Q1 EPS Estimate for Winnebago Industries Lifted by Analyst

Winnebago Industries, Inc. (NYSE:WGO) – Research analysts at Zacks Research upped their Q1 2027 earnings per share (EPS) estimates for shares of Winnebago Industries in a report issued on Wednesday, September 2nd. Zacks Research analyst Team now expects that the RV manufacturer will post earnings of $0.40 per share for the quarter, up from their previous estimate of $0.39. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $1.81 per share. Zacks Research also issued estimates for Winnebago Industries’ Q2 2027 earnings at $0.37 EPS, Q4 2027 earnings at $0.82 EPS, FY2027 earnings at $2.45 EPS, Q1 2028 earnings at $1.15 EPS, Q2 2028 earnings at $1.24 EPS, Q3 2028 earnings at $1.42 EPS, Q4 2028 earnings at $1.50 EPS and FY2028 earnings at $5.32 EPS.

Several other equities research analysts also recently issued reports on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Friday, August 7th. Northcoast Research downgraded shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a report on Monday, June 1st. KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research report on Friday, June 26th. DA Davidson restated a “neutral” rating and set a $35.00 price objective on shares of Winnebago Industries in a report on Monday, June 15th. Finally, Griffin Securities set a $35.00 price objective on shares of Winnebago Industries in a research report on Monday, June 15th. Three investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $36.33.

Winnebago Industries Stock Down 1.2%

Shares of WGO stock opened at $29.96 on Friday. Winnebago Industries has a 12 month low of $26.80 and a 12 month high of $50.16. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. The firm has a market cap of $846.97 million, a PE ratio of 22.03 and a beta of 1.12. The stock has a 50 day moving average of $31.03 and a 200-day moving average of $32.23.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.10). Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The firm had revenue of $698.70 million for the quarter, compared to the consensus estimate of $755.67 million. During the same period in the prior year, the company posted $0.81 earnings per share. Winnebago Industries’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.

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 given a dividend of $0.36 per share. This is a boost 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 4.8%. The ex-dividend date is Wednesday, September 9th. Winnebago Industries’s dividend payout ratio (DPR) is presently 102.94%.

Insider Buying and Selling

In related news, SVP Bret A. Woodson sold 1,235 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $31.73, for a total value of $39,186.55. Following the completion of the transaction, the senior vice president directly owned 31,373 shares of the company’s stock, valued at $995,465.29. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of Winnebago Industries 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 sale, the chief executive officer owned 349,349 shares in the company, valued at $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. Over the last 90 days, insiders have sold 15,694 shares of company stock worth $511,658. 4.88% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Winnebago Industries

Hedge funds have recently made changes to their positions in the business. Royal Bank of Canada boosted its position in shares of Winnebago Industries by 5.5% during the 1st quarter. Royal Bank of Canada now owns 9,568 shares of the RV manufacturer’s stock valued at $329,000 after acquiring an additional 498 shares in the last quarter. AQR Capital Management LLC raised its position in Winnebago Industries by 283.0% in the first quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer’s stock worth $2,243,000 after purchasing an additional 48,105 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Winnebago Industries by 2.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,485 shares of the RV manufacturer’s stock worth $568,000 after purchasing an additional 401 shares during the period. First Trust Advisors LP lifted its stake in Winnebago Industries by 83.9% during the second quarter. First Trust Advisors LP now owns 34,626 shares of the RV manufacturer’s stock worth $1,004,000 after purchasing an additional 15,801 shares during the period. Finally, Marshall Wace LLP lifted its stake in Winnebago Industries by 142.3% during the second quarter. Marshall Wace LLP now owns 233,505 shares of the RV manufacturer’s stock worth $6,772,000 after purchasing an additional 137,120 shares during the period.

Winnebago Industries News Summary

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

• Positive Sentiment: Significant 2028 earnings revisions: Zacks raised its FY2028 EPS forecast to $5.32 from $3.59, while increasing estimates for Q1 through Q4 2028. The largest quarterly revisions were Q2 2028, to $1.24 from $0.76, and Q4 2028, to $1.50 from $1.01. These changes suggest analysts expect a substantial recovery in profitability. Zacks Research estimates
• Positive Sentiment: Near-term estimates also edged higher: Zacks increased its Q1 2027 EPS forecast to $0.40 from $0.39, Q2 2027 to $0.37 from $0.35, Q4 2027 to $0.82 from $0.79, and FY2027 to $2.45 from $2.43. The firm also upgraded WGO from Strong Sell to Hold, reducing a significant source of negative analyst sentiment. Zacks Research rating and estimates
• Neutral Sentiment: Brand refresh announced: Winnebago is giving its Grand Design RV brand a new look. The move may support brand positioning and demand, but the reports provide no financial details or measurable impact on sales. Winnebago gives its Grand Design RV brand a fresh look
• Neutral Sentiment: Valuation and momentum remain mixed: WGO is trading well below its 52-week high and below its 50-day and 200-day moving averages. A GuruFocus score of 73 and a recent 3.4% rise indicate improving investor interest, but do not eliminate concerns about volatility. Winnebago Industries shares and GF Score
• Negative Sentiment: Some estimates were reduced: Zacks lowered its Q3 2027 EPS forecast to $0.87 from $0.90, indicating that the recovery may be uneven. The company’s latest reported quarter also missed consensus estimates on both EPS and revenue, with revenue down 9.9% year over year, highlighting continuing demand pressure in the RV market.

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.