Insider Activity Report: Winnebago Industries (WGO)

RV

Kevin Bryant, a director at Winnebago Industries (WGO), recently bought 4,341 shares. The buy increased his position by 18%, and came to a total cost of $150,546

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  • The buy came a day after another company director bought 4,200 shares, increasing his position by 44%, paying just over $143,000 to do so. Going further back, other company insiders were buyers, including the President and CEO for 2,500 shares last October. A few company insiders have been sellers as well.

    Overall, Winnebago insiders own 3.4% of shares.

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    The manufacturer of recreational vehicles is down 48% over the past year. The high costs of acquiring and RV, particularly with financing, have been a challenge for sales. Winnebago saw revenues drop 12% in 2024, and earnings growth was negative.

    However, that weak performance and massive drop in stock prices has pushed shares down to 13 times forward earnings. And Winnebago trades at just 0.4 times its price to sales, a sign that shares are cheap.

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  • Action to take: Shares are still trending lower, but the pace of the decline has slowed. Value investors may want to start buying a small position in shares here, and adding to it on further market weakness.

    At current prices, Winnebago also pays a 3.8% dividend.

    For traders, the July $40 calls, last trading for about $1.60, could see a big jump on a move higher in shares, which could occur from today’s oversold and fearful market conditions. Traders should look to lock in quick profits.

    Disclosure: The author of this article has no position in the company mentioned here, but may trade after the next 72 hours. The author receives no compensation from any company mentioned in this article.

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