KeyCorp Predicts Lower Earnings for Winnebago Industries

Winnebago Industries, Inc. (NYSE:WGO) – Stock analysts at KeyCorp lowered their Q2 2025 earnings per share (EPS) estimates for Winnebago Industries in a research note issued to investors on Wednesday, March 19th. KeyCorp analyst N. Zatzkin now anticipates that the construction company will post earnings of $0.21 per share for the quarter, down from their prior estimate of $0.22. KeyCorp currently has a “Overweight” rating and a $47.00 price target on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. KeyCorp also issued estimates for Winnebago Industries’ Q4 2025 earnings at $1.47 EPS, FY2025 earnings at $3.26 EPS, Q1 2026 earnings at $0.66 EPS, Q2 2026 earnings at $0.83 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $4.70 EPS.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings results on Friday, December 20th. The construction company reported ($0.03) EPS for the quarter, missing the consensus estimate of $0.20 by ($0.23). The firm had revenue of $625.60 million for the quarter, compared to analysts’ expectations of $672.23 million. Winnebago Industries had a negative net margin of 0.63% and a positive return on equity of 5.32%. The business’s quarterly revenue was down 18.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.06 EPS.

Other equities research analysts have also recently issued research reports about the stock. DA Davidson dropped their price objective on shares of Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 24th. Citigroup decreased their target price on shares of Winnebago Industries from $51.00 to $43.00 and set a “buy” rating on the stock in a report on Wednesday. Benchmark reissued a “buy” rating and set a $70.00 target price on shares of Winnebago Industries in a research note on Monday, December 23rd. Truist Financial upped their price target on Winnebago Industries from $56.00 to $58.00 and gave the stock a “buy” rating in a research note on Monday, February 10th. Finally, StockNews.com downgraded Winnebago Industries from a “hold” rating to a “sell” rating in a report on Monday. One investment 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.00.

Winnebago Industries Price Performance

Shares of WGO stock opened at $34.79 on Friday. The stock’s 50-day simple moving average is $42.93 and its 200-day simple moving average is $51.58. The firm has a market capitalization of $987.85 million, a price-to-earnings ratio of -52.71 and a beta of 1.70. Winnebago Industries has a fifty-two week low of $34.05 and a fifty-two week high of $74.10. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.34 and a current ratio of 2.58.

Institutional Trading of Winnebago Industries

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Intech Investment Management LLC lifted its holdings in Winnebago Industries by 123.5% in the 3rd quarter. Intech Investment Management LLC now owns 13,960 shares of the construction company’s stock worth $811,000 after buying an additional 7,715 shares in the last quarter. Charles Schwab Investment Management Inc. grew its holdings in Winnebago Industries by 10.4% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 574,914 shares of the construction company’s stock worth $33,408,000 after buying an additional 54,272 shares in the last quarter. Quantbot Technologies LP raised its stake in shares of Winnebago Industries by 94.5% during the third quarter. Quantbot Technologies LP now owns 64,291 shares of the construction company’s stock valued at $3,736,000 after purchasing an additional 31,242 shares in the last quarter. FMR LLC boosted its holdings in shares of Winnebago Industries by 76.0% in the third quarter. FMR LLC now owns 3,623 shares of the construction company’s stock valued at $211,000 after acquiring an additional 1,565 shares in the last quarter. Finally, BNP Paribas Financial Markets boosted its stake in Winnebago Industries by 23.6% during the third quarter. BNP Paribas Financial Markets now owns 15,844 shares of the construction company’s stock valued at $921,000 after buying an additional 3,030 shares in the last quarter.

Insider Transactions at Winnebago Industries

In related news, Director Jacqueline D. Woods sold 1,503 shares of the firm’s stock in a transaction that occurred on Thursday, February 13th. The shares were sold at an average price of $44.32, for a total transaction of $66,612.96. Following the sale, the director now owns 10,985 shares in the company, valued at approximately $486,855.20. This trade represents a 12.04 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 4.63% of the company’s stock.

Winnebago Industries Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 30th. Stockholders of record on Wednesday, April 16th will be given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 3.91%. The ex-dividend date is Wednesday, April 16th. Winnebago Industries’s dividend payout ratio is currently -206.06%.

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.