Research Analysts Set Expectations for WGO Q1 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research analysts at KeyCorp issued their Q1 2026 earnings per share (EPS) estimates for Winnebago Industries in a research note issued on Wednesday, January 8th. KeyCorp analyst N. Zatzkin anticipates that the construction company will post earnings of $0.68 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $58.00 target price on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.52 per share. KeyCorp also issued estimates for Winnebago Industries’ Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $1.71 EPS, Q4 2026 earnings at $1.50 EPS and FY2026 earnings at $4.75 EPS.

Winnebago Industries (NYSE:WGO) last released its earnings results on Friday, December 20th. The construction company reported ($0.03) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.23). Winnebago Industries had a net margin of 0.44% and a return on equity of 7.97%. The company had revenue of $625.60 million during the quarter, compared to analyst estimates of $672.23 million. During the same period in the previous year, the firm posted $1.06 EPS. The company’s revenue for the quarter was down 18.0% on a year-over-year basis.

WGO has been the topic of a number of other research reports. BMO Capital Markets lowered their price objective on Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a report on Thursday, October 24th. Benchmark reaffirmed a “buy” rating and set a $70.00 price objective on shares of Winnebago Industries in a report on Monday, December 23rd. Northcoast Research upgraded shares of Winnebago Industries from a “neutral” rating to a “buy” rating and set a $75.00 target price on the stock in a research report on Monday, November 11th. Robert W. Baird cut their price target on shares of Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating for the company in a report on Thursday, October 24th. Finally, StockNews.com lowered shares of Winnebago Industries from a “hold” rating to a “sell” rating in a research report on Tuesday, October 29th. One analyst has rated the stock with a sell rating, two have given a hold rating and seven have issued a buy rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $64.78.

Winnebago Industries Stock Up 2.1 %

Shares of NYSE:WGO opened at $48.57 on Friday. The company has a market cap of $1.38 billion, a price-to-earnings ratio of 161.91 and a beta of 1.62. Winnebago Industries has a fifty-two week low of $45.44 and a fifty-two week high of $74.10. The firm’s 50-day simple moving average is $55.16 and its 200-day simple moving average is $56.37. The company has a quick ratio of 1.36, a current ratio of 2.44 and a debt-to-equity ratio of 0.50.

Winnebago Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 29th. Investors of record on Wednesday, January 15th will be paid a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.80%. The ex-dividend date of this dividend is Wednesday, January 15th. Winnebago Industries’s payout ratio is currently -206.06%.

Insider Buying and Selling

In other Winnebago Industries news, CEO Michael J. Happe purchased 2,500 shares of the firm’s stock in a transaction on Tuesday, October 29th. The shares were purchased at an average cost of $55.52 per share, with a total value of $138,800.00. Following the purchase, the chief executive officer now owns 285,953 shares in the company, valued at approximately $15,876,110.56. This represents a 0.88 % increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Bret A. Woodson sold 12,187 shares of Winnebago Industries stock in a transaction dated Friday, November 1st. The shares were 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 owns 23,728 shares of the company’s stock, valued at $1,343,953.92. This trade represents a 33.93 % decrease in their position. The disclosure for this sale can be found here. 4.63% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. JPMorgan Chase & Co. increased its position in Winnebago Industries by 25.4% during the third quarter. JPMorgan Chase & Co. now owns 855,507 shares of the construction company’s stock worth $49,714,000 after purchasing an additional 173,274 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new stake in shares of Winnebago Industries during the 3rd quarter worth $333,000. Sanctuary Advisors LLC boosted its holdings in Winnebago Industries by 3.6% in the third quarter. Sanctuary Advisors LLC now owns 7,065 shares of the construction company’s stock valued at $416,000 after acquiring an additional 245 shares during the last quarter. TT International Asset Management LTD boosted its holdings in Winnebago Industries by 641.8% in the third quarter. TT International Asset Management LTD now owns 52,903 shares of the construction company’s stock valued at $3,074,000 after acquiring an additional 45,771 shares during the last quarter. Finally, Vestcor Inc increased its stake in Winnebago Industries by 105.6% during the third quarter. Vestcor Inc now owns 17,205 shares of the construction company’s stock worth $1,000,000 after acquiring an additional 8,837 shares during the last quarter.

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.