,841.24. Following the transaction, the senior vice president owned 31,274 shares in the company, valued at $1,021,408.84. The trade was a 7.17% 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. Company insiders own 4.88% of the company’s stock.

Winnebago Industries Stock Performance

NYSE WGO opened at $31.55 on Tuesday. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. Winnebago Industries, Inc. has a 1-year low of $26.80 and a 1-year high of $50.16. The firm has a market capitalization of $891.92 million, a P/E ratio of 23.20 and a beta of 1.11. The business’s 50-day simple moving average is $30.42 and its 200-day simple moving average is $33.73.

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

Winnebago Industries Increases Dividend

The firm also recently announced 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 of this dividend is Wednesday, September 9th. This represents a $1.44 dividend on an annualized basis and a dividend yield of 4.6%. This is a boost from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s payout ratio is 102.94%.

Winnebago Industries Company 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.