WGO Winnebago Industries, Inc.
XNYS
27.18
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WGO
$27.18
—
Key stats
$27.18
- 52-Week Range
- $21.95 – $50.16
- YTD
- -33.45%
- IV Rank (30D)
- 14.29
- Straddle Price
- $2.75
- P/C Vol Ratio
- 6.80
- Market Cap
- $0.7B
- Open
- $25.22
- Day Range
- $25.22 – $27.23
- Volume
- 247,818
- Prev Close
- $25.64
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.13 |
| Cost of Equity (CAPM) | 11.39% (VRP-adj) |
| WACC | 9.17% |
| Volatility Risk Premium | +13.2pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 14.6% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 3.1% |
| Book / Price | 169.7% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 13.0% |
| FCF Margin (TTM) | 6.4% |
| Debt / Equity | 0.36 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $27.91 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $24.94 |
| Bollinger Width / SMA20 | 95.3% (drives anchor stability) |
| Net Debt | $0.4B |
| Market Cap | $1B |
Peers used for multiples: CPB, GIS, LCII
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
15%
20-Day Fair Value
≈ by Nov 20, 2026
$26.99
α +0.4%
rank 68%
conviction
24%
40-Day Fair Value
≈ by Dec 21, 2026
$26.90
α +0.0%
rank 68%
conviction
0%
60-Day Fair Value
≈ by Jan 19, 2027
$26.79
α -0.4%
rank 68%
conviction
15%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $42.16 | 20% | |
| DDM (Gordon) | $5.93 | 16% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | $21.67 | 6% | median 9.4× · 3 peers |
| Peer P/B | $66.99 | 8% | median 1.5× · 3 peers |
| Peer P/S | $60.97 | 8% | median 0.6× · 3 peers |
| Market Anchor (SMA50) | $27.91 | 32% | stability 80% (BB-width) |
| Options Expected (B-L 30d) | $25.03 | 10% | 10 strikes · skew -0.53 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- MOTOR HOMES (3716) · industry map
- Exchange
- XNYS
- Market Cap
- $0.7B
- Employees
- 5,300
- List Date
- 1970-09-09
- CIK
- 0000107687
- Headquarters
- Eden Prairie, MN
- Homepage
- https://www.winnebagoind.com
Winnebago Industries manufactures Class A, B, and C motor homes along with towables, customized specialty vehicles, boats, and parts. Headquartered in Eden Prairie, Minnesota, Winnebago has been producing recreational vehicles since 1958. Revenue was $2.8 billion in fiscal 2025. Winnebago expanded into towables in 2010 with the acquisition of SunnyBrook and acquired Grand Design in 2016. Towables made up 84% of the firm's RV unit volume, up from 31% in fiscal 2016. The company's total fiscal 2025 RV unit volume was 36,911. Winnebago expanded into boating in 2018 with the purchase of Chris-Craf…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 12.88% | -14.70% | 21.27% | -10.14% | -0.73% | 12.41% | 3.50% |
| Feb | 2.62% | -5.04% | -2.26% | 6.31% | -13.02% | -13.43% | -4.14% |
| Mar | 5.07% | -15.13% | -9.96% | 2.82% | -12.32% | -20.46% | -8.33% |
| Apr | 0.92% | 0.21% | 2.78% | -15.42% | -7.77% | 7.94% | -1.89% |
| May | -9.28% | -9.86% | -6.24% | 0.93% | 3.92% | -7.28% | -4.63% |
| Jun | -7.56% | -0.45% | 17.29% | -12.92% | -10.93% | 7.58% | -1.17% |
| Jul | 2.03% | 22.90% | 2.46% | 17.06% | -3.03% | -2.79% | 6.44% |
| Aug | -4.37% | -4.34% | -5.33% | 2.86% | 24.76% | -3.84% | 1.62% |
| Sep | 2.10% | -6.80% | -10.95% | -0.31% | -4.76% | -10.09% | -5.13% |
| Oct | -13.22% | 12.22% | -2.42% | -3.16% | 11.67% | 1.99%* | 1.18% |
| Nov | 2.24% | -3.14% | 8.29% | 2.50% | -2.03% | -- | 1.57% |
| Dec | 4.33% | -9.42% | 8.92% | -17.63% | 10.14% | -- | -0.73% |
| Total | -5.01% | -33.31% | 19.92% | -28.34% | -10.27% | -28.56% | -14.26% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $24.95
SMA 50: $27.80
SMA 200: $33.13
Current: $27.15
EMA 12: $24.74
EMA 26: $25.58
MACD: -0.8335 | Signal: 0.3816
BEARISH
ADX (14): 34.44
TREND
+DI: 31.23
−DI: 24.80
Momentum Oscillators
RSI (14): 57.50
NEUTRAL
Stoch %K: 67.42
Stoch %D: 41.00
Williams %R: -1.52
Volume & Volatility
BB Upper: $27.95
BB Lower: $21.95
NEUTRAL
OBV: -9,902,379
Vol SMA 20: 808,710
Vol ROC: -74.29%
ATR: $1.25
True Range: $2.01
HV 20: 61.6%
HV 30: 54.4%
HV 60: 46.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Bullish MACD signal with a strong histogram indicating upward momentum
- Neutral RSI reading, suggesting the stock is not overbought or oversold
- Historical volatility levels are moderate
Primary risks:
- Negative news sentiment from recent articles may impact the stock price
- Beta at 0.84 indicates the stock is less volatile than the market, which could lead to lower returns
Investment thesis: WGO's stock price is likely to continue trending upward due to its strong MACD signal and moderate historical volatility levels. However, negative news sentiment from recent articles may impact the stock price, making it essential to monitor these developments.
Recent news sentiment impact: The positive sentiment from the team-up with Progressive Insurance and the approval of the quarterly cash dividend has contributed to the stock's upward momentum. Conversely, the negative sentiment from missing estimates and declining unit volume has dampened enthusiasm for the stock. A neutral sentiment is currently prevailing, indicating a mixed market narrative.
Technical Analysis
Trend Direction: Short-term (1-4 weeks) - Bullish; Medium-term (1-3 months) - Neutral
Support/Resistance Levels: Key price levels are:
- Upper Bollinger Band: $33.02 (resistance)
- Middle Bollinger Band: $31.49 (support)
- Lower Bollinger Band: $29.95 (support)
Momentum Signals: RSI interpretation: Neutral at 51.93 MACD signal: Bullish with a strong histogram Bollinger Bands position: Squeeze, indicating a potential breakout
Volume Analysis: Volume trends and institutional interest signals:
- Volume SMA 20: 469077.50 (increasing)
- On-Balance Volume (OBV): -7533568.85 (decreasing)
- Volume Rate of Change: 5.24% (increasing)
News & Sentiment Analysis
Recent Headlines Summary: Positive sentiment from team-up with Progressive Insurance and quarterly cash dividend, while negative sentiment from missing estimates and declining unit volume has dampened enthusiasm.
Sentiment Assessment: Neutral sentiment currently prevailing
Catalyst Identification: No specific catalysts identified, but the company's Q2 earnings release may impact the stock price.
Market Narrative: The market narrative is mixed, with both positive and negative news contributing to the stock's volatility.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk relative to the market (beta 0.84)
Volatility Regime: Current volatility levels are moderate
Options Market Signals: IV rank: Low; current IV: 59.4%; expected move: $3.35 (32 DTE); volume flow: Bullish; open interest: Neutral
Downside Protection: Support levels at the middle and lower Bollinger Bands, indicating a potential downside protection zone.
Market Context & Positioning
Sector Performance: WGO's performance is relatively strong compared to its sector peers
Institutional Activity: Institutional interest is moderate, with an increasing volume trend
Correlation Analysis: The stock moves in sync with the market (R-squared interpretation: 0.95)
Relative Valuation: Position within a trading range, indicating potential for further price movements.
Key Levels & Action Items
Critical Price Levels: Support at $31.49 and resistance at $33.02
Breakout/Breakdown Levels: Potential breakout above the upper Bollinger Band or breakdown below the middle Bollinger Band
Time-Sensitive Catalysts: Q2 earnings release may impact the stock price.
Risk Management: Stop-loss levels can be set at the lower Bollinger Band, and position sizing considerations should account for the moderate risk profile.
Generated
News
All WGO news →
Affordability pressures weighed on Q4 revenue, but management targets margin recovery ahead.
Earnings History
18 of 22 under expected move
Avg Expected Move
10.65%
Avg Actual Move
5.53%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-24 | Pre-Market | 12.12% | 7.41% | 0.61x | Within |
| 2021-06-23 | Pre-Market | 11.11% | 0.81% | 0.07x | Within |
| 2021-10-20 | Pre-Market | 11.17% | 3.11% | 0.28x | Within |
| 2021-12-17 | Pre-Market | 7.48% | 0.80% | 0.11x | Within |
| 2022-03-23 | Pre-Market | 11.11% | 11.77% | 1.06x | Exceeded |
| 2022-06-22 | Pre-Market | 13.22% | 5.73% | 0.43x | Within |
| 2022-10-19 | Pre-Market | 8.31% | 10.25% | 1.23x | Exceeded |
| 2022-12-16 | Pre-Market | 8.97% | 0.75% | 0.08x | Within |
| 2023-03-22 | Pre-Market | 11.19% | 1.68% | 0.15x | Within |
| 2023-06-21 | Pre-Market | 10.08% | 1.28% | 0.13x | Within |
| 2023-10-18 | Pre-Market | 7.53% | 3.21% | 0.43x | Within |
| 2023-12-20 | Pre-Market | 8.52% | 5.58% | 0.65x | Within |
| 2024-03-21 | Pre-Market | 9.36% | 6.19% | 0.66x | Within |
| 2024-10-23 | Pre-Market | 10.17% | 10.75% | 1.06x | Exceeded |
| 2024-12-20 | Pre-Market | 8.95% | 3.76% | 0.42x | Within |
| 2025-03-27 | Pre-Market | 13.23% | 8.11% | 0.61x | Within |
| 2025-06-25 | Pre-Market | 13.41% | 9.86% | 0.74x | Within |
| 2025-10-22 | After-Close | 12.61% | 3.08% | 0.24x | Within |
| 2025-12-19 | Pre-Market | 7.75% | 8.43% | 1.09x | Exceeded |
| 2026-03-25 | Pre-Market | 12.76% | 6.87% | 0.54x | Within |
| 2026-06-25 | After-Close | 10.77% | 1.52% | 0.14x | Within |
| 2026-10-21 | Pre-Market | 14.57% | 10.66% | 0.73x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WGO Options Activity & IV Rank
WGO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 44.6%
7-DTE IV: —
Expected Move: $2.75
7-DTE Move: $2.75
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 85
Put Volume: 578
P/C Volume: 6.8
BEARISH
Call OI: 1,085
Put OI: 1,392
P/C OI: 1.283
Total OI: 2,477
ATM Options Pricing
ATM Call: $1.27
ATM Put: $1.48
Call %: 4.7%
Put %: 5.4%
Chain Summary
Chain Volume: 2,065
Chain OI: 15,102
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 76th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
76%
vs own history
GEX tilt
+0.22
OI-weighted, today
Vanna tilt
+0.21
δ-sensitivity to IV
Charm tilt
-0.31
δ-decay vs time
Charm tilt -0.31: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 17 ATM contracts, 2k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
62%
+9.2
pts
EXTREME
ATM 44.5% / Wing 53.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)14.3LowOct 22
Straddle Price (30 DTE)$2.75Oct 22
Beta Analysis
Risk Metrics
Beta: 0.8442
Alpha: -43.49%
Correlation: 0.2409
R-Squared: 5.8%
Stock Volatility: 44.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own WGO
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Oaktree Capital Asset manager Howard Marks | $18.7M | #55 of 130 | +114.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $4.0M | #2275 of 6285 | +57.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.0M | #2595 of 3716 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $1.7M | #1337 of 1945 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $6K | #4173 of 4729 | -44.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WGO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 28,375,000 (as of 2026-05-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
5 filers$23.66M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Portman Square Capital LLP | $11.89M | 50.26% | 2026-09-30 |
| 2 | Caption Management, LLC | $4.82M | 20.39% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $4.19M | 17.69% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $1.82M | 7.68% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $940.32K | 3.97% | 2026-06-30 |
7 filers$12.79M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Parallax Volatility Advisers, L.P. | $6.25M | 48.84% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $3.23M | 25.23% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $1.16M | 9.08% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $1.12M | 8.72% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $868.47K | 6.79% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $146.83K | 1.15% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $24.99K | 0.20% | 2026-06-30 |
WGO Insider Trading (Form 4)
Latest: 2026-10-16Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | Christopher David West | President, Winnebago Motorhome | Tax (F) | −532 | $24.66 | -$13.1K | EDGAR |
| 2026-10-16 | Michael J Happe | PRESIDENT & CEO | Tax (F) | −5,347 | $24.66 | -$131.9K | EDGAR |
| 2026-10-16 | Michael J Happe | PRESIDENT & CEO | Mixed | +84,950 | $23.09 | -$173.5K | EDGAR |
| 2026-10-16 | Bret A Woodson | SVP-CHRO | Mixed | +9,358 | $23.09 | -$18.4K | EDGAR |
| 2026-10-16 | Casey J Tubman | GROUP PRESIDENT | Tax (F) | −454 | $24.66 | -$11.2K | EDGAR |
| 2026-10-16 | Bryan L Hughes | SVP & CHIEF FINANCIAL OFFICER | Tax (F) | −844 | $24.66 | -$20.8K | EDGAR |
| 2026-10-16 | Stacy L Bogart | SVP-Chief Legal Officer | Mixed | +12,711 | $23.09 | -$25.1K | EDGAR |
| 2026-10-16 | Christopher David West | President, Winnebago Motorhome | Mixed | +11,648 | $23.09 | -$23.0K | EDGAR |
| 2026-10-16 | Bret A Woodson | SVP-CHRO | Tax (F) | −426 | $24.66 | -$10.5K | EDGAR |
| 2026-10-16 | Stacy L Bogart | SVP-Chief Legal Officer | Tax (F) | −581 | $24.66 | -$14.3K | EDGAR |
| 2026-10-16 | Casey J Tubman | GROUP PRESIDENT | Mixed | +15,583 | $23.09 | -$26.9K | EDGAR |
| 2026-10-16 | Bryan L Hughes | SVP & CHIEF FINANCIAL OFFICER | Mixed | +19,725 | $23.09 | -$36.6K | EDGAR |
| 2026-10-15 | Michael E Pack | Director | Award (A) | +6,496 | — | EDGAR | |
| 2026-10-15 | William C. Fisher | Director | Award (A) | +6,496 | — | EDGAR | |
| 2026-10-15 | David W Miles | Director | Award (A) | +6,496 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WGO Insider Holdings
17 insiders · @ $27.15
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Donald Jeff Clark | GROUP PRESIDENT | 1,181,435 | $32.08M | -$32.62M | 23 | 2026-10-13 |
| 2 | Michael J Happe | PRESIDENT & CEO | 437,850 | $11.89M | -$334.1K | 49 | 2026-10-16 |
| 3 | Bryan L Hughes | SVP & CHIEF FINANCIAL OFFICER | 102,973 | $2.80M | $74.0K | 37 | 2026-10-16 |
| 4 | Stacy L Bogart | SVP-Chief Legal Officer | 69,821 | $1.90M | -$193.2K | 30 | 2026-10-16 |
| 5 | Christopher David West | President, Winnebago Motorhome | 52,352 | $1.42M | -$1.48M | 43 | 2026-10-16 |
| 6 | Casey J Tubman | GROUP PRESIDENT | 45,048 | $1.22M | $0 | 14 | 2026-10-16 |
| 7 | William C. Fisher | Director | 42,641 | $1.16M | $31.8K | 67 | 2026-10-15 |
| 8 | Christopher J Braun | Director | 40,064 | $1.09M | $194.6K | 13 | 2026-10-15 |
| 9 | Bret A Woodson | SVP-CHRO | 39,888 | $1.08M | -$2.14M | 50 | 2026-10-16 |
| 10 | David W Miles | Director | 39,405 | $1.07M | $201.8K | 42 | 2026-10-15 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WGO Board & Officers
As of SEC filings through Oct 16, 2026Directors 10
- William C. Fisher · since May 1, 2015
- Christopher J Braun · since Dec 15, 2015
- David W Miles · since Dec 15, 2015
- Michael J Happe · since Jan 18, 2016
- John M Murabito · since Apr 1, 2017
- Sara E Armbruster · since Dec 18, 2019
- Kevin E. Bryant · since Mar 17, 2021
- Staci L Kroon · since Oct 11, 2023
- Michael E Pack · since Jan 8, 2025
- Emily Rosalie Silver · since May 1, 2026
Officers 7
- Michael J Happe · President & CEO · since Jan 18, 2016
- Casey J Tubman · Group President · listed since Oct 2025
- Christopher David West · President, Winnebago Motorhome · listed since Oct 2025
- Donald Jeff Clark · Group President · listed since Oct 2025
- Bryan L Hughes · SVP & Chief Financial Officer · listed since Oct 2020
- Stacy L Bogart · SVP-Chief Legal Officer · listed since Oct 2025
- Bret A Woodson · Svp-Chro · listed since Oct 2025
Changes in the last 10 years (34)
| May 1, 2026 | Emily Rosalie Silver became a director |
| Oct 14, 2025 | Stacy L Bogart listed as SVP-Chief Legal Officer (previously Svp-General Counsel) in SEC filings |
| Oct 14, 2025 | Donald Jeff Clark listed as Group President (previously President - Grand Design) in SEC filings |
| Oct 14, 2025 | Christopher David West listed as President, Winnebago Motorhome (previously Svp-Operations) in SEC filings |
| Oct 14, 2025 | Casey J Tubman listed as Group President (previously President, Newmar Corporation) in SEC filings |
| Oct 14, 2025 | Bret A Woodson listed as Svp-Chro (previously Svp-Human Resources) in SEC filings |
| Aug 4, 2025 | The company announced the departure of Jacqueline D. Woods from the board in an SEC filing |
| Jan 8, 2025 | Michael E Pack became a director |
| Oct 28, 2024 | The company announced the departure of Richard D Moss from the board in an SEC filing |
| Aug 13, 2024 | The company announced the departure of Huw Bower as President, Winnebago Outdoors in an SEC filing |
| Oct 11, 2023 | Staci L Kroon became a director |
| Jul 26, 2022 | Casey J Tubman became President, Newmar Corporation |
| Nov 3, 2021 | The company announced the departure of Brian Daniel Hazelton as President - Newmar in an SEC filing |
| Sep 7, 2021 | Brian Daniel Hazelton listed as President - Newmar (previously SVP-Winnebago Brand RVs) in SEC filings |
| Mar 17, 2021 | Kevin E. Bryant became a director |
| Mar 17, 2021 | Jacqueline D. Woods became a director |
| Oct 19, 2020 | Bryan L Hughes listed as SVP & Chief Financial Officer (previously VP & Chief Financial Officer) in SEC filings |
| Oct 15, 2020 | Stacy L Bogart listed as Svp-General Counsel (previously VP-General Counsel & Secretary) in SEC filings |
| Oct 15, 2020 | Donald Jeff Clark listed as President - Grand Design (previously President & CEO Grand Design) in SEC filings |
| Oct 15, 2020 | Christopher David West listed as Svp-Operations (previously VP - Operations) in SEC filings |
| Oct 15, 2020 | Brian Daniel Hazelton listed as SVP-Winnebago Brand RVs (previously VP & GM Motor Homes) in SEC filings |
| Oct 15, 2020 | Bret A Woodson listed as Svp-Human Resources (previously VP-Administration) in SEC filings |
| Oct 15, 2020 | Ashis Nayan Bhattacharya listed as Svp-Business Development (previously VP-Strategic Dev. & Planning) in SEC filings |
| Oct 12, 2020 | Huw Bower became President, Winnebago Outdoors |
| Dec 18, 2019 | Sara E Armbruster became a director |
| Nov 8, 2019 | Matthew L. Miller became VP, WGO, President, Newmar |
| Sep 24, 2018 | Maria Favlana Blase became a director |
| Jan 2, 2018 | Stacy L Bogart became VP-General Counsel & Secretary |
| Jun 28, 2017 | Sarah N Nielsen reported in an SEC filing no longer being VP and Chief Financial Officer |
| May 15, 2017 | Bryan L Hughes became VP & Chief Financial Officer |
| Apr 1, 2017 | John M Murabito became a director |
| Jan 13, 2017 | Richard D Moss became a director |
| Nov 14, 2016 | Jeff David Kubacki became VP - Chief Information Officer |
| Nov 8, 2016 | Donald Jeff Clark became President & CEO Grand Design |
Not reported recently (9)
- Ashis Nayan Bhattacharya · Last reported as Svp-Business Development in an SEC filing dated Oct 17, 2024
- Robert M Chiusano · Last reported as a director in an SEC filing dated Oct 13, 2022
- Maria Favlana Blase · Last reported as a director in an SEC filing dated Jun 1, 2022
- Matthew L. Miller · Last reported as VP, WGO, President, Newmar in an SEC filing dated Jan 27, 2021
- Steven Scott Degnan · Last reported as VP/General Manager - Towables in an SEC filing dated Jan 30, 2020
- Jeff David Kubacki · Last reported as VP - Chief Information Officer in an SEC filing dated Nov 15, 2019
- Martha T Rodamaker · Last reported as a director in an SEC filing dated Nov 27, 2018
- Scott C Folkers · Last reported as VP-General Counsel & Secretary in an SEC filing dated Dec 15, 2017
- Mark T Schroepfer · Last reported as a director in an SEC filing dated Dec 8, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WGO Proposed Insider Sales (Form 144)
Latest: 2026-08-19
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $507K notice value
· 2 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
MICHAEL HAPPE (1, $390K) · BRET WOODSON (2, $117K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-19 | BRET WOODSON | Officer | 1,235 | $38.7K | 2026-08-19 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-13 | BRET WOODSON | Officer | 2,414 | $78.2K | 2026-08-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-13 | MICHAEL HAPPE | Director, Officer | 12,045 | $390.0K | 2026-08-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-10-27 | MICHAEL HAPPE | Officer, Director | 7,105 | $294.0K | 2025-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-08-12 | ASHIS N BHATTACHARYA | Officer | 8,578 | $277.9K | 2025-08-12 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-12-27 | MOSS RICHARD D | Former Director | 4,159 | $199.5K | 2024-12-26 | Wells Fargo Clearing Services | — | EDGAR |
| 2024-11-01 | Woodson Bret A | Officer | 12,187 | $698.9K | 2024-11-01 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-07-25 | BOGART STACY L | Officer | 3,333 | $194.9K | 2024-07-25 | Charles Schwab Corporation | — | EDGAR |
| 2024-01-04 | West Christopher David | Officer | 13,564 | $922.4K | 2024-01-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2023-12-22 | MOSS RICHARD D | Director | 3,000 | $215.8K | 2023-12-22 | Wells Fargo Clearing Services | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
81 ETFs hold WGO
25 shown · $179.86M total exposure · 0.03% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.04% | $39.0M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $22.3M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $16.5M | $75.1B | 2026-10-20 |
| 4 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.14% | $12.6M | — | 2026-05-31 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.03% | $8.4M | — | 2026-10-20 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $8.4M | — | 2026-09-30 |
| 7 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.02% | $6.2M | — | 2026-10-20 |
| 8 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.04% | $6.0M | $13.7B | 2026-10-20 |
| 9 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.04% | $6.0M | $15.7B | 2026-10-20 |
| 10 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.07% | $5.4M | $7.6B | 2026-10-20 |
| 11 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.15% | $5.1M | — | 2026-04-30 |
| 12 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $4.3M | — | 2026-09-30 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $4.2M | — | 2026-10-20 |
| 14 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.17% | $4.2M | — | 2026-06-30 |
| 15 | USVM VictoryShares US Small Mid Cap Value Momentum ETF | Nport | 0.24% | $4.1M | — | 2026-06-30 |
| 16 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $4.0M | — | 2026-05-31 |
| 17 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.01% | $3.6M | $31.4B | 2026-10-20 |
| 18 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.07% | $3.4M | $4.7B | 2026-10-20 |
| 19 | RWJ Invesco S&P SmallCap 600 Revenue ETF | Invesco | 0.15% | $2.9M | — | 2026-10-20 |
| 20 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.04% | $2.7M | — | 2026-09-30 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.7M | — | 2026-10-20 |
| 22 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.04% | $2.6M | — | 2026-09-30 |
| 23 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.1M | — | 2026-10-20 |
| 24 | VIOV Vanguard S&P Small-Cap 600 Value ETF | Vanguard | 0.08% | $1.5M | — | 2026-09-30 |
| 25 | RZV Invesco S&P SmallCap 600 Pure Value ETF | Invesco | 0.52% | $1.5M | — | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
19.78
TTM Diluted EPS
$1.36
TTM Revenue
$2.84B
TTM Net Income
$38.50M
TTM Op. Cash Flow
$207.60M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-05-30 | $698.70M | $14.50M | $0.51 | $25.60M |
| Q2 '26 | 2026-02-28 | $657.40M | $4.80M | $0.17 | $-24.80M |
| Q1 '26 | 2025-11-29 | $702.70M | $5.50M | $0.19 | $25.40M |
| Q4 '25 | 2025-08-30 | $777.30M | $13.70M | $0.49 | $181.40M |
| Q3 '25 | 2025-05-31 | $775.10M | $17.60M | $0.62 | $-25.30M |
| Q2 '25 | 2025-03-01 | $620.20M | $-400.00K | $-0.02 | $-10.50M |
| Q1 '25 | 2024-11-30 | $625.60M | $-5.20M | $-0.18 | $-16.70M |
| Q4 '24 | 2024-08-31 | $720.90M | $-29.10M | $-0.96 | $40.70M |
| Q3 '24 | 2024-05-25 | $786.00M | $29.00M | $0.96 | $99.40M |
| Q2 '24 | 2024-02-24 | $703.60M | $-12.70M | $-0.43 | $25.20M |
| Q1 '24 | 2023-11-25 | $763.00M | $25.80M | $0.78 | $-21.40M |
| Q4 '23 | 2023-08-26 | $771.00M | $43.80M | $1.28 | $138.10M |
Q3 2026 • period ending 2026-05-30 • filed 2026-06-25
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
19.78
P/B
0.62
P/S
0.27
EV/EBITDA
10.76
EV/Sales
0.41
ROE
3.1%
ROA
1.9%
Div Yield
6.06%
FCF Yield
27.20%
Debt/Equity
0.36
Current Ratio
—
Market Cap
$763.15M
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.69M
SI % of Float
9.86%
Days to Cover
4.21
Short Vol Ratio
71.9%
Free Float
27.24M
Float %
96.4%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24