Roth Capital Has Bearish Forecast for WGO Q2 Earnings

Winnebago Industries, Inc. (NYSE:WGO) – Equities research analysts at Roth Capital lowered their Q2 2025 earnings estimates for Winnebago Industries in a research report issued to clients and investors on Monday, December 23rd. Roth Capital analyst S. Stember now expects that the construction company will earn $0.28 per share for the quarter, down from their prior forecast of $0.51. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.52 per share. Roth Capital also issued estimates for Winnebago Industries’ Q2 2026 earnings at $0.70 EPS.

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

WGO has been the subject of several other reports. Robert W. Baird dropped their price objective on Winnebago Industries from $70.00 to $64.00 and set an “outperform” rating for the company in a research note on Thursday, October 24th. BMO Capital Markets lowered their target price on shares of Winnebago Industries from $75.00 to $70.00 and set an “outperform” rating on the stock in a report on Thursday, October 24th. StockNews.com downgraded shares of Winnebago Industries from a “hold” rating to a “sell” rating in a report on Tuesday, October 29th. DA Davidson decreased 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. Finally, Truist Financial cut their target price on shares of Winnebago Industries from $68.00 to $64.00 and set a “buy” rating for the company in a research note on Thursday, October 24th. One research analyst has rated the stock with a sell rating, two have issued a hold rating and six have assigned a buy rating to the company’s stock. According to MarketBeat, Winnebago Industries presently has a consensus rating of “Moderate Buy” and an average price target of $66.63.

Winnebago Industries Trading Down 0.2 %

Shares of WGO opened at $47.89 on Wednesday. The company has a current ratio of 2.44, a quick ratio of 1.36 and a debt-to-equity ratio of 0.50. The stock has a market cap of $1.38 billion, a PE ratio of 159.64 and a beta of 1.60. Winnebago Industries has a 1 year low of $47.10 and a 1 year high of $74.61. The stock has a 50 day simple moving average of $57.26 and a 200-day simple moving average of $57.09.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in WGO. Pacer Advisors Inc. lifted its stake in Winnebago Industries by 47.8% in the second quarter. Pacer Advisors Inc. now owns 1,431,764 shares of the construction company’s stock valued at $77,602,000 after buying an additional 463,257 shares during the period. Millennium Management LLC increased its stake in shares of Winnebago Industries by 1,772.8% in the 2nd quarter. Millennium Management LLC now owns 210,504 shares of the construction company’s stock valued at $11,409,000 after acquiring an additional 199,264 shares during the last quarter. Edgestream Partners L.P. acquired a new stake in shares of Winnebago Industries in the 2nd quarter valued at approximately $9,708,000. Janus Henderson Group PLC grew 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 valued at $10,552,000 after purchasing an additional 168,055 shares during the period. Finally, Marshall Wace LLP acquired a new position in Winnebago Industries during the second quarter valued at approximately $7,976,000.

Insider Activity at Winnebago Industries

In other Winnebago Industries news, CEO Michael J. Happe bought 2,500 shares of the business’s stock in a transaction on Tuesday, October 29th. The shares were bought at an average cost of $55.52 per share, for a total transaction of $138,800.00. Following 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Bret A. Woodson sold 12,187 shares of the stock in a transaction that occurred on Friday, November 1st. The shares were sold at an average price of $56.64, for a total transaction of $690,271.68. Following the completion of the transaction, the senior vice president now owns 23,728 shares in the company, valued at $1,343,953.92. This represents a 33.93 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 4.63% of the stock is currently owned by company insiders.

Winnebago Industries Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 29th. Stockholders of record on Wednesday, January 15th will be paid a dividend of $0.34 per share. The ex-dividend date is Wednesday, January 15th. This represents a $1.36 annualized dividend and a dividend yield of 2.84%. Winnebago Industries’s dividend payout ratio (DPR) is currently -206.06%.

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.