Market Cap
$3.6B
THO
THOR INDUSTRIES INC
$69.05 ▼ -0.07%
Prev close $69.10Market cap$3.6B
ConsensusSell
12-mo target$83.82 (+20.5%)
▼ Bearish
Analyst conviction 3/10
High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits
Snapshot
The big-picture read on THO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (32%)
Inst. Holders
50 funds
Inst. Value
$2.9B
Inst. Activity
28 buys / 22 sells
Insider Activity
$229.4K buy / $0.00 sell
Insider Net $
$229.4K
SEC Reports
3
Price chart 30d -8.9%
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.
Sep 22, 2026 earnings_calendar
THO Q4 2026 Earnings Before Market Open — 2026-09-22
Jun 30, 2026 Inst.
Life Cycle Investment Partners — ADD
4,099,664 shares ($308.1M)
Jun 30, 2026 Inst.
Jun 16, 2026 SEC CANADA PENSION PLAN INVESTMENT — DOUBLED
870,394 shares ($65.4M)
THOR Industries declared its regular quarterly cash dividend of $0.52 per share, payable July 15, 2026, to shareholders
8-K — Impact 3/10
Jun 16, 2026 Insider
ORTHWEIN PETER BUSCH gifted 10,000 shares
Director
Jun 16, 2026 Insider
Jun 11, 2026 SEC ORTHWEIN PETER BUSCH gifted 500 shares
Director
An institutional cluster in THO shows mixed conviction: two passive mega-managers (Fidelity, Morgan Stanley) added $72.5
INST-CLUSTER — Impact 5/10
THOR Industries reported fiscal Q3 2026 results significantly below expectations, with diluted EPS of $1.86 (down 26.5%
8-K — Impact 7/10
Analyst ratings buy % +10.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
32% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 21, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 16, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 15, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 8, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jun 15, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Jun 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jun 4, 2026 | Loop Capital | MAINTAIN | Buy | 54% |
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 14 | 1 | 0 | 32% | |
| Aug 1, 2026 | 3 | 4 | 14 | 1 | 0 | 32% | |
| Jul 1, 2026 | 3 | 4 | 14 | 1 | 0 | 32% | |
| 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% |
Price targets
Where 11 covering analysts think THO trades over the next 12 months.
$83.82 +20.5% upside Strong Buy
Current$69.55 Low$53.00 Median$80.00 High$126.00 11 analysts
$53.00$126.00
Analyst rating Hold· 2.6/5 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, 2 bearish, 0 mixed, 1 neutral · avg impact 5.0/10.
NEUTRAL8-K3/10
THOR Industries declared its regular quarterly cash dividend of $0.52 per share, payable July 15, 20
Jun 16, 2026
BEARISHINST-CLUSTER5/10
An institutional cluster in THO shows mixed conviction: two passive mega-managers (Fidelity, Morgan
Jun 11, 2026
BEARISH8-K7/10
THOR Industries reported fiscal Q3 2026 results significantly below expectations, with diluted EPS o
Jun 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
earnings_calendar
THO Q4 2026 Earnings Before Market Open — 2026-09-22
Sep 22, 2026
short_volume
Short Volume: THO — 74.7% short (0.5M / 0.6M)
Short: 473,773 | Exempt: 17 | TRF Vol: 634,131 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: THO — 24,641 shares ($1.8M) failed to deliver
Settlement: 20260911, Price: $72.01, FTD Value: $1,774,398.41, THOR INDUSTRIES INC
Sep 10, 2026
other
THOR INDUSTRIES ANNOUNCES ADDITIONAL LEADERSHIP CHANGES PERTAINING TO THE STRATEGIC EVOLUTION OF ITS NORTH AMERICAN RV OPERATING MODEL
ELKHART, Ind., Sept. 10, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO), the world's largest manufacturer of recreational vehicles, today anno
Sep 8, 2026
earnings
THOR INDUSTRIES ANNOUNCES DATE FOR ITS FISCAL 2026 FOURTH QUARTER EARNINGS RELEASE
ELKHART, Ind., Sept. 8, 2026 /PRNewswire/ -- THOR Industries, Inc. (NYSE: THO) today announced that the date for its fiscal 2026 fourth quarter earnin
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 | $0.18 | $-0.01–$0.53 | -56.5% | -70.0% | — | $2.3B | 11 |
| Next Q | $0.27 | $0.12–$0.40 | -20.3% | -34.7% | — | $2.1B | 10 |
| Current FY | $3.76 | $3.11–$4.65 | 11.2% | -18.0% | 0↑ 1↓ | $9.7B | 13 |
| Next FY | $4.85 | $4.10–$5.96 | 29.1% | -11.7% | 0↑ 1↓ | $10.2B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.178 | — |
| 7d ago | $0.570 | -0.392 |
| 30d ago | $0.595 | -0.416 |
| 60d ago | $0.595 | -0.416 |
| 90d ago | $0.609 | -0.431 |
Institutional ownership
Which big funds own THO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.9B total value (38,722,072 shares) as of 2026-Q2. Top holders: BlackRock,, Life, KAYNE. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,833,128 | $363.3M | 12.5% | — |
| Life Cycle Investment Partners Ltd | 4,099,664 | $308.1M | 10.6% | ADD +25.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,624,570 | $272.4M | 9.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,090,332 | $232.3M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,666,413 | $200.4M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,285,115 | $171.7M | 5.9% | — |
| STATE STREET CORP | 1,689,768 | $127.1M | 4.4% | — |
| Capital Research Global Investors | 1,416,967 | $106.5M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 998,960 | $75.1M | 2.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 987,883 | $74.2M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Life Cycle Investment Partners Ltd | ADD | 3,274,505 | 4,099,664 | +25.2% | $308.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 5,900 | 870,394 | +14652.4% | $65.4M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 962,996 | 561,486 | -41.7% | $42.2M |
| CITADEL ADVISORS LLC | DOUBLED | 205,438 | 513,120 | +149.8% | $38.6M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 65,956 | 353,043 | +435.3% | $26.5M |
| ProShare Advisors LLC | ADD | 218,891 | 328,127 | +49.9% | $24.7M |
| NORGES BANK | NEW | — | 284,903 | — | $21.4M |
| JPMORGAN CHASE & CO | NEAR_EXIT | 1,363,786 | 224,597 | -83.5% | $17.9M |
| Quantinno Capital Management LP | ADD | 121,247 | 190,422 | +57.1% | $14.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 68,412 | 183,646 | +168.4% | $13.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
1 insiders, 3 transactions. Net $229.4K — $229.4K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 16, 2026 | ORTHWEIN PETER BUSCH | Director | GIFT | 10,000 | — | — |
| Jun 16, 2026 | ORTHWEIN PETER BUSCH | Director | GIFT | 500 | — | — |
| Mar 6, 2026 | ORTHWEIN PETER BUSCH | Director | BUY | 2,600 | $88.25 | $229.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for THO.
Shares short
5,500,133
Settlement Sep 15, 2026
Change vs prior
+10.3%
Semi-monthly cycle
Days to cover
8.7
At avg daily volume
Of shares outstanding
≈10.6%
Estimate — not % of float
All THO filing & press-release reports (3)
- 8-K reportJun 16, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 3, 2026