Analysts Set Expectations for WGO Q1 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research 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 target 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 quarterly earnings data on Friday, December 20th. The construction company reported ($0.03) EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.23). The company 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%. Winnebago Industries’s quarterly revenue was down 18.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.06 earnings per share.

A number of other research analysts also recently commented on WGO. Benchmark restated a “buy” rating and set a $70.00 price objective on shares of Winnebago Industries in a research note on Monday, December 23rd. StockNews.com cut Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Tuesday, October 29th. BMO Capital Markets decreased their price target on Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating for the company in a research note on Thursday, October 24th. Robert W. Baird decreased their price target on 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, Truist Financial decreased their price target on Winnebago Industries from $64.00 to $56.00 and set a “buy” rating for the company in a research note on Tuesday, January 7th. One research 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. According to MarketBeat.com, Winnebago Industries has an average rating of “Moderate Buy” and a consensus price target of $64.78.

Winnebago Industries Price Performance

Shares of WGO opened at $46.35 on Friday. The company has a market cap of $1.32 billion, a P/E ratio of 154.51 and a beta of 1.62. The stock has a fifty day moving average price of $54.95 and a 200 day moving average price of $56.35. 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 12 month low of $45.44 and a 12 month high of $74.10.

Winnebago Industries Dividend Announcement

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

Insider Activity

In related news, CEO Michael J. Happe bought 2,500 shares of Winnebago Industries stock in a transaction dated Tuesday, October 29th. The stock was acquired at an average cost of $55.52 per share, with a total value of $138,800.00. Following the completion of the acquisition, 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director William C. Fisher bought 2,000 shares of Winnebago Industries stock in a transaction dated Monday, October 28th. The shares were bought at an average cost of $54.81 per share, with a total value of $109,620.00. Following the completion of the acquisition, 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 disclosure for this purchase can be found here. Insiders own 4.63% of the company’s stock.

Institutional Investors Weigh In On Winnebago Industries

Several hedge funds have recently modified their holdings of WGO. Pacer Advisors Inc. lifted its holdings in shares of Winnebago Industries by 47.8% during the second 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 during the last quarter. Millennium Management LLC lifted its stake in Winnebago Industries by 1,772.8% in the 2nd quarter. Millennium Management LLC now owns 210,504 shares of the construction company’s stock worth $11,409,000 after acquiring an additional 199,264 shares in the last quarter. Edgestream Partners L.P. purchased a new stake in Winnebago Industries in the 2nd quarter worth about $9,708,000. JPMorgan Chase & Co. lifted its stake in Winnebago Industries by 25.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 855,507 shares of the construction company’s stock worth $49,714,000 after acquiring an additional 173,274 shares in the last quarter. Finally, Janus Henderson Group PLC lifted its stake in Winnebago Industries by 1,242.6% in the 3rd quarter. Janus Henderson Group PLC now owns 181,579 shares of the construction company’s stock worth $10,552,000 after acquiring an additional 168,055 shares in 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.