Roth Capital Issues Pessimistic Estimate for WGO Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research analysts at Roth Capital dropped their Q1 2025 earnings estimates for shares of Winnebago Industries in a report issued on Tuesday, November 26th. Roth Capital analyst S. Stember now expects that the construction company will post earnings per share of $0.03 for the quarter, down from their prior estimate of $0.17. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.52 per share.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings data on Wednesday, October 23rd. The construction company reported $0.28 earnings per share for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.61). Winnebago Industries had a net margin of 0.44% and a return on equity of 7.97%. The company had revenue of $720.90 million for the quarter, compared to analyst estimates of $718.72 million. During the same period in the previous year, the firm posted $1.59 earnings per share. The firm’s revenue for the quarter was down 6.5% compared to the same quarter last year.

Several other equities research analysts also recently commented on WGO. Robert W. Baird reduced their target price on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating on the stock in a research note on Thursday, October 24th. Truist Financial reduced their price target on shares of Winnebago Industries from $68.00 to $64.00 and set a “buy” rating on the stock in a research report on Thursday, October 24th. Benchmark dropped their price objective on shares of Winnebago Industries from $75.00 to $70.00 and set a “buy” rating for the company in a report on Tuesday, October 22nd. StockNews.com cut shares of Winnebago Industries from a “hold” rating to a “sell” rating in a research note on Tuesday, October 29th. Finally, Northcoast Research upgraded Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 price target on the stock in a research report on Monday, November 11th. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $68.13.

Winnebago Industries Price Performance

Shares of WGO stock opened at $58.40 on Thursday. The company has a debt-to-equity ratio of 0.50, a current ratio of 2.44 and a quick ratio of 1.36. The stock’s fifty day simple moving average is $58.32 and its 200 day simple moving average is $57.91. Winnebago Industries has a one year low of $49.68 and a one year high of $75.42. The firm has a market cap of $1.69 billion, a price-to-earnings ratio of 194.67 and a beta of 1.60.

Insider Buying and Selling

In related news, SVP Bret A. Woodson sold 12,187 shares of Winnebago Industries stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $56.64, for a total value of $690,271.68. Following the completion of the sale, the senior vice president now directly owns 23,728 shares in the company, valued at $1,343,953.92. This trade represents a 33.93 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael J. Happe bought 2,500 shares of the business’s stock in a transaction on Tuesday, October 29th. The shares were acquired at an average price of $55.52 per share, for a total transaction of $138,800.00. Following the completion of the transaction, the chief executive officer now owns 285,953 shares in the company, valued at approximately $15,876,110.56. This trade represents a 0.88 % increase in their position. The disclosure for this purchase can be found here. 4.63% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Winnebago Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of WGO. Pacer Advisors Inc. raised its position in shares of Winnebago Industries by 47.8% during the 2nd quarter. Pacer Advisors Inc. now owns 1,431,764 shares of the construction company’s stock valued at $77,602,000 after acquiring an additional 463,257 shares during the last quarter. Millennium Management LLC increased its holdings in Winnebago Industries by 1,772.8% in the second quarter. Millennium Management LLC now owns 210,504 shares of the construction company’s stock valued at $11,409,000 after purchasing an additional 199,264 shares during the last quarter. Edgestream Partners L.P. acquired a new position in Winnebago Industries in the second quarter valued at about $9,708,000. Janus Henderson Group PLC boosted its holdings in Winnebago Industries by 1,242.6% during the third quarter. Janus Henderson Group PLC now owns 181,579 shares of the construction company’s stock worth $10,552,000 after buying an additional 168,055 shares during the last quarter. Finally, Marshall Wace LLP bought a new position in Winnebago Industries during the second quarter worth about $7,976,000.

About Winnebago Industries

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.