UFP Industries (NASDAQ:UFPI) Cut to “Strong Sell” at Zacks Research

Zacks Research cut shares of UFP Industries (NASDAQ:UFPI) from a hold rating to a strong sell rating in a research report report published on Tuesday morning,Zacks.com reports. Zacks Research also issued estimates for UFP Industries’ Q1 2026 earnings at $1.21 EPS, Q1 2026 earnings at $1.18 EPS, Q2 2026 earnings at $1.60 EPS, Q2 2026 earnings at $1.61 EPS, Q3 2026 earnings at $1.41 EPS, Q4 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.02 EPS, FY2026 earnings at $5.21 EPS, FY2026 earnings at $5.25 EPS, Q1 2027 earnings at $1.44 EPS, Q1 2027 earnings at $1.43 EPS, Q2 2027 earnings at $1.67 EPS, Q2 2027 earnings at $1.68 EPS, Q3 2027 earnings at $1.55 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.24 EPS, FY2027 earnings at $5.91 EPS, FY2027 earnings at $5.88 EPS, FY2028 earnings at $6.64 EPS and FY2028 earnings at $6.68 EPS.

Several other research firms also recently commented on UFPI. Stifel Nicolaus set a $98.00 price objective on UFP Industries in a research note on Tuesday, December 2nd. Weiss Ratings reiterated a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. Finally, DA Davidson dropped their target price on UFP Industries from $112.00 to $110.00 and set a “buy” rating for the company in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, UFP Industries has a consensus rating of “Hold” and an average target price of $106.67.

UFP Industries Stock Down 1.4%

UFPI stock opened at $88.46 on Tuesday. UFP Industries has a 52 week low of $87.11 and a 52 week high of $118.00. The company has a quick ratio of 3.13, a current ratio of 4.59 and a debt-to-equity ratio of 0.07. The firm has a 50-day simple moving average of $103.91 and a 200-day simple moving average of $96.90. The stock has a market capitalization of $5.02 billion, a P/E ratio of 17.73 and a beta of 1.48.

UFP Industries (NASDAQ:UFPI) last posted its quarterly earnings data on Monday, February 23rd. The construction company reported $0.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.03 by ($0.33). The firm had revenue of $1.33 billion during the quarter, compared to analyst estimates of $1.40 billion. UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.The company’s quarterly revenue was down 9.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.12 earnings per share. Equities analysts forecast that UFP Industries will post 7.08 earnings per share for the current fiscal year.

UFP Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were issued a $0.36 dividend. This is a boost from UFP Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Monday, March 2nd. UFP Industries’s payout ratio is currently 28.86%.

Institutional Investors Weigh In On UFP Industries

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Geneos Wealth Management Inc. lifted its stake in shares of UFP Industries by 54.8% in the 2nd quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company’s stock valued at $32,000 after purchasing an additional 114 shares during 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 buying an additional 154 shares during the period. Danske Bank A S lifted its position in UFP Industries by 300.0% in the fourth quarter. Danske Bank A S now owns 400 shares of the construction company’s stock valued at $36,000 after buying an additional 300 shares during the last quarter. IFP Advisors Inc boosted its stake in UFP Industries by 84.8% during the fourth quarter. IFP Advisors Inc now owns 414 shares of the construction company’s stock worth $38,000 after buying an additional 190 shares during the period. Finally, CIBC Private Wealth Group LLC increased its position in shares of UFP Industries by 117.4% during the fourth quarter. CIBC Private Wealth Group LLC now owns 413 shares of the construction company’s stock valued at $38,000 after acquiring an additional 223 shares during the last quarter. 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: ProWood (a UFP brand) announced a strategic partnership with the National Hispanic Construction Alliance to fund training and development programs aimed at expanding the builder workforce — a constructive long‑term demand initiative for UFP’s treated lumber and building products. Article Title
• Neutral Sentiment: Coverage pieces are debating UFPI’s valuation after the recent pullback — some analysts argue shares now look undervalued on longer‑term earnings power while others caution that near‑term demand and margin risks remain. These pieces keep the valuation debate active but don’t change fundamentals immediately. Article Title
• Negative Sentiment: Zacks Research reduced multiple near‑term and multi‑year EPS forecasts for UFPI (Q1–Q4 2026 and FY2026–FY2028) and lowered quarterly estimates for 2027; the firm also issued a downgrade (reported as Hold → Strong Sell in some outlets). Those cuts amplify short‑term earnings risk and likely pressured selling. Zacks Research
• Negative Sentiment: Coverage highlighting analyst price‑target revisions: recent articles note analysts are recutting targets and recalibrating growth expectations following weaker revenue/EPS trends — a direct driver of the stock decline. Article Title
• Negative Sentiment: Opinion pieces listing reasons to sell UFPI (e.g., demand softness, margin pressure, valuation risk) add to negative investor sentiment and may prompt short‑term outflows. Article Title

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.