FY2026 EPS Estimates for UFP Industries Decreased by Analyst

UFP Industries, Inc. (NASDAQ:UFPI) – Equities researchers at Zacks Research lowered their FY2026 earnings per share (EPS) estimates for shares of UFP Industries in a research report issued on Monday, March 16th. Zacks Research analyst Team now expects that the construction company will post earnings of $5.25 per share for the year, down from their prior forecast of $5.67. Zacks Research 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 $1.03 EPS, Q1 2027 earnings at $1.44 EPS, Q3 2027 earnings at $1.55 EPS, FY2027 earnings at $5.91 EPS and FY2028 earnings at $6.68 EPS.

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

Other equities analysts have also issued research reports about 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 shares of UFP Industries in a research report on Tuesday, December 2nd. Finally, DA Davidson reduced their price objective on UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday, March 10th. One analyst has rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, UFP Industries presently has a consensus rating of “Hold” and an average price target of $106.67.

UFP Industries Trading Down 1.1%

Shares of UFPI opened at $89.68 on Wednesday. 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 cap of $5.09 billion, a price-to-earnings ratio of 17.97 and a beta of 1.48. The firm has a 50 day moving average price of $104.09 and a 200-day moving average price of $96.96. The company has a debt-to-equity ratio of 0.07, a quick ratio of 3.13 and a current ratio of 4.59.

UFP Industries Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were paid a $0.36 dividend. 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. This represents a $1.44 annualized dividend and a dividend yield of 1.6%. UFP Industries’s payout ratio is presently 28.86%.

Institutional Investors Weigh In On UFP Industries

Several institutional investors have recently added to or reduced their stakes in UFPI. Royal Bank of Canada grew its holdings in UFP Industries by 3.0% in the 1st quarter. Royal Bank of Canada now owns 61,641 shares of the construction company’s stock worth $6,597,000 after acquiring an additional 1,798 shares during the last quarter. Integrated Wealth Concepts LLC raised its stake in shares of UFP Industries by 8.1% during the first quarter. Integrated Wealth Concepts LLC now owns 2,959 shares of the construction company’s stock valued at $317,000 after acquiring an additional 221 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of UFP Industries by 10.3% during the first 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 acquiring an additional 12,043 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of UFP Industries by 2.4% during the second quarter. Geode Capital Management LLC now owns 1,594,161 shares of the construction company’s stock worth $158,413,000 after purchasing an additional 37,534 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey boosted its holdings in shares of 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 purchasing an additional 682 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:

• Neutral Sentiment: Zacks Research kept a “Hold” rating on UFPI but published an updated multi-year forecast (FY2026–FY2028) and quarter-by-quarter estimates—providing a roadmap for expected recovery while not turning bullish. This keeps analyst sentiment cautious rather than optimistic. Zacks / MarketBeat summary
• Negative Sentiment: Multiple Zacks estimate cuts: Zacks pared several near-term and FY forecasts in mid-March (examples: FY2026 EPS lowered to $5.25 from $5.67; FY2027 to $5.91 from $6.30; Q4‑2026 to $1.03 from $1.18; Q1‑2027 to $1.44 from $1.51). The across-the-board reductions signal weaker demand or margin pressure is expected and are pressuring the stock. Zacks / MarketBeat details
• Negative Sentiment: Sell-side negative coverage: an MSN column highlights “3 reasons to sell UFPI” and suggests an alternative stock, amplifying bearish sentiment among retail investors and potentially increasing selling pressure. 3 reasons to sell UFPI
• Negative Sentiment: Recent reported results were weak: UFPI missed Q4 analyst expectations (reported $0.70 EPS vs. ~$1.03 estimate) and revenue declined ~9% year-over-year — a backdrop that explains the downward estimate revisions and investor caution. Historical results / MarketBeat

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.