Winnebago Industries (NYSE:WGO) Stock Price Down 3.9% – Should You Sell?

Shares of Winnebago Industries, Inc. (NYSE:WGO) traded down 3.9% on Thursday . The stock traded as low as $40.13 and last traded at $39.7850. 371,008 shares changed hands during trading, a decline of 47% from the average session volume of 695,120 shares. The stock had previously closed at $41.40.

Trending Headlines about Winnebago Industries

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

• Positive Sentiment: Q1 revenue beat and top‑line growth — Winnebago reported quarterly revenue of about $702.7 million, roughly +12.3% year‑over‑year, and reported earnings that beat Street estimates, driven by stronger motorhome and towable RV sales. Yahoo: Winnebago Beats Expectations
• Positive Sentiment: Return to profitability and margin gains — Management cited improved cost discipline and higher vehicle mix that helped the company swing to a profit and improve gross margins versus the prior year. Press Release: Q1 Results
• Positive Sentiment: Board/governance and shareholder return actions — The board named John Murabito as chair and declared a quarterly cash dividend of $0.35 per share, a directly supportive item for income‑seeking investors. GlobeNewswire: Board & Dividend
• Neutral Sentiment: FY‑2026 guidance is a mixed picture — Management set EPS guidance of $2.10–$2.80 and revenue guidance of $2.8–$3.0 billion; the range overlaps consensus but is wide, leaving room for investor interpretation on the pace of recovery and margin sustainability. Guidance Details
• Neutral Sentiment: Call/transcript available — Management hosted an earnings call (transcript published) where analysts pressed on margins, inventory and cash flow — useful for parsing management’s cadence but not a single market mover by itself. Earnings Call Transcript
• Negative Sentiment: Operating profitability and cash flow remain under pressure — some reports note operating profit narrowed materially and operating cash flow fell year‑over‑year, plus cash balances declined; these weak internal cash metrics are a potential concern for sustainable margin improvement. QuiverQuant: Cash Flow & Operating Profit Notes
• Negative Sentiment: Insider and institutional moves to monitor — the quarter’s filings show at least one insider sale and mixed institutional positioning changes; investors may watch insider/institutional activity for conviction. QuiverQuant: Insider & Institutional Activity

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Truist Financial boosted their price objective on Winnebago Industries from $36.00 to $46.00 and gave the company a “buy” rating in a report on Monday, November 10th. Wall Street Zen upgraded Winnebago Industries from a “hold” rating to a “buy” rating in a report on Saturday, November 22nd. KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Thursday, October 23rd. Loop Capital assumed coverage on shares of Winnebago Industries in a research note on Friday, October 31st. They set a “hold” rating and a $40.00 target price for the company. Finally, Citigroup raised their price target on shares of Winnebago Industries from $36.00 to $41.00 and gave the stock a “buy” rating in a research report on Friday, September 12th. Four research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $39.00.

Winnebago Industries Price Performance

The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.21 and a current ratio of 2.42. The firm has a market capitalization of $1.23 billion, a P/E ratio of 47.90 and a beta of 1.12. The business has a fifty day moving average of $36.35 and a 200-day moving average of $33.97.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings results on Friday, December 19th. The RV manufacturer reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.26. The company had revenue of $702.70 million during the quarter, compared to analysts’ expectations of $628.51 million. Winnebago Industries had a return on equity of 3.86% and a net margin of 0.92%.The company’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.03) earnings per share. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. On average, sell-side analysts forecast that Winnebago Industries, Inc. will post 3.41 EPS for the current fiscal year.

Winnebago Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Wednesday, January 14th. Winnebago Industries’s dividend payout ratio is 153.85%.

Insiders Place Their Bets

In other news, CEO Michael J. Happe sold 7,105 shares of the company’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $41.38, for a total value of $294,004.90. Following the completion of the sale, the chief executive officer owned 347,501 shares in the company, valued at $14,379,591.38. This represents a 2.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Sara E. Armbruster bought 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were purchased at an average cost of $40.27 per share, for a total transaction of $108,729.00. Following the completion of the acquisition, the director owned 14,426 shares of the company’s stock, valued at $580,935.02. This trade represents a 23.03% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 4.88% of the company’s stock.

Institutional Investors Weigh In On Winnebago Industries

Several hedge funds have recently modified their holdings of the stock. Maple Rock Capital Partners Inc. increased its stake in Winnebago Industries by 111.2% in the 3rd quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer’s stock worth $22,746,000 after purchasing an additional 358,100 shares in the last quarter. Hotchkis & Wiley Capital Management LLC acquired a new stake in shares of Winnebago Industries during the third quarter valued at approximately $9,785,000. RWWM Inc. purchased a new stake in shares of Winnebago Industries in the 2nd quarter valued at approximately $8,400,000. Royce & Associates LP acquired a new position in Winnebago Industries in the 3rd quarter worth approximately $6,838,000. Finally, UBS Group AG grew its position in Winnebago Industries by 75.8% during the 3rd quarter. UBS Group AG now owns 417,015 shares of the RV manufacturer’s stock worth $13,945,000 after purchasing an additional 179,853 shares in the last quarter.

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.