Roth Capital Issues Pessimistic Forecast for WGO Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Stock analysts at Roth Capital dropped their Q1 2025 EPS estimates for shares of Winnebago Industries in a research note issued on Thursday, October 24th. Roth Capital analyst S. Stember now forecasts that the construction company will post earnings per share of $0.17 for the quarter, down from their prior estimate of $0.78. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.72 per share. Roth Capital also issued estimates for Winnebago Industries’ Q2 2025 earnings at $0.51 EPS, FY2025 earnings at $3.45 EPS, Q2 2026 earnings at $0.79 EPS and FY2026 earnings at $4.50 EPS.

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

A number of other equities research analysts have also recently commented on the stock. StockNews.com downgraded shares of Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Tuesday. BMO Capital Markets decreased their target price on shares of Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a research note on Thursday, October 24th. Benchmark lowered their target price on Winnebago Industries from $75.00 to $70.00 and set a “buy” rating on the stock in a report on Tuesday, October 22nd. Robert W. Baird cut their price target on Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating for the company in a report on Thursday, October 24th. Finally, Truist Financial lowered their price objective on Winnebago Industries from $68.00 to $64.00 and set a “buy” rating on the stock in a research note on Thursday, October 24th. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $67.14.

Winnebago Industries Trading Up 3.4 %

Shares of WGO stock opened at $57.48 on Monday. Winnebago Industries has a fifty-two week low of $49.68 and a fifty-two week high of $75.42. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.36 and a current ratio of 2.44. The stock’s fifty day moving average is $57.69 and its two-hundred day moving average is $58.36. The firm has a market capitalization of $1.66 billion, a P/E ratio of 191.61 and a beta of 1.61.

Institutional Investors Weigh In On Winnebago Industries

Several institutional investors and hedge funds have recently modified their holdings of the company. Pacer Advisors Inc. grew its position in Winnebago Industries by 47.8% in the 2nd quarter. Pacer Advisors Inc. now owns 1,431,764 shares of the construction company’s stock valued at $77,602,000 after acquiring an additional 463,257 shares in the last quarter. 1832 Asset Management L.P. increased its stake in Winnebago Industries by 13.8% during the 2nd quarter. 1832 Asset Management L.P. now owns 1,142,404 shares of the construction company’s stock worth $61,918,000 after buying an additional 138,327 shares during the period. Broad Peak Investment Holdings Ltd. lifted its holdings in Winnebago Industries by 20.0% during the 1st quarter. Broad Peak Investment Holdings Ltd. now owns 877,678 shares of the construction company’s stock worth $64,948,000 after buying an additional 146,000 shares in the last quarter. American Century Companies Inc. boosted its position in Winnebago Industries by 8.8% in the 2nd quarter. American Century Companies Inc. now owns 861,575 shares of the construction company’s stock valued at $46,697,000 after buying an additional 69,453 shares during the period. Finally, Bank of New York Mellon Corp grew its stake in shares of Winnebago Industries by 0.4% in the second quarter. Bank of New York Mellon Corp now owns 376,829 shares of the construction company’s stock worth $20,424,000 after acquiring an additional 1,681 shares in the last quarter.

Insiders Place Their Bets

In other Winnebago Industries news, CEO Michael J. Happe purchased 2,500 shares of the stock in a transaction dated Tuesday, October 29th. The stock was acquired at an average cost of $55.52 per share, for a total transaction of $138,800.00. Following the acquisition, the chief executive officer now owns 285,953 shares in the company, valued at $15,876,110.56. This trade represents a 0.00 % increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In related news, CEO Michael J. Happe purchased 2,500 shares of the company’s stock in a transaction on Tuesday, October 29th. The stock was acquired at an average cost of $55.52 per share, for a total transaction of $138,800.00. Following the completion of the transaction, the chief executive officer now directly owns 285,953 shares in the company, valued at approximately $15,876,110.56. The trade was a 0.00 % increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, Director William C. Fisher acquired 2,000 shares of the firm’s stock in a transaction dated Monday, October 28th. The stock was bought at an average price of $54.81 per share, for a total transaction of $109,620.00. Following the completion of the acquisition, the director now owns 32,267 shares in the company, valued at approximately $1,768,554.27. The trade was a 0.00 % increase in their position. The disclosure for this purchase can be found here. 3.75% of the stock is owned by insiders.

Winnebago Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 25th. Investors of record on Wednesday, September 11th were given a $0.34 dividend. This represents a $1.36 annualized dividend and a yield of 2.37%. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.31. The ex-dividend date was Wednesday, September 11th. Winnebago Industries’s dividend payout ratio is presently 453.35%.

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.