Winnebago Industries, Inc. $WGO Stock: Cooke & Bieler LP Cuts Holdings

Cooke & Bieler LP reduced its stake in Winnebago Industries, Inc. (NYSE:WGO) by 18.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,037,909 shares of the RV manufacturer’s stock after selling 238,754 shares during the period. Cooke & Bieler LP’s holdings in Winnebago Industries were worth $27,370,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. NFSG Corp grew its position in Winnebago Industries by 82.9% during the 3rd quarter. NFSG Corp now owns 3,200 shares of the RV manufacturer’s stock worth $84,000 after purchasing an additional 1,450 shares during the last quarter. GAMMA Investing LLC increased its stake in Winnebago Industries by 145.2% during the 3rd quarter. GAMMA Investing LLC now owns 954 shares of the RV manufacturer’s stock valued at $25,000 after purchasing an additional 565 shares in the last quarter. Farther Finance Advisors LLC raised its holdings in shares of Winnebago Industries by 639.2% in the third quarter. Farther Finance Advisors LLC now owns 9,513 shares of the RV manufacturer’s stock worth $251,000 after buying an additional 8,226 shares during the last quarter. Versant Capital Management Inc raised its holdings in shares of Winnebago Industries by 365.6% in the third quarter. Versant Capital Management Inc now owns 1,313 shares of the RV manufacturer’s stock worth $35,000 after buying an additional 1,031 shares during the last quarter. Finally, Tidal Investments LLC purchased a new position in shares of Winnebago Industries in the second quarter worth $558,000.

Insider Activity at Winnebago Industries

In other Winnebago Industries news, CEO Michael Happe sold 12,045 shares of Winnebago Industries stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $32.68, for a total transaction of $393,630.60. Following the completion of the sale, the chief executive officer directly owned 349,349 shares in the company, valued at approximately $11,416,725.32. The trade was a 3.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret Woodson sold 1,235 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total transaction of $39,186.55. Following the completion of the sale, the senior vice president directly owned 31,373 shares in the company, valued at $995,465.29. This trade represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 15,694 shares of company stock valued at $511,658. Company insiders own 4.88% of the company’s stock.

Winnebago Industries Trading Up 10.8%

Winnebago Industries stock opened at $25.67 on Thursday. The company has a quick ratio of 0.92, a current ratio of 2.37 and a debt-to-equity ratio of 0.36. Winnebago Industries, Inc. has a 52 week low of $21.95 and a 52 week high of $50.16. The company has a market capitalization of $725.63 million, a price-to-earnings ratio of 18.87 and a beta of 1.18. The stock has a 50-day moving average price of $27.88 and a 200 day moving average price of $29.64.

Winnebago Industries (NYSE:WGO) last issued its earnings results on Tuesday, September 29th. The RV manufacturer reported $0.49 EPS for the quarter. Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%. Sell-side analysts anticipate that Winnebago Industries, Inc. will post 1.81 EPS for the current year.

Winnebago Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th were paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 5.6%. The ex-dividend date was Wednesday, September 9th. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio (DPR) is presently 105.88%.

Analyst Ratings Changes

Several research firms have recently commented on WGO. Wall Street Zen upgraded shares of Winnebago Industries from a “sell” rating to a “hold” rating in a research note on Saturday, September 12th. KeyCorp reissued a “sector weight” rating on shares of Winnebago Industries in a research report on Friday, June 26th. Weiss Ratings lowered Winnebago Industries from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, October 14th. Zacks Research upgraded Winnebago Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 1st. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Winnebago Industries in a research report on Wednesday. Three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Winnebago Industries presently has a consensus rating of “Hold” and an average target price of $35.67.

Winnebago Industries News Roundup

Here are the key news stories impacting Winnebago Industries this week:

• Positive Sentiment: Winnebago reported quarterly earnings of $0.49 per share, exceeding the company’s reported consensus estimate of $0.46. While the result missed the more conservative Zacks estimate of $0.50, investors appear to have focused on the earnings beat relative to the broader consensus. Winnebago Industries quarterly earnings report
• Positive Sentiment: Management highlighted market-share gains in motorhomes, continued growth at Barletta in the U.S. aluminum pontoon market, and manufacturing-footprint initiatives expected to produce up to $80 million in cumulative gross savings. These actions could support margins and long-term returns during the RV downturn. Winnebago fiscal 2026 results
• Positive Sentiment: Full-year fiscal 2026 revenue reached approximately $2.7 billion, while strong quarterly cash flow helped improve net leverage to 2.2 times. Analysts also characterized the shares as inexpensive enough to attract contrarian, long-term investors. Winnebago key investor takeaways
• Neutral Sentiment: Winnebago issued fiscal 2027 guidance, but the outlook remains constrained by a difficult macroeconomic environment and weak RV demand. Investors will likely watch whether cost reductions can offset pressure on sales and profitability. Winnebago fiscal 2027 outlook
• Negative Sentiment: Fourth-quarter revenue was $645.1 million, below the $654.8 million analyst expectation and down 17% from the prior year. Earnings also fell from $0.71 to $0.49 per share, underscoring continued cyclical pressure on the business. Winnebago Q4 estimates

About Winnebago Industries

Winnebago Industries, Inc is a manufacturer of recreational vehicles and marine products. The company designs and produces motorhomes, travel trailers, fifth-wheel trailers and other outdoor recreation vehicles under brands including Winnebago, Grand Design, Newmar and Barletta.

Its marine operations produce boats and related products through brands such as Chris-Craft and Barletta. Winnebago’s portfolio serves consumers seeking products for travel, camping, boating and other outdoor recreational activities.

Founded in 1958, the company is headquartered in Forest City, Iowa.