De Lisle Partners LLP Makes New $5.39 Million Investment in Winnebago Industries, Inc. $WGO

De Lisle Partners LLP bought a new stake in Winnebago Industries, Inc. (NYSE:WGO) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 172,411 shares of the RV manufacturer’s stock, valued at approximately $5,388,000.

A number of other hedge funds have also made changes to their positions in WGO. Royal Bank of Canada boosted its holdings 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 purchasing an additional 498 shares during the period. AQR Capital Management LLC increased its stake 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 valued at $2,243,000 after buying an additional 48,105 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted 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 worth $568,000 after buying an additional 401 shares in the last quarter. First Trust Advisors LP lifted its position in Winnebago Industries by 83.9% in the 2nd quarter. First Trust Advisors LP now owns 34,626 shares of the RV manufacturer’s stock worth $1,004,000 after buying an additional 15,801 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Winnebago Industries by 142.3% during the 2nd quarter. Marshall Wace LLP now owns 233,505 shares of the RV manufacturer’s stock valued at $6,772,000 after buying an additional 137,120 shares during the period.

Winnebago Industries Trading Down 0.6%

Winnebago Industries stock opened at $31.77 on Friday. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.37 and a quick ratio of 0.92. The company has a market capitalization of $898.14 million, a price-to-earnings ratio of 23.36 and a beta of 1.11. Winnebago Industries, Inc. has a one year low of $26.80 and a one year high of $50.16. The company’s fifty day moving average price is $30.70 and its two-hundred day moving average price is $33.42.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.10). The company had revenue of $698.70 million during the quarter, compared to analyst estimates of $755.67 million. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.Winnebago Industries’s quarterly revenue was down 9.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.81 EPS. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. On average, analysts forecast that Winnebago Industries, Inc. will post 1.81 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 9th will be issued a $0.36 dividend. This is an increase from Winnebago Industries’s previous quarterly dividend of $0.35. The ex-dividend date is Wednesday, September 9th. This represents a $1.44 annualized dividend and a yield of 4.5%. Winnebago Industries’s dividend payout ratio is presently 102.94%.

Insider Buying and Selling

In other news, SVP Bret A. Woodson sold 1,235 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total value of $39,186.55. Following the completion of the sale, the senior vice president directly owned 31,373 shares in the company, valued at approximately $995,465.29. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Happe sold 12,045 shares of the company’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $32.68, for a total transaction of $393,630.60. Following the sale, the chief executive officer directly owned 349,349 shares of the company’s stock, valued at approximately $11,416,725.32. This represents a 3.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 15,694 shares of company stock valued at $511,658 in the last ninety days. Company insiders own 4.88% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Truist Financial dropped their price target on shares of Winnebago Industries from $43.00 to $35.00 and set a “buy” rating on the stock in a research note on Wednesday, July 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of Winnebago Industries in a research report on Friday, August 7th. Seaport Research Partners started coverage on Winnebago Industries in a research note on Monday, July 27th. They issued a “neutral” rating on the stock. Benchmark dropped their target price on Winnebago Industries from $48.00 to $40.00 and set a “buy” rating on the stock in a research report on Tuesday, June 23rd. Finally, Griffin Securities set a $35.00 price target on Winnebago Industries in a research note on Monday, June 15th. Three research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $36.33.

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.