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 research report released on Wednesday, Marketbeat Ratings 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.

Several other analysts also recently issued reports on the company. Benchmark restated a “buy” rating and issued a $70.00 price objective on shares of Winnebago Industries in a research report on Monday, December 23rd. Northcoast Research upgraded shares of Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 target price on the stock in a report on Monday, November 11th. Robert W. Baird lowered their price target on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating for the company in a report on Thursday, October 24th. Truist Financial reduced their price objective on shares of Winnebago Industries from $64.00 to $56.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, DA Davidson lowered their target price on shares of Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating for the company in a research note on Tuesday, December 24th. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and seven have assigned a buy rating to the stock. Based on data from MarketBeat, Winnebago Industries presently has a consensus rating of “Moderate Buy” and an average target price of $64.78.

Winnebago Industries Stock Down 4.4 %

Winnebago Industries stock opened at $46.35 on Wednesday. The firm has a market capitalization of $1.32 billion, a price-to-earnings ratio of 154.51 and a beta of 1.62. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.36 and a current ratio of 2.44. Winnebago Industries has a fifty-two week low of $45.44 and a fifty-two week high of $74.10. The stock’s fifty day moving average is $55.16 and its two-hundred day moving average is $56.37.

Winnebago Industries (NYSE:WGO) last posted 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 net margin of 0.44% and a return on equity of 7.97%. The business had revenue of $625.60 million for the quarter, compared to analysts’ expectations of $672.23 million. During the same quarter last year, the business posted $1.06 earnings per share. The business’s revenue was down 18.0% compared to the same quarter last year. Analysts predict that Winnebago Industries will post 3.52 EPS for the current fiscal year.

Winnebago Industries Dividend Announcement

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

Insider Activity at Winnebago Industries

In related news, SVP Bret A. Woodson sold 12,187 shares of the company’s stock in a transaction on Friday, November 1st. The shares were sold at an average price of $56.64, for a total transaction 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. This represents a 33.93 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director William C. Fisher acquired 2,000 shares of the business’s stock in a transaction on Monday, October 28th. The stock was bought at an average cost of $54.81 per share, for a total transaction of $109,620.00. Following the completion of the transaction, the director now directly owns 32,267 shares of the company’s stock, valued at $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.

Institutional Investors Weigh In On Winnebago Industries

Large investors have recently modified their holdings of the stock. Commonwealth Equity Services LLC lifted its stake in shares of Winnebago Industries by 5.0% in the second quarter. Commonwealth Equity Services LLC now owns 6,143 shares of the construction company’s stock worth $333,000 after acquiring an additional 294 shares in the last quarter. Quest Partners LLC raised its position in shares of Winnebago Industries by 3,334.2% in the 2nd quarter. Quest Partners LLC now owns 17,583 shares of the construction company’s stock valued at $953,000 after purchasing an additional 17,071 shares in the last quarter. Texas Permanent School Fund Corp boosted its stake in shares of Winnebago Industries by 9.9% during the 2nd quarter. Texas Permanent School Fund Corp now owns 28,128 shares of the construction company’s stock valued at $1,525,000 after buying an additional 2,539 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of Winnebago Industries during the second quarter worth approximately $110,000. Finally, American Century Companies Inc. increased its stake in shares of Winnebago Industries by 8.8% in the second quarter. American Century Companies Inc. now owns 861,575 shares of the construction company’s stock worth $46,697,000 after buying an additional 69,453 shares during the last quarter.

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.