Key Points
- Insider purchase: Director Peter Busch Orthwein bought 2,600 shares on March 6 at an average price of $88.25 (total $229,450), bringing his stake to 139,000 shares (a 1.91% increase) per the SEC filing.
- Strong quarterly results: Thor reported Q EPS of $0.34 versus a $0.03 estimate and revenue of $2.13B versus $1.96B, and set FY2026 guidance of $3.75–$4.25 EPS (sell-side average EPS forecast ~4.64).
- Dividend and analyst view: Thor pays a $0.52 quarterly dividend ($2.08 annual, ~2.4% yield), and analysts have an average rating of "Hold" with a mean target price of $106.40.
Thor Industries, Inc. (NYSE:THO - Get Free Report) Director Peter Busch Orthwein acquired 2,600 shares of Thor Industries stock in a transaction dated Friday, March 6th. The stock was purchased at an average cost of $88.25 per share, for a total transaction of $229,450.00. Following the completion of the purchase, the director owned 139,000 shares in the company, valued at approximately $12,266,750. The trade was a 1.91% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.
Thor Industries Trading Down 0.4%
THO opened at $86.00 on Tuesday. Thor Industries, Inc. has a twelve month low of $63.15 and a twelve month high of $122.83. The company has a fifty day moving average of $109.37 and a 200-day moving average of $106.58. The stock has a market cap of $4.52 billion, a PE ratio of 27.13, a price-to-earnings-growth ratio of 1.64 and a beta of 1.44. The company has a quick ratio of 0.73, a current ratio of 1.76 and a debt-to-equity ratio of 0.20.
Thor Industries (NYSE:THO - Get Free Report) last released its earnings results on Tuesday, March 3rd. The RV manufacturer reported $0.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.03 by $0.31. The business had revenue of $2.13 billion for the quarter, compared to analyst estimates of $1.96 billion. Thor Industries had a net margin of 3.02% and a return on equity of 6.96%. Thor Industries's revenue for the quarter was up 5.3% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.01) earnings per share. Thor Industries has set its FY 2026 guidance at 3.750-4.250 EPS. On average, sell-side analysts predict that Thor Industries, Inc. will post 4.64 EPS for the current year.
Thor Industries Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 19th. Stockholders of record on Monday, January 5th were paid a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, January 5th. Thor Industries's payout ratio is currently 65.62%.
Analysts Set New Price Targets
Several research firms recently commented on THO. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Thor Industries in a research note on Wednesday, January 21st. Wall Street Zen cut Thor Industries from a "buy" rating to a "hold" rating in a report on Saturday. DA Davidson reduced their price objective on shares of Thor Industries from $102.00 to $100.00 and set a "neutral" rating for the company in a research report on Wednesday, March 4th. Robert W. Baird lifted their price objective on shares of Thor Industries from $110.00 to $115.00 and gave the company a "neutral" rating in a research note on Thursday, December 4th. Finally, Loop Capital set a $133.00 target price on shares of Thor Industries in a research report on Tuesday, January 13th. Three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, Thor Industries presently has an average rating of "Hold" and an average target price of $106.40.
Get Our Latest Analysis on THO
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in THO. Corient Private Wealth LLC boosted its stake in Thor Industries by 19.8% in the fourth quarter. Corient Private Wealth LLC now owns 23,805 shares of the RV manufacturer's stock valued at $2,444,000 after acquiring an additional 3,931 shares during the last quarter. Invesco Ltd. grew its position in shares of Thor Industries by 39.7% in the fourth quarter. Invesco Ltd. now owns 246,262 shares of the RV manufacturer's stock valued at $25,284,000 after purchasing an additional 70,042 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in Thor Industries by 1.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 8,879 shares of the RV manufacturer's stock valued at $912,000 after buying an additional 153 shares in the last quarter. First Citizens Bank & Trust Co. boosted its position in shares of Thor Industries by 1.6% in the fourth quarter. First Citizens Bank & Trust Co. now owns 9,113 shares of the RV manufacturer's stock valued at $936,000 after acquiring an additional 144 shares during the period. Finally, NewEdge Advisors LLC grew its stake in Thor Industries by 8,322.1% during the fourth quarter. NewEdge Advisors LLC now owns 11,791 shares of the RV manufacturer's stock valued at $1,211,000 after acquiring an additional 11,651 shares in the last quarter. 96.71% of the stock is currently owned by hedge funds and other institutional investors.
Thor Industries Company Profile
(
Get Free Report)
Thor Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and related components for the leisure travel market. Through its family of well-known brands—such as Airstream, Heartland, Jayco, Keystone RV and Thor Motor Coach—the company designs, manufactures and sells a broad range of motorized and towable RVs, complemented by aftermarket parts and service solutions. Thor offers products that span travel trailers, fifth wheels, toy haulers and Class A, B and C motorhomes, addressing both entry-level and premium segments.
Founded in 1980 when Wade Thompson and Peter Orthwein acquired Airstream from Beatrice Foods, Thor Industries has grown organically and through strategic acquisitions to become one of the largest RV producers in the world.
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