American Century Companies Inc. Decreases Stock Position in Winnebago Industries, Inc. $WGO

American Century Companies Inc. lowered its position in shares of Winnebago Industries, Inc. (NYSE:WGO) by 25.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 243,498 shares of the RV manufacturer’s stock after selling 81,211 shares during the period. American Century Companies Inc.’s holdings in Winnebago Industries were worth $7,061,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Farther Finance Advisors LLC boosted its stake in shares of Winnebago Industries by 53.3% in the second quarter. Farther Finance Advisors LLC now owns 1,107 shares of the RV manufacturer’s stock valued at $32,000 after purchasing an additional 385 shares during the period. GAMMA Investing LLC lifted its holdings in Winnebago Industries by 62.8% in the 2nd quarter. GAMMA Investing LLC now owns 1,123 shares of the RV manufacturer’s stock worth $33,000 after buying an additional 433 shares in the last quarter. State of Wyoming purchased a new position in Winnebago Industries in the 1st quarter valued at about $47,000. Caitong International Asset Management Co. Ltd boosted its position in Winnebago Industries by 255.7% in the 1st quarter. Caitong International Asset Management Co. Ltd now owns 3,112 shares of the RV manufacturer’s stock valued at $107,000 after buying an additional 2,237 shares during the last quarter. Finally, Headlands Technologies LLC grew its stake in shares of Winnebago Industries by 113.2% during the first quarter. Headlands Technologies LLC now owns 4,325 shares of the RV manufacturer’s stock valued at $149,000 after acquiring an additional 2,296 shares in the last quarter.

Winnebago Industries Stock Performance

Shares of NYSE WGO opened at $38.01 on Friday. The stock has a market capitalization of $1.07 billion, a P/E ratio of 41.77 and a beta of 1.12. Winnebago Industries, Inc. has a 52-week low of $28.00 and a 52-week high of $58.68. The company has a quick ratio of 1.21, a current ratio of 2.42 and a debt-to-equity ratio of 0.44. The firm’s 50-day moving average price is $34.88 and its two-hundred day moving average price is $33.55.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data on Wednesday, October 22nd. The RV manufacturer reported $0.71 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.13. Winnebago Industries had a return on equity of 3.86% and a net margin of 0.92%.The firm had revenue of $777.30 million during the quarter, compared to the consensus estimate of $724.89 million. During the same period in the prior year, the business earned $0.28 EPS. The firm’s revenue was up 7.8% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS. As a group, sell-side analysts forecast that Winnebago Industries, Inc. will post 3.41 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Citigroup boosted their price target on Winnebago Industries from $36.00 to $41.00 and gave the stock a “buy” rating in a research note on Friday, September 12th. DA Davidson upped their target price on Winnebago Industries from $32.00 to $38.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Winnebago Industries in a research note on Wednesday, October 8th. Truist Financial raised their price target 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. Finally, Wall Street Zen raised shares of Winnebago Industries from a “hold” rating to a “buy” rating in a research report on Saturday, November 22nd. Four research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Winnebago Industries presently has a consensus rating of “Hold” and a consensus target price of $39.00.

Insider Activity

In other news, 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, with a total value of $108,729.00. Following the acquisition, the director directly owned 14,426 shares in the company, valued at approximately $580,935.02. The trade was a 23.03% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Michael J. Happe sold 7,105 shares of Winnebago Industries 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 in the company, valued at approximately $14,379,591.38. This represents a 2.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 4.88% of the stock is currently owned by corporate insiders.

Winnebago Industries Company Profile

Winnebago Industries, Inc manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company operates through three segments: Towable RV, Motorhome RV, and Marine. It provides towable products that are non-motorized vehicles to be towed by automobiles, pickup trucks, SUVs, or vans for use as temporary living quarters for recreational travel, such as conventional travel trailers, fifth wheels, folding camper trailers, and truck campers under the Winnebago and Grand Design brand names.