WGO

WINNEBAGO INDUSTRIES INC

NYSE · Motor Homes · Inc. MN · CIK 0000107687
$28.84 -2.24% $815.2M
High Impact Filing (7/10)15 New Institutional Positions6 Institutional Exits
Vol
Market Cap$815.2M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$626.2M
Inst. Activity15 buys / 6 sells
SEC Reports1
Press Releases4
Exchange NYSE·Sector Motor Homes·Inc. MN·CIK 0000107687·Prev Close $29.50

Recent Activity

Jun 4, 2026 SEC
Winnebago Industries reported Q2 2026 EPS of $0.27, a 66.3% miss versus the $0.80 consensus estimate, with revenue of $7
PRESS-RELEASE — Impact 7/10
May 29, 2026 Insider
Pack Michael E was granted 758 shares
Director @ $29.69 ($22.5K)
May 1, 2026 Insider
Silver Emily Rosalie was granted 1,553 shares
Director
Feb 27, 2026 Insider
Pack Michael E was granted 565 shares
Director @ $39.89 ($22.5K)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
664,638 shares ($20.6M)
Inst.
NOMURA ASSET MANAGEMENT INTERNATIONAL — NEW
505,429 shares ($15.7M)
Jun 4, 2026 earnings
Winnebago Industries to announce third quarter fiscal 2026 financial results on June 25, 2026
<p>EDEN PRAIRIE, Minn., June 04, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO),
Apr 2, 2026 Press
Winnebago Industries and the Minnesota Twins announced the third year of their partnership, unveiling a new fan activati
Impact 3/10

Price Targets

$41.45 +43.7% upside Strong Buy
Current $28.84 Low $29.00 Median $37.00 High $76.00 11 analysts
$29.00 $76.00

Analyst Ratings

Hold50% buy · 18 analysts
3Strong Buy
6Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 15, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 27, 2026 Citigroup DOWNGRADE Buy → Neutral
Apr 9, 2026 Truist Securities MAINTAIN Buy → Buy
Mar 27, 2026 Citigroup MAINTAIN Buy → Buy
Mar 26, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.78 ▼ -4.8% $0.61 — $0.84 -3% YoY 11
Next Q $0.81 ▼ -5.5% $0.60 — $0.91 14% YoY 11
Current FY $2.27 ▼ -3.1% $2.00 — $2.43 36% YoY 13
Next FY $2.94 ▼ -1.7% $2.50 — $3.17 30% YoY 13

Top Institutional Holders

FundValueMove
BlackRock, Inc.$143.8M
DIMENSIONAL FUND ADVISORS LP$49.0M
VANGUARD CAPITAL MANAGEMENT LLC$36.9M
STATE STREET CORP$34.2M
PZENA INVESTMENT MANAGEMENT LLC$30.8MNEW

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Pack MichaelA$22.5K
May 1, 2026Silver EmilyA$0.00
Feb 27, 2026Pack MichaelA$22.5K
Feb 27, 2026MILES DAVIDA$7.2K
50 institutional holders with $626.2M total value (20,056,297 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 15 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,638,685$143.8M23.0%
2DIMENSIONAL FUND ADVISORS LP1,580,068$49.0M7.8%
3VANGUARD CAPITAL MANAGEMENT LLC1,189,971$36.9M5.9%
4STATE STREET CORP1,103,528$34.2M5.5%
5PZENA INVESTMENT MANAGEMENT LLC993,294$30.8M4.9%NEW
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC866,411$26.9M4.3%
7Capital World Investors850,825$26.4M4.2%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP664,638$20.6M3.3%ADD +72.8%
9BANK OF MONTREAL /CAN/649,792$20.1M3.2%
10ALLIANCEBERNSTEIN L.P.486,857$19.7M3.2%NEW
11VANGUARD PORTFOLIO MANAGEMENT LLC604,539$18.7M3.0%
12MORGAN STANLEY514,366$15.9M2.5%ADD +32.0%
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.505,429$15.7M2.5%NEW
14AMERIPRISE FINANCIAL INC402,603$12.5M2.0%
15WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC387,101$12.0M1.9%
16Nuveen, LLC311,520$9.7M1.5%DOUBLED +341.5%
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC309,823$9.6M1.5%
18GOLDMAN SACHS GROUP INC278,539$8.6M1.4%
19Trexquant Investment LP241,987$7.5M1.2%ADD +83.7%
20Invesco Ltd.226,288$7.0M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD384,621664,638+72.8%$20.6M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.NEW505,429$15.7M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD137,567194,861+41.6%$6.0M2026-Q1
Allianz Asset Management GmbHDOUBLED67,368192,482+185.7%$6.0M2026-Q1
Russell Investments Group, Ltd.ADD102,567168,749+64.5%$5.2M2026-Q1
SEI INVESTMENTS COADD127,775168,204+31.6%$5.2M2026-Q1
FMR LLCTRIM281,534156,995-44.2%$4.9M2026-Q1
BANK OF AMERICA CORP /DE/TRIM251,524146,154-41.9%$4.5M2026-Q1
ROYCE & ASSOCIATES LPTRIM241,620128,390-46.9%$4.0M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM152,40045,039-70.4%$1.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM91,07524,675-72.9%$764.7K2026-Q1
Gotham Asset Management, LLCADD17,74823,616+33.1%$731.9K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD7,55314,353+90.0%$444.8K2026-Q1
State of Tennessee, Department of TreasuryADD6,36012,236+92.4%$379.2K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD8,15811,562+41.7%$358.3K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD6,2049,454+52.4%$287.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED2536,382+2422.5%$197.8K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED1751,015+480.0%$31.5K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD466650+39.5%$20.1K2026-Q1
Rockefeller Capital Management L.P.DOUBLED79374+373.4%$11.6K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT3,500332-90.5%$10.3K2026-Q1
PZENA INVESTMENT MANAGEMENT LLCNEW928,962$37.6M2025-Q4
MORGAN STANLEYADD411,016542,449+32.0%$22.0M2025-Q4
ALLIANCEBERNSTEIN L.P.NEW527,070$21.4M2025-Q4
Nuveen, LLCDOUBLED92,774409,561+341.5%$16.6M2025-Q4
3 unique insiders with 4 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Pack Michael EDirectorAWARD758$29.69$22.5K
May 1, 2026Silver Emily RosalieDirectorAWARD1,553
Feb 27, 2026Pack Michael EDirectorAWARD565$39.89$22.5K
Feb 27, 2026MILES DAVID WDirectorAWARD180$39.89$7.2K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
Current analyst consensus: Hold (50% buy). Based on 18 analysts: 3 strong buy, 6 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$41.45 mean target +43.7% upside Strong Buy (2.29)
$29.00 Low $76.00 High
MetricValue
Current Price$28.84
Target Low$29.00
Target Mean$41.45
Target Median$37.00
Target High$76.00
# Analysts11
RecommendationStrong Buy (2.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.78 $0.61 $0.84 -3.3% -4.8% 0↑ 2↓ $0.8B -2.2% 11
Next Q
2026-08-31
$0.81 $0.60 $0.91 14.1% -5.5% 0↑ 2↓ $0.8B -1.5% 11
Current FY
2026-08-31
$2.27 $2.00 $2.43 35.8% -3.1% 0↑ 2↓ $2.9B 3.0% 13
Next FY
2027-08-31
$2.94 $2.50 $3.17 29.8% -1.7% 0↑ 2↓ $3.0B 4.9% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.784
7d ago$0.784
30d ago$0.823-0.039
60d ago$0.823-0.039
90d ago$1.037-0.253
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 15, 2026 DA Davidson MAINTAIN Neutral Neutral
May 27, 2026 Citigroup DOWNGRADE Buy Neutral
Apr 9, 2026 Truist Securities MAINTAIN Buy Buy
Mar 27, 2026 Citigroup MAINTAIN Buy Buy
Mar 26, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 26, 2026 Baird MAINTAIN Neutral Neutral
Jan 16, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Truist Securities MAINTAIN Buy Buy
Dec 23, 2025 DA Davidson MAINTAIN Neutral Neutral
Dec 23, 2025 Benchmark MAINTAIN Buy Buy
Dec 22, 2025 Roth Capital MAINTAIN Neutral Neutral
Dec 22, 2025 BMO Capital MAINTAIN Outperform Outperform
Dec 22, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263690050%
May 1, 20264690053%
Apr 1, 20264690053%
Mar 1, 20264690053%
Feb 1, 20264690053%
Jan 1, 20264690053%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
earnings
Winnebago Industries to announce third quarter fiscal 2026 financial results on June 25, 2026
<p>EDEN PRAIRIE, Minn., June 04, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor recreation produ
Jun 2, 2026
other
Winnebago Industries to Participate in Fireside Chat at Baird’s 2026 Global Consumer, Technology &amp; Services Conference
<p align="left">EDEN PRAIRIE, Minn., June 02, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor rec
May 15, 2026
dividend
Winnebago Industries Board of Directors Approves Quarterly Cash Dividend
Winnebago Industries has paid a quarterly dividend for 48 consecutive quarters <pre>Winnebago Industries has paid a quarterly dividend for 48 consecut
May 11, 2026
other
Winnebago® introduces ARKA™: The all-new, off-grid adventure truck
<p>FOREST CITY, Iowa, May 11, 2026 (GLOBE NEWSWIRE) -- Winnebago® announced the launch of ARKA™, a new off-grid, all-season adventure truck, expandi
Apr 2, 2026
contract
Winnebago Industries, Minnesota Twins take partnership beyond the ballpark in year three
“Seen in the Wild” sweepstakes celebrates outdoor adventure across Twins Territory featuring T.C. Bear’s custom RV <pre>“Seen in the Wild” sweepstakes
Mar 27, 2026
short_interest
FTD: WGO — 17,419 shares ($0.6M) failed to deliver
Settlement: 20260327, Price: $32.85, FTD Value: $572,214.15, WINNEBAGO INDS INC
Mar 25, 2026
earnings
Winnebago Industries Reports Second Quarter Fiscal 2026 Results
<p align="center"><strong>– New Products and Grand Design Expansion Drive Strong Motorhome RV Performance –</strong></p>
Mar 25, 2026
earnings_calendar
WGO Q2 2026 Earnings Scheduled — 2026-03-25
Mar 25, 2026
short_volume
Short Volume: WGO — 73.8% short (0.4M / 0.6M)
Short: 408,996 | Exempt: 0 | TRF Vol: 553,873 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
Mar 18, 2026
dividend
Winnebago Industries Board of Directors approves quarterly cash dividend
Winnebago Industries has paid a quarterly dividend for 47 consecutive quarters <pre>Winnebago Industries has paid a quarterly dividend for 47 consecut
Mar 6, 2026
earnings
Winnebago Industries to Announce Second Quarter Fiscal 2026 Financial Results on March 25, 2026
<p>EDEN PRAIRIE, Minn, March 06, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor recreation produ
Mar 5, 2026
other
Barletta Boats introduces the Sanza: Pontoons with smart design and trusted quality in a streamlined package
<p>BRISTOL, Ind., March 05, 2026 (GLOBE NEWSWIRE) -- Barletta Boats today announced the launch of its newest model line, the Sanza, a thoughtfully s