Winnebago Industries (NYSE:WGO – Get Free Report) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.
Several other brokerages also recently issued reports on WGO. Griffin Securities set a $40.00 price target on Winnebago Industries in a report on Tuesday, December 23rd. KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Monday, December 22nd. Truist Financial increased their target price on Winnebago Industries from $46.00 to $47.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Roth Mkm raised their target price on Winnebago Industries from $36.00 to $42.00 and gave the company a “neutral” rating in a research note on Monday, December 22nd. Finally, Citigroup reduced their price target on shares of Winnebago Industries from $54.00 to $46.00 and set a “buy” rating for the company in a report on Friday. Four research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Winnebago Industries presently has a consensus rating of “Hold” and a consensus price target of $42.70.
View Our Latest Stock Analysis on WGO
Winnebago Industries Price Performance
Winnebago Industries (NYSE:WGO – Get Free Report) last issued its earnings results on Wednesday, March 25th. The RV manufacturer reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.02. Winnebago Industries had a net margin of 1.43% and a return on equity of 4.99%. The firm had revenue of $657.40 million for the quarter, compared to analysts’ expectations of $628.00 million. During the same quarter last year, the company posted $0.19 earnings per share. Winnebago Industries’s revenue was up 6.0% on a year-over-year basis. On average, sell-side analysts anticipate that Winnebago Industries will post 3.41 EPS for the current year.
Institutional Trading of Winnebago Industries
Several hedge funds have recently added to or reduced their stakes in WGO. UBS Group AG boosted its position in Winnebago Industries by 224.7% during the 4th quarter. UBS Group AG now owns 1,354,155 shares of the RV manufacturer’s stock worth $54,870,000 after acquiring an additional 937,140 shares during the period. Pzena Investment Management LLC acquired a new position in shares of Winnebago Industries during the fourth quarter valued at $37,642,000. Maple Rock Capital Partners Inc. increased 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 valued at $22,746,000 after purchasing an additional 358,100 shares during the period. Hotchkis & Wiley Capital Management LLC bought a new stake in shares of Winnebago Industries during the third quarter valued at about $9,785,000. Finally, Royce & Associates LP bought a new stake in shares of Winnebago Industries during the third quarter valued at about $6,838,000.
More Winnebago Industries News
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
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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