WGONYSEMotor HomesFiscal year ends August 30
WINNEBAGO INDUSTRIES INC
Financials through Q3 FY2026, quarter ended May 30, 2026Last filing: 10-Q on Jun 25, 2026
$22.67−1.33 (-5.54%)
Close on Oct 19, 2026
- Market cap
- $643.83M
- P/E (TTM)
- 16.7
- Dividend yield
- 6.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
30M of 28M shares
Institutional holders
243
47 new, 56 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 4 sales
Net sold $696.93K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,117,349 | 14.70% | 13G (passive) amendment | Jun 30, 2025 |
| Pzena Investment Management LLC | 1,709,531 | 6.00% | 13G (passive) | Jun 30, 2026 |
| Maple Rock Capital Partners Inc. | 1,559,231 | 5.50% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WGO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,870,704 | 17.23% | $152.16M | +232,019 | 0.00% |
| Pzena Investment Management LLC | 1,709,531 | 6.05% | $53.41M | +716,237 | 0.16% |
| Maple Rock Capital Partners Inc. | 1,559,231 | 5.52% | $48.71M | +389,400 | 0.96% |
| Cooke & Bieler LP | 1,276,663 | 4.52% | $39.88M | −468,112 | 0.46% |
| Vanguard Capital Management LLC | 1,195,586 | 4.23% | $37.35M | +5,615 | 0.00% |
| State Street Corp | 1,111,638 | 3.93% | $34.73M | +8,110 | 0.00% |
| Dimensional Fund Advisors LP | 1,054,042 | 3.73% | $32.93M | −526,026 | 0.01% |
| Capital World Investors | 874,687 | 3.09% | $27.33M | +23,862 | 0.00% |
| Deprince Race & Zollo Inc | 771,918 | 2.73% | $24.11M | +198,470 | 0.40% |
| Charles Schwab Investment Management Inc | 728,773 | 2.58% | $22.77M | −137,638 | 0.00% |
| Morgan Stanley | 727,215 | 2.57% | $22.72M | +212,849 | 0.00% |
| Geode Capital Management, LLC | 724,502 | 2.56% | $22.64M | +42,359 | 0.00% |
| Bank Of Montreal /Can/ | 669,091 | 2.37% | $20.90M | +19,299 | 0.01% |
| Goldman Sachs Group Inc | 665,173 | 2.35% | $20.78M | +386,634 | 0.00% |
| Vanguard Portfolio Management LLC | 654,571 | 2.32% | $20.45M | +50,032 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 541,507 | 1.92% | $16.92M | −123,131 | 0.01% |
| Hotchkis & Wiley Capital Management LLC | 454,403 | 1.61% | $14.20M | +144,580 | 0.04% |
| Qube Research & Technologies Ltd | 351,608 | 1.24% | $10.98M | +248,408 | 0.01% |
| JPMorgan Chase & Co | 337,203 | 1.19% | $10.63M | −77,901 | 0.00% |
| Northern Trust Corp | 332,521 | 1.18% | $10.39M | +14,481 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | 30M | 100.0% | 47 / 80 | 83 / 56 | 5M | 4M |
| Q1 2026 | 255 | 29M | 100.0% | 49 / 81 | 80 / 41 | 7M | 4M |
| Q4 2025 | 252 | 28M | 99.8% | 45 / 80 | 86 / 43 | 5M | 5M |
| Q3 2025 | 254 | 29M | 100.0% | 33 / 69 | 105 / 32 | 3M | 4M |
| Q2 2025 | 254 | 30M | 100.0% | 37 / 96 | 86 / 39 | 4M | 5M |
| Q1 2025 | 258 | 31M | 100.0% | 47 / 89 | 80 / 47 | 5M | 5M |
| Q4 2024 | 259 | 31M | 100.0% | 46 / 88 | 82 / 60 | 5M | 6M |
| Q3 2024 | 276 | 32M | 100.0% | 45 / 81 | 102 / 16 | 7M | 3M |
| Q2 2024 | 249 | 32M | 100.0% | 43 / 84 | 79 / 45 | 4M | 4M |
| Q1 2024 | 254 | 33M | 100.0% | 31 / 75 | 103 / 32 | 3M | 2M |
| Q4 2023 | 256 | 33M | 100.0% | 36 / 63 | 112 / 36 | 4M | 3M |
| Q3 2023 | 257 | 32M | 100.0% | 30 / 75 | 98 / 35 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WGO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,703,296 | 6.03% | $53.21M | 0.05% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 850,825 | 3.01% | $26.58M | 0.03% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 846,507 | 2.99% | $26.44M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 734,511 | 2.60% | $22.95M | 0.03% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 424,965 | 1.50% | $12.62M | 0.14% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 322,293 | 1.14% | $10.07M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 306,862 | 1.09% | $9.29M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 271,039 | 0.96% | $8.47M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 258,361 | 0.91% | $8.07M | 0.05% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 242,419 | 0.86% | $7.57M | 0.09% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 198,715 | 0.70% | $6.02M | 0.16% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 190,286 | 0.67% | $5.94M | 0.05% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 167,020 | 0.59% | $5.06M | 0.03% | Jul 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 166,000 | 0.59% | $5.19M | 0.12% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 151,677 | 0.54% | $4.74M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael J. Happe | PRESIDENT & CEO, Director | 361,394 | 1.28% | Aug 14, 2026 |
| Bret A. Woodson | SVP-CHRO | 32,608 | 0.12% | Aug 20, 2026 |
| Christopher David West | President, Winnebago Motorhome | 39,588 | 0.14% | Oct 17, 2025 |
| Stacy L. Bogart | SVP-Chief Legal Officer | 58,262 | 0.21% | Oct 17, 2025 |
| Bryan L. Hughes | SVP & CHIEF FINANCIAL OFFICER | 84,020 | 0.30% | Oct 17, 2025 |
| Casey J. Tubman | GROUP PRESIDENT | 29,293 | 0.10% | Oct 17, 2025 |
| Donald Jeff Clark | GROUP PRESIDENT | 1,184,217 | 4.19% | Oct 14, 2025 |
| Michael E. Pack | Director | 6,873 | 0.02% | Aug 31, 2026 |
| Staci L. Kroon | Director | 10,005 | 0.04% | Aug 31, 2026 |
| Emily Rosalie Silver | Director | 1,553 | 0.01% | May 5, 2026 |
| David W. Miles | Director | 32,909 | 0.12% | Mar 3, 2026 |
| William C. Fisher | Director | 36,145 | 0.13% | Nov 17, 2025 |
| Sara E. Armbruster | Director | 14,426 | 0.05% | Oct 27, 2025 |
| Christopher J. Braun | Director | 33,568 | 0.12% | Oct 16, 2025 |
| Kevin E. Bryant | Director | 18,633 | 0.07% | Oct 16, 2025 |
| John M. Murabito | Director | 25,668 | 0.09% | Oct 16, 2025 |
| Jacqueline D. Woods | Director | 10,985 | 0.04% | Jun 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bret A. Woodson SVP-CHRO | Aug 19, 2026 | Option exercise | +1,334 | $27.89 | $37.21K | 32,608 |
| Bret A. Woodson SVP-CHRO | Aug 19, 2026 | Sale(10b5-1 plan) | −1,235 | $31.73 | $39.19K | 31,373 |
| Michael J. Happe PRESIDENT & CEO, Director | Aug 13, 2026 | Option exercise | +13,300 | $27.89 | $370.94K | 361,394 |
| Michael J. Happe PRESIDENT & CEO, Director | Aug 13, 2026 | Sale(10b5-1 plan) | −12,045 | $32.68 | $393.63K | 349,349 |
| Bret A. Woodson SVP-CHRO | Aug 13, 2026 | Option exercise | +2,666 | $27.89 | $74.35K | 33,688 |
| Bret A. Woodson SVP-CHRO | Aug 13, 2026 | Sale(10b5-1 plan) | −2,414 | $32.66 | $78.84K | 31,274 |
| Staci L. Kroon Director | Jul 6, 2026 | Small purchase | +14 | $30.84 | $432 | 14 |
| Emily Rosalie Silver Director | May 1, 2026 | Award | +1,553 | – | – | 1,553 |
| William C. Fisher Director | Nov 13, 2025 | Gift | −1,000 | – | – | 36,145 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 27, 2025 | Sale | −7,105 | $41.38 | $294.00K | 347,501 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 27, 2025 | Option exercise | +10,000 | $16.67 | $166.70K | 354,606 |
| Sara E. Armbruster Director | Oct 24, 2025 | Buy | +2,700 | $40.27 | $108.73K | 14,426 |
| Casey J. Tubman GROUP PRESIDENT | Oct 15, 2025 | Tax withholding | −426 | $30.12 | $12.83K | 29,293 |
| Bryan L. Hughes SVP & CHIEF FINANCIAL OFFICER | Oct 15, 2025 | Tax withholding | −793 | $30.12 | $23.89K | 84,020 |
| Bret A. Woodson SVP-CHRO | Oct 15, 2025 | Tax withholding | −400 | $30.12 | $12.05K | 30,429 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 15, 2025 | Tax withholding | −4,022 | $30.12 | $121.14K | 344,606 |
| Stacy L. Bogart SVP-Chief Legal Officer | Oct 15, 2025 | Tax withholding | −546 | $30.12 | $16.45K | 58,262 |
| Christopher David West President, Winnebago Motorhome | Oct 15, 2025 | Tax withholding | −500 | $30.12 | $15.06K | 39,588 |
| David W. Miles Director | Oct 14, 2025 | Award | +4,878 | – | – | 32,909 |
| Kevin E. Bryant Director | Oct 14, 2025 | Award | +4,878 | – | – | 18,633 |
| Stacy L. Bogart SVP-Chief Legal Officer | Oct 14, 2025 | Award | +10,061 | – | – | 58,808 |
| Casey J. Tubman GROUP PRESIDENT | Oct 14, 2025 | Award | +10,745 | – | – | 29,719 |
| Bret A. Woodson SVP-CHRO | Oct 14, 2025 | Award | +7,368 | – | – | 30,829 |
| Christopher J. Braun Director | Oct 14, 2025 | Award | +4,878 | – | – | 33,568 |
| Michael E. Pack Director | Oct 14, 2025 | Award | +4,878 | – | – | 6,873 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 14, 2025 | Award | +69,431 | – | – | 348,628 |
| William C. Fisher Director | Oct 14, 2025 | Award | +4,878 | – | – | 37,145 |
| Christopher David West President, Winnebago Motorhome | Oct 14, 2025 | Award | +9,220 | – | – | 40,088 |
| Staci L. Kroon Director | Oct 14, 2025 | Award | +4,878 | – | – | 9,991 |
| Bryan L. Hughes SVP & CHIEF FINANCIAL OFFICER | Oct 14, 2025 | Award | +14,654 | – | – | 84,813 |
| Sara E. Armbruster Director | Oct 14, 2025 | Award | +4,878 | – | – | 12,445 |
| John M. Murabito Director | Oct 14, 2025 | Award | +4,878 | – | – | 25,668 |
| Casey J. Tubman GROUP PRESIDENT | Oct 11, 2025 | Tax withholding | −359 | $29.66 | $10.65K | 18,974 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 11, 2025 | Tax withholding | −3,587 | $29.66 | $106.39K | 279,197 |
| Bret A. Woodson SVP-CHRO | Oct 11, 2025 | Tax withholding | −388 | $29.66 | $11.51K | 23,461 |
| Christopher David West President, Winnebago Motorhome | Oct 11, 2025 | Tax withholding | −425 | $29.66 | $12.61K | 30,868 |
| Donald Jeff Clark GROUP PRESIDENT | Oct 11, 2025 | Tax withholding | −5,982 | $29.66 | $177.43K | 452,626 |
| Stacy L. Bogart SVP-Chief Legal Officer | Oct 11, 2025 | Tax withholding | −551 | $29.66 | $16.34K | 48,747 |
| Bryan L. Hughes SVP & CHIEF FINANCIAL OFFICER | Oct 11, 2025 | Tax withholding | −722 | $29.66 | $21.41K | 70,159 |
| Casey J. Tubman GROUP PRESIDENT | Oct 10, 2025 | Tax withholding | −390 | $29.66 | $11.57K | 19,333 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 10, 2025 | Tax withholding | −3,677 | $29.66 | $109.06K | 282,784 |
| Bret A. Woodson SVP-CHRO | Oct 10, 2025 | Tax withholding | −387 | $29.66 | $11.48K | 23,849 |
| Christopher David West President, Winnebago Motorhome | Oct 10, 2025 | Tax withholding | −441 | $29.66 | $13.08K | 31,293 |
| Donald Jeff Clark GROUP PRESIDENT | Oct 10, 2025 | Tax withholding | −2,581 | $29.66 | $76.55K | 458,608 |
| Stacy L. Bogart SVP-Chief Legal Officer | Oct 10, 2025 | Tax withholding | −530 | $29.66 | $15.72K | 49,298 |
| Bryan L. Hughes SVP & CHIEF FINANCIAL OFFICER | Oct 10, 2025 | Tax withholding | −716 | $29.66 | $21.24K | 70,881 |
| David W. Miles Director | Apr 1, 2025 | Buy | +4,341 | $34.68 | $150.55K | 28,031 |
| Kevin E. Bryant Director | Mar 31, 2025 | Buy | +4,200 | $34.12 | $143.30K | 13,755 |
| Jacqueline D. Woods Director | Feb 13, 2025 | Sale | −1,503 | $44.32 | $66.61K | 10,985 |
| Michael E. Pack Director | Jan 8, 2025 | Award | +1,995 | – | – | 1,995 |
| Jacqueline D. Woods Director | Jan 1, 2025 | Option exercise | +1,430 | – | – | 12,488 |
| Bret A. Woodson SVP-HUMAN RESOURCES | Nov 1, 2024 | Sale | −12,187 | $56.64 | $690.27K | 23,728 |
| Michael J. Happe PRESIDENT & CEO, Director | Oct 29, 2024 | Buy | +2,500 | $55.52 | $138.80K | 285,953 |
| William C. Fisher Director | Oct 28, 2024 | Buy | +2,000 | $54.81 | $109.62K | 32,267 |
| John M. Murabito Director | Oct 15, 2024 | Award | +2,548 | – | – | 20,790 |
| Stacy L. Bogart SVP-GENERAL COUNSEL | Oct 15, 2024 | Award | +5,114 | – | – | 49,828 |
| Stacy L. Bogart SVP-GENERAL COUNSEL | Oct 15, 2024 | Tax withholding | −702 | $58.87 | $41.33K | 44,714 |
| Stacy L. Bogart SVP-GENERAL COUNSEL | Oct 15, 2024 | Award | +2,175 | – | – | 45,416 |
| Staci L. Kroon Director | Oct 15, 2024 | Award | +2,548 | – | – | 5,113 |
| Richard D. Moss Director | Oct 15, 2024 | Award | +2,548 | – | – | 19,090 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Woodson Bret Officer | Aug 19, 2026 | 1,235 | $38.68K | Aug 19, 2026 | Exercise of Stock Options |
| Happe Michael Director, Officer | Aug 13, 2026 | 12,045 | $390.02K | Aug 13, 2026 | Exercise of Stock Options |
| Woodson Bret Officer | Aug 13, 2026 | 2,414 | $78.17K | Aug 13, 2026 | Exercise of Stock Options |
| Happe Michael Officer, Director | Oct 27, 2025 | 7,105 | $294.01K | Oct 27, 2025 | Stock Option Exercise |
| N. Bhattacharya Ashis Officer | Aug 12, 2025 | 8,578 | $277.93K | Aug 12, 2025 | Stock Option Exercise |
| Richard D. Moss Former Director | Dec 27, 2024 | 4,159 | $199.46K | Dec 26, 2024 | Stock Grants |
| Bret A. Woodson Officer | Nov 1, 2024 | 12,187 | $698.92K | Nov 1, 2024 | PERFROMANCE SHARES |
| Stacy L. Bogart Officer | Jul 25, 2024 | 3,333 | $194.91K | Jul 25, 2024 | Restricted Stock Unit |
| Christopher David West Officer | Jan 4, 2024 | 13,564 | $922.35K | Jan 4, 2024 | STOCK OPTION EXERCISE |
| Richard D. Moss Director | Dec 22, 2023 | 3,000 | $215.85K | Dec 22, 2023 | Open Market Purchase |
| Ashis Nayan Bhattacharya Officer | Nov 8, 2023 | 11,408 | $706.16K | Nov 8, 2023 | PERFORMANCE SHARES |
| Donald Jeff Clark Officer | Jul 19, 2023 | 294,829 | $20.02M | Jul 18, 2023 | COMPANY BUYOUT |
| Donald Jeff Clark Officer | Jul 19, 2023 | 5,171 | $344.16K | Jul 19, 2023 | COMPANY BUYOUT |
| Donald Jeff Clark Officer | Jul 18, 2023 | 294,829 | $20.02M | Jul 18, 2023 | COMPANY BUYOUT |