BMO Capital Markets Increases Winnebago Industries (NYSE:WGO) Price Target to $48.00

Winnebago Industries (NYSE:WGO) had its target price increased by stock analysts at BMO Capital Markets from $45.00 to $48.00 in a research report issued on Monday,Benzinga reports. The firm currently has an “outperform” rating on the RV manufacturer’s stock. BMO Capital Markets’ target price points to a potential upside of 11.99% from the stock’s previous close.

A number of other equities research analysts have also commented on the stock. Benchmark restated a “buy” rating on shares of Winnebago Industries in a report on Wednesday, December 17th. Citigroup increased their target price on Winnebago Industries from $48.00 to $51.00 and gave the stock a “buy” rating in a report on Monday. Wall Street Zen upgraded Winnebago Industries from a “hold” rating to a “buy” rating in a report on Saturday, November 22nd. KeyCorp reaffirmed a “sector weight” rating on shares of Winnebago Industries in a research report on Monday. Finally, DA Davidson increased their price objective on Winnebago Industries from $32.00 to $38.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Four research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $42.40.

Winnebago Industries Trading Up 1.0%

NYSE:WGO opened at $42.86 on Monday. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.69 and a quick ratio of 1.25. The business’s 50-day simple moving average is $36.85 and its 200-day simple moving average is $34.10. Winnebago Industries has a fifty-two week low of $28.00 and a fifty-two week high of $50.81. The stock has a market capitalization of $1.21 billion, a PE ratio of 33.48 and a beta of 1.12.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Friday, December 19th. The RV manufacturer reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.12 by $0.26. Winnebago Industries had a return on equity of 4.83% and a net margin of 1.27%.The business had revenue of $702.70 million during the quarter, compared to analysts’ expectations of $628.51 million. During the same period in the prior year, the business earned ($0.03) EPS. Winnebago Industries’s revenue for the quarter was up 12.3% compared to the same quarter last year. Winnebago Industries has set its FY 2026 guidance at 2.100-2.800 EPS. Sell-side analysts expect that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.

Insider Activity at Winnebago Industries

In other Winnebago Industries news, Director Sara E. Armbruster purchased 2,700 shares of the business’s stock in a transaction on Friday, October 24th. The stock was 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 of the company’s stock, valued at $580,935.02. This trade represents a 23.03% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Michael J. Happe sold 7,105 shares of the company’s stock in a transaction on 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 transaction, 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. Insiders own 4.88% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Maple Rock Capital Partners Inc. boosted its holdings in shares of Winnebago Industries by 111.2% during the third quarter. Maple Rock Capital Partners Inc. now owns 680,199 shares of the RV manufacturer’s stock worth $22,746,000 after acquiring an additional 358,100 shares during the period. Millennium Management LLC lifted its holdings in Winnebago Industries by 1.6% during the 1st quarter. Millennium Management LLC now owns 580,256 shares of the RV manufacturer’s stock worth $19,996,000 after purchasing an additional 8,922 shares during the last quarter. Alliancebernstein L.P. boosted its stake in Winnebago Industries by 9.1% in the 2nd quarter. Alliancebernstein L.P. now owns 564,941 shares of the RV manufacturer’s stock valued at $16,383,000 after purchasing an additional 47,137 shares during the period. UBS Group AG boosted its stake in Winnebago Industries by 75.8% in the 3rd quarter. UBS Group AG now owns 417,015 shares of the RV manufacturer’s stock valued at $13,945,000 after purchasing an additional 179,853 shares during the period. Finally, Voloridge Investment Management LLC grew its holdings in Winnebago Industries by 61.9% in the 3rd quarter. Voloridge Investment Management LLC now owns 331,000 shares of the RV manufacturer’s stock valued at $11,069,000 after buying an additional 126,537 shares in the last quarter.

Key Headlines Impacting Winnebago Industries

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

• Positive Sentiment: Q1 results beat expectations: revenue rose ~12.3% year‑over‑year, EPS topped estimates, and management raised FY26 guidance — the primary fundamental driver of the stock lift. Winnebago’s Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: Multiple bullish analyst actions: Citi raised its target to $51 and maintained a Buy, BMO raised to $48 with an Outperform, and Benchmark raised to $48 and reiterated Buy — these lifts increase upside expectations and can attract demand. Benzinga
• Positive Sentiment: Analyst commentary highlighting internal improvements and valuation support Benchmark’s Buy stance, reinforcing investor confidence in operational momentum. Winnebago Industries: Internal Improvements… (TipRanks)
• Positive Sentiment: Technical/market-strength signal: Winnebago’s relative strength rating rose to 85, indicating stronger price momentum that can attract momentum-focused buyers. Stocks to watch: Winnebago Industries sees relative strength rating rise to 85
• Neutral Sentiment: Roth Capital raised its target to $42 but kept a Neutral rating — a modest lift that still implies limited upside from current levels and signals some analyst caution. Roth Capital raises target (TickerReport)
• Negative Sentiment: DA Davidson raised its target to $40 but left a Neutral rating; the new target implies downside vs. the current price, which could cap near-term gains or encourage profit‑taking for some holders. Benzinga
• Neutral Sentiment: Broad media pieces note growing analyst bullishness on consumer cyclical names including Winnebago; useful for sentiment but less directly actionable than company results or explicit upgrades. Analysts Are Bullish on Top Consumer Cyclical Stocks (Globe and Mail)

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.