Winnebago Industries (NYSE:WGO) Given New $38.00 Price Target at BMO Capital Markets

Winnebago Industries (NYSE:WGO) had its price objective reduced by stock analysts at BMO Capital Markets from $48.00 to $38.00 in a report released on Friday,Benzinga reports. The firm currently has an “outperform” rating on the RV manufacturer’s stock. BMO Capital Markets’ price target would suggest a potential upside of 21.74% from the company’s current price.

A number of other analysts have also commented on WGO. Roth Mkm reduced their price objective on shares of Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating for the company in a research note on Tuesday. Benchmark cut their target price on shares of Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research note on Tuesday. Weiss Ratings lowered Winnebago Industries from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 13th. Citigroup downgraded Winnebago Industries from a “buy” rating to a “neutral” rating and lowered their price target for the company from $46.00 to $30.00 in a report on Wednesday, May 27th. Finally, DA Davidson reissued a “neutral” rating and set a $35.00 price target on shares of Winnebago Industries in a research report on Monday, June 15th. Three investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $37.22.

Winnebago Industries Stock Up 14.5%

Shares of Winnebago Industries stock opened at $31.21 on Friday. The stock’s fifty day moving average is $30.11 and its 200-day moving average is $36.87. The firm has a market capitalization of $882.39 million, a PE ratio of 21.23 and a beta of 1.12. The company has a quick ratio of 0.99, a current ratio of 2.30 and a debt-to-equity ratio of 0.36. Winnebago Industries has a 12-month low of $26.80 and a 12-month high of $50.16.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing analysts’ consensus estimates of $0.80 by ($0.14). Winnebago Industries had a net margin of 1.43% and a return on equity of 4.99%. The company had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. During the same quarter last year, the business earned $0.81 EPS. The company’s revenue for the quarter was down 9.9% compared to the same quarter last year. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Equities analysts anticipate that Winnebago Industries will post 2.31 earnings per share for the current year.

Hedge Funds Weigh In On Winnebago Industries

Several institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Winnebago Industries by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 1,990,237 shares of the RV manufacturer’s stock worth $80,644,000 after acquiring an additional 15,114 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in Winnebago Industries by 8.9% in the first quarter. Dimensional Fund Advisors LP now owns 1,580,068 shares of the RV manufacturer’s stock valued at $48,968,000 after purchasing an additional 129,228 shares in the last quarter. UBS Group AG grew its stake in Winnebago Industries by 224.7% in the fourth quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock valued at $54,870,000 after purchasing an additional 937,140 shares in the last quarter. Pzena Investment Management LLC increased its position in Winnebago Industries by 6.9% in the 1st quarter. Pzena Investment Management LLC now owns 993,294 shares of the RV manufacturer’s stock worth $30,782,000 after purchasing an additional 64,332 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Winnebago Industries by 8.9% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 889,184 shares of the RV manufacturer’s stock worth $36,030,000 after purchasing an additional 72,478 shares during the last quarter.

Key Headlines Impacting Winnebago Industries

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

• Positive Sentiment: Winnebago said motorhome RV sales, profit dollars, and profit margins improved meaningfully year over year, and towables gained share thanks to product refreshes and better execution. Winnebago Industries Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: The market appears to be reacting favorably to signs of a motorhome rebound and operating improvement, helping the stock rise even after an earnings miss. Winnebago Industries Balances Motorhome Rebound With Headwinds
• Neutral Sentiment: The company reported Q3 EPS of $0.66, below estimates, and revenue of $698.7 million, also short of expectations, showing demand remains soft. Winnebago Industries Q3 Earnings Report
• Negative Sentiment: Winnebago cut full-year FY2026 guidance to EPS of $1.65-$2.00 and revenue of $2.7-$2.8 billion, both below Wall Street forecasts, underscoring a cautious consumer backdrop. What’s Going On With Winnebago Industries Stock Thursday?
• Negative Sentiment: Q3 revenue fell 9.9% from a year ago, and profit also declined, highlighting ongoing pressure in the RV market. Winnebago Cuts Outlook Amid Declining Sales

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.