Winnebago Industries (NYSE:WGO) CEO Michael Happe Sells 12,045 Shares of Stock

Winnebago Industries, Inc. (NYSE:WGO) CEO Michael Happe sold 12,045 shares of the firm’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the transaction, the chief executive officer owned 349,349 shares in the company, valued at $11,416,725.32. The trade was a 3.33% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Winnebago Industries Trading Down 3.3%

Shares of WGO opened at $31.51 on Friday. Winnebago Industries, Inc. has a 52-week low of $26.80 and a 52-week high of $50.16. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. The firm’s fifty day moving average is $30.35 and its two-hundred day moving average is $33.93. The stock has a market cap of $890.79 million, a PE ratio of 23.17 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last issued its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). The business had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. Winnebago Industries’s quarterly revenue was down 9.9% on a year-over-year basis. During the same quarter last year, the company earned $0.81 earnings per share. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Research analysts forecast that Winnebago Industries, Inc. will post 1.81 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date is Wednesday, September 9th. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s payout ratio is currently 102.94%.

Winnebago Industries News Summary

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

• Positive Sentiment: Winnebago announced a strategic manufacturing alignment intended to optimize its production footprint, improve operational efficiency and support the long-term growth of its premium outdoor-recreation brands. The plan could strengthen margins and better align capacity with demand, although investors may watch for execution costs and disruption. Winnebago Industries Announces Strategic Manufacturing Alignment to Support Long-Term Growth
• Positive Sentiment: The board raised the quarterly cash dividend to $0.36 per share from $0.35, a 2.9% increase. The dividend is payable September 23 to shareholders of record September 9, reinforcing WGO’s income appeal with an annualized yield of roughly 4.4% based on the cited trading level. Winnebago Industries Board of Directors Approves Quarterly Cash Dividend Increase
• Neutral Sentiment: A Seeking Alpha analysis characterizes the investment outlook as potentially rewarding over the long term but volatile in the near term, reflecting soft RV demand, cyclical industry conditions and the need for operational improvement. Winnebago Industries: The Ride Will Be Bumpy, But Worth It
• Negative Sentiment: CEO Michael Happe sold 12,045 shares for approximately $393,631, while SVP Bret Woodson sold 2,414 shares for approximately $78,841. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their signal as discretionary bets, but the sales can still weigh on sentiment.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Benchmark reduced their price objective on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research report on Tuesday, June 23rd. Zacks Research cut Winnebago Industries from a “hold” rating to a “strong sell” rating in a report on Friday, June 26th. Roth Capital dropped their target price on Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating for the company in a report on Tuesday, June 23rd. DA Davidson reaffirmed a “neutral” rating and issued a $35.00 target price on shares of Winnebago Industries in a research note on Monday, June 15th. Finally, Seaport Research Partners started coverage on Winnebago Industries in a report on Monday, July 27th. They set a “neutral” rating on the stock. Three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $36.33.

Hedge Funds Weigh In On Winnebago Industries

Several large investors have recently modified their holdings of WGO. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Winnebago Industries by 90.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after purchasing an additional 364 shares during the period. Clearstead Advisors LLC purchased a new stake in Winnebago Industries in the 4th quarter valued at about $35,000. Allworth Financial LP acquired a new position in Winnebago Industries in the second quarter valued at about $33,000. Hantz Financial Services Inc. lifted its position in Winnebago Industries by 36.2% in the fourth quarter. Hantz Financial Services Inc. now owns 1,638 shares of the RV manufacturer’s stock valued at $66,000 after buying an additional 435 shares during the last quarter. Finally, Public Employees Retirement System of Ohio boosted its stake in Winnebago Industries by 15.9% during the third quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock worth $75,000 after buying an additional 309 shares during the period.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and specialty vehicles, headquartered in Forest City, Iowa. Since its founding in 1958, the company has gained recognition for its motorhomes, travel trailers and fifth-wheel products under the Winnebago and Grand Design brands. Its portfolio also includes towable RVs, camper vans and commercial vehicles tailored for healthcare, government and mobile retail applications.

In addition to vehicle production, Winnebago Industries maintains an extensive dealer and service network across the United States and Canada, supplemented by parts distribution centers and customer support resources.