THO
THOR INDUSTRIES INC
$77.17
+0.57%
$4.0B
No data for this timeframe.
Vol
Market Cap$4.0B
Cap SizeMid Cap
Analyst ConsensusHold (32%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity15 buys / 13 sells
Insider Activity1B / 0S
Insider Net $$229.4K
SEC Reports2
Recent Activity
Jun 11, 2026
SEC
An institutional cluster in THO shows mixed conviction: two passive mega-managers (Fidelity, Morgan Stanley) added $72.5
INST-CLUSTER — Impact 5/10
Jun 10, 2026
earnings_calendar
THO Q3 2026 Earnings Scheduled — 2026-06-10
Jun 3, 2026
SEC
THOR Industries reported fiscal Q3 2026 results significantly below expectations, with diluted EPS of $1.86 (down 26.5%
8-K — Impact 7/10
Mar 6, 2026
Insider
ORTHWEIN PETER BUSCH bought 2,600 shares
Director @ $88.25 ($229.4K)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
904,821 shares ($72.3M)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — TRIM
404,407 shares ($32.3M)
Price Targets
$93.00
+20.5% upside
Strong Buy
Current $77.17
Low $59.00
Median $90.00
High $138.00
12 analysts
$59.00
$138.00
Analyst Ratings
3Strong Buy
4Buy
14Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Jun 4, 2026 | Loop Capital | MAINTAIN | Buy → Buy |
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| Jun 4, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| May 27, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.96 ▼ -35.4% | $0.71 — $1.40 | -59% YoY | 14 |
| Next Q | $0.61 ▼ -15.3% | $0.36 — $0.97 | 49% YoY | 10 |
| Current FY | $3.52 ▼ -15.8% | $3.13 — $4.00 | -27% YoY | 16 |
| Next FY | $4.71 ▼ -16.3% | $3.96 — $6.00 | 34% YoY | 15 |
Latest Reports
BEARISH
INST-CLUSTER
5/10
An institutional cluster in THO shows mixed conviction: two passive mega-managers (Fidelity, Morgan Stanley) added $72.5
Jun 11, 2026
BEARISH
8-K
7/10
THOR Industries reported fiscal Q3 2026 results significantly below expectations, with diluted EPS of $1.86 (down 26.5%
Jun 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $380.1M | — |
| KAYNE ANDERSON RUDNICK INVESTMENT | $342.7M | — |
| DIMENSIONAL FUND ADVISORS LP | $251.4M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $211.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $181.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 6, 2026 | ORTHWEIN PETER | BUY | $229.4K |
50 institutional holders with $2.4B total value (30,108,771 shares) as of 2026-Q1. Top holders: BlackRock,, KAYNE, DIMENSIONAL. Net buying activity: 15 institutions added/increased vs 13 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,757,411 | $380.1M | 15.8% | — |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,289,725 | $342.7M | 14.2% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3,146,574 | $251.4M | 10.4% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,644,657 | $211.3M | 8.8% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,270,181 | $181.4M | 7.5% | — |
| 6 | STATE STREET CORP | 1,645,636 | $131.5M | 5.5% | — |
| 7 | Capital Research Global Investors | 1,548,591 | $123.7M | 5.1% | — |
| 8 | HARRIS ASSOCIATES L P | 962,577 | $76.9M | 3.2% | — |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 904,821 | $72.3M | 3.0% | ADD +48.7% |
| 10 | MORGAN STANLEY | 680,452 | $54.4M | 2.3% | TRIM -26.5% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 678,065 | $54.2M | 2.3% | — |
| 12 | JONES FINANCIAL COMPANIES LLLP | 620,925 | $49.1M | 2.0% | — |
| 13 | WELLS FARGO & COMPANY/MN | 582,021 | $46.5M | 1.9% | — |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | 404,407 | $32.3M | 1.3% | TRIM -62.6% |
| 15 | ROYAL BANK OF CANADA | 401,910 | $32.1M | 1.3% | — |
| 16 | GOLDMAN SACHS GROUP INC | 350,039 | $28.0M | 1.2% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 326,480 | $26.1M | 1.1% | — |
| 18 | Invesco Ltd. | 259,432 | $20.7M | 0.9% | ADD +39.7% |
| 19 | RAYMOND JAMES FINANCIAL INC | 245,200 | $19.6M | 0.8% | — |
| 20 | BARCLAYS PLC | 242,681 | $19.4M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 608,685 | 904,821 | +48.7% | $72.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,081,238 | 404,407 | -62.6% | $32.3M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 158,631 | 209,172 | +31.9% | $16.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 65,302 | 189,887 | +190.8% | $15.2M | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 370,287 | 172,361 | -53.5% | $13.8M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 10,068 | 120,083 | +1092.7% | $9.6M | 2026-Q1 |
| Mariner, LLC | ADD | 85,855 | 110,142 | +28.3% | $8.8M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 52,438 | 84,192 | +60.6% | $6.7M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 38,629 | 82,681 | +114.0% | $6.6M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 141,542 | 66,153 | -53.3% | $5.3M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 20,404 | 34,032 | +66.8% | $2.7M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 872 | 23,492 | +2594.0% | $1.9M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | NEAR_EXIT | 53,089 | 12,008 | -77.4% | $959.3K | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 2,832 | 11,890 | +319.8% | $949.9K | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 6,042 | 9,092 | +50.5% | $726.4K | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | TRIM | 12,729 | 8,515 | -33.1% | $680.3K | 2026-Q1 |
| XPONANCE LLC | ADD | 4,788 | 6,248 | +30.5% | $499.2K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 1,800 | 5,900 | +227.8% | $471.4K | 2026-Q1 |
| Swiss Life Asset Management Ltd | DOUBLED | 2,324 | 5,427 | +133.5% | $433.6K | 2026-Q1 |
| M&T BANK CORP | TRIM | 9,987 | 2,958 | -70.4% | $236.3K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | TRIM | 1,412 | 973 | -31.1% | $77.7K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 592 | 837 | +41.4% | $66.9K | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | TRIM | 746 | 307 | -58.8% | $24.5K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 374 | 266 | -28.9% | $21.3K | 2026-Q1 |
| ASSETMARK, INC | TRIM | 237 | 143 | -39.7% | $11.4K | 2026-Q1 |
1 unique insiders with 1 transactions. Net insider value: $229.4K ($229.4K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 6, 2026 | ORTHWEIN PETER BUSCH | Director | BUY | 2,600 | $88.25 | $229.4K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (32% buy). Based on 22 analysts: 3 strong buy, 4 buy, 14 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$93.00 mean target
+20.5% upside
Strong Buy (2.56)
$59.00 Low
$138.00 High
| Metric | Value |
|---|---|
| Current Price | $77.17 |
| Target Low | $59.00 |
| Target Mean | $93.00 |
| Target Median | $90.00 |
| Target High | $138.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (2.56) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.96 | $0.71 | $1.40 | -59.5% | -35.4% | 0↑ 11↓ | $2.2B | -13.8% | 14 |
| Next Q 2026-10-31 |
$0.61 | $0.36 | $0.97 | 48.5% | -15.3% | 2↑ 5↓ | $2.3B | -2.4% | 10 |
| Current FY 2026-07-31 |
$3.52 | $3.13 | $4.00 | -27.3% | -15.8% | 0↑ 13↓ | $9.5B | -1.1% | 16 |
| Next FY 2027-07-31 |
$4.71 | $3.96 | $6.00 | 34.0% | -16.3% | 0↑ 14↓ | $9.8B | 4.0% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.956 | |
| 7d ago | $0.997 | -0.041 |
| 30d ago | $1.479 | -0.523 |
| 60d ago | $1.515 | -0.559 |
| 90d ago | $1.515 | -0.559 |
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jun 4, 2026 | Loop Capital | MAINTAIN | Buy | Buy |
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Jun 4, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| May 27, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 20, 2026 | Seaport Global | INITIATE | — | Neutral |
| Apr 17, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Mar 11, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Mar 4, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Mar 4, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Mar 4, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Jan 16, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Loop Capital | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 14 | 1 | 0 | 32% | |
| May 1, 2026 | 3 | 4 | 14 | 1 | 0 | 32% | |
| Apr 1, 2026 | 3 | 4 | 13 | 1 | 0 | 33% | |
| Mar 1, 2026 | 3 | 4 | 13 | 1 | 0 | 33% | |
| Feb 1, 2026 | 3 | 4 | 13 | 1 | 0 | 33% | |
| Jan 1, 2026 | 3 | 3 | 14 | 1 | 0 | 29% |
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 10, 2026
earnings_calendar
THO Q3 2026 Earnings Scheduled — 2026-06-10
Jun 3, 2026
short_volume
Short Volume: THO — 74.8% short (0.4M / 0.6M)
Short: 412,746 | Exempt: 367 | TRF Vol: 551,485 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: THO — 1.1M shares, 24,687 trades
Week starting 2026-05-18. Total ATS volume: 1,068,318 shares across 24,687 trades.
May 11, 2026
short_interest
FTD: THO — 19,561 shares ($1.5M) failed to deliver
Settlement: 20260511, Price: $77.20, FTD Value: $1,510,109.2, THOR INDUSTRIES INC
May 11, 2026
dark_pool
Dark Pool: THO — 1.1M shares, 29,331 trades
Week starting 2026-05-11. Total ATS volume: 1,121,622 shares across 29,331 trades.
May 4, 2026
dark_pool
Dark Pool: THO — 0.6M shares, 22,894 trades
Week starting 2026-05-04. Total ATS volume: 612,977 shares across 22,894 trades.
Apr 29, 2026
short_interest
FTD: THO — 50,686 shares ($4.0M) failed to deliver
Settlement: 20260429, Price: $78.29, FTD Value: $3,968,206.94, THOR INDUSTRIES INC
Apr 27, 2026
dark_pool
Dark Pool: THO — 0.7M shares, 22,793 trades
Week starting 2026-04-27. Total ATS volume: 689,064 shares across 22,793 trades.
Apr 21, 2026
short_volume
Short Volume: THO — 82.0% short (0.4M / 0.5M)
Short: 411,344 | Exempt: 2,086 | TRF Vol: 501,882 | Short Ratio: 82.0% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: THO — 0.9M shares, 23,823 trades
Week starting 2026-04-20. Total ATS volume: 939,666 shares across 23,823 trades.
Apr 13, 2026
dark_pool
Dark Pool: THO — 1.0M shares, 27,440 trades
Week starting 2026-04-13. Total ATS volume: 1,020,014 shares across 27,440 trades.
Apr 8, 2026
short_volume
Short Volume: THO — 84.3% short (0.5M / 0.6M)
Short: 468,148 | Exempt: 626 | TRF Vol: 555,076 | Short Ratio: 84.3% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: THO — 1.1M shares, 28,162 trades
Week starting 2026-04-06. Total ATS volume: 1,094,517 shares across 28,162 trades.
Mar 31, 2026
short_interest
FTD: THO — 16,668 shares ($1.3M) failed to deliver
Settlement: 20260331, Price: $78.23, FTD Value: $1,303,937.64, THOR INDUSTRIES INC
Mar 30, 2026
dark_pool
Dark Pool: THO — 1.0M shares, 27,493 trades
Week starting 2026-03-30. Total ATS volume: 1,007,389 shares across 27,493 trades.