Confluence Investment Management LLC Has $1.43 Million Stake in UFP Industries, Inc. $UFPI

Confluence Investment Management LLC reduced its position in shares of UFP Industries, Inc. (NASDAQ:UFPI) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,705 shares of the construction company’s stock after selling 7,709 shares during the period. Confluence Investment Management LLC’s holdings in UFP Industries were worth $1,430,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its position in UFP Industries by 54.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company’s stock worth $32,000 after buying an additional 114 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in shares of UFP Industries by 648.3% in the third 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. EverSource Wealth Advisors LLC boosted its position in shares of UFP Industries by 90.9% in the second quarter. EverSource Wealth Advisors LLC now owns 544 shares of the construction company’s stock valued at $54,000 after acquiring an additional 259 shares during the period. Winnow Wealth LLC acquired a new position in shares of UFP Industries in the third quarter valued at about $51,000. Finally, NewEdge Advisors LLC grew its stake in shares of UFP Industries by 2,951.5% in the third quarter. NewEdge Advisors LLC now owns 1,007 shares of the construction company’s stock valued at $94,000 after acquiring an additional 974 shares in the last quarter. 81.81% of the stock is currently owned by institutional investors.

Key UFP Industries News

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

• Positive Sentiment: ProWood (UFP’s pressure‑treated lumber business) announced a strategic partnership with the National Hispanic Construction Alliance to support training and recruiting for homebuilders — a longer‑term demand/support initiative that could help address labor shortages and steady product demand. ProWood NHCA Partnership
• Neutral Sentiment: Commentary pieces are reassessing UFPI’s valuation after the pullback — some investors view the drop as a buying opportunity while others point to margin and top‑line pressure; this debate may slow but not reverse selling until clearer evidence of earnings recovery appears. Assessing UFPI Valuation
• Negative Sentiment: Zacks Research downgraded UFPI (reportedly from “Hold” to “Strong Sell”) and has repeatedly trimmed quarterly and multi‑year EPS forecasts — a direct negative catalyst that pressured the stock as investors lower expectations for near‑term earnings. Zacks Downgrade / Coverage
• Negative Sentiment: Zacks’ detailed cuts include modest downgrades to Q1–Q4 and FY2026–FY2028 EPS (examples: FY2026 to $5.21 from $5.25; FY2027 to $5.88 from $5.91; FY2028 to $6.64 from $6.68; Q1 2026 to $1.18 from $1.21) — these sequential trims signal lowered analyst conviction in a near‑term rebound. Zacks Research Comments on FY2026 Earnings
• Negative Sentiment: Several sell‑side analysts have recut price targets and narratives (coverage summary published) highlighting weaker revenue and margin visibility after the recent earnings miss — this coordinated reappraisal is amplifying downside pressure. Analysts Recut Price Targets

Analysts Set New Price Targets

Several brokerages have weighed in on UFPI. Stifel Nicolaus set a $98.00 price objective on shares of UFP Industries in a research note on Tuesday, December 2nd. DA Davidson decreased their target price on shares of UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. Zacks Research cut shares of UFP Industries from a “hold” rating to a “strong sell” rating in a report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, UFP Industries presently has an average rating of “Hold” and an average target price of $106.67.

UFP Industries Stock Down 1.9%

NASDAQ:UFPI opened at $86.78 on Friday. UFP Industries, Inc. has a one year low of $84.82 and a one year high of $118.00. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.59 and a quick ratio of 3.13. The company has a market cap of $4.93 billion, a PE ratio of 17.39 and a beta of 1.48. The firm’s 50 day simple moving average is $103.58 and its 200 day simple moving average is $96.80.

UFP Industries (NASDAQ:UFPI) last announced its quarterly earnings results 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 business had revenue of $1.33 billion during the quarter, compared to analyst estimates of $1.40 billion. UFP Industries had a net margin of 4.66% and a return on equity of 9.27%. The company’s revenue was down 9.0% compared to the same quarter last year. During the same quarter last year, the company posted $1.12 earnings per share. On average, research analysts anticipate that UFP Industries, Inc. will post 7.08 earnings per share for the current year.

UFP Industries Increases Dividend

The business 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. The ex-dividend date was Monday, March 2nd. This is a positive change from UFP Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 1.7%. UFP Industries’s dividend payout ratio (DPR) is currently 28.86%.

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.