Insider Purchase: CEO of Winnebago Industries (WGO) Buys 2,500 Shares
Insider Purchase: CEO of Winnebago Industries (WGO) Buys 2,500 Shares
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.Michael J Happe, the PRESIDENT & CEO of Winnebago Industries ($WGO), bought 2,500 shares of the company on 10-29-2024. We received data on the trade from a recent SEC filing. This increased their holdings by approximately 0.9%. Following this trade, they now own 285,953 shares of Winnebago Industries stock.
温尼巴格实业（$WGO）的总裁兼首席执行官Michael J Happe于2024年10月29日购买了公司的2,500股股票。我们从最近的SEC申报文件中获得了交易数据。这次交易使他们的持股增加了约0.9%。在此交易之后，他们现在拥有温尼巴格实业285,953股股票。
Winnebago Industries Insider Trading Activity
温尼巴格实业内部人士交易活动
Winnebago Industries insiders have traded $WGO stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
温尼巴格实业内部人士在过去6个月中曾在开放市场上3次交易$WGO股票。其中2次为购买，1次为出售。
Here's a breakdown of recent trading of $WGO stock by insiders over the last 6 months:
以下是温尼巴格实业内部人士在过去6个月内最近交易$WGO股票的情况：
- MICHAEL J HAPPE (PRESIDENT & CEO) purchased 2,500 shares.
- WILLIAM C. FISHER purchased 2,000 shares.
- STACY L BOGART (SVP-GENERAL COUNSEL) sold 3,333 shares.
- MICHAEL J HAPPE（总裁兼首席执行官）购买了2,500股。
- WILLIAM C. FISHER购买了2,000股。
- STACY L BOGART（高级副总裁兼总法律顾问）出售了3,333股。
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
要跟踪内部交易，请查看Quiver Quantitative的内部交易特斯拉-仪表。
Winnebago Industries Hedge Fund Activity
温尼巴格实业基金活动
We have seen 123 institutional investors add shares of Winnebago Industries stock to their portfolio, and 127 decrease their positions in their most recent quarter.
我们看到123家机构投资者在最近的季度中向其组合中添加了Winnebago Industries股票，而有127家减少了他们的持仓量。
Here are some of the largest recent moves:
以下是一些最近最大的交易动态：
- FISHER ASSET MANAGEMENT, LLC removed 1,299,754 shares (-99.7%) from their portfolio in Q2 2024
- PACER ADVISORS, INC. added 463,257 shares (+47.8%) to their portfolio in Q2 2024
- BANK OF MONTREAL /CAN/ removed 381,659 shares (-31.6%) from their portfolio in Q2 2024
- OXFORD FINANCIAL GROUP, LTD. LLC removed 340,248 shares (-97.7%) from their portfolio in Q2 2024
- GOLDMAN SACHS GROUP INC removed 299,801 shares (-25.4%) from their portfolio in Q2 2024
- FIRST TRUST ADVISORS LP added 257,514 shares (+40.0%) to their portfolio in Q2 2024
- EDGESTREAM PARTNERS, L.P. added 179,119 shares (+inf%) to their portfolio in Q2 2024
- FISHER资产管理公司在2024年第二季度从其组合中移除了1,299,754股（-99.7%）。
- PACER顾问公司在2024年第二季度向其组合中添加了463,257股（+47.8%）。
- 蒙特利尔银行/ CAN /在2024年第二季度从其组合中移除了381,659股（-31.6%）。
- 牛津金融集团有限责任公司在2024年第二季度从其组合中移除了340,248股（-97.7%）。
- 高盛集团公司在2024年第二季度从其组合中移除了299,801股（-25.4%）。
- FIRSt TRUSt ADVISORS LP在2024年第二季度将257,514股股票（+40.0%）加入他们的投资组合。
- EDGESTREAm PARTNERS, L.P.在2024年第二季度将179,119股股票（+inf%）加入他们的投资组合。
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
要跟踪对冲基金的股票投资组合，请查看Quiver Quantitative的机构持股仪表板。
Should I Buy $WGO Stock?
我应该买$WGO股票吗？
The bull case for Winnebago Industries ($WGO) highlights the company's robust growth potential, particularly evidenced by a notable 63% increase in dealer inventories for its Barletta pontoon brand, alongside year-over-year improvements in dealer ordering and inventory management. Winnebago's strategically diversified product portfolio positions it favorably within the lucrative North American RV market, allowing it to adapt to market fluctuations. The outlook is further enhanced by expectations of improved dealer ordering and favorable supplier pricing, with earnings potentially reaching around $11.00 per share in fiscal 2023. Conversely, the bear case points to a downward revision of the FY24 EPS forecast from $6.64 to $6.14, driven by dilution from the Grand Design motorized start-up and challenges in the Marine segment. The projected decline in Towable RV average selling prices exceeding 10% adds to the concerns, compounded by higher variable compensation expenses and inefficiencies related to product recalls. Management has also indicated expectations of sequential declines in revenue, EBITDA margins, and earnings in the near term, along with short-term headwinds from soft retail demand, suggesting a potentially negative trajectory for the stock.
对于温尼巴格实业（$WGO）的看涨情况突出了公司强劲的增长潜力，尤其是其Barletta pontoon品牌的经销商库存出现显著增长63%，并伴随着经销商订货和库存管理在同比改善。温尼巴格通过战略多元化的产品组合在增值丰厚的北美休闲车市场中有利地位，使其能够适应市场波动。市场预期的增加经销商订货和有利的供应商定价进一步提升了前景，使财年2023年每股收益有望达到约11.00美元。相反，看跌情况指出，预计FY24每股收益预测从6.64美元调降至6.14美元，主要是由于Grand Design汽车创业的摊薄和Marine部门所面临的挑战。可拖式休闲车平均售价预计下降超过10%的预期增加了担忧，再加上较高的变量补偿支出和与产品召回有关的低效率。管理层还表示预计近期营收、EBITDA利润率和盈利将出现顺序下降的预期，以及受困软零售需求的短期风险，暗示该股票可能走向负面轨迹。
Background on $WGO Stock
关于$WGO股票的背景
Winnebago Industries, Inc. (WGO) is a leading manufacturer of recreational vehicles (RVs) and related products. Established in 1958 and headquartered in Forest City, Iowa, the company designs and builds a diverse range of motorhomes, travel trailers, and fifth-wheel trailers under various brand names, including Winnebago, Itasca, and Grand Design. Winnebago Industries focuses on innovation and quality, catering to the growing demand for outdoor recreational activities and travel experiences. In addition to manufacturing RVs, the company offers parts, service, and support to enhance customer satisfaction and ensure a seamless ownership experience. As a prominent player in the RV industry, Winnebago is committed to sustainability and continuously explores advancements in technology and design to meet evolving consumer preferences.
温尼巴格实业（WGO）是领先的休闲车（RVs）和相关产品制造商。成立于1958年，总部位于爱荷华州森林城市，该公司设计和制造各种品牌名称下的房车、旅行拖车和第五轮挂车，包括温尼巴格、Itasca和Grand Design。温尼巴格实业专注于创新和质量，迎合了户外休闲活动和旅行体验日益增长的需求。除了制造休闲车外，该公司还提供零部件、服务和支持，以提高客户满意度，并确保无缝的拥有体验。作为休闲车行业的重要参与者，温尼巴格承诺可持续发展，并不断探索技术和设计的进步，以满足不断变化的消费者偏好。
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
本文不构成金融建议。 有关更多信息，请参阅Quiver Quantitative的免责声明。
