Winnebago IndustriesWGO
About: Winnebago Industries manufactures Class A, B, and C motor homes along with towables, customized specialty vehicles, boats, and parts. Headquartered in Eden Prairie, Minnesota, Winnebago has been producing recreational vehicles since 1958. Revenue was nearly $3 billion in fiscal 2024. Winnebago expanded into towables in 2011 with the acquisition of SunnyBrook and acquired Grand Design in November 2016. Towables made up 83% of the firm's RV unit volume, up from 31% in fiscal 2016. The company's total RV unit volume was 38,796 in fiscal 2024. Winnebago expanded into boating in 2018 with the purchase of Chris-Craft, bought premium motor home maker Newmar in November 2019, and bought Barletta pontoon boats in August 2021. It also is developing electric and autonomous technology.
Employees: 5,700
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
10% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 80
1.08% more ownership
Funds ownership: 107.84% [Q3] → 108.92% (+1.08%) [Q4]
5% less funds holding
Funds holding: 274 [Q3] → 259 (-15) [Q4]
18% less capital invested
Capital invested by funds: $1.81B [Q3] → $1.48B (-$335M) [Q4]
20% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 60
59% less call options, than puts
Call options by funds: $47.9M | Put options by funds: $118M
100% less funds holding in top 10
Funds holding in top 10: 3 [Q3] → 0 (-3) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Keybanc Eric Heath 46% 1-year accuracy 17 / 37 met price target | 31%upside $40 | Overweight Maintained | 17 Apr 2025 |
Truist Securities Michael Swartz 2% 1-year accuracy 1 / 57 met price target | 24%upside $38 | Buy Maintained | 14 Apr 2025 |
Baird Craig Kennison 24% 1-year accuracy 7 / 29 met price target | 24%upside $38 | Neutral Downgraded | 4 Apr 2025 |
Benchmark Michael Albanese 9% 1-year accuracy 2 / 22 met price target | 96%upside $60 | Buy Maintained | 1 Apr 2025 |
BMO Capital Tristan Thomas-Martin 42% 1-year accuracy 5 / 12 met price target | 96%upside $60 | Outperform Maintained | 28 Mar 2025 |
Financial journalist opinion
Based on 14 articles about WGO published over the past 30 days
