KeyCorp Lowers Earnings Estimates for Winnebago Industries

Winnebago Industries, Inc. (NYSE:WGO) – Analysts at KeyCorp cut their Q2 2025 earnings per share (EPS) estimates for Winnebago Industries in a research note issued on Wednesday, March 19th. KeyCorp analyst N. Zatzkin now forecasts that the construction company will post earnings of $0.21 per share for the quarter, down from their prior forecast of $0.22. KeyCorp currently has a “Overweight” rating and a $47.00 price target on the stock. The consensus estimate for Winnebago Industries’ current full-year earnings is $3.41 per share. KeyCorp also issued estimates for Winnebago Industries’ Q4 2025 earnings at $1.47 EPS, FY2025 earnings at $3.26 EPS, Q1 2026 earnings at $0.66 EPS, Q2 2026 earnings at $0.83 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $4.70 EPS.

Winnebago Industries (NYSE:WGO) last announced its quarterly earnings results on Friday, December 20th. The construction company reported ($0.03) EPS for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.23). Winnebago Industries had a negative net margin of 0.63% and a positive return on equity of 5.32%. The company had revenue of $625.60 million during the quarter, compared to the consensus estimate of $672.23 million. The business’s revenue was down 18.0% compared to the same quarter last year. During the same period last year, the company earned $1.06 earnings per share.

Several other brokerages have also issued reports on WGO. StockNews.com lowered shares of Winnebago Industries from a “hold” rating to a “sell” rating in a report on Monday. Truist Financial raised their price target on Winnebago Industries from $56.00 to $58.00 and gave the stock a “buy” rating in a research report on Monday, February 10th. DA Davidson decreased their price objective on Winnebago Industries from $55.00 to $54.00 and set a “neutral” rating for the company in a research report on Tuesday, December 24th. Citigroup cut their price target on shares of Winnebago Industries from $51.00 to $43.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Benchmark reissued a “buy” rating and set a $70.00 price objective on shares of Winnebago Industries in a research report on Monday, December 23rd. One analyst has rated the stock with a sell rating, two have issued a hold rating and seven have given a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $60.00.

Winnebago Industries Stock Down 1.9 %

Shares of NYSE WGO opened at $34.79 on Friday. Winnebago Industries has a 52-week low of $34.05 and a 52-week high of $74.10. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.34 and a current ratio of 2.58. The stock has a market cap of $987.85 million, a P/E ratio of -52.71 and a beta of 1.70. The firm has a 50 day moving average price of $42.93 and a 200 day moving average price of $51.58.

Institutional Trading of Winnebago Industries

A number of institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its stake in Winnebago Industries by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 2,181,874 shares of the construction company’s stock valued at $104,250,000 after acquiring an additional 48,517 shares in the last quarter. First Trust Advisors LP increased its holdings in shares of Winnebago Industries by 40.6% in the fourth quarter. First Trust Advisors LP now owns 1,643,786 shares of the construction company’s stock worth $78,540,000 after buying an additional 474,273 shares during the period. State Street Corp lifted its position in Winnebago Industries by 0.6% in the third quarter. State Street Corp now owns 1,130,796 shares of the construction company’s stock valued at $65,711,000 after purchasing an additional 6,979 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Winnebago Industries by 25.4% during the third quarter. JPMorgan Chase & Co. now owns 855,507 shares of the construction company’s stock valued at $49,714,000 after purchasing an additional 173,274 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Winnebago Industries by 8.8% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 625,548 shares of the construction company’s stock worth $29,889,000 after purchasing an additional 50,634 shares during the period.

Insider Activity

In related news, Director Jacqueline D. Woods sold 1,503 shares of the company’s stock in a transaction that occurred on Thursday, February 13th. The stock was sold at an average price of $44.32, for a total transaction 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. This represents a 12.04 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 4.63% of the stock is owned by company insiders.

Winnebago Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 30th. Stockholders of record on Wednesday, April 16th will be given a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a dividend yield of 3.91%. The ex-dividend date of this dividend is Wednesday, April 16th. Winnebago Industries’s dividend payout ratio (DPR) is presently -206.06%.

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.