Hyperion Capital Advisors LP Buys New Stake in Thor Industries, Inc. $THO

Hyperion Capital Advisors LP bought a new stake in shares of Thor Industries, Inc. (NYSE:THO) during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 10,180 shares of the RV manufacturer’s stock, valued at approximately $765,000. Thor Industries comprises about 0.3% of Hyperion Capital Advisors LP’s holdings, making the stock its 29th biggest position.

Other hedge funds also recently bought and sold shares of the company. ACR Alpine Capital Research LLC boosted its stake in shares of Thor Industries by 18.6% during the first quarter. ACR Alpine Capital Research LLC now owns 4,903,124 shares of the RV manufacturer’s stock valued at $391,711,000 after acquiring an additional 769,342 shares during the last quarter. BlackRock Inc. acquired a new position in Thor Industries in the 2nd quarter valued at about $363,258,000. Dimensional Fund Advisors LP raised its stake in Thor Industries by 3.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,146,574 shares of the RV manufacturer’s stock valued at $251,375,000 after purchasing an additional 96,080 shares during the last quarter. Life Cycle Investment Partners Ltd purchased a new position in Thor Industries in the 4th quarter valued at about $255,482,000. Finally, Capital Research Global Investors boosted its stake in shares of Thor Industries by 3.2% during the 4th quarter. Capital Research Global Investors now owns 1,581,876 shares of the RV manufacturer’s stock worth $162,411,000 after purchasing an additional 48,466 shares during the last quarter. Hedge funds and other institutional investors own 96.71% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on THO. Zacks Research lowered shares of Thor Industries from a “hold” rating to a “strong sell” rating in a research report on Friday, June 5th. Argus raised shares of Thor Industries to a “hold” rating in a research note on Friday, June 12th. Bank of America cut their price target on Thor Industries from $120.00 to $96.00 and set a “buy” rating for the company in a report on Thursday, June 4th. DA Davidson reduced their price target on Thor Industries from $100.00 to $80.00 and set a “neutral” rating on the stock in a research note on Monday, June 15th. Finally, Loop Capital raised their price objective on Thor Industries from $90.00 to $96.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. Three equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $92.33.

Thor Industries Stock Performance

NYSE:THO opened at $79.49 on Tuesday. The company has a current ratio of 1.71, a quick ratio of 0.80 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $4.14 billion, a price-to-earnings ratio of 34.41, a PEG ratio of 1.55 and a beta of 1.33. The firm’s fifty day simple moving average is $76.50 and its 200 day simple moving average is $82.50. Thor Industries, Inc. has a twelve month low of $69.71 and a twelve month high of $122.83.

Thor Industries (NYSE:THO) last released its quarterly earnings results on Wednesday, June 3rd. The RV manufacturer reported $1.86 earnings per share for the quarter, missing analysts’ consensus estimates of $1.88 by ($0.02). The company had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.67 billion. Thor Industries had a return on equity of 5.74% and a net margin of 2.67%.The firm’s revenue was down 3.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.53 EPS. Thor Industries has set its FY 2026 guidance at 3.300-3.800 EPS. As a group, equities research analysts expect that Thor Industries, Inc. will post 3.22 earnings per share for the current fiscal year.

Thor Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, July 1st were paid a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Wednesday, July 1st. Thor Industries’s dividend payout ratio is 90.04%.

Thor Industries Company Profile

Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.

Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.