Q2 EPS Estimates for Winnebago Industries Reduced by KeyCorp

Winnebago Industries, Inc. (NYSE:WGO) – Analysts at KeyCorp dropped their Q2 2025 earnings per share estimates for Winnebago Industries in a research note issued to investors on Wednesday, March 19th. KeyCorp analyst N. Zatzkin now anticipates that the construction company will post earnings of $0.21 per share for the quarter, down from their previous estimate of $0.22. KeyCorp has a “Overweight” rating and a $47.00 price objective on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. KeyCorp also issued estimates for Winnebago Industries’ Q4 2025 earnings at $1.47 EPS, FY2025 earnings at $3.26 EPS, Q1 2026 earnings at $0.66 EPS, Q2 2026 earnings at $0.83 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $4.70 EPS.

Several other analysts also recently weighed in on WGO. DA Davidson lowered their price objective on Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating for the company in a research report on Tuesday, December 24th. Benchmark reissued a “buy” rating and set a $70.00 target price on shares of Winnebago Industries in a research note on Monday, December 23rd. Truist Financial boosted their target price on Winnebago Industries from $56.00 to $58.00 and gave the company a “buy” rating in a research note on Monday, February 10th. Citigroup reduced their target price on Winnebago Industries from $51.00 to $43.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, StockNews.com cut Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Monday, March 17th. One analyst has rated the stock with a sell rating, two have issued a hold rating and seven have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, Winnebago Industries currently has an average rating of “Moderate Buy” and a consensus target price of $60.00.

Winnebago Industries Stock Performance

Shares of WGO stock opened at $34.67 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.34 and a current ratio of 2.58. Winnebago Industries has a fifty-two week low of $33.62 and a fifty-two week high of $74.10. The stock has a 50 day moving average price of $42.69 and a two-hundred day moving average price of $51.40. The company has a market capitalization of $984.52 million, a P/E ratio of -52.53 and a beta of 1.70.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings data 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 negative net margin of 0.63% and a positive return on equity of 5.32%. The company had revenue of $625.60 million during the quarter, compared to the consensus estimate of $672.23 million. During the same quarter in the previous year, the firm posted $1.06 EPS. The business’s revenue for the quarter was down 18.0% compared to the same quarter last year.

Winnebago Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 30th. Investors of record on Wednesday, April 16th will be paid a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, April 16th. This represents a $1.36 annualized dividend and a yield of 3.92%. Winnebago Industries’s payout ratio is -206.06%.

Insider Buying and Selling

In related news, Director Jacqueline D. Woods sold 1,503 shares of the company’s stock in a transaction on Thursday, February 13th. The stock was sold at an average price of $44.32, for a total value of $66,612.96. Following the sale, the director now directly owns 10,985 shares of the company’s stock, valued at $486,855.20. This represents a 12.04 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 4.63% of the stock is owned by insiders.

Institutional Investors Weigh In On Winnebago Industries

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC grew its stake in shares of Winnebago Industries by 270.8% in the fourth quarter. Smartleaf Asset Management LLC now owns 534 shares of the construction company’s stock worth $25,000 after acquiring an additional 390 shares during the last quarter. Quarry LP grew its stake in shares of Winnebago Industries by 4,038.1% in the third quarter. Quarry LP now owns 869 shares of the construction company’s stock worth $50,000 after acquiring an additional 848 shares during the last quarter. Sterling Capital Management LLC grew its stake in shares of Winnebago Industries by 823.5% in the fourth quarter. Sterling Capital Management LLC now owns 905 shares of the construction company’s stock worth $43,000 after acquiring an additional 807 shares during the last quarter. R Squared Ltd purchased a new stake in shares of Winnebago Industries in the fourth quarter worth $43,000. Finally, KBC Group NV grew its stake in shares of Winnebago Industries by 64.5% in the fourth quarter. KBC Group NV now owns 1,497 shares of the construction company’s stock worth $72,000 after acquiring an additional 587 shares during the last quarter.

Winnebago Industries Company Profile

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.