De Lisle Partners LLP Sells 71,900 Shares of Winnebago Industries, Inc. $WGO

De Lisle Partners LLP reduced its stake in shares of Winnebago Industries, Inc. (NYSE:WGO) by 49.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,426 shares of the RV manufacturer’s stock after selling 71,900 shares during the quarter. De Lisle Partners LLP owned 0.27% of Winnebago Industries worth $2,159,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of WGO. Farther Finance Advisors LLC increased its holdings in shares of Winnebago Industries by 53.3% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,107 shares of the RV manufacturer’s stock worth $32,000 after purchasing an additional 385 shares during the period. GAMMA Investing LLC increased its stake in Winnebago Industries by 62.8% during the second quarter. GAMMA Investing LLC now owns 1,123 shares of the RV manufacturer’s stock valued at $33,000 after acquiring an additional 433 shares during the period. State of Wyoming acquired a new position in Winnebago Industries in the 1st quarter valued at approximately $47,000. Caitong International Asset Management Co. Ltd raised its holdings 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 acquiring an additional 2,237 shares in the last quarter. Finally, Headlands Technologies LLC lifted its position in shares of Winnebago Industries by 113.2% in the 1st quarter. Headlands Technologies LLC now owns 4,325 shares of the RV manufacturer’s stock worth $149,000 after acquiring an additional 2,296 shares during the period.

Insider Buying and Selling at Winnebago Industries

In related news, CEO Michael J. Happe sold 7,105 shares of Winnebago Industries stock in a transaction dated 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 directly owned 347,501 shares of the company’s stock, valued at $14,379,591.38. The trade was a 2.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Sara E. Armbruster purchased 2,700 shares of Winnebago Industries stock in a transaction that occurred on Friday, October 24th. The shares were bought at an average price of $40.27 per share, for a total transaction of $108,729.00. Following the transaction, the director owned 14,426 shares in the company, valued at $580,935.02. This represents a 23.03% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 4.88% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on WGO shares. BMO Capital Markets upped their target price on Winnebago Industries from $40.00 to $45.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Thursday, October 23rd. Citigroup raised their price objective on shares of Winnebago Industries from $36.00 to $41.00 and gave the stock a “buy” rating in a report on Friday, September 12th. Truist Financial increased 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, Zacks Research upgraded shares of Winnebago Industries from a “strong sell” rating to a “hold” rating in a research note on Friday, October 24th. Four research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $39.00.

Winnebago Industries Price Performance

NYSE:WGO opened at $36.19 on Friday. 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 has a market cap of $1.02 billion, a PE ratio of 39.77 and a beta of 1.13. Winnebago Industries, Inc. has a 12 month low of $28.00 and a 12 month high of $59.58. The company’s 50-day moving average price is $34.48 and its two-hundred day moving average price is $33.49.

Winnebago Industries (NYSE:WGO) last posted its earnings results on Wednesday, October 22nd. The RV manufacturer reported $0.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.58 by $0.13. The company had revenue of $777.30 million during the quarter, compared to analysts’ expectations of $724.89 million. Winnebago Industries had a net margin of 0.92% and a return on equity of 3.86%. Winnebago Industries’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.28 earnings per share. Winnebago Industries has set its FY 2026 guidance at 2.000-2.700 EPS. On average, equities analysts anticipate that Winnebago Industries, Inc. will post 3.41 EPS for the current fiscal year.

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.