32,561 Shares in Winnebago Industries, Inc. $WGO Bought by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. bought a new position in shares of Winnebago Industries, Inc. (NYSE:WGO) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 32,561 shares of the RV manufacturer’s stock, valued at approximately $1,017,000.

Other hedge funds have also recently bought and sold shares of the company. Allworth Financial LP bought a new stake in shares of Winnebago Industries during the 2nd quarter worth about $33,000. Oxford Financial Group LTD. LLC acquired a new stake in Winnebago Industries in the 2nd quarter worth approximately $333,000. Great Lakes Advisors LLC acquired a new stake in Winnebago Industries in the 2nd quarter worth approximately $2,804,000. Pzena Investment Management LLC bought a new stake in Winnebago Industries during the second quarter worth approximately $53,406,000. Finally, Deutsche Bank AG acquired a new position in Winnebago Industries during the second quarter valued at approximately $920,000.

Insider Activity

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $32.68, for a total value of $393,630.60. Following the transaction, the chief executive officer directly owned 349,349 shares in the company, valued at $11,416,725.32. The trade was a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 2,414 shares of the company’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.66, for a total transaction of $78,841.24. Following the sale, the senior vice president directly owned 31,274 shares in the company, valued at $1,021,408.84. This represents a 7.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 15,694 shares of company stock valued at $511,658 over the last three months. 4.88% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on WGO. Truist Financial dropped their price target on shares of Winnebago Industries from $43.00 to $35.00 and set a “buy” rating on the stock in a research report on Wednesday, July 8th. BMO Capital Markets decreased their price objective on shares of Winnebago Industries from $48.00 to $38.00 and set an “outperform” rating for the company in a report on Friday, June 26th. Wall Street Zen upgraded shares of Winnebago Industries from a “sell” rating to a “hold” rating in a research note on Saturday. Benchmark dropped their target price on shares of Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a report on Tuesday, June 23rd. Finally, Griffin Securities set a $35.00 target price on shares of Winnebago Industries in a research report on Monday, June 15th. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Winnebago Industries currently has a consensus rating of “Hold” and a consensus price target of $36.33.

Winnebago Industries Price Performance

Shares of WGO stock opened at $31.77 on Monday. The stock has a 50 day moving average of $30.70 and a two-hundred day moving average of $33.33. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36. Winnebago Industries, Inc. has a 12 month low of $26.80 and a 12 month high of $50.16. The company has a market capitalization of $898.14 million, a P/E ratio of 23.36 and a beta of 1.11.

Winnebago Industries (NYSE:WGO) last announced 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 $0.76 by ($0.10). Winnebago Industries had a net margin of 1.36% and a return on equity of 4.65%. The company had revenue of $698.70 million during the quarter, compared to the consensus estimate of $755.67 million. During the same quarter last year, the company earned $0.81 earnings per share. The business’s revenue was down 9.9% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. As a group, equities analysts expect that Winnebago Industries, Inc. will post 1.81 EPS for the current 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 issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $1.44 annualized dividend and a yield of 4.5%. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s payout ratio is 102.94%.

Winnebago Industries 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.