KeyCorp Cuts Earnings Estimates for Winnebago Industries

Winnebago Industries, Inc. (NYSE:WGO) – Investment analysts at KeyCorp cut their Q2 2025 earnings per share estimates for Winnebago Industries in a research report issued on Wednesday, March 19th. KeyCorp analyst N. Zatzkin now expects 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.

Winnebago Industries (NYSE:WGO) last announced its earnings results on Friday, December 20th. The construction company reported ($0.03) EPS for the quarter, missing the consensus estimate of $0.20 by ($0.23). The company had revenue of $625.60 million during the quarter, compared to the consensus estimate of $672.23 million. Winnebago Industries had a negative net margin of 0.63% and a positive return on equity of 5.32%. The business’s revenue was down 18.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.06 earnings per share.

A number of other brokerages have also weighed in on WGO. DA Davidson lowered their target price on Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 24th. Truist Financial upped their target price on Winnebago Industries from $56.00 to $58.00 and gave the stock a “buy” rating in a research report on Monday, February 10th. Benchmark reaffirmed a “buy” rating and set a $70.00 target price on shares of Winnebago Industries in a research report on Monday, December 23rd. Citigroup lowered their target price on Winnebago Industries from $51.00 to $43.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, StockNews.com lowered Winnebago Industries from a “hold” rating to a “sell” rating in a research report on Monday, March 17th. One analyst has rated the stock with a sell rating, two have given a hold rating and seven have issued a buy rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $60.00.

Winnebago Industries Price Performance

Winnebago Industries stock opened at $34.67 on Friday. The stock has a market capitalization of $984.52 million, a price-to-earnings ratio of -52.53 and a beta of 1.70. Winnebago Industries has a 52-week low of $33.62 and a 52-week high of $74.10. The stock’s 50 day moving average price is $42.69 and its two-hundred day moving average price is $51.40. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.34 and a current ratio of 2.58.

Institutional Trading of Winnebago Industries

A number of large investors have recently modified their holdings of the business. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of Winnebago Industries during the 4th quarter valued at about $3,175,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Winnebago Industries by 18.7% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 84,693 shares of the construction company’s stock valued at $4,047,000 after acquiring an additional 13,365 shares during the last quarter. Voloridge Investment Management LLC bought a new stake in Winnebago Industries in the 4th quarter worth approximately $1,652,000. Vident Advisory LLC lifted its position in Winnebago Industries by 13.4% in the 4th quarter. Vident Advisory LLC now owns 12,021 shares of the construction company’s stock worth $574,000 after buying an additional 1,422 shares during the last quarter. Finally, Two Sigma Advisers LP bought a new stake in Winnebago Industries in the 4th quarter worth approximately $3,579,000.

Insider Transactions at Winnebago Industries

In other Winnebago Industries news, Director Jacqueline D. Woods sold 1,503 shares of Winnebago Industries stock in a transaction dated Thursday, February 13th. The stock was sold at an average price of $44.32, for a total transaction of $66,612.96. Following the completion of the transaction, the director now owns 10,985 shares of the company’s stock, valued at $486,855.20. The trade was a 12.04 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 4.63% of the company’s stock.

Winnebago Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 30th. Stockholders of record on Wednesday, April 16th will be paid a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 3.92%. The ex-dividend date is Wednesday, April 16th. 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.