Camping World (NYSE:CWH) Sets New 1-Year Low Following Weak Earnings

Camping World (NYSE:CWH)’s share price hit a new 52-week low on Wednesday following a weaker than expected earnings announcement. The company traded as low as $8.12 and last traded at $8.47, with a volume of 2432917 shares changing hands. The stock had previously closed at $10.85.

The company reported ($0.73) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.63) by ($0.10). Camping World had a negative return on equity of 3.09% and a negative net margin of 1.41%.The business had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.16 billion. During the same period last year, the business earned ($0.47) EPS. The company’s revenue for the quarter was down 2.6% on a year-over-year basis.

Camping World Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 29th. Stockholders of record on Monday, December 15th were issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 6.0%. The ex-dividend date of this dividend was Monday, December 15th. Camping World’s payout ratio is -34.72%.

Key Stories Impacting Camping World

Here are the key news stories impacting Camping World this week:

• Positive Sentiment: Management set a 2026 adjusted EBITDA target of $275M–$325M and said it will pause the dividend to prioritize deleveraging — a plan investors can view as a constructive step toward improving the balance sheet and credit profile. Article Title
• Positive Sentiment: Several brokers kept buy/overweight ratings (Roth MKM, Monness, BMO, KeyCorp) even after trimming price targets, which provides some analyst support beneath the shares. Article Title
• Neutral Sentiment: Revenue for Q4 (~$1.17B) came roughly in line with estimates, suggesting demand wasn’t the primary driver of the stock move — instead the hit came from tax and non‑operational items. Article Title
• Negative Sentiment: Multiple law firms have announced securities‑fraud investigations into CWH, increasing legal risk and investor uncertainty—these announcements typically pressure share prices until resolved. Article Title
• Negative Sentiment: Q4 results included a wider net loss (full‑year loss of $105.6M) driven largely by adjustments to deferred tax assets and a tax receivable agreement liability; management also suspended the cash dividend — both the accounting charges and dividend suspension are immediate negative catalysts. Article Title
• Negative Sentiment: Analysts reduced price targets (BMO to $16, KeyCorp to $12, Monness to $15) reflecting tempered near‑term expectations; price‑target cuts amplify downward pressure despite maintained buy/overweight stances. Article Title

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on CWH shares. Citigroup reduced their price target on Camping World from $22.00 to $18.00 and set a “buy” rating for the company in a research report on Friday, October 31st. Monness Crespi & Hardt decreased their target price on shares of Camping World from $20.00 to $15.00 and set a “buy” rating for the company in a research note on Thursday. Loop Capital started coverage on shares of Camping World in a report on Friday, October 31st. They set a “buy” rating and a $17.00 price target on the stock. BMO Capital Markets cut their price objective on shares of Camping World from $22.00 to $16.00 and set an “outperform” rating for the company in a report on Thursday. Finally, KeyCorp decreased their price objective on shares of Camping World from $18.00 to $12.00 and set an “overweight” rating for the company in a research report on Thursday. Nine investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $15.80.

Institutional Trading of Camping World

Institutional investors have recently modified their holdings of the stock. Alpine Global Management LLC acquired a new position in shares of Camping World during the 4th quarter worth about $172,000. Invesco Ltd. increased its stake in Camping World by 9.7% during the 4th quarter. Invesco Ltd. now owns 136,029 shares of the company’s stock worth $1,324,000 after buying an additional 11,974 shares in the last quarter. XTX Topco Ltd raised its holdings in shares of Camping World by 5.8% during the fourth quarter. XTX Topco Ltd now owns 23,079 shares of the company’s stock valued at $225,000 after acquiring an additional 1,273 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of Camping World by 56.0% during the fourth quarter. Wellington Management Group LLP now owns 316,010 shares of the company’s stock valued at $3,075,000 after acquiring an additional 113,477 shares during the last quarter. Finally, Twinbeech Capital LP lifted its position in shares of Camping World by 490.6% in the fourth quarter. Twinbeech Capital LP now owns 92,470 shares of the company’s stock valued at $900,000 after acquiring an additional 76,812 shares in the last quarter. Institutional investors and hedge funds own 52.54% of the company’s stock.

Camping World Price Performance

The company has a debt-to-equity ratio of 3.29, a current ratio of 1.26 and a quick ratio of 0.27. The stock has a 50 day moving average price of $11.87 and a 200-day moving average price of $13.56. The stock has a market capitalization of $850.72 million, a price-to-earnings ratio of -5.78 and a beta of 2.08.

Camping World Company Profile

Camping World Holdings, Inc (NYSE: CWH) is a leading specialty retailer of recreational vehicles (“RVs”), RV parts and services, and outdoor lifestyle products. The company operates an extensive network of full-service RV dealerships, providing new and pre-owned RV sales alongside comprehensive maintenance, repair and warranty services. In addition to its dealership operations, Camping World offers a broad assortment of RV parts, accessories and gear through both its physical retail locations and e-commerce platform.

Beyond RV sales and service, Camping World’s offerings encompass outdoor cookware, apparel, camping and towing accessories under various proprietary and third-party brands.