Great Lakes Advisors LLC Makes New $2.80 Million Investment in Winnebago Industries, Inc. $WGO

Posted by Stanley Muller on Aug 21st, 2026

Great Lakes Advisors LLC bought a new stake in Winnebago Industries, Inc. (NYSE:WGO – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 89,743 shares of the RV manufacturer’s stock, valued at approximately $2,804,000.

Several other institutional investors also recently made changes to their positions in WGO. Pzena Investment Management LLC purchased a new position in shares of Winnebago Industries in the 2nd quarter valued at about $53,406,000. Deutsche Bank AG acquired a new stake in shares of Winnebago Industries during the 2nd quarter valued at approximately $920,000. Bank of New York Mellon Corp acquired a new stake in shares of Winnebago Industries during the 2nd quarter valued at approximately $5,881,000. Pacer Advisors Inc. purchased a new stake in shares of Winnebago Industries during the 1st quarter worth approximately $4,882,000. Finally, California State Teachers Retirement System boosted its stake in shares of Winnebago Industries by 39.3% during the 1st quarter. California State Teachers Retirement System now owns 37,104 shares of the RV manufacturer’s stock worth $1,150,000 after acquiring an additional 10,476 shares in the last quarter.

Analyst Ratings Changes

Several research firms recently weighed in on WGO. Roth Capital dropped their price objective on Winnebago Industries from $38.00 to $32.00 and set a “neutral” rating for the company in a research note on Tuesday, June 23rd. Griffin Securities set a $35.00 target price on Winnebago Industries in a report on Monday, June 15th. KeyCorp reaffirmed a “sector weight” rating on shares of Winnebago Industries in a research note on Friday, June 26th. Citigroup boosted their price objective on shares of Winnebago Industries from $29.00 to $30.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. Finally, Seaport Research Partners began coverage on shares of Winnebago Industries in a research note on Monday, July 27th. They issued a “neutral” rating on the stock. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $36.33.

Read Our Latest Research Report on Winnebago Industries

Insider Activity

In other Winnebago Industries news, CEO Michael J. Happe sold 12,045 shares of Winnebago Industries stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $32.68, for a total value of $393,630.60. Following the completion of the sale, the chief executive officer owned 349,349 shares in the company, valued at $11,416,725.32. The trade was a 3.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Bret A. Woodson sold 1,235 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $31.73, for a total transaction of $39,186.55. Following the transaction, the senior vice president directly owned 31,373 shares of the company’s stock, valued at approximately $995,465.29. This represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 15,694 shares of company stock valued at $511,658 in the last 90 days. 4.88% of the stock is owned by company insiders.

Winnebago Industries Trading Down 2.9%

Winnebago Industries stock opened at $31.91 on Friday. The stock has a 50-day moving average price of $30.65 and a 200 day moving average price of $33.43. Winnebago Industries, Inc. has a 52 week low of $26.80 and a 52 week high of $50.16. The stock has a market cap of $902.10 million, a PE ratio of 23.46 and a beta of 1.11. The company has a current ratio of 2.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.36.

Winnebago Industries (NYSE:WGO – Get Free Report) last released its earnings results on Thursday, June 25th. The RV manufacturer reported $0.66 EPS for the quarter, missing the consensus estimate of $0.76 by ($0.10). Winnebago Industries had a return on equity of 4.65% and a net margin of 1.36%.The firm had revenue of $698.70 million during the quarter, compared to analysts’ expectations of $755.67 million. During the same period in the previous year, the firm posted $0.81 earnings per share. The firm’s revenue was down 9.9% on a year-over-year basis. Winnebago Industries has set its FY 2026 guidance at 1.650-2.000 EPS. Equities research analysts predict that Winnebago Industries, Inc. will post 1.81 earnings per share for the current fiscal year.

Winnebago Industries Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 9th will be paid a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend is Wednesday, September 9th. This is a positive change from Winnebago Industries’s previous quarterly dividend of $0.35. Winnebago Industries’s dividend payout ratio is 102.94%.

Winnebago Industries Profile

(Free Report)

Winnebago Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and specialty vehicles, headquartered in Forest City, Iowa. Since its founding in 1958, the company has gained recognition for its motorhomes, travel trailers and fifth-wheel products under the Winnebago and Grand Design brands. Its portfolio also includes towable RVs, camper vans and commercial vehicles tailored for healthcare, government and mobile retail applications.

In addition to vehicle production, Winnebago Industries maintains an extensive dealer and service network across the United States and Canada, supplemented by parts distribution centers and customer support resources.