Analysts Set Expectations for WGO Q1 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Stock analysts at KeyCorp issued their Q1 2026 earnings per share estimates for shares of Winnebago Industries in a report released on Wednesday, January 8th. KeyCorp analyst N. Zatzkin anticipates that the construction company will earn $0.68 per share for the quarter. KeyCorp has a “Overweight” rating and a $58.00 price objective on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.52 per share. KeyCorp also issued estimates for Winnebago Industries’ 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.

Winnebago Industries (NYSE:WGO) last issued its earnings results on Friday, December 20th. The construction company reported ($0.03) earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.23). Winnebago Industries had a return on equity of 7.97% and a net margin of 0.44%. The firm had revenue of $625.60 million during the quarter, compared to analyst estimates of $672.23 million. During the same period in the previous year, the company earned $1.06 earnings per share. The business’s revenue for the quarter was down 18.0% on a year-over-year basis.

A number of other research analysts have also commented on WGO. DA Davidson lowered their price objective on Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating on the stock in a report on Tuesday, December 24th. StockNews.com lowered Winnebago Industries from a “hold” rating to a “sell” rating in a report on Tuesday, October 29th. Northcoast Research raised Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 price objective on the stock in a report on Monday, November 11th. Benchmark reissued a “buy” rating and set a $70.00 price objective on shares of Winnebago Industries in a report on Monday, December 23rd. Finally, BMO Capital Markets lowered their price objective on Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a report on Thursday, October 24th. One research analyst has rated the stock with a sell rating, two have given a hold rating and seven have assigned a buy rating to the company’s stock. According to data from MarketBeat, Winnebago Industries currently has a consensus rating of “Moderate Buy” and an average target price of $64.78.

Winnebago Industries Stock Performance

Shares of WGO stock opened at $46.35 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 2.44 and a quick ratio of 1.36. Winnebago Industries has a fifty-two week low of $45.44 and a fifty-two week high of $74.10. The stock’s 50-day moving average is $54.95 and its two-hundred day moving average is $56.35. The firm has a market cap of $1.32 billion, a P/E ratio of 154.51 and a beta of 1.62.

Winnebago Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 29th. Investors of record on Wednesday, January 15th will be paid a dividend of $0.34 per share. The ex-dividend date is Wednesday, January 15th. This represents a $1.36 annualized dividend and a yield of 2.93%. Winnebago Industries’s payout ratio is -206.06%.

Insider Activity at Winnebago Industries

In other news, Director William C. Fisher acquired 2,000 shares of Winnebago Industries stock in a transaction on 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 transaction, the director now owns 32,267 shares of the company’s stock, valued at $1,768,554.27. The trade was a 6.61 % increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Michael J. Happe acquired 2,500 shares of Winnebago Industries stock in a transaction on Tuesday, October 29th. The stock was purchased at an average price of $55.52 per share, with a total value of $138,800.00. Following the transaction, the chief executive officer now directly owns 285,953 shares in the company, valued at approximately $15,876,110.56. This trade represents a 0.88 % increase in their position. The disclosure for this purchase can be found here. 4.63% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Winnebago Industries

Several hedge funds and other institutional investors have recently modified their holdings of WGO. GAMMA Investing LLC lifted its position in shares of Winnebago Industries by 222.5% during the 3rd quarter. GAMMA Investing LLC now owns 458 shares of the construction company’s stock worth $27,000 after buying an additional 316 shares during the period. Sound Income Strategies LLC lifted its position in shares of Winnebago Industries by 69.1% during the 3rd quarter. Sound Income Strategies LLC now owns 700 shares of the construction company’s stock worth $41,000 after buying an additional 286 shares during the period. Quarry LP lifted its position in shares of Winnebago Industries by 4,038.1% during the 3rd quarter. Quarry LP now owns 869 shares of the construction company’s stock worth $50,000 after buying an additional 848 shares during the period. DekaBank Deutsche Girozentrale lifted its position in shares of Winnebago Industries by 196.6% during the 3rd quarter. DekaBank Deutsche Girozentrale now owns 1,492 shares of the construction company’s stock worth $86,000 after buying an additional 989 shares during the period. Finally, Headlands Technologies LLC bought a new position in shares of Winnebago Industries during the 2nd quarter worth approximately $110,000.

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.