Roth Capital Has Optimistic Outlook of WGO Q4 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research analysts at Roth Capital increased their Q4 2025 earnings per share estimates for shares of Winnebago Industries in a research note issued on Friday, March 28th. Roth Capital analyst S. Stember now anticipates that the construction company will post earnings of $1.50 per share for the quarter, up from their prior forecast of $1.39. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. Roth Capital also issued estimates for Winnebago Industries’ Q3 2026 earnings at $1.20 EPS.

Winnebago Industries (NYSE:WGO) last released its quarterly earnings results on Thursday, March 27th. The construction company reported $0.19 earnings per share for the quarter, hitting the consensus estimate of $0.19. The company had revenue of $620.20 million for the quarter, compared to analysts’ expectations of $621.41 million. Winnebago Industries had a positive return on equity of 5.32% and a negative net margin of 0.63%. The business’s quarterly revenue was down 11.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.93 earnings per share.

A number of other analysts also recently weighed in on the company. Citigroup decreased their price objective on Winnebago Industries from $51.00 to $43.00 and set a “buy” rating for the company in a report on Wednesday, March 19th. BMO Capital Markets lowered their price objective on Winnebago Industries from $70.00 to $60.00 and set an “outperform” rating for the company in a research report on Friday, March 28th. KeyCorp reduced their target price on Winnebago Industries from $58.00 to $47.00 and set an “overweight” rating on the stock in a report on Thursday, March 20th. Truist Financial dropped their price target on shares of Winnebago Industries from $58.00 to $50.00 and set a “buy” rating on the stock in a research report on Friday, March 28th. Finally, DA Davidson reduced 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. Three analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. Based on data from MarketBeat, Winnebago Industries currently has a consensus rating of “Moderate Buy” and a consensus price target of $56.89.

Winnebago Industries Trading Down 0.1 %

Shares of NYSE WGO opened at $34.41 on Monday. The firm has a 50 day moving average price of $40.90 and a two-hundred day moving average price of $50.27. The stock has a market cap of $964.37 million, a P/E ratio of -52.14 and a beta of 1.70. Winnebago Industries has a 52-week low of $33.59 and a 52-week high of $72.47. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.34 and a current ratio of 2.58.

Winnebago Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 30th. Shareholders of record on Wednesday, April 16th will be paid a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, April 16th. This represents a $1.36 annualized dividend and a yield of 3.95%. Winnebago Industries’s dividend payout ratio (DPR) is -544.00%.

Insiders Place Their Bets

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

Institutional Trading of Winnebago Industries

Several hedge funds have recently added to or reduced their stakes in the stock. Charles Schwab Investment Management Inc. increased its stake in shares of Winnebago Industries by 10.4% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 574,914 shares of the construction company’s stock worth $33,408,000 after purchasing an additional 54,272 shares during the last quarter. FMR LLC increased its holdings in Winnebago Industries by 76.0% in the 3rd quarter. FMR LLC now owns 3,623 shares of the construction company’s stock worth $211,000 after acquiring an additional 1,565 shares during the last quarter. BNP Paribas Financial Markets lifted its holdings 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 purchasing an additional 3,030 shares during the last quarter. Verition Fund Management LLC boosted its position in Winnebago Industries by 16.3% during the third quarter. Verition Fund Management LLC now owns 29,356 shares of the construction company’s stock worth $1,706,000 after purchasing an additional 4,123 shares during the period. Finally, Centiva Capital LP purchased a new position in shares of Winnebago Industries in the third quarter worth about $678,000.

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.