Zacks Research Issues Positive Outlook for WGO Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Investment analysts at Zacks Research upped their Q1 2027 earnings per share (EPS) estimates for Winnebago Industries in a research note issued to investors on Wednesday, September 2nd. Zacks Research analyst Team now forecasts that the RV manufacturer will post earnings per share of $0.40 for the quarter, up from their prior estimate of $0.39. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $1.81 per share. Zacks Research also issued estimates for Winnebago Industries’ Q2 2027 earnings at $0.37 EPS, Q4 2027 earnings at $0.82 EPS, FY2027 earnings at $2.45 EPS, Q1 2028 earnings at $1.15 EPS, Q2 2028 earnings at $1.24 EPS, Q3 2028 earnings at $1.42 EPS, Q4 2028 earnings at $1.50 EPS and FY2028 earnings at $5.32 EPS.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share 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 company posted $0.81 EPS. The firm’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.

Several other brokerages have also recently weighed in on WGO. Northcoast Research cut shares of Winnebago Industries from a “buy” rating to a “neutral” rating in a research note on Monday, June 1st. KeyCorp reiterated a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Benchmark reduced their target price on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a report on Tuesday, June 23rd. Griffin Securities set a $35.00 price target on Winnebago Industries in a research report on Monday, June 15th. Finally, Citigroup raised their price target on Winnebago Industries from $29.00 to $30.00 and gave the company a “neutral” rating in a report on Monday, June 29th. Three investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $36.33.

Winnebago Industries Trading Down 1.2%

Shares of WGO stock opened at $29.96 on Friday. Winnebago Industries has a 12-month low of $26.80 and a 12-month high of $50.16. The company has a market capitalization of $846.97 million, a P/E ratio of 22.03 and a beta of 1.12. The firm has a 50-day moving average price of $31.03 and a 200 day moving average price of $32.23. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. lifted its holdings in Winnebago Industries by 90.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after buying an additional 364 shares in the last quarter. Clearstead Advisors LLC bought a new stake in shares of Winnebago Industries during the fourth quarter worth $35,000. Allworth Financial LP bought a new stake in shares of Winnebago Industries during the second quarter worth $33,000. Hantz Financial Services Inc. raised its position in shares of Winnebago Industries by 36.2% during the fourth quarter. Hantz Financial Services Inc. now owns 1,638 shares of the RV manufacturer’s stock worth $66,000 after acquiring an additional 435 shares during the last quarter. Finally, Public Employees Retirement System of Ohio lifted its stake in shares of Winnebago Industries by 15.9% during the third quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock valued at $75,000 after acquiring an additional 309 shares during the period.

Insider Activity

In other news, SVP Bret A. Woodson sold 1,235 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total transaction of $39,186.55. Following the transaction, the senior vice president directly owned 31,373 shares in the company, valued at approximately $995,465.29. This represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of the stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total transaction of $393,630.60. Following the sale, the chief executive officer directly owned 349,349 shares in the company, valued at $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. Insiders sold a total of 15,694 shares of company stock valued at $511,658 in the last 90 days. Corporate insiders own 4.88% of the company’s stock.

Winnebago Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders 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 dividend on an annualized basis and a yield of 4.8%. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s payout ratio is currently 102.94%.

Winnebago Industries News Summary

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

• Positive Sentiment: Significant 2028 earnings revisions: Zacks raised its FY2028 EPS forecast to $5.32 from $3.59, while increasing estimates for Q1 through Q4 2028. The largest quarterly revisions were Q2 2028, to $1.24 from $0.76, and Q4 2028, to $1.50 from $1.01. These changes suggest analysts expect a substantial recovery in profitability. Zacks Research estimates
• Positive Sentiment: Near-term estimates also edged higher: Zacks increased its Q1 2027 EPS forecast to $0.40 from $0.39, Q2 2027 to $0.37 from $0.35, Q4 2027 to $0.82 from $0.79, and FY2027 to $2.45 from $2.43. The firm also upgraded WGO from Strong Sell to Hold, reducing a significant source of negative analyst sentiment. Zacks Research rating and estimates
• Neutral Sentiment: Brand refresh announced: Winnebago is giving its Grand Design RV brand a new look. The move may support brand positioning and demand, but the reports provide no financial details or measurable impact on sales. Winnebago gives its Grand Design RV brand a fresh look
• Neutral Sentiment: Valuation and momentum remain mixed: WGO is trading well below its 52-week high and below its 50-day and 200-day moving averages. A GuruFocus score of 73 and a recent 3.4% rise indicate improving investor interest, but do not eliminate concerns about volatility. Winnebago Industries shares and GF Score
• Negative Sentiment: Some estimates were reduced: Zacks lowered its Q3 2027 EPS forecast to $0.87 from $0.90, indicating that the recovery may be uneven. The company’s latest reported quarter also missed consensus estimates on both EPS and revenue, with revenue down 9.9% year over year, highlighting continuing demand pressure in the RV market.

About Winnebago Industries

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.