WGO

WINNEBAGO INDUSTRIES INC

NYSE · Motor Homes · Inc. MN · CIK 0000107687
$27.70 -1.49% $783.0M
High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$783.0M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders8 funds
Inst. Value$177.0M
Inst. Activity2 buys / 3 sells
SEC Reports1
Press Releases4
Exchange NYSE·Sector Motor Homes·Inc. MN·CIK 0000107687·Prev Close $28.12

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 sold 758 shares
Director @ $29.69 ($22.5K)
May 1, 2026 Insider
Silver Emily Rosalie sold 1,553 shares
Director @ $0.00 ($0.00)
Feb 27, 2026 Insider
Pack Michael E sold 565 shares
Director @ $39.89 ($22.5K)
Inst.
MORGAN STANLEY — ADD
542,449 shares ($22.0M)
Inst.
BANK OF AMERICA CORP — TRIM
251,524 shares ($10.2M)
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

$41.83 +51.0% upside Strong Buy
Current $27.70 Low $29.00 Median $37.50 High $76.00 12 analysts
$29.00 $76.00

Analyst Ratings

Hold50% buy · 18 analysts
3Strong Buy
6Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.80 ▼ -2.7% $0.70 — $0.84 -1% YoY 11
Current FY $2.29 ▼ -2.2% $2.00 — $2.43 37% YoY 13
Next Q $0.82 ▼ -4.8% $0.60 — $0.91 15% YoY 11
Next FY $2.95 ▼ -1.6% $2.50 — $3.17 29% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$80.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT$36.0MNEW
MORGAN STANLEY$22.0MADD
FMR LLC$11.4M
BANK OF AMERICA CORP$10.2MTRIM

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
8 institutional holders with $177.0M total value (4,368,326 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,990,237$80.6M45.6%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC889,184$36.0M20.4%NEW
3MORGAN STANLEY542,449$22.0M12.4%ADD +32.0%
4FMR LLC281,534$11.4M6.4%
5BANK OF AMERICA CORP /DE/251,524$10.2M5.8%TRIM -52.2%
6TWO SIGMA INVESTMENTS, LP228,187$9.2M5.2%TRIM -30.7%
7WELLS FARGO & COMPANY/MN94,136$3.8M2.2%ADD +28.3%
8RENAISSANCE TECHNOLOGIES LLC91,075$3.7M2.1%TRIM -60.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD411,016542,449+32.0%$22.0M2025-Q4
BANK OF AMERICA CORP /DE/TRIM526,724251,524-52.2%$10.2M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM329,057228,187-30.7%$9.2M2025-Q4
WELLS FARGO & COMPANY/MNADD73,36794,136+28.3%$3.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM229,20091,075-60.3%$3.7M2025-Q4
BANK OF AMERICA CORP /DE/ADD381,501526,724+38.1%$17.6M2025-Q3
UBS Group AGADD237,162417,015+75.8%$13.9M2025-Q3
TWO SIGMA INVESTMENTS, LPADD244,110329,057+34.8%$11.0M2025-Q3
WELLS FARGO & COMPANY/MNTRIM234,30873,367-68.7%$2.5M2025-Q3
MORGAN STANLEYADD395,823500,594+26.5%$14.5M2025-Q2
BANK OF AMERICA CORP /DE/TRIM811,713381,501-53.0%$11.1M2025-Q2
UBS Group AGTRIM510,713237,162-53.6%$6.9M2025-Q2
WELLS FARGO & COMPANY/MNTRIM452,242234,308-48.2%$6.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED69,000207,300+200.4%$6.0M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED49,976452,242+804.9%$15.6M2025-Q1
TWO SIGMA INVESTMENTS, LPADD132,402204,502+54.5%$7.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM214,00069,000-67.8%$2.4M2025-Q1
NORGES BANKEXIT60,4900-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED435,584915,888+110.3%$43.8M2024-Q4
UBS Group AGDOUBLED108,549522,473+381.3%$25.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED70,200214,000+204.8%$10.2M2024-Q4
NORGES BANKTRIM102,33460,490-40.9%$2.9M2024-Q4
WELLS FARGO & COMPANY/MNADD29,94049,976+66.9%$2.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW574,914$33.4M2024-Q3
3 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Pack Michael EDirectorA758$29.69$22.5K
May 1, 2026Silver Emily RosalieDirectorA1,553$0.00$0.00
Feb 27, 2026Pack Michael EDirectorA565$39.89$22.5K
Feb 27, 2026MILES DAVID WDirectorA180$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

$41.83 mean target +51.0% upside Strong Buy (2.14)
$29.00 Low $76.00 High
MetricValue
Current Price$27.70
Target Low$29.00
Target Mean$41.83
Target Median$37.50
Target High$76.00
# Analysts12
RecommendationStrong Buy (2.14)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.80 $0.70 $0.84 -1.1% -2.7% 0↑ 2↓ $0.8B -2.0% 11
Current FY
2026-08-31
$2.29 $2.00 $2.43 37.0% -2.2% 0↑ 2↓ $2.9B 3.2% 13
Next Q
2026-08-31
$0.82 $0.60 $0.91 14.9% -4.8% 0↑ 2↓ $0.8B -1.1% 11
Next FY
2027-08-31
$2.95 $2.50 $3.17 28.9% -1.6% 0↑ 2↓ $3.0B 4.8% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.801
7d ago$0.800+0.001
30d ago$0.823-0.022
60d ago$0.843-0.042
90d ago$1.037-0.236
10 analyst firms have rated this stock: 2 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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
Nov 10, 2025 Truist Securities MAINTAIN Buy Buy
Oct 31, 2025 Loop Capital INITIATE Hold
Oct 24, 2025 DA Davidson MAINTAIN Neutral Neutral
Oct 24, 2025 Citigroup MAINTAIN Buy Buy
Oct 24, 2025 BMO Capital MAINTAIN Outperform Outperform
Oct 23, 2025 Keybanc DOWNGRADE Overweight Sector Weight
Sep 30, 2025 DA Davidson MAINTAIN Neutral Neutral
Sep 12, 2025 Citigroup MAINTAIN Buy Buy
Aug 12, 2025 Citigroup MAINTAIN Buy Buy
Jun 30, 2025 Benchmark MAINTAIN Buy Buy
Jun 26, 2025 Roth Capital MAINTAIN Neutral Neutral
Jun 26, 2025 BMO Capital MAINTAIN Outperform Outperform
Jun 26, 2025 Truist Securities MAINTAIN Buy Buy
Jun 26, 2025 Keybanc MAINTAIN Overweight Overweight
Jun 26, 2025 Citigroup MAINTAIN Buy Buy
Jun 26, 2025 Baird MAINTAIN Neutral Neutral
Jun 20, 2025 BMO Capital MAINTAIN Outperform Outperform
Jun 6, 2025 Citigroup MAINTAIN Buy Buy
Jun 6, 2025 Keybanc MAINTAIN Overweight Overweight
Jun 3, 2025 Truist Securities MAINTAIN Buy Buy
Apr 17, 2025 Keybanc MAINTAIN Overweight Overweight
Apr 17, 2025 Citigroup MAINTAIN Buy Buy
Apr 14, 2025 Truist Securities MAINTAIN Buy Buy
Apr 4, 2025 Baird DOWNGRADE Outperform Neutral
Apr 1, 2025 Benchmark MAINTAIN Buy Buy
Mar 28, 2025 Truist Securities MAINTAIN Buy Buy
Mar 28, 2025 BMO Capital MAINTAIN Outperform Outperform
Mar 20, 2025 Keybanc MAINTAIN Overweight Overweight
Mar 19, 2025 Citigroup MAINTAIN Buy Buy
Feb 10, 2025 Truist Securities MAINTAIN Buy Buy
Jan 8, 2025 Keybanc UPGRADE Sector Weight Overweight
Jan 7, 2025 Truist Securities MAINTAIN Buy Buy
Dec 24, 2024 DA Davidson MAINTAIN Neutral Neutral
Dec 23, 2024 Benchmark REITERATE Buy Buy
Nov 11, 2024 Northcoast Research UPGRADE Neutral Buy
Oct 24, 2024 Truist Securities MAINTAIN Buy Buy
Oct 24, 2024 Benchmark REITERATE Buy Buy
Oct 24, 2024 BMO Capital MAINTAIN Outperform Outperform

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
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 25, 2026
earnings_calendar
WGO Q2 2026 Earnings Scheduled — 2026-03-25
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