Zacks Research Lifts Earnings Estimates for UFP Industries

UFP Industries, Inc. (NASDAQ:UFPI) – Investment analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for UFP Industries in a research note issued to investors on Tuesday, January 20th. Zacks Research analyst Team now forecasts that the construction company will post earnings per share of $5.67 for the year, up from their prior estimate of $5.61. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for UFP Industries’ current full-year earnings is $7.08 per share. Zacks Research also issued estimates for UFP Industries’ Q4 2026 earnings at $1.18 EPS, Q1 2027 earnings at $1.51 EPS, Q3 2027 earnings at $1.64 EPS and FY2027 earnings at $6.30 EPS.

UFP Industries (NASDAQ:UFPI) last announced its earnings results on Wednesday, October 29th. The construction company reported $1.29 earnings per share for the quarter, missing analysts’ consensus estimates of $1.37 by ($0.08). The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.61 billion. UFP Industries had a net margin of 5.00% and a return on equity of 10.18%. The business’s quarterly revenue was down 5.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.64 earnings per share.

A number of other brokerages have also recently commented on UFPI. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UFP Industries in a research note on Thursday, October 30th. DA Davidson raised shares of UFP Industries from a “neutral” rating to a “buy” rating and boosted their price target for the company from $110.00 to $112.00 in a report on Friday, October 31st. Finally, Stifel Nicolaus set a $98.00 price objective on shares of UFP Industries in a research report on Tuesday, December 2nd. Two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $114.25.

UFP Industries Price Performance

Shares of UFPI stock opened at $106.92 on Thursday. The firm’s 50 day moving average price is $94.71 and its two-hundred day moving average price is $96.60. The company has a debt-to-equity ratio of 0.07, a quick ratio of 3.23 and a current ratio of 4.49. UFP Industries has a 52-week low of $87.11 and a 52-week high of $119.83. The stock has a market cap of $6.23 billion, a PE ratio of 19.76 and a beta of 1.49.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Geneos Wealth Management Inc. raised its position in shares of UFP Industries by 54.8% in the second quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company’s stock valued at $32,000 after buying an additional 114 shares in the last quarter. Signaturefd LLC raised its holdings in UFP Industries by 66.1% in the 4th quarter. Signaturefd LLC now owns 387 shares of the construction company’s stock valued at $35,000 after acquiring an additional 154 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of UFP Industries by 648.3% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 434 shares of the construction company’s stock valued at $41,000 after acquiring an additional 376 shares during the period. Winnow Wealth LLC bought a new stake in shares of UFP Industries during the 3rd quarter valued at $51,000. Finally, Caitong International Asset Management Co. Ltd grew its holdings in shares of UFP Industries by 24.5% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 519 shares of the construction company’s stock worth $52,000 after purchasing an additional 102 shares in the last quarter. Institutional investors and hedge funds own 81.81% of the company’s stock.

Insiders Place Their Bets

In other news, Director Michael G. Wooldridge sold 1,192 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $93.43, for a total value of $111,368.56. Following the completion of the sale, the director directly owned 14,697 shares of the company’s stock, valued at $1,373,140.71. This trade represents a 7.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Chairman Matthew J. Missad sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $92.26, for a total value of $1,014,860.00. Following the sale, the chairman owned 310,533 shares of the company’s stock, valued at approximately $28,649,774.58. This represents a 3.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 2.56% of the company’s stock.

UFP Industries News Roundup

Here are the key news stories impacting UFP Industries this week:

• Positive Sentiment: Zacks upgraded UFP from “strong sell” to “hold,” reducing a major negative rating and removing a strong-sell overhang. Upgrade Coverage
• Positive Sentiment: Zacks Research raised several EPS estimates: Q4 2026 to $1.18 (from $1.12), Q1 2027 to $1.51 (from $1.50), Q3 2027 to $1.64 (from $1.62), FY2026 to $5.67 (from $5.61) and FY2027 to $6.30 (from $6.28) — incremental upside to forward earnings expectations. Estimate Revisions
• Neutral Sentiment: Zacks continues to assign a “Hold” rating overall — analysts lifted some estimates but remain cautious, signaling limited near‑term conviction on a stronger rating or upside. Hold Rating
• Negative Sentiment: Zacks trimmed its Q4 2027 EPS estimate slightly (from $1.39 to $1.37), a small downward revision that contributes to mixed guidance and may temper enthusiasm. Q4 2027 Revision

UFP Industries Company Profile

UFP Industries, Inc, founded in 1955 and headquartered in Grand Rapids, Michigan, designs, manufactures, and distributes a broad range of wood and wood-alternative products. The company operates through two primary segments: UFP Retail Solutions, which supplies building materials and components to home improvement retailers and lumber dealers, and UFP Distribution Solutions, which offers packaging, pallets, skids, and other industrial products for a variety of end markets. Its product portfolio includes treated and untreated lumber, engineered wood, decking, railing, fencing, vinyl sheets and profiles, and custom-designed packaging solutions.

With manufacturing facilities and distribution centers across the United States, Canada, Mexico and Europe, UFP Industries serves professional contractors, industrial customers, and do-it-yourself consumers.