Bret Woodson Sells 2,414 Shares of Winnebago Industries (NYSE:WGO) Stock

Winnebago Industries, Inc. (NYSE:WGO) SVP Bret Woodson sold 2,414 shares of Winnebago Industries stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $32.66, for a total transaction of $78,841.24. Following the completion of the sale, the senior vice president owned 31,274 shares in the company, valued at approximately $1,021,408.84. This represents a 7.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Winnebago Industries Stock Down 3.3%

Shares of WGO stock opened at $31.51 on Friday. The company’s fifty day simple moving average is $30.35 and its two-hundred day simple moving average is $33.93. Winnebago Industries, Inc. has a 52 week low of $26.80 and a 52 week high of $50.16. The stock has a market cap of $890.76 million, a P/E ratio of 23.17 and a beta of 1.11. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36.

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

Winnebago Industries Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be paid a dividend of $0.36 per share. The ex-dividend date of this dividend is Wednesday, September 9th. This is a boost from Winnebago Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 4.6%. Winnebago Industries’s dividend payout ratio is currently 105.88%.

Institutional Investors Weigh In On Winnebago Industries

Several large investors have recently added to or reduced their stakes in WGO. Freestone Grove Partners LP bought a new stake in shares of Winnebago Industries in the 2nd quarter valued at approximately $2,020,000. Man Group plc purchased a new position in shares of Winnebago Industries in the 2nd quarter worth approximately $2,475,000. Jupiter Topco LLC purchased a new position in shares of Winnebago Industries in the 2nd quarter worth approximately $423,000. Hsbc Holdings PLC bought a new position in shares of Winnebago Industries during the 2nd quarter valued at approximately $1,332,000. Finally, Legal & General Group Plc purchased a new stake in Winnebago Industries during the 2nd quarter valued at $2,167,000.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on WGO. Truist Financial reduced their price objective on Winnebago Industries from $43.00 to $35.00 and set a “buy” rating on the stock in a research note on Wednesday, July 8th. Zacks Research downgraded Winnebago Industries from a “hold” rating to a “strong sell” rating in a research report on Friday, June 26th. Weiss Ratings reissued a “hold (c-)” rating on shares of Winnebago Industries in a report on Friday, August 7th. Roth Capital reduced their price target on shares of Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 23rd. Finally, Wall Street Zen downgraded shares of Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Saturday, July 18th. Three 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 company’s stock. Based on data from MarketBeat.com, Winnebago Industries has a consensus rating of “Hold” and an average target price of $36.33.

Key Winnebago Industries News

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.

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.