Campbell & CO Investment Adviser LLC acquired a new position in shares of Winnebago Industries, Inc. (NYSE:WGO – Free Report) in the 3rd quarter, Holdings Channel reports. The fund acquired 19,633 shares of the RV manufacturer’s stock, valued at approximately $657,000.
Several other large investors have also modified their holdings of WGO. Royal Bank of Canada raised its stake in Winnebago Industries by 5.5% during the 1st quarter. Royal Bank of Canada now owns 9,568 shares of the RV manufacturer’s stock worth $329,000 after acquiring an additional 498 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Winnebago Industries by 283.0% during the first quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer’s stock worth $2,243,000 after purchasing an additional 48,105 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Winnebago Industries by 2.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,485 shares of the RV manufacturer’s stock valued at $568,000 after purchasing an additional 401 shares during the last quarter. Farther Finance Advisors LLC boosted its position in shares of Winnebago Industries by 53.3% in the 2nd 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. Finally, GAMMA Investing LLC grew its stake in Winnebago Industries by 62.8% during 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 during the last quarter.
Insiders Place Their Bets
In other Winnebago Industries news, CEO Michael J. Happe sold 7,105 shares of the stock in a transaction on Monday, October 27th. The stock was sold at an average price of $41.38, for a total value 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. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Sara E. Armbruster bought 2,700 shares of Winnebago Industries stock in a transaction on Friday, October 24th. The stock was acquired at an average cost of $40.27 per share, with a total value of $108,729.00. Following the acquisition, 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 position. The SEC filing for this purchase provides additional information. Corporate insiders own 4.88% of the company’s stock.
Winnebago Industries Trading Down 3.8%
Winnebago Industries (NYSE:WGO – Get Free Report) last announced its quarterly earnings data on Friday, December 19th. The RV manufacturer reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.26. Winnebago Industries had a net margin of 1.27% and a return on equity of 4.83%. The firm had revenue of $702.70 million during the quarter, compared to the consensus estimate of $628.51 million. During the same quarter last year, the firm earned ($0.03) earnings per share. The firm’s revenue 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. As a group, equities research analysts anticipate that Winnebago Industries, Inc. will post 3.41 earnings per share for the current year.
Winnebago Industries Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 28th. Investors of record on Wednesday, January 14th will be paid a $0.35 dividend. The ex-dividend date is Wednesday, January 14th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 3.0%. Winnebago Industries’s payout ratio is 109.38%.
Analyst Upgrades and Downgrades
A number of equities research analysts have weighed in on the company. Zacks Research upgraded Winnebago Industries from a “strong sell” rating to a “hold” rating in a research note on Friday, October 24th. BMO Capital Markets increased their price target on shares of Winnebago Industries from $45.00 to $48.00 and gave the stock an “outperform” rating in a research note on Monday, December 22nd. Roth Capital raised their price objective on shares of Winnebago Industries from $36.00 to $42.00 and gave the stock a “neutral” rating in a research report on Monday, December 22nd. Griffin Securities set a $40.00 target price on shares of Winnebago Industries in a report on Tuesday, December 23rd. Finally, KeyCorp reiterated a “sector weight” rating on shares of Winnebago Industries in a research note on Monday, December 22nd. Four equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $42.80.
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.
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