Zacks Research Raises Earnings Estimates for UFP Industries

UFP Industries, Inc. (NASDAQ:UFPI) – Zacks Research upped their Q4 2025 earnings per share estimates for shares of UFP Industries in a research note issued to investors on Monday, January 6th. Zacks Research analyst R. Department now expects that the construction company will earn $1.58 per share for the quarter, up from their prior estimate of $1.57. The consensus estimate for UFP Industries’ current full-year earnings is $6.88 per share. Zacks Research also issued estimates for UFP Industries’ Q4 2026 earnings at $1.77 EPS and FY2026 earnings at $8.04 EPS.

UFP Industries (NASDAQ:UFPI) last released its quarterly earnings results on Monday, October 28th. The construction company reported $1.64 earnings per share for the quarter, missing analysts’ consensus estimates of $1.89 by ($0.25). The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.76 billion. UFP Industries had a return on equity of 14.45% and a net margin of 6.70%. The business’s revenue for the quarter was down 9.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.10 EPS.

Other equities analysts have also recently issued research reports about the company. StockNews.com raised UFP Industries from a “hold” rating to a “buy” rating in a report on Tuesday, December 3rd. Wedbush reiterated an “outperform” rating and set a $155.00 price objective on shares of UFP Industries in a research note on Monday, November 4th. One investment analyst has rated the stock with a hold rating and four have issued a buy rating to the company’s stock. According to MarketBeat.com, UFP Industries has a consensus rating of “Moderate Buy” and an average target price of $148.00.

UFP Industries Stock Performance

NASDAQ UFPI opened at $109.93 on Thursday. The stock has a market capitalization of $6.68 billion, a price-to-earnings ratio of 15.12 and a beta of 1.45. UFP Industries has a twelve month low of $107.49 and a twelve month high of $141.33. The company has a current ratio of 4.31, a quick ratio of 3.25 and a debt-to-equity ratio of 0.07. The stock has a 50-day moving average of $125.22 and a 200 day moving average of $123.65.

UFP Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 16th. Stockholders of record on Monday, December 2nd were given a $0.33 dividend. The ex-dividend date was Monday, December 2nd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 1.20%. UFP Industries’s dividend payout ratio (DPR) is presently 18.16%.

Insider Activity

In other news, Director William G. Currie sold 5,700 shares of the company’s stock in a transaction that occurred on Friday, December 13th. The stock was sold at an average price of $126.59, for a total value of $721,563.00. Following the completion of the sale, the director now directly owns 61,140 shares in the company, valued at $7,739,712.60. This represents a 8.53 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Matthew J. Missad sold 15,000 shares of the company’s stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $131.03, for a total value of $1,965,450.00. Following the completion of the transaction, the chief executive officer now owns 314,450 shares in the company, valued at $41,202,383.50. This represents a 4.55 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 2.58% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in UFPI. Kayne Anderson Rudnick Investment Management LLC raised its stake in shares of UFP Industries by 0.9% in the second quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,224,593 shares of the construction company’s stock valued at $361,155,000 after acquiring an additional 28,601 shares in the last quarter. FMR LLC grew its holdings in shares of UFP Industries by 13.4% during the third quarter. FMR LLC now owns 1,635,577 shares of the construction company’s stock worth $214,604,000 after purchasing an additional 193,891 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of UFP Industries by 1.0% during the third quarter. Geode Capital Management LLC now owns 1,528,221 shares of the construction company’s stock worth $200,553,000 after purchasing an additional 14,857 shares during the last quarter. Franklin Resources Inc. grew its holdings in shares of UFP Industries by 18.2% during the third quarter. Franklin Resources Inc. now owns 1,225,972 shares of the construction company’s stock worth $169,675,000 after buying an additional 188,969 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC grew its holdings in shares of UFP Industries by 3.8% during the third quarter. Allspring Global Investments Holdings LLC now owns 887,637 shares of the construction company’s stock worth $116,467,000 after buying an additional 32,555 shares during the last quarter. 81.81% of the stock is currently owned by institutional investors and hedge funds.

UFP Industries Company Profile

UFP Industries, Inc, through its subsidiaries, designs, manufactures, and markets wood and non-wood composites, and other materials in North America, Europe, Asia, and Australia. It operates through Retail, Packaging, and Construction segments. The Retail segment offers treated lumber products, including decking, fencing, lattice, and other products; pressure-treated and fire-retardant products used primarily for outdoor decking environments; and lawn and garden products, consisting of wood and vinyl fencing options, garden beds and planters, pergolas, picnic tables, and other landscaping products.