Winnebago Industries Ownership

WGO Stock  USD 34.76  0.08  0.23%   
The majority of Winnebago Industries outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Winnebago Industries to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Winnebago Industries. Please pay attention to any change in the institutional holdings of Winnebago Industries as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
29.5 M
Current Value
28.6 M
Avarage Shares Outstanding
38.8 M
Quarterly Volatility
9.4 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Winnebago Industries in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Winnebago Industries, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Winnebago Industries. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
To learn how to invest in Winnebago Stock, please use our How to Invest in Winnebago Industries guide.

Winnebago Stock Ownership Analysis

About 97.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.81. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Winnebago Industries has Price/Earnings To Growth (PEG) ratio of 0.13. The entity recorded a loss per share of 0.61. The firm last dividend was issued on the 16th of April 2025. Winnebago Industries had 2:1 split on the 8th of March 2004. Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. Winnebago Industries, Inc. was incorporated in 1958 and is based in Forest City, Iowa. Winnebago Industries operates under Recreational Vehicles classification in the United States and is traded on New York Stock Exchange. It employs 7445 people. For more information please call Michael Happe at 952 829 8600 or visit https://www.winnebagoind.com.
Besides selling stocks to institutional investors, Winnebago Industries also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Winnebago Industries' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Winnebago Industries' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Winnebago Industries Quarterly Liabilities And Stockholders Equity

2.3 Billion

Winnebago Industries Insider Trades History

Roughly 3.0% of Winnebago Industries are currently held by insiders. Unlike Winnebago Industries' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Winnebago Industries' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Winnebago Industries' insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Winnebago Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Winnebago Industries is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Winnebago Industries backward and forwards among themselves. Winnebago Industries' institutional investor refers to the entity that pools money to purchase Winnebago Industries' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Citadel Advisors Llc2024-12-31
684.4 K
Geode Capital Management, Llc2024-12-31
657 K
Alliancebernstein L.p.2024-12-31
642.3 K
Charles Schwab Investment Management Inc2024-12-31
625.5 K
Millennium Management Llc2024-12-31
571.3 K
Bank Of America Corp2024-12-31
553.6 K
Ubs Group Ag2024-12-31
522.5 K
American Century Companies Inc2024-12-31
516 K
William Blair Investment Management, Llc2024-12-31
494.2 K
Blackrock Inc2024-12-31
4.7 M
Vanguard Group Inc2024-12-31
2.2 M
Note, although Winnebago Industries' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Winnebago Industries Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Winnebago Industries insiders, such as employees or executives, is commonly permitted as long as it does not rely on Winnebago Industries' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Winnebago Industries insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
David Miles over three months ago
Acquisition by David Miles of 518 shares of Winnebago Industries subject to Rule 16b-3
 
David Miles over three months ago
Acquisition by David Miles of 449 shares of Winnebago Industries subject to Rule 16b-3
 
Christopher West over three months ago
Acquisition by Christopher West of 8161 shares of Winnebago Industries at 31.7 subject to Rule 16b-3
 
Tubman Casey J over six months ago
Disposition of 1626 shares by Tubman Casey J of Winnebago Industries at 58.0 subject to Rule 16b-3
 
Stacy Bogart over six months ago
Disposition of 3333 shares by Stacy Bogart of Winnebago Industries subject to Rule 16b-3
 
David Miles over six months ago
Acquisition by David Miles of 449 shares of Winnebago Industries subject to Rule 16b-3
 
Stacy Bogart over six months ago
Disposition of 499 shares by Stacy Bogart of Winnebago Industries at 58.47 subject to Rule 16b-3
 
Jacqueline Woods over a year ago
Acquisition by Jacqueline Woods of 336 shares of Winnebago Industries subject to Rule 16b-3
 
Jacqueline Woods over a year ago
Acquisition by Jacqueline Woods of 2556 shares of Winnebago Industries subject to Rule 16b-3
 
Christopher West over a year ago
Payment of 288 shares by Christopher West of Winnebago Industries subject to Rule 16b-3
 
Christopher West over a year ago
Payment of 255 shares by Christopher West of Winnebago Industries subject to Rule 16b-3
 
Christopher West over a year ago
Acquisition by Christopher West of 66 shares of Winnebago Industries subject to Rule 16b-3

Winnebago Industries Outstanding Bonds

Winnebago Industries issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Winnebago Industries uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Winnebago bonds can be classified according to their maturity, which is the date when Winnebago Industries has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Winnebago Industries Corporate Filings

F4
4th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
18th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
31st of January 2025
Other Reports
ViewVerify
F3
10th of January 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Pair Trading with Winnebago Industries

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Winnebago Industries position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Winnebago Industries will appreciate offsetting losses from the drop in the long position's value.

Moving together with Winnebago Stock

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Moving against Winnebago Stock

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  0.79AZO AutoZonePairCorr
  0.69GPC Genuine PartsPairCorr
  0.68JD JD Inc AdrPairCorr
  0.67AGS PlayAGSPairCorr
The ability to find closely correlated positions to Winnebago Industries could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Winnebago Industries when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Winnebago Industries - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Winnebago Industries to buy it.
The correlation of Winnebago Industries is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Winnebago Industries moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Winnebago Industries moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Winnebago Industries can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Winnebago Industries offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Winnebago Industries' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Winnebago Industries Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Winnebago Industries Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Winnebago Industries. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
To learn how to invest in Winnebago Stock, please use our How to Invest in Winnebago Industries guide.
You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Is Automobile Manufacturers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Winnebago Industries. If investors know Winnebago will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Winnebago Industries listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.44)
Dividend Share
1.27
Earnings Share
(0.61)
Revenue Per Share
97.965
Quarterly Revenue Growth
(0.18)
The market value of Winnebago Industries is measured differently than its book value, which is the value of Winnebago that is recorded on the company's balance sheet. Investors also form their own opinion of Winnebago Industries' value that differs from its market value or its book value, called intrinsic value, which is Winnebago Industries' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Winnebago Industries' market value can be influenced by many factors that don't directly affect Winnebago Industries' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Winnebago Industries' value and its price as these two are different measures arrived at by different means. Investors typically determine if Winnebago Industries is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Winnebago Industries' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.