Q4 EPS Estimates for UFP Industries Cut by Zacks Research

UFP Industries, Inc. (NASDAQ:UFPI) – Equities research analysts at Zacks Research cut their Q4 2027 earnings per share (EPS) estimates for shares of UFP Industries in a report released on Tuesday, January 20th. Zacks Research analyst Team now expects that the construction company will post earnings of $1.37 per share for the quarter, down from their previous forecast of $1.39. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for UFP Industries’ current full-year earnings is $7.08 per share.

UFP Industries (NASDAQ:UFPI) last issued its quarterly earnings data on Wednesday, October 29th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.37 by ($0.08). The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.61 billion. UFP Industries had a return on equity of 10.18% and a net margin of 5.00%.During the same period in the prior year, the firm posted $1.64 earnings per share. The business’s revenue for the quarter was down 5.4% compared to the same quarter last year.

Other analysts also recently issued research reports about the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UFP Industries in a report on Thursday, October 30th. Stifel Nicolaus set a $98.00 target price on UFP Industries in a research note on Tuesday, December 2nd. Finally, DA Davidson upgraded UFP Industries from a “neutral” rating to a “buy” rating and increased their target price for the company from $110.00 to $112.00 in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, UFP Industries currently has a consensus rating of “Hold” and an average target price of $114.25.

UFP Industries Trading Down 0.7%

NASDAQ:UFPI opened at $106.92 on Wednesday. UFP Industries has a 52-week low of $87.11 and a 52-week high of $119.83. The company has a quick ratio of 3.23, a current ratio of 4.49 and a debt-to-equity ratio of 0.07. The stock has a fifty day simple moving average of $94.71 and a 200-day simple moving average of $96.60. The company has a market capitalization of $6.23 billion, a PE ratio of 19.76 and a beta of 1.49.

Insider Buying and Selling at UFP Industries

In other news, Chairman Matthew J. Missad sold 11,000 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $92.26, for a total transaction of $1,014,860.00. Following the completion of the sale, the chairman directly owned 310,533 shares in the company, valued at $28,649,774.58. This represents a 3.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Michael G. Wooldridge sold 1,192 shares of UFP Industries stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $93.43, for a total value of $111,368.56. Following the completion of the transaction, the director owned 14,697 shares in the company, valued at $1,373,140.71. The trade was a 7.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 2.56% of the stock is owned by insiders.

Institutional Trading of UFP Industries

A number of institutional investors have recently modified their holdings of UFPI. Geneos Wealth Management Inc. raised its holdings in UFP Industries by 54.8% in the second quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company’s stock valued at $32,000 after buying an additional 114 shares during the period. Signaturefd LLC increased its position in shares of UFP Industries by 66.1% in the fourth quarter. Signaturefd LLC now owns 387 shares of the construction company’s stock worth $35,000 after acquiring an additional 154 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased 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 worth $41,000 after acquiring an additional 376 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in shares of UFP Industries by 24.5% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 519 shares of the construction company’s stock valued at $52,000 after acquiring an additional 102 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of UFP Industries by 90.9% during the 2nd 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 in the last quarter. Hedge funds and other institutional investors own 81.81% of the company’s stock.

Key UFP Industries News

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

• Positive Sentiment: Zacks upgraded UFP from “strong sell” to “hold,” reducing a major negative rating and removing a strong-sell overhang. Upgrade Coverage
• Positive Sentiment: Zacks Research raised several EPS estimates: Q4 2026 to $1.18 (from $1.12), Q1 2027 to $1.51 (from $1.50), Q3 2027 to $1.64 (from $1.62), FY2026 to $5.67 (from $5.61) and FY2027 to $6.30 (from $6.28) — incremental upside to forward earnings expectations. Estimate Revisions
• Neutral Sentiment: Zacks continues to assign a “Hold” rating overall — analysts lifted some estimates but remain cautious, signaling limited near‑term conviction on a stronger rating or upside. Hold Rating
• Negative Sentiment: Zacks trimmed its Q4 2027 EPS estimate slightly (from $1.39 to $1.37), a small downward revision that contributes to mixed guidance and may temper enthusiasm. Q4 2027 Revision

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.