William Blair Investment Management LLC Buys New Stake in Winnebago Industries, Inc. $WGO

William Blair Investment Management LLC purchased a new position in Winnebago Industries, Inc. (NYSE:WGO) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 305,530 shares of the RV manufacturer’s stock, valued at approximately $9,545,000.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in Winnebago Industries by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 1,990,237 shares of the RV manufacturer’s stock valued at $80,644,000 after purchasing an additional 15,114 shares during the last quarter. Pzena Investment Management LLC purchased a new stake in shares of Winnebago Industries during the 2nd quarter valued at about $53,406,000. Dimensional Fund Advisors LP raised its position in shares of Winnebago Industries by 8.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,580,068 shares of the RV manufacturer’s stock valued at $48,968,000 after buying an additional 129,228 shares in the last quarter. UBS Group AG lifted its holdings in shares of Winnebago Industries by 224.7% in the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock valued at $54,870,000 after acquiring an additional 937,140 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of 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 valued at $36,030,000 after acquiring an additional 72,478 shares during the last quarter.

Winnebago Industries Stock Performance

Shares of NYSE:WGO opened at $31.77 on Monday. The company has a market capitalization of $898.14 million, a price-to-earnings ratio of 23.36 and a beta of 1.11. Winnebago Industries, Inc. has a 12 month low of $26.80 and a 12 month high of $50.16. The firm’s 50-day moving average is $30.70 and its 200 day moving average is $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 (NYSE:WGO) last announced its quarterly earnings data on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.10). Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The firm had revenue of $698.70 million during the quarter, compared to the consensus estimate of $755.67 million. During the same period in the previous year, the business earned $0.81 EPS. The firm’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. Research analysts predict that Winnebago Industries, Inc. will post 1.81 EPS for the current year.

Winnebago Industries Increases Dividend

The firm 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 represents a $1.44 dividend on an annualized basis and a dividend yield of 4.5%. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio is 102.94%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in 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 note on Tuesday, June 23rd. Citigroup raised their price objective on Winnebago Industries from $29.00 to $30.00 and gave the company a “neutral” rating in a research note on Monday, June 29th. Seaport Research Partners initiated coverage on Winnebago Industries in a report on Monday, July 27th. They issued a “neutral” rating for the company. Griffin Securities set a $35.00 target price on Winnebago Industries in a research report on Monday, June 15th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Winnebago Industries in a report on Friday, August 7th. Three investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Winnebago Industries presently has a consensus rating of “Hold” and a consensus target price of $36.33.

Insiders Place Their Bets

In other Winnebago Industries news, SVP Bret A. Woodson sold 2,414 shares of the stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.66, for a total value of $78,841.24. Following the sale, the senior vice president owned 31,274 shares in the company, valued at $1,021,408.84. This trade represents a 7.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of Winnebago Industries stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the sale, the chief executive officer owned 349,349 shares of the company’s stock, valued at approximately $11,416,725.32. This trade represents a 3.33% 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. In the last 90 days, insiders have sold 15,694 shares of company stock valued at $511,658. 4.88% of the stock is owned by company insiders.

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.