Roth Capital Issues Optimistic Forecast for WGO Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Roth Capital raised their Q3 2025 earnings per share (EPS) estimates for Winnebago Industries in a report issued on Monday, December 23rd. Roth Capital analyst S. Stember now expects that the construction company will post earnings of $1.50 per share for the quarter, up from their previous 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.

A number of other equities research analysts have also issued reports on WGO. BMO Capital Markets cut their target price on shares of Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a research note on Thursday, October 24th. DA Davidson cut their price objective on Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating on the stock in a research note on Tuesday. Northcoast Research upgraded Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 target price for the company in a research report on Monday, November 11th. Benchmark reissued a “buy” rating and set a $70.00 price target on shares of Winnebago Industries in a research report on Monday. Finally, StockNews.com cut Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Tuesday, October 29th. One 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. According to data from MarketBeat.com, Winnebago Industries currently has an average rating of “Moderate Buy” and an average price target of $66.63.

Winnebago Industries Trading Down 0.2 %

NYSE WGO opened at $47.89 on Tuesday. The company has a market capitalization of $1.38 billion, a price-to-earnings ratio of 159.64 and a beta of 1.60. 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 $47.10 and a 12 month high of $74.61. The company’s fifty day moving average price is $57.26 and its two-hundred day moving average price is $57.09.

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

Winnebago Industries Dividend Announcement

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. This represents a $1.36 annualized dividend and a yield of 2.84%. The ex-dividend date is Wednesday, January 15th. Winnebago Industries’s dividend payout ratio is presently -206.06%.

Insider Buying and Selling at Winnebago Industries

In other news, SVP Bret A. Woodson sold 12,187 shares of the business’s stock in a transaction that occurred on Friday, November 1st. The stock was sold at an average price of $56.64, for a total transaction of $690,271.68. Following the completion of the transaction, the senior vice president now directly owns 23,728 shares in the company, valued at approximately $1,343,953.92. The trade was a 33.93 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Michael J. Happe bought 2,500 shares of the stock in a transaction that occurred on Tuesday, October 29th. The stock was acquired at an average price of $55.52 per share, for a total transaction of $138,800.00. Following the completion of the transaction, the chief executive officer now owns 285,953 shares in the company, valued at $15,876,110.56. This trade represents a 0.88 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 4.63% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Winnebago Industries

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. GAMMA Investing LLC grew its position in Winnebago Industries by 222.5% in the 3rd quarter. GAMMA Investing LLC now owns 458 shares of the construction company’s stock valued at $27,000 after buying an additional 316 shares in the last quarter. Sound Income Strategies LLC boosted its holdings in shares of Winnebago Industries by 69.1% in the third quarter. Sound Income Strategies LLC now owns 700 shares of the construction company’s stock valued at $41,000 after acquiring an additional 286 shares in the last quarter. Innealta Capital LLC acquired a new position in shares of Winnebago Industries during the second quarter valued at approximately $45,000. Quarry LP increased its stake in shares of Winnebago Industries by 4,038.1% during the third quarter. Quarry LP now owns 869 shares of the construction company’s stock valued at $50,000 after acquiring an additional 848 shares during the period. Finally, nVerses Capital LLC bought a new stake in Winnebago Industries during the second quarter worth approximately $76,000.

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.