Zacks Research Raises Earnings Estimates for UFP Industries

UFP Industries, Inc. (NASDAQ:UFPI - Free Report) - Equities research analysts at Zacks Research upped their Q4 2025 EPS estimates for shares of UFP Industries in a note issued to investors on Monday, January 6th. Zacks Research analyst R. Department now forecasts that the construction company will earn $1.58 per share for the quarter, up from their previous 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.

A number of other brokerages also recently weighed in on UFPI. StockNews.com upgraded shares of UFP Industries from a "hold" rating to a "buy" rating in a research report on Tuesday, December 3rd. Wedbush restated an "outperform" rating and issued a $155.00 price target on shares of UFP Industries in a research note on Monday, November 4th. One analyst has rated the stock with a hold rating and four have given a buy rating to the company's stock. According to MarketBeat, UFP Industries currently has an average rating of "Moderate Buy" and an average price target of $148.00.

UFP Industries Stock Performance

Shares of NASDAQ UFPI traded up $0.46 during trading on Thursday, reaching $109.93. 415,741 shares of the company traded hands, compared to its average volume of 299,508. The firm has a 50 day simple moving average of $124.97 and a 200-day simple moving average of $123.55. UFP Industries has a 52-week low of $107.49 and a 52-week high of $141.33. The stock has a market capitalization of $6.68 billion, a PE ratio of 15.12 and a beta of 1.45. The company has a quick ratio of 3.25, a current ratio of 4.31 and a debt-to-equity ratio of 0.07.

UFP Industries (NASDAQ:UFPI - Get Free Report) last issued its earnings results on Monday, October 28th. The construction company reported $1.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.89 by ($0.25). UFP Industries had a return on equity of 14.45% and a net margin of 6.70%. The firm had revenue of $1.65 billion during the quarter, compared to analysts' expectations of $1.76 billion. During the same period last year, the firm posted $2.10 earnings per share. The firm's quarterly revenue was down 9.8% on a year-over-year basis.

Institutional Trading of UFP Industries

Several institutional investors and hedge funds have recently modified their holdings of UFPI. Arizona State Retirement System raised its holdings in UFP Industries by 1.4% during the second quarter. Arizona State Retirement System now owns 17,226 shares of the construction company's stock valued at $1,929,000 after acquiring an additional 238 shares during the period. Acadian Asset Management LLC raised its stake in UFP Industries by 33.4% during the 2nd quarter. Acadian Asset Management LLC now owns 13,177 shares of the construction company's stock valued at $1,473,000 after purchasing an additional 3,300 shares during the period. Choreo LLC purchased a new position in UFP Industries in the 2nd quarter worth approximately $218,000. Headlands Technologies LLC bought a new position in UFP Industries in the 2nd quarter worth approximately $29,000. Finally, American Century Companies Inc. grew its holdings in UFP Industries by 9.9% during the 2nd quarter. American Century Companies Inc. now owns 223,108 shares of the construction company's stock valued at $24,988,000 after buying an additional 20,123 shares in the last quarter. 81.81% of the stock is currently owned by institutional investors.

Insider Transactions at UFP Industries

In other news, CEO Matthew J. Missad sold 15,000 shares of UFP Industries stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $131.03, for a total transaction of $1,965,450.00. Following the transaction, the chief executive officer now directly owns 314,450 shares of the company's stock, valued at $41,202,383.50. The trade was a 4.55 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director William G. Currie sold 5,700 shares of the business's stock in a transaction that occurred on Friday, December 13th. The shares were 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. This trade represents a 8.53 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate 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. Shareholders of record on Monday, December 2nd were given a $0.33 dividend. The ex-dividend date of this dividend was Monday, December 2nd. This represents a $1.32 annualized dividend and a yield of 1.20%. UFP Industries's payout ratio 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.