Roth Capital Issues Positive Estimate for WGO Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Roth Capital upped their Q3 2025 EPS estimates for shares of Winnebago Industries in a research note issued on Monday, December 23rd. Roth Capital analyst S. Stember now expects that the construction company will earn $1.50 per share for the quarter, up from their prior estimate of $1.43. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.52 per share. Roth Capital also issued estimates for Winnebago Industries’ Q4 2025 earnings at $1.39 EPS, FY2025 earnings at $3.12 EPS, Q1 2026 earnings at $0.48 EPS, Q3 2026 earnings at $1.65 EPS, Q4 2026 earnings at $1.50 EPS and FY2026 earnings at $4.33 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 analysts’ consensus estimates of $0.20 by ($0.23). The business had revenue of $625.60 million for the quarter, compared to the consensus estimate of $672.23 million. Winnebago Industries had a return on equity of 7.97% and a net margin of 0.44%. The company’s quarterly revenue was down 18.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.06 earnings per share.

Other equities analysts have also issued research reports about the company. Truist Financial decreased their price target on Winnebago Industries from $68.00 to $64.00 and set a “buy” rating for the company in a research report on Thursday, October 24th. DA Davidson decreased their target price on shares of Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating for the company in a report on Tuesday. Benchmark restated a “buy” rating and set a $70.00 price target on shares of Winnebago Industries in a report on Monday. Robert W. Baird decreased their price objective on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating for the company in a research note on Thursday, October 24th. Finally, BMO Capital Markets lowered their price objective 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 issued a hold rating and six have given a buy rating to the stock. According to MarketBeat, Winnebago Industries has a consensus rating of “Moderate Buy” and a consensus target price of $66.63.

Winnebago Industries Stock Performance

WGO opened at $47.89 on Tuesday. The company has a quick ratio of 1.36, a current ratio of 2.44 and a debt-to-equity ratio of 0.50. The firm has a market cap of $1.38 billion, a PE ratio of 159.64 and a beta of 1.60. The business has a fifty day simple moving average of $57.26 and a 200-day simple moving average of $57.09. Winnebago Industries has a fifty-two week low of $47.10 and a fifty-two week high of $74.61.

Institutional Trading of Winnebago Industries

Institutional investors have recently added to or reduced their stakes in the business. Pacer Advisors Inc. raised its holdings in shares of Winnebago Industries by 47.8% during the 2nd quarter. Pacer Advisors Inc. now owns 1,431,764 shares of the construction company’s stock valued at $77,602,000 after purchasing an additional 463,257 shares in the last quarter. Millennium Management LLC raised its holdings in Winnebago Industries by 1,772.8% during the second quarter. Millennium Management LLC now owns 210,504 shares of the construction company’s stock valued at $11,409,000 after buying an additional 199,264 shares in the last quarter. Edgestream Partners L.P. bought a new position in Winnebago Industries during the second quarter valued at about $9,708,000. Janus Henderson Group PLC lifted its position in shares of Winnebago Industries by 1,242.6% in the third quarter. Janus Henderson Group PLC now owns 181,579 shares of the construction company’s stock worth $10,552,000 after buying an additional 168,055 shares during the last quarter. Finally, Marshall Wace LLP bought a new stake in shares of Winnebago Industries during the 2nd quarter worth about $7,976,000.

Insider Buying and Selling at Winnebago Industries

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

Winnebago Industries Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 29th. Shareholders of record on Wednesday, January 15th will be given a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, January 15th. This represents a $1.36 dividend on an annualized basis and a yield of 2.84%. Winnebago Industries’s payout ratio is -206.06%.

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.