Winnebago Industries (NYSE:WGO) Hits New 12-Month Low – Here’s Why

Winnebago Industries, Inc. (NYSE:WGO)’s share price hit a new 52-week low during trading on Tuesday. The stock traded as low as $22.46 and last traded at $22.6550, with a volume of 835,997 shares trading hands. The stock had previously closed at $24.00.

Key Winnebago Industries News

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

• Positive Sentiment: Winnebago reported quarterly earnings of $0.49 per share, exceeding the company’s reported consensus estimate of $0.46. While the result missed the more conservative Zacks estimate of $0.50, investors appear to have focused on the earnings beat relative to the broader consensus. Winnebago Industries quarterly earnings report
• Positive Sentiment: Management highlighted market-share gains in motorhomes, continued growth at Barletta in the U.S. aluminum pontoon market, and manufacturing-footprint initiatives expected to produce up to $80 million in cumulative gross savings. These actions could support margins and long-term returns during the RV downturn. Winnebago fiscal 2026 results
• Positive Sentiment: Full-year fiscal 2026 revenue reached approximately $2.7 billion, while strong quarterly cash flow helped improve net leverage to 2.2 times. Analysts also characterized the shares as inexpensive enough to attract contrarian, long-term investors. Winnebago key investor takeaways
• Neutral Sentiment: Winnebago issued fiscal 2027 guidance, but the outlook remains constrained by a difficult macroeconomic environment and weak RV demand. Investors will likely watch whether cost reductions can offset pressure on sales and profitability. Winnebago fiscal 2027 outlook
• Negative Sentiment: Fourth-quarter revenue was $645.1 million, below the $654.8 million analyst expectation and down 17% from the prior year. Earnings also fell from $0.71 to $0.49 per share, underscoring continued cyclical pressure on the business. Winnebago Q4 estimates

Analysts Set New Price Targets

WGO has been the topic of several recent research reports. KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research report on Friday, June 26th. Weiss Ratings downgraded Winnebago Industries from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, October 14th. Truist Financial dropped their price objective on Winnebago Industries from $43.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, July 8th. Zacks Research raised Winnebago Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 1st. Finally, Seaport Research Partners assumed coverage on Winnebago Industries in a report on Monday, July 27th. They set a “neutral” rating on the stock. Three investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $35.67.

Winnebago Industries Stock Performance

The stock has a market cap of $725.63 million, a P/E ratio of 18.87 and a beta of 1.18. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. The stock’s 50 day simple moving average is $27.88 and its two-hundred day simple moving average is $29.64.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data on Tuesday, September 29th. The RV manufacturer reported $0.49 earnings per share (EPS) for the quarter. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. As a group, research analysts forecast that Winnebago Industries, Inc. will post 1.81 EPS for the current year.

Winnebago Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th were given a $0.36 dividend. The ex-dividend date of this dividend was Wednesday, September 9th. This represents a $1.44 annualized dividend and a yield of 5.6%. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s payout ratio is presently 105.88%.

Insiders Place Their Bets

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of the stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.68, for a total transaction of $393,630.60. Following the completion of the transaction, the chief executive officer owned 349,349 shares in the company, valued at approximately $11,416,725.32. This represents a 3.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 dated Thursday, August 13th. The shares were sold at an average price of $32.66, for a total value of $78,841.24. Following the completion of the sale, the senior vice president directly owned 31,274 shares in the company, valued at $1,021,408.84. This represents a 7.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 15,694 shares of company stock valued at $511,658. Company insiders own 4.88% of the company’s stock.

Institutional Trading of Winnebago Industries

A number of institutional investors have recently modified their holdings of WGO. Pzena Investment Management LLC acquired a new position in shares of Winnebago Industries during the second quarter worth about $53,406,000. Deprince Race & Zollo Inc. raised its position in 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 buying an additional 430,300 shares during the last quarter. Maple Rock Capital Partners Inc. raised its position in Winnebago Industries by 33.3% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 1,559,231 shares of the RV manufacturer’s stock valued at $48,710,000 after buying an additional 389,400 shares during the last quarter. William Blair Investment Management LLC acquired a new stake in Winnebago Industries in the 2nd quarter valued at approximately $9,545,000. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Winnebago Industries by 72.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 664,638 shares of the RV manufacturer’s stock valued at $20,597,000 after acquiring an additional 280,017 shares in the last quarter.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products. The company designs and produces motorhomes, travel trailers, fifth-wheel trailers and other outdoor recreation vehicles under brands including Winnebago, Grand Design, Newmar and Barletta.

Its marine operations produce boats and related products through brands such as Chris-Craft and Barletta. Winnebago’s portfolio serves consumers seeking products for travel, camping, boating and other outdoor recreational activities.

Founded in 1958, the company is headquartered in Forest City, Iowa.