$THO

BMO Capital cut its price target for Thor Industries (NYSE:THO) to $95 from $110, citing softer retail trends. The firm lowered estimates ahead of THO's Q4 2026 results. Shares trade at $72.58, near a 52-week low, down 27% YTD. THO declared a $0.52 quarterly dividend. DA Davidson also reduced its target to $80, maintaining a Neutral rating.

THOR Industries (NYSE: THO) announced it will release its fiscal 2026 fourth quarter earnings on September 22, 2026, before market open. The company will also publish a Q&A document and slide presentation on its website. THOR is the world's largest manufacturer of recreational vehicles, according to the company.

TradingKey reports analyst forecasts for Thor Industries Inc (THO). The average price target is $108, with a high of $123 and a low of $79. It cites 18 analysts with a mostly Hold stance. Next-quarter revenue is estimated at $2.17B, next-quarter EPS at $0.91, and prior-quarter EPS at $0.34.

European stocks mostly fell as eurozone sovereign bond yields rose. Stoxx Europe 600 fell 0.35% to 650.5; FTSE 100 -0.26%, CAC 40 -0.33%, IBEX 35 -0.85%, while Germany’s DAX +0.15% and Italy’s FTSE MIB +0.27% hit records on NATO defense-spending news. easyJet +9.3% on Castlelake takeover; BE Semiconductor -5.5% amid Nvidia supply-chain concerns; Novartis -2.2% on Myricx Bio deal up to $1.5B.

THOR Industries reported fiscal 2026 third-quarter results for the quarter ended April 30, 2026: net sales of $2.78 billion, net income attributable to THOR of $97.2 million, and EBITDA of $209.1 million (adjusted EBITDA $183.6 million). The company said Motorized and European demand remained resilient, while Towable faced weaker volumes and higher costs. THOR repurchased $50.5 million of shares and revised full-year diluted EPS guidance to $3.30–$3.80 (from $3.75–$4.25), keeping net sales guida

Thor Industries (NYSE:THO) will report earnings Wednesday before market open, according to the article. Last quarter it reported revenue of $2.13 billion, up 5.3% YoY, and beat analysts’ EPS and EBITDA estimates. For the upcoming quarter, revenue is expected to fall 8.3% YoY. The article cites an average analyst price target of $102.08 vs. $77.78 current.

Timucuan Asset Management sold 47,996 shares of Thor Industries (NYSE: THO), valued at an estimated $4.89 million, during the first quarter of 2026. Despite this sale, Thor Industries remains a significant holding for the fund, representing 7.5% of its reportable AUM and making it the fifth-largest position. The article suggests that investors should not overreact to this minor trim, as Timucuan has historically held its favorite stocks for extended periods and still maintains a substantial stake in Thor Industries, a company with a strong long-term performance record in the cyclical RV industry.

Vanguard Capital Management disclosed a 5.07% passive ownership stake in Thor Industries (NYSE: THO), totaling 2,670,866 shares of common stock as of March 31, 2026, through a Schedule 13G filing. The filing indicates Vanguard has sole dispositive power over all these shares and sole voting power over 400,685 shares, consistent with its role as a large index/asset manager. This disclosure reflects holdings managed across various Vanguard affiliates and funds.

THOR Industries (THO) has experienced significant share price weakness recently, with a 31.6% decline over three months, despite a 7.1% gain in the past month. The company, which generates US$9.93 billion in revenue and US$300.41 million in net income, appears undervalued according to its P/E ratio of 14.1x compared to industry averages and an estimated fair P/E of 16.5x. A Discounted Cash Flow (DCF) model suggests an even deeper discount, indicating the market might be overly cautious with its valuation of $80.52 against an estimated future cash flow value of $132.76.

Deprince Race & Zollo Inc. significantly reduced its stake in Thor Industries (NYSE:THO) by 24.1% in the fourth quarter, selling 117,441 shares and resulting in an ownership of 369,569 shares valued at approximately $37.94 million. Despite the reduction, Thor Industries exceeded quarterly earnings and revenue expectations, reporting $0.34 EPS and $2.13 billion in revenue, and declared a quarterly dividend of $0.52. The company also saw insider trading activity, including a director purchasing shares and a COO selling shares, while analysts have a consensus "Hold" rating with a target price of $106.10.