Robert W. Baird Issues Pessimistic Forecast for Winnebago Industries (NYSE:WGO) Stock Price

Winnebago Industries (NYSE:WGO) had its price target lowered by analysts at Robert W. Baird from $48.00 to $42.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the RV manufacturer’s stock. Robert W. Baird’s price target would indicate a potential upside of 33.54% from the company’s current price.

Several other equities analysts have also recently commented on the stock. Benchmark increased their price target on shares of Winnebago Industries from $42.00 to $48.00 and gave the stock a “buy” rating in a research report on Tuesday, December 23rd. Weiss Ratings restated a “hold (c-)” rating on shares of Winnebago Industries in a research note on Monday, December 29th. Citigroup lifted their price objective on shares of Winnebago Industries from $51.00 to $54.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Roth Mkm boosted their target price on shares of Winnebago Industries from $36.00 to $42.00 and gave the company a “neutral” rating in a research note on Monday, December 22nd. Finally, Truist Financial increased their target price on shares of Winnebago Industries from $46.00 to $47.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Four investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $42.70.

Winnebago Industries Trading Down 4.3%

NYSE:WGO opened at $31.45 on Thursday. The stock has a market cap of $889.15 million, a price-to-earnings ratio of 21.40 and a beta of 1.14. Winnebago Industries has a one year low of $28.00 and a one year high of $50.16. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.25 and a current ratio of 2.30. The business’s 50-day simple moving average is $41.73 and its 200 day simple moving average is $38.67.

Winnebago Industries (NYSE:WGO) last issued its quarterly earnings data on Wednesday, March 25th. The RV manufacturer reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.02. Winnebago Industries had a return on equity of 4.99% and a net margin of 1.43%.The firm had revenue of $657.40 million during the quarter, compared to analyst estimates of $628.00 million. During the same quarter last year, the firm earned $0.19 EPS. Winnebago Industries’s quarterly revenue was up 6.0% on a year-over-year basis. As a group, sell-side analysts predict that Winnebago Industries will post 3.41 earnings per share for the current fiscal year.

Institutional Trading of Winnebago Industries

Several hedge funds have recently bought and sold shares of WGO. Royal Bank of Canada boosted its position in shares of Winnebago Industries by 5.5% during the first quarter. Royal Bank of Canada now owns 9,568 shares of the RV manufacturer’s stock worth $329,000 after buying an additional 498 shares during the period. AQR Capital Management LLC grew its holdings in Winnebago Industries by 283.0% in the 1st quarter. AQR Capital Management LLC now owns 65,104 shares of the RV manufacturer’s stock worth $2,243,000 after buying an additional 48,105 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in 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 acquiring an additional 401 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its stake in Winnebago Industries by 5.9% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 7,195 shares of the RV manufacturer’s stock valued at $209,000 after acquiring an additional 399 shares in the last quarter. Finally, Intech Investment Management LLC raised its stake in Winnebago Industries by 37.2% during the 2nd quarter. Intech Investment Management LLC now owns 21,476 shares of the RV manufacturer’s stock valued at $623,000 after acquiring an additional 5,823 shares in the last quarter.

Trending Headlines about Winnebago Industries

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

• Positive Sentiment: Q2 revenue beat and Motorhome strength — Winnebago reported year-over-year revenue growth driven by strong Motorhome RV performance; management cited acquisitions and dividends as supporting the outlook. How to Approach Winnebago Stock After Q2 Earnings Release?
• Positive Sentiment: Some analysts keep Buy/Outperform ratings — Citigroup and BMO maintained constructive ratings while lowering targets, signaling continued institutional conviction in long-term opportunity despite near-term headwinds. Analyst Notes (Citigroup, BMO)
• Neutral Sentiment: Earnings call materials and transcripts available — Full call transcripts and the slide presentation show management commentary and detail on segment performance; these are useful for investors digging into margin drivers and inventory/ordering trends. Q2 2026 Earnings Call Summary
• Neutral Sentiment: Bullish deep-dive pieces argue the sell-off may create buying opportunities, citing liquidity and fundamentals to support a renewed buy view for risk-tolerant investors. Seeking Alpha analysis
• Negative Sentiment: Multiple price-target cuts — Citi trimmed its target to $46, BMO cut its target to $48, and Robert W. Baird lowered its target to $42; the trims reduce near-term upside expectations and can increase selling pressure. Analyst PT Cuts (Benzinga) Baird PT Cut
• Negative Sentiment: Mixed/missed earnings signals and market reaction — Some transcripts and coverage flagged weaker-than-expected EPS or margin pressure in parts of the business (towable/marine), and MarketBeat coverage notes the stock fell after the print as price-driven growth and macro uncertainty weighed on sentiment. Earnings Call Transcript (Insidermonkey) MarketBeat coverage

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.