THO stock icon

Thor Industries
THO

$98.95
1.23%

Market Cap: 5.26B

 

About: Based in Elkhart, Indiana, Thor Industries manufactures Class A, Class B, and Class C motor homes along with travel trailers and fifth wheel towables across over 30 brands. Through the acquisition of Erwin Hymer in 2019, the company expanded its geographic footprint and now produces various motorized and towable recreational vehicles for Europe, including motorcaravans, campervans, urban vehicles, caravans, and other RV-related products and services. The company has also begun generating revenue through aftermarket component parts through the acquisition of Airxcel in 2021, however, this is still a nascent part of the business as it accounts for less than 10% of total sales. In fiscal 2023, the company wholesaled 187,015 units and generated over $11.1 billion in revenue.

Employees: 24,900

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 7 analysts
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

0.38% more ownership

Funds ownership: 96.62% [Q4 2023] → 97.0% (+0.38%) [Q1 2024]

2% less capital invested

Capital invested by funds: $6.09B [Q4 2023] → $5.97B (-$124M) [Q1 2024]

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

9% less call options, than puts

Call options by funds: $111M | Put options by funds: $122M

5% less funds holding

Funds holding: 418 [Q4 2023] → 398 (-20) [Q1 2024]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q4 2023] → 5 (-1) [Q1 2024]

33% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 60

Research analyst outlook

7 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$95
4%
downside
Avg. target
$108
9%
upside
High target
$122
23%
upside

7 analyst ratings

positive
57%
neutral
43%
negative
0%
Citigroup
James Hardiman
14%upside
$113
Buy
Maintained
7 Jun 2024
Truist Securities
Michael Swartz
4%downside
$95
Hold
Maintained
6 Jun 2024
Baird
Craig Kennison
11%upside
$110
Outperform
Maintained
6 Jun 2024
Truist Securities
Michael Swartz
1%upside
$100
Hold
Maintained
24 May 2024
Citigroup
James Hardiman
23%upside
$122
Buy
Upgraded
15 Mar 2024

Financial journalist opinion