Winnebago Industries (NYSE:WGO) Upgraded at KeyCorp

KeyCorp upgraded shares of Winnebago Industries (NYSE:WGO) from a sector weight rating to an overweight rating in a report released on Wednesday, Marketbeat.com reports. KeyCorp currently has $58.00 target price on the construction company’s stock. KeyCorp also issued estimates for Winnebago Industries’ Q1 2026 earnings at $0.68 EPS, Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $1.71 EPS, Q4 2026 earnings at $1.50 EPS and FY2026 earnings at $4.75 EPS.

A number of other brokerages have also issued reports on WGO. Robert W. Baird cut their target price on Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating on the stock in a research report on Thursday, October 24th. Truist Financial cut their price objective on Winnebago Industries from $64.00 to $56.00 and set a “buy” rating on the stock in a report on Tuesday. Northcoast Research upgraded Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 target price for the company in a report on Monday, November 11th. Benchmark reiterated a “buy” rating and set a $70.00 price target on shares of Winnebago Industries in a research note on Monday, December 23rd. Finally, 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. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and seven have given a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $64.78.

Winnebago Industries Trading Down 4.4 %

Shares of WGO stock opened at $46.35 on Wednesday. The company has a current ratio of 2.44, a quick ratio of 1.36 and a debt-to-equity ratio of 0.50. Winnebago Industries has a twelve month low of $45.44 and a twelve month high of $74.10. The company’s 50-day moving average price is $55.16 and its 200-day moving average price is $56.37. The stock has a market cap of $1.32 billion, a price-to-earnings ratio of 154.51 and a beta of 1.62.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Friday, December 20th. The construction company reported ($0.03) EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.23). The business had revenue of $625.60 million during the quarter, compared to analysts’ expectations of $672.23 million. Winnebago Industries had a net margin of 0.44% and a return on equity of 7.97%. Winnebago Industries’s revenue for the quarter was down 18.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.06 EPS. As a group, equities analysts predict that Winnebago Industries will post 3.52 earnings per share for the current year.

Winnebago Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 29th. Stockholders of record on Wednesday, January 15th will be issued a $0.34 dividend. The ex-dividend date is Wednesday, January 15th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.93%. Winnebago Industries’s payout ratio is -206.06%.

Insider Buying and Selling at Winnebago Industries

In other news, SVP Bret A. Woodson sold 12,187 shares of the business’s stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $56.64, for a total value of $690,271.68. Following the completion of the sale, the senior vice president now directly owns 23,728 shares of the company’s stock, valued at approximately $1,343,953.92. The trade was a 33.93 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director William C. Fisher bought 2,000 shares of the firm’s stock in a transaction that occurred on Monday, October 28th. The stock was purchased at an average cost of $54.81 per share, with a total value of $109,620.00. Following the completion of the transaction, the director now owns 32,267 shares in the company, valued at approximately $1,768,554.27. This trade represents a 6.61 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 4.63% of the stock is owned by insiders.

Hedge Funds Weigh In On Winnebago Industries

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Wellington Management Group LLP purchased a new stake in Winnebago Industries in the 3rd quarter valued at approximately $7,750,000. Quantbot Technologies LP boosted its stake in shares of Winnebago Industries by 94.5% in the third quarter. Quantbot Technologies LP now owns 64,291 shares of the construction company’s stock valued at $3,736,000 after buying an additional 31,242 shares in the last quarter. Vestcor Inc grew its holdings in Winnebago Industries by 105.6% during the third quarter. Vestcor Inc now owns 17,205 shares of the construction company’s stock worth $1,000,000 after acquiring an additional 8,837 shares during the period. JPMorgan Chase & Co. raised its position in Winnebago Industries by 25.4% in the third quarter. JPMorgan Chase & Co. now owns 855,507 shares of the construction company’s stock worth $49,714,000 after acquiring an additional 173,274 shares in the last quarter. Finally, Entropy Technologies LP lifted its holdings in Winnebago Industries by 89.2% in the third quarter. Entropy Technologies LP now owns 18,659 shares of the construction company’s stock valued at $1,084,000 after acquiring an additional 8,796 shares during the period.

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.