UFP Industries (NASDAQ:UFPI) Receives “Buy” Rating from DA Davidson

DA Davidson restated their buy rating on shares of UFP Industries (NASDAQ:UFPI) in a research report released on Tuesday morning,Benzinga reports. They currently have a $112.00 target price on the construction company’s stock.

Other research analysts have also issued research reports about the company. Stifel Nicolaus set a $98.00 price target on UFP Industries in a research report on Tuesday, December 2nd. Weiss Ratings reissued a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. Finally, Zacks Research upgraded shares of UFP Industries from a “strong sell” rating to a “hold” rating in a research report on Monday, January 19th. One research analyst has rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $107.33.

UFP Industries Trading Up 2.3%

NASDAQ UFPI opened at $108.76 on Tuesday. The firm has a market cap of $6.34 billion, a PE ratio of 21.80 and a beta of 1.49. UFP Industries has a 1-year low of $87.11 and a 1-year high of $118.00. The stock has a 50-day moving average of $103.19 and a 200-day moving average of $97.72. The company has a current ratio of 4.49, a quick ratio of 3.23 and a debt-to-equity ratio of 0.07.

UFP Industries (NASDAQ:UFPI) last announced its quarterly earnings data on Monday, February 23rd. The construction company reported $0.70 earnings per share for the quarter, missing the consensus estimate of $1.03 by ($0.33). UFP Industries had a net margin of 4.66% and a return on equity of 9.18%. The company had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the previous year, the firm posted $1.12 EPS. The business’s revenue for the quarter was down 9.0% compared to the same quarter last year. As a group, sell-side analysts forecast that UFP Industries will post 7.08 EPS for the current year.

UFP Industries Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be given a $0.36 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $1.44 annualized dividend and a dividend yield of 1.3%. This is a boost from UFP Industries’s previous quarterly dividend of $0.35. UFP Industries’s payout ratio is presently 25.88%.

Insiders Place Their Bets

In other UFP Industries news, Chairman Matthew J. Missad sold 11,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $92.26, for a total transaction of $1,014,860.00. Following the completion of the sale, the chairman directly owned 310,533 shares in the company, valued at approximately $28,649,774.58. This trade represents a 3.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 2.56% of the company’s stock.

Institutional Trading of UFP Industries

A number of hedge funds have recently bought and sold shares of the company. Norges Bank bought a new stake in shares of UFP Industries during the 4th quarter valued at about $75,183,000. Deprince Race & Zollo Inc. purchased a new stake in shares of UFP Industries in the 3rd quarter worth $41,962,000. Boston Partners raised its holdings in UFP Industries by 25.7% in the 2nd quarter. Boston Partners now owns 1,847,503 shares of the construction company’s stock worth $183,569,000 after purchasing an additional 378,203 shares during the period. River Road Asset Management LLC grew its holdings in UFP Industries by 64.1% during the fourth quarter. River Road Asset Management LLC now owns 879,935 shares of the construction company’s stock valued at $80,118,000 after purchasing an additional 343,830 shares during the period. Finally, Millennium Management LLC raised its stake in shares of UFP Industries by 209.9% in the third quarter. Millennium Management LLC now owns 425,336 shares of the construction company’s stock worth $39,765,000 after buying an additional 288,093 shares during the period. Hedge funds and other institutional investors own 81.81% of the company’s stock.

UFP Industries News Roundup

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

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $112 price target, providing near-term analyst support for the stock. DA Davidson reaffirms buy at $112 PT (Benzinga)
• Positive Sentiment: Company financials and capital structure remain conservative: very low debt-to-equity (~0.07) and strong liquidity metrics (quick ratio ~3.23, current ratio ~4.49), which reduces balance-sheet risk amid cyclical demand. (Market data)
• Neutral Sentiment: Management hosted the Q4 earnings call and posted slides/transcript — useful for hearing commentary on demand, pricing and cost actions that could shape guidance. Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Company press release and slide deck were filed with the quarter’s results — they provide the official metrics and may contain any guidance/forward commentary. Q4 results press release (PR Newswire)
• Negative Sentiment: UFP missed expectations: Q4 EPS $0.70 vs. consensus ~$1.03 and revenue $1.33B vs. ~$1.40B; revenue fell ~9% year-over-year — the core reason for near-term downward pressure. UFP misses Q4 amid weak demand (Investing.com)
• Negative Sentiment: Multiple outlets highlighted the earnings and revenue shortfalls and the year-over-year EPS decline, increasing the risk of downgrades or tempered estimates if demand weakness persists. Zacks: Q4 earnings and revenues miss estimates

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.