Roth Capital Has Pessimistic View of WGO FY2025 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Roth Capital decreased their FY2025 earnings estimates for shares of Winnebago Industries in a research report issued to clients and investors on Tuesday, November 26th. Roth Capital analyst S. Stember now expects that the construction company will earn $3.31 per share for the year, down from their prior forecast of $3.45. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.54 per share. Roth Capital also issued estimates for Winnebago Industries’ Q1 2026 earnings at $0.57 EPS, Q2 2026 earnings at $0.90 EPS and Q3 2026 earnings at $1.59 EPS.

Winnebago Industries (NYSE:WGO) last posted its quarterly earnings data on Wednesday, October 23rd. The construction company reported $0.28 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.61). Winnebago Industries had a net margin of 0.44% and a return on equity of 7.97%. The company had revenue of $720.90 million for the quarter, compared to the consensus estimate of $718.72 million. During the same quarter last year, the company earned $1.59 earnings per share. The company’s revenue was down 6.5% compared to the same quarter last year.

A number of other research analysts also recently issued reports on WGO. StockNews.com downgraded shares of Winnebago Industries from a “hold” rating to a “sell” rating in a research report on Tuesday, October 29th. BMO Capital Markets reduced their price target on shares of Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a research report on Thursday, October 24th. Northcoast Research upgraded shares of Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 price target on the stock in a research report on Monday, November 11th. Truist Financial reduced their price target on shares of Winnebago Industries from $68.00 to $64.00 and set a “buy” rating on the stock in a research report on Thursday, October 24th. Finally, Robert W. Baird reduced their price target on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating on the stock in a research report on Thursday, October 24th. One analyst has rated the stock with a sell rating, two have assigned a hold rating and six have assigned a buy rating to the stock. According to MarketBeat.com, Winnebago Industries has an average rating of “Moderate Buy” and a consensus price target of $68.13.

Winnebago Industries Trading Down 1.0 %

NYSE WGO opened at $58.37 on Wednesday. Winnebago Industries has a 12 month low of $49.68 and a 12 month high of $75.42. The company has a debt-to-equity ratio of 0.50, a current ratio of 2.44 and a quick ratio of 1.36. The company has a market capitalization of $1.69 billion, a price-to-earnings ratio of 200.04 and a beta of 1.60. The company’s fifty day moving average price is $58.31 and its two-hundred day moving average price is $57.91.

Hedge Funds Weigh In On Winnebago Industries

Several large investors have recently bought and sold shares of WGO. GAMMA Investing LLC increased its stake in Winnebago Industries by 222.5% during the 3rd quarter. GAMMA Investing LLC now owns 458 shares of the construction company’s stock valued at $27,000 after buying an additional 316 shares during the period. Sound Income Strategies LLC increased its stake in Winnebago Industries by 69.1% during the 3rd quarter. Sound Income Strategies LLC now owns 700 shares of the construction company’s stock valued at $41,000 after buying an additional 286 shares during the period. Innealta Capital LLC acquired a new position in Winnebago Industries during the 2nd quarter valued at about $45,000. Quarry LP grew its stake in shares of Winnebago Industries by 4,038.1% in the 3rd quarter. Quarry LP now owns 869 shares of the construction company’s stock worth $50,000 after purchasing an additional 848 shares during the last quarter. Finally, nVerses Capital LLC acquired a new position in shares of Winnebago Industries in the 2nd quarter worth approximately $76,000.

Insider Activity at Winnebago Industries

In related news, CEO Michael J. Happe bought 2,500 shares of the stock in a transaction on Tuesday, October 29th. The shares were purchased at an average price of $55.52 per share, with a total value of $138,800.00. Following the purchase, the chief executive officer now owns 285,953 shares in the company, valued at approximately $15,876,110.56. This represents a 0.88 % increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director William C. Fisher bought 2,000 shares of the stock in a transaction on Monday, October 28th. The shares were bought at an average cost of $54.81 per share, for a total transaction of $109,620.00. Following the purchase, the director now owns 32,267 shares in the company, valued at $1,768,554.27. This trade represents a 6.61 % increase in their position. The disclosure for this purchase can be found here. 4.63% of the stock is currently owned by insiders.

About Winnebago Industries

Winnebago Industries, Inc manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.