Market Cap
$745.5M
WGO
WINNEBAGO INDUSTRIES INC
$26.37 ▲ +0.00%
Prev close $26.37Market cap$745.5M
ConsensusHold
12-mo target$37.91 (+44.1%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)25 New Institutional Positions22 Institutional Exits
Snapshot
The big-picture read on WGO right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Hold (42%)
Inst. Holders
50 funds
Inst. Value
$720.1M
Inst. Activity
25 buys / 22 sells
Insider Activity
$0.00 buy / $511.7K sell
Insider Net $
-$511.7K
SEC Reports
3
Press Releases
5
Price chart 30d -12.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Barletta Boats debuts the all-new Halcyon, bringing design-forward luxury to the Barletta lineup
BRISTOL, Ind., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Barletta Boats unveiled the all-new Halcyon series,
Aug 28, 2026 Insider
Aug 21, 2026 SEC Pack Michael E was granted 736 shares
Director @ $30.60 ($22.5K)
Winnebago insiders, including the CEO and SVP-CHRO, sold a total of $433K in stock over a one-week window. The CEO's $39
CLUSTER — Impact 3/10
Aug 19, 2026 Insider
Woodson Bret A sold 1,235 shares
SVP-CHRO @ $31.73 ($39.2K)
Aug 19, 2026 Insider
Aug 14, 2026 SEC Woodson Bret A acquired via exercise 1,334 shares
SVP-CHRO @ $27.89 ($37.2K)
Two Winnebago insiders (CEO and SVP-CHRO) sold shares on August 13, 2026, after exercising stock options. Total open-mar
CLUSTER — Impact 2/10
Winnebago Industries announced a strategic collaboration with Progressive Insurance to offer RV insurance solutions to W
Impact 2/10
Jun 30, 2026 Inst.
PZENA INVESTMENT MANAGEMENT LLC — ADD
1,709,531 shares ($53.4M)
Analyst ratings buy % -20.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
42% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Jul 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 26, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jun 23, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jun 23, 2026 | Roth Capital | MAINTAIN | Neutral | 56% |
| Jun 15, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jun 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 27, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 11 | 0 | 0 | 42% | |
| Aug 1, 2026 | 2 | 6 | 11 | 0 | 0 | 42% | |
| Jul 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| Jun 1, 2026 | 3 | 6 | 9 | 0 | 0 | 50% | |
| May 1, 2026 | 4 | 6 | 9 | 0 | 0 | 53% | |
| Apr 1, 2026 | 4 | 6 | 9 | 0 | 0 | 53% | |
| Mar 1, 2026 | 4 | 6 | 9 | 0 | 0 | 53% | |
| Feb 1, 2026 | 4 | 6 | 9 | 0 | 0 | 53% |
Price targets
Where 11 covering analysts think WGO trades over the next 12 months.
$37.91 +44.1% upside Strong Buy
Current$26.30 Low$29.00 Median$35.00 High$73.00 11 analysts
$29.00$73.00
Analyst rating Buy· 2.3/5 as of Oct 3, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 4.0/10.Plus 5 press releases.
NEUTRALCLUSTER3/10
Winnebago insiders, including the CEO and SVP-CHRO, sold a total of $433K in stock over a one-week w
Aug 21, 2026
NEUTRALCLUSTER2/10
Two Winnebago insiders (CEO and SVP-CHRO) sold shares on August 13, 2026, after exercising stock opt
Aug 14, 2026
BEARISHPRESS-RELEASE7/10
Winnebago Industries reported Q2 2026 EPS of $0.27, a 66.3% miss versus the $0.80 consensus estimate
Jun 4, 2026
NEUTRAL2/10
Winnebago Industries announced a strategic collaboration with Progressive Insurance to offer RV insu
Jul 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Barletta Boats debuts the all-new Halcyon, bringing design-forward luxury to the Barletta lineup
BRISTOL, Ind., Oct. 01, 2026 (GLOBE NEWSWIRE) -- Barletta Boats unveiled the all-new Halcyon series, a centerpiece of its 2027 model year lineup. Insp
Sep 29, 2026
other
Chris-Craft Revives an Icon with the All-New Corsair 27 Boat
America’s Boatbuilder Since 1874 introduces a timeless classic reimagined for a new generation of boaters America’s Boatbuilder Since 1874 introduces
Sep 23, 2026
earnings
Winnebago Industries to Announce Fourth Quarter and Fiscal 2026 Financial Results on October 21, 2026
EDEN PRAIRIE, Minn., Sept. 23, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor recreation products,
Sep 1, 2026
other
Grand Design RV launches "All Roads Lead to This" brand campaign, redefining what matters most in RVing
Campaign focuses on connection, celebrating the people, moments and memories at the heart of the RV lifestyle Campaign focuses on connection, celebrat
Aug 12, 2026
dividend
Winnebago Industries Board of Directors Approves Quarterly Cash Dividend Increase
Winnebago Industries has paid a quarterly dividend for 49 consecutive quarters and has increased the quarterly dividend in each of the past 8 years Wi
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.49 | $0.43–$0.55 | -30.7% | +0.5% | 0↑ 12↓ | $0.7B | 14 |
| Next Q | $0.39 | $0.23–$0.53 | 3.1% | -2.5% | 0↑ 5↓ | $0.7B | 12 |
| Current FY | $1.81 | $1.73–$1.89 | 8.2% | +0.1% | 0↑ 13↓ | $2.7B | 15 |
| Next FY | $2.37 | $1.80–$2.72 | 31.3% | -0.8% | 0↑ 13↓ | $2.8B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.492 | — |
| 7d ago | $0.492 | — |
| 30d ago | $0.490 | +0.002 |
| 60d ago | $0.490 | +0.002 |
| 90d ago | $0.516 | -0.024 |
Institutional ownership
Which big funds own WGO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $720.1M total value (23,049,960 shares) as of 2026-Q2. Top holders: BlackRock,, PZENA, VANGUARD. Net buying activity: 25 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,870,704 | $152.2M | 21.1% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 1,709,531 | $53.4M | 7.4% | ADD +72.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,195,586 | $37.4M | 5.2% | — |
| STATE STREET CORP | 1,111,638 | $34.7M | 4.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,054,042 | $32.9M | 4.6% | TRIM -33.3% |
| Capital World Investors | 874,687 | $27.3M | 3.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 728,773 | $22.8M | 3.2% | — |
| MORGAN STANLEY | 727,215 | $22.7M | 3.2% | ADD +41.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 724,502 | $22.6M | 3.1% | — |
| BANK OF MONTREAL /CAN/ | 669,091 | $20.9M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | ADD | 993,294 | 1,709,531 | +72.1% | $53.4M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,580,068 | 1,054,042 | -33.3% | $32.9M |
| MORGAN STANLEY | ADD | 514,366 | 727,215 | +41.4% | $22.7M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 278,539 | 665,173 | +138.8% | $20.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 309,823 | 454,403 | +46.7% | $14.2M |
| Qube Research & Technologies Ltd | DOUBLED | 103,200 | 351,608 | +240.7% | $11.0M |
| GENDELL JEFFREY L | ADD | 163,684 | 321,564 | +96.5% | $10.0M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 486,857 | 320,281 | -34.2% | $9.9M |
| Trexquant Investment LP | ADD | 241,987 | 309,043 | +27.7% | $9.7M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 194,861 | 274,224 | +40.7% | $8.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 11 transactions. Net -$511.7K — $0.00 bought, $511.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Pack Michael E | Director | AWARD | 736 | $30.60 | $22.5K |
| Aug 19, 2026 | Woodson Bret A | SVP-CHRO | SELL | 1,235 | $31.73 | $39.2K |
| Aug 19, 2026 | Woodson Bret A | SVP-CHRO | EXERCISE | 1,334 | $27.89 | $37.2K |
| Aug 13, 2026 | Happe Michael J | PRESIDENT & CEO | EXERCISE | 13,300 | $27.89 | $370.9K |
| Aug 13, 2026 | Happe Michael J | PRESIDENT & CEO | SELL | 12,045 | $32.68 | $393.6K |
| Aug 13, 2026 | Woodson Bret A | SVP-CHRO | EXERCISE | 2,666 | $27.89 | $74.4K |
| Aug 13, 2026 | Woodson Bret A | SVP-CHRO | SELL | 2,414 | $32.66 | $78.8K |
| May 29, 2026 | Pack Michael E | Director | AWARD | 758 | $29.69 | $22.5K |
| May 1, 2026 | Silver Emily Rosalie | Director | AWARD | 1,553 | — | — |
| Feb 27, 2026 | Pack Michael E | Director | AWARD | 565 | $39.89 | $22.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WGO.
Shares short
2,546,427
Settlement Sep 15, 2026
Change vs prior
+2.2%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
Of shares outstanding
≈9.0%
Estimate — not % of float
All WGO filing & press-release reports (8)
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 14, 2026
- PRESS-RELEASE reportJul 21, 2026
- PRESS-RELEASE reportJun 4, 2026
- PRESS-RELEASE reportApr 2, 2026
- PRESS-RELEASE reportMar 25, 2026
- PRESS-RELEASE reportMar 18, 2026
- PRESS-RELEASE reportMar 6, 2026