WGO WINNEBAGO INDUSTRIES INC Insider Trading

Director Sara E Armbruster bought 2,700 shares of WGO at $40.27 on 2025-10-24, raising stakes 23.0% to 14,426 shares

Director Sara E Armbruster purchased 2,700 shares (23.0% increase in her holdings) at $40.27, growing her position to 14,426 shares. The purchase occurred within a compressed timeframe: the stock trades at $41.20 currently, up 30.0% over the past 90 days and 19.4% over the past 30 days, positioning the transaction near recent highs but well below the 52-week peak of $65.10. Winnebago is trading at a notably elevated P/E of 45.27 relative to its net income of $17.6M on $775.1M quarterly revenue, while annual revenue has contracted 5.9% year-over-year. The purchase size and timing merit observation against the company's valuation multiple and recent revenue headwinds, though the acquisition itself represents a material commitment by a board member.

Director Miles David W buys 4,341 shares of WGO at $34.68 on 2025-04-01, raising stake to 28,031 shares.

Director Miles David W purchased 4,341 shares at $34.68, increasing his holdings by 18.3% to 28,031 shares total. The purchase occurred at a price 5.5% above the current market price of $32.88, and at a level near the 52-week low while the stock trades 54.8% below its 52-week high. Winnebago Industries faces fundamental headwinds: annual revenue declined 14.8% year-over-year, the company posted a net loss of $400.0K in the latest quarter on revenue of $620.2M, and the stock has fallen 11.9% over 30 days and 34.0% over 90 days. The insider's accumulation in a deteriorating operating environment with negative earnings represents a substantive increase in position size during a sustained downturn.

Director Kevin E. Bryant purchased 4,200 shares of WGO at $34.12 on 2025-03-31, increasing holdings 44.0% to 13.8K shares

Director Bryant purchased 4,200 shares at $34.12, representing a 44.0% increase in his holdings at a price near the 52-week low of $34.40. The purchase occurred while the stock is -51.6% from its 52-week high and down 25.6% over the past 90 days, alongside challenging fundamentals: the company reported a net loss of $-400.0K in the latest quarter and annual revenue declined 14.8% year-over-year. The director's cross-ticker track record shows limited prior activity (1 prior sell with 100.00% well-timed rate), providing minimal basis to assess his predictive accuracy at this ticker. The buy is noteworthy given the depressed absolute price level and significant recent weakness, but the deteriorating financial results and valuation pressure (P/E of 81.45 despite losses) create material execution risk.

WGO CEO Michael J Happe buys 2,500 shares at $55.52; holds 285,953 post-transaction; stock -23.5% from 52-week high.

Michael J Happe, the President & CEO of Winnebago Industries, purchased 2,500 shares at $55.52 on 2024-10-29 for $138,800.00, increasing his holdings to 285,953 shares. The transaction occurred while WGO trades at $57.50, down -23.5% from its 52-week high of $75.14 and -8.0% over the past 90 days. The company is facing headwinds: annual revenue declined -14.8% year-over-year, net income stands at $29,000,000 on revenue of $786,000,000 (latest quarter), and the valuation metric shows a P/E of 130.68, indicating compressed profitability. This insider purchase represents a 0.9% increase in the CEO's existing holdings during a period of operational contraction and depressed relative valuation.

Director William C. Fisher purchases 2,000 shares of WGO at $54.81; stock -26.0% from 52-week high amid -14.8% annual revenue decline.

Director William C. Fisher purchased 2,000 shares at $54.81, increasing his holdings to 32,267 shares. The purchase occurs against a weakened backdrop: WGO has declined 26.0% from its 52-week high of $75.14, revenue has contracted 14.8% year-over-year, and the stock is trading near the lower end of its 52-week range. The P/E of 126.36 is notably elevated despite financial deterioration, reflecting depressed earnings relative to the stock price. While insider purchases can signal conviction, the weak fundamentals and steep valuation discount from recent highs warrant scrutiny of whether broader operational recovery is visible.