Zacks Research Lifts Earnings Estimates for UFP Industries

UFP Industries, Inc. (NASDAQ:UFPI) – Stock analysts at Zacks Research upped their Q4 2025 earnings per share estimates for UFP Industries in a research note issued on Monday, January 6th. Zacks Research analyst R. Department now expects that the construction company will post earnings of $1.58 per share for the quarter, up from their prior estimate of $1.57. The consensus estimate for UFP Industries’ current full-year earnings is $6.88 per share. Zacks Research also issued estimates for UFP Industries’ Q4 2026 earnings at $1.77 EPS and FY2026 earnings at $8.04 EPS.

UFP Industries (NASDAQ:UFPI) last announced its earnings results on Monday, October 28th. The construction company reported $1.64 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.89 by ($0.25). UFP Industries had a net margin of 6.70% and a return on equity of 14.45%. The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.76 billion. During the same period in the previous year, the company earned $2.10 earnings per share. The business’s revenue for the quarter was down 9.8% on a year-over-year basis.

UFPI has been the topic of a number of other research reports. StockNews.com upgraded shares of UFP Industries from a “hold” rating to a “buy” rating in a research note on Tuesday, December 3rd. Wedbush restated an “outperform” rating and set a $155.00 price objective on shares of UFP Industries in a research note on Monday, November 4th. One equities research analyst has rated the stock with a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $148.00.

UFP Industries Trading Down 0.8 %

NASDAQ UFPI opened at $109.08 on Thursday. The company has a market capitalization of $6.62 billion, a price-to-earnings ratio of 15.00 and a beta of 1.45. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.31 and a quick ratio of 3.25. UFP Industries has a 12 month low of $107.25 and a 12 month high of $141.33. The company’s fifty day moving average price is $124.97 and its two-hundred day moving average price is $123.55.

Institutional Investors Weigh In On UFP Industries

A number of hedge funds have recently added to or reduced their stakes in the stock. Kayne Anderson Rudnick Investment Management LLC raised its stake in UFP Industries by 0.9% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,224,593 shares of the construction company’s stock valued at $361,155,000 after acquiring an additional 28,601 shares in the last quarter. FMR LLC raised its stake in shares of UFP Industries by 13.4% during the third quarter. FMR LLC now owns 1,635,577 shares of the construction company’s stock valued at $214,604,000 after purchasing an additional 193,891 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of UFP Industries by 1.0% during the third quarter. Geode Capital Management LLC now owns 1,528,221 shares of the construction company’s stock valued at $200,553,000 after purchasing an additional 14,857 shares in the last quarter. Franklin Resources Inc. lifted its holdings in UFP Industries by 18.2% in the third quarter. Franklin Resources Inc. now owns 1,225,972 shares of the construction company’s stock worth $169,675,000 after purchasing an additional 188,969 shares during the period. Finally, Allspring Global Investments Holdings LLC grew its position in UFP Industries by 3.8% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 887,637 shares of the construction company’s stock valued at $116,467,000 after buying an additional 32,555 shares in the last quarter. 81.81% of the stock is currently owned by institutional investors.

Insider Activity at UFP Industries

In related news, CEO Matthew J. Missad sold 15,000 shares of the firm’s stock in a transaction that occurred on Friday, November 22nd. The stock was sold at an average price of $131.03, for a total value of $1,965,450.00. Following the sale, the chief executive officer now owns 314,450 shares of the company’s stock, valued at approximately $41,202,383.50. This trade represents a 4.55 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director William G. Currie sold 5,700 shares of the company’s stock in a transaction on Friday, December 13th. The stock was sold at an average price of $126.59, for a total value of $721,563.00. Following the transaction, the director now owns 61,140 shares of the company’s stock, valued at approximately $7,739,712.60. The trade was a 8.53 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 2.58% of the company’s stock.

UFP Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 16th. Stockholders of record on Monday, December 2nd were issued a $0.33 dividend. This represents a $1.32 annualized dividend and a dividend yield of 1.21%. The ex-dividend date of this dividend was Monday, December 2nd. UFP Industries’s dividend payout ratio (DPR) is presently 18.16%.

About UFP Industries

UFP Industries, Inc, through its subsidiaries, designs, manufactures, and markets wood and non-wood composites, and other materials in North America, Europe, Asia, and Australia. It operates through Retail, Packaging, and Construction segments. The Retail segment offers treated lumber products, including decking, fencing, lattice, and other products; pressure-treated and fire-retardant products used primarily for outdoor decking environments; and lawn and garden products, consisting of wood and vinyl fencing options, garden beds and planters, pergolas, picnic tables, and other landscaping products.