Zacks Research Cuts Earnings Estimates for UFP Industries

UFP Industries, Inc. (NASDAQ:UFPI) – Stock analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for UFP Industries in a research report issued to clients and investors on Wednesday, March 18th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $1.18 for the quarter, down from their prior forecast of $1.21. Zacks Research has a “Strong Sell” 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’ Q2 2026 earnings at $1.60 EPS, Q4 2026 earnings at $1.02 EPS, FY2026 earnings at $5.21 EPS, Q1 2027 earnings at $1.43 EPS, Q2 2027 earnings at $1.67 EPS, Q3 2027 earnings at $1.54 EPS, FY2027 earnings at $5.88 EPS and FY2028 earnings at $6.64 EPS.

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

A number of other analysts have also commented on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UFP Industries in a report on Tuesday, January 27th. Stifel Nicolaus set a $98.00 price target on UFP Industries in a research note on Tuesday, December 2nd. Finally, DA Davidson reduced their price target on UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. One research 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’s stock. According to MarketBeat, UFP Industries currently has a consensus rating of “Hold” and an average target price of $106.67.

UFP Industries Trading Down 1.4%

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

Institutional Investors Weigh In On UFP Industries

Large investors have recently bought and sold shares of the company. Royal Bank of Canada boosted its position in shares of UFP Industries by 3.0% during the first quarter. Royal Bank of Canada now owns 61,641 shares of the construction company’s stock worth $6,597,000 after purchasing an additional 1,798 shares in the last quarter. Integrated Wealth Concepts LLC increased its position in shares of UFP Industries by 8.1% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,959 shares of the construction company’s stock valued at $317,000 after buying an additional 221 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of UFP Industries by 10.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 129,209 shares of the construction company’s stock valued at $13,831,000 after buying an additional 12,043 shares in the last quarter. Geode Capital Management LLC raised its stake in UFP Industries by 2.4% during the 2nd quarter. Geode Capital Management LLC now owns 1,594,161 shares of the construction company’s stock worth $158,413,000 after buying an additional 37,534 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey lifted its holdings in UFP Industries by 5.3% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 13,483 shares of the construction company’s stock worth $1,340,000 after acquiring an additional 682 shares in the last quarter. Institutional investors own 81.81% of the company’s stock.

UFP Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Monday, March 2nd. This is a positive change from UFP Industries’s previous quarterly dividend of $0.35. UFP Industries’s payout ratio is 28.86%.

Key Stories Impacting UFP Industries

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

About UFP Industries

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.