Roth Capital Has Pessimistic View of WGO FY2025 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research analysts at Roth Capital decreased their FY2025 earnings estimates for shares of Winnebago Industries in a research note issued on Tuesday, November 26th. Roth Capital analyst S. Stember now expects that the construction company will earn $3.31 per share for the year, down from their prior estimate of $3.45. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.54 per share. Roth Capital also issued estimates for Winnebago Industries’ Q1 2026 earnings at $0.57 EPS, Q2 2026 earnings at $0.90 EPS and Q3 2026 earnings at $1.59 EPS.

WGO has been the topic of several other reports. Benchmark decreased their price target on shares of Winnebago Industries from $75.00 to $70.00 and set a “buy” rating on the stock in a research note on Tuesday, October 22nd. Robert W. Baird decreased their target price on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating on the stock in a research report on Thursday, October 24th. Northcoast Research upgraded shares of Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 target price for the company in a report on Monday, November 11th. BMO Capital Markets dropped their price target on shares of Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating for the company in a research report on Thursday, October 24th. Finally, Truist Financial decreased their price target on shares of Winnebago Industries from $68.00 to $64.00 and set a “buy” 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 six have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, Winnebago Industries currently has a consensus rating of “Moderate Buy” and a consensus price target of $68.13.

Winnebago Industries Price Performance

Winnebago Industries stock opened at $58.37 on Wednesday. Winnebago Industries has a 12-month low of $49.68 and a 12-month high of $75.42. The stock has a market capitalization of $1.69 billion, a P/E ratio of 200.04 and a beta of 1.60. The firm’s 50-day moving average is $58.31 and its two-hundred day moving average is $57.91. 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 (NYSE:WGO) last released its quarterly earnings results on Wednesday, October 23rd. The construction company reported $0.28 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.89 by ($0.61). Winnebago Industries had a return on equity of 7.97% and a net margin of 0.44%. The firm had revenue of $720.90 million for the quarter, compared to analyst estimates of $718.72 million. During the same period in the prior year, the business earned $1.59 earnings per share. Winnebago Industries’s revenue for the quarter was down 6.5% on a year-over-year basis.

Insider Activity

In other Winnebago Industries news, SVP Bret A. Woodson sold 12,187 shares of the stock in a transaction that occurred on Friday, November 1st. The shares were sold at an average price of $56.64, for a total value of $690,271.68. Following the completion of the sale, the senior vice president now owns 23,728 shares of the company’s stock, valued at $1,343,953.92. This trade represents a 33.93 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director William C. Fisher acquired 2,000 shares of the company’s stock in a transaction dated Monday, October 28th. The shares were purchased at an average price of $54.81 per share, for a total transaction of $109,620.00. Following the purchase, the director now directly owns 32,267 shares of the company’s stock, valued at approximately $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. Insiders own 4.63% of the company’s stock.

Institutional Investors Weigh In On Winnebago Industries

A number of large investors have recently added to or reduced their stakes in WGO. CANADA LIFE ASSURANCE Co boosted its position in Winnebago Industries by 4.4% in the 1st quarter. CANADA LIFE ASSURANCE Co now owns 25,612 shares of the construction company’s stock valued at $1,894,000 after buying an additional 1,075 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in Winnebago Industries by 4.0% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 22,186 shares of the construction company’s stock valued at $1,642,000 after purchasing an additional 858 shares in the last quarter. Bayesian Capital Management LP acquired a new stake in Winnebago Industries during the 1st quarter valued at approximately $681,000. EMC Capital Management increased its holdings in Winnebago Industries by 35.5% during the 1st quarter. EMC Capital Management now owns 5,057 shares of the construction company’s stock worth $374,000 after purchasing an additional 1,326 shares during the last quarter. Finally, Cascade Investment Advisors Inc. raised its position in shares of Winnebago Industries by 2.4% in the 2nd quarter. Cascade Investment Advisors Inc. now owns 22,623 shares of the construction company’s stock valued at $1,226,000 after purchasing an additional 520 shares in 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.