BMO Capital Markets Lowers Thor Industries (NYSE:THO) Price Target to $125.00

Thor Industries (NYSE:THO) had its price objective decreased by investment analysts at BMO Capital Markets from $135.00 to $125.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the RV manufacturer’s stock. BMO Capital Markets’ target price points to a potential upside of 38.38% from the stock’s previous close.

A number of other analysts have also recently commented on THO. Benchmark reiterated a “hold” rating on shares of Thor Industries in a research note on Tuesday, December 2nd. DA Davidson reiterated a “neutral” rating and issued a $102.00 target price on shares of Thor Industries in a research note on Thursday, December 4th. Citigroup boosted their price target on Thor Industries from $108.00 to $116.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Truist Financial raised their price objective on Thor Industries from $110.00 to $112.00 and gave the company a “hold” rating in a research report on Tuesday, December 9th. Finally, Loop Capital set a $133.00 target price on Thor Industries in a research note on Tuesday, January 13th. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $108.20.

Thor Industries Stock Down 0.0%

NYSE THO traded down $0.04 during trading hours on Wednesday, hitting $90.33. 276,679 shares of the company traded hands, compared to its average volume of 586,102. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.83 and a current ratio of 1.81. The business’s 50-day moving average is $110.76 and its 200-day moving average is $107.08. The stock has a market capitalization of $4.77 billion, a price-to-earnings ratio of 28.50, a P/E/G ratio of 1.75 and a beta of 1.43. Thor Industries has a twelve month low of $63.15 and a twelve month high of $122.83.

Thor Industries (NYSE:THO) last announced its quarterly earnings data on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.03 by $0.31. The company had revenue of $2.13 billion for the quarter, compared to analysts’ expectations of $1.96 billion. Thor Industries had a return on equity of 7.05% and a net margin of 2.87%.The business’s revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.01) EPS. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS. Sell-side analysts anticipate that Thor Industries will post 4.64 earnings per share for the current year.

Insiders Place Their Bets

In other Thor Industries news, COO W. Todd Woelfer sold 4,567 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $114.84, for a total value of $524,474.28. Following the completion of the sale, the chief operating officer owned 104,109 shares of the company’s stock, valued at $11,955,877.56. The trade was a 4.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 4.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Thor Industries

A number of large investors have recently added to or reduced their stakes in the stock. Foster Dykema Cabot & Partners LLC bought a new position in shares of Thor Industries in the third quarter worth $27,000. V Square Quantitative Management LLC bought a new stake in shares of Thor Industries during the 4th quarter worth approximately $29,000. Hantz Financial Services Inc. increased its stake in Thor Industries by 2,463.6% in the second quarter. Hantz Financial Services Inc. now owns 282 shares of the RV manufacturer’s stock valued at $25,000 after acquiring an additional 271 shares during the last quarter. Country Trust Bank raised its position in Thor Industries by 50.0% during the second quarter. Country Trust Bank now owns 300 shares of the RV manufacturer’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Curio Wealth LLC bought a new stake in Thor Industries during the fourth quarter worth $36,000. Institutional investors and hedge funds own 96.71% of the company’s stock.

Key Headlines Impacting Thor Industries

Here are the key news stories impacting Thor Industries this week:

• Positive Sentiment: Q2 beat on both EPS and revenue — THO reported $0.34 GAAP diluted EPS (well above consensus) and revenue of about $2.13B, up ~5.3% year-over-year, driven by strength in North American motorized RVs and gains in Europe; adjusted EBITDA also improved. THO Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: Operational/strategic actions that could boost long-term efficiency — management cited real estate gains that helped net income and announced a strategic evolution of its North American RV operating model; the company also promoted Ryan Biren to CIO to accelerate data/AI and enterprise systems work. THOR INDUSTRIES ELEVATES RYAN BIREN TO CHIEF INFORMATION OFFICER, SIGNALING ACCELERATED ENTERPRISE DATA AND AI STRATEGY
• Neutral Sentiment: Analyst positioning is mixed — Wall Street forecasters adjusted models ahead of the print and many maintained neutral ratings, reflecting uncertainty about sustainability of the beat versus margin pressures. Top Wall Street Forecasters Revamp Thor Industries Expectations Ahead Of Q2 Earnings
• Negative Sentiment: Guidance below some Street expectations — THO reaffirmed FY2026 guidance of $3.75–$4.25 EPS and $9.0–$9.5B revenue; the EPS and revenue midpoints sit below consensus, which is a restraint on upside even after the quarter’s beat. THOR INDUSTRIES ANNOUNCES FISCAL 2026 SECOND QUARTER RESULTS
• Negative Sentiment: Management flagged a cloudy consumer outlook — company commentary called out risks from new tariffs, inflationary pressures and geopolitical tensions (Middle East), which could weigh on demand and dealer inventories. RV Maker Thor Warns of Cloudy Consumer Outlook
• Negative Sentiment: Margins under pressure in some segments — despite solid top-line results, Towable RV and certain European margins remain squeezed, limiting near-term profit leverage and raising sensitivity to raw‑material, tariff and mix shifts. Thor Industries Q2 Margins Squeeze Despite Strong Sales: ‘Geopolitical Events Clouded Our Outlook’

Thor Industries Company Profile

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.