Winnebago Industries (NYSE:WGO) Shares Gap Down – What’s Next?
by Michael Walen · The Markets DailyWinnebago Industries, Inc. (NYSE:WGO – Get Free Report) gapped down prior to trading on Monday . The stock had previously closed at $43.73, but opened at $42.35. Winnebago Industries shares last traded at $40.86, with a volume of 122,299 shares changing hands.
Key Stores Impacting Winnebago Industries
Here are the key news stories impacting Winnebago Industries this week:
- Positive Sentiment: Benchmark reiterated its Buy rating and has been publicly bullish on WGO, citing internal improvements and conservative guidance that support upside — this keeps buy-side momentum alive. Benchmark maintains Winnebago Industries (WGO) buy recommendation
- Positive Sentiment: BMO Capital Markets raised its price target to $48, signaling analyst confidence in WGO’s recovery and providing a visible upside anchor for investors. BMO Capital Markets Increases Winnebago Industries Price Target to $48.00
- Positive Sentiment: Citigroup published a note forecasting strong price appreciation, adding to the chorus of positive coverage and helping support demand for the shares. Citigroup Forecasts Strong Price Appreciation for Winnebago Industries
- Positive Sentiment: Industry and thematic pieces (Globe and Mail, MarketBeat) highlight Winnebago as a consumer-cyclical/ outdoor-recreation recovery story — these narratives amplify interest from sector-focused investors. Analysts Are Bullish on Top Consumer Cyclical Stocks: Winnebago
- Neutral Sentiment: Roth Capital raised its price target to $42 — an upward revision but roughly in line with current levels, so it’s unlikely to materially shift sentiment alone. Roth Capital Boosts Winnebago Industries Price Target to $42.00
- Neutral Sentiment: DA Davidson increased its target to $40 but kept a Neutral rating; that sets a mixed signal (firm upgrade in target but limited bullish conviction). DA Davidson raises price target to $40 (Benzinga)
- Positive Sentiment: Technical and momentum indicators are improving (relative strength rating rose toward 85; MarketBeat noted earnings beats, margin improvement and raised guidance), which supports further buyer interest into 2026. Winnebago Industries sees relative strength rating rise to 85
- Negative Sentiment: Some price targets and neutral ratings still sit below notable upside levels, creating short-term resistance and contributing to the modest pullback in shares as investors digest varying analyst views.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently weighed in on the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Winnebago Industries in a research report on Monday. Griffin Securities set a $40.00 price objective on shares of Winnebago Industries in a research report on Tuesday. Truist Financial boosted their target price on shares of Winnebago Industries from $36.00 to $46.00 and gave the stock a “buy” rating in a research report on Monday, November 10th. Loop Capital initiated coverage on shares of Winnebago Industries in a research note on Friday, October 31st. They issued a “hold” rating and a $40.00 target price for the company. Finally, DA Davidson lifted their price target on shares of Winnebago Industries from $38.00 to $40.00 and gave the stock a “neutral” rating in a research note on Tuesday. Four investment 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 stock has a consensus rating of “Hold” and a consensus price target of $42.40.
Check Out Our Latest Stock Analysis on Winnebago Industries
Winnebago Industries Stock Down 0.7%
The company has a quick ratio of 1.25, a current ratio of 2.69 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $1.20 billion, a price-to-earnings ratio of 33.21 and a beta of 1.12. The stock has a 50 day moving average of $36.85 and a 200 day moving average of $34.10.
Winnebago Industries (NYSE:WGO – Get Free Report) last released its earnings results on Friday, December 19th. The RV manufacturer reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.26. The company had revenue of $702.70 million for the quarter, compared to the consensus estimate of $628.51 million. Winnebago Industries had a return on equity of 4.83% and a net margin of 1.27%.Winnebago Industries’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the business posted ($0.03) EPS. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. As a group, analysts expect that Winnebago Industries, Inc. will post 3.41 earnings per share for the current fiscal year.
Winnebago Industries Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th will be issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date of this dividend is Wednesday, January 14th. Winnebago Industries’s payout ratio is currently 109.37%.
Insider Buying and Selling at Winnebago Industries
In related news, CEO Michael J. Happe sold 7,105 shares of the business’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $41.38, for a total transaction of $294,004.90. Following the completion of the sale, the chief executive officer owned 347,501 shares of the company’s stock, valued at $14,379,591.38. This represents a 2.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Sara E. Armbruster acquired 2,700 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The shares were acquired at an average price of $40.27 per share, for a total transaction of $108,729.00. Following the purchase, 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. 4.88% of the stock is owned by insiders.
Hedge Funds Weigh In On Winnebago Industries
Several institutional investors have recently made changes to their positions in WGO. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Winnebago Industries by 90.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after purchasing an additional 364 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Winnebago Industries by 53.3% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,107 shares of the RV manufacturer’s stock worth $32,000 after buying an additional 385 shares during the last quarter. GAMMA Investing LLC increased its position in Winnebago Industries by 62.8% in the second quarter. GAMMA Investing LLC now owns 1,123 shares of the RV manufacturer’s stock worth $33,000 after buying an additional 433 shares during the period. Hantz Financial Services Inc. lifted its stake in Winnebago Industries by 825.4% in the third quarter. Hantz Financial Services Inc. now owns 1,203 shares of the RV manufacturer’s stock valued at $40,000 after buying an additional 1,073 shares during the last quarter. Finally, State of Wyoming bought a new stake in Winnebago Industries in the first quarter valued at $47,000.
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.