Zacks Research Comments on UFP Industries FY2026 Earnings

UFP Industries, Inc. (NASDAQ:UFPI) – Analysts at Zacks Research cut their FY2026 earnings per share (EPS) estimates for UFP Industries in a note issued to investors on Monday, March 16th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $5.25 for the year, down from their prior forecast of $5.67. Zacks Research currently 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’ 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 posted its 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). UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter in the prior year, the firm posted $1.12 earnings per share. UFP Industries’s quarterly revenue was down 9.0% on a year-over-year basis.

UFPI has been the subject of a number of other reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of UFP Industries in a research 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 decreased their price target on shares of 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, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $106.67.

UFP Industries Stock Performance

NASDAQ UFPI opened at $88.46 on Wednesday. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.59 and a quick ratio of 3.13. UFP Industries has a 1-year low of $87.11 and a 1-year high of $118.00. The business has a 50 day simple moving average of $103.91 and a two-hundred day simple moving average of $96.90. The stock has a market capitalization of $5.02 billion, a PE ratio of 17.73 and a beta of 1.48.

Institutional Trading of UFP Industries

A number of large investors have recently made changes to their positions in UFPI. Vanguard Group Inc. grew its holdings in shares of UFP Industries by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 6,117,218 shares of the construction company’s stock worth $556,973,000 after purchasing an additional 17,016 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in UFP Industries by 2.4% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,909,315 shares of the construction company’s stock valued at $173,847,000 after buying an additional 44,736 shares in the last quarter. Boston Partners lifted its holdings in UFP Industries by 2.2% during the 3rd quarter. Boston Partners now owns 1,887,460 shares of the construction company’s stock valued at $176,449,000 after buying an additional 39,957 shares in the last quarter. Geode Capital Management LLC boosted its position in UFP Industries by 2.4% in the 2nd quarter. Geode Capital Management LLC now owns 1,594,161 shares of the construction company’s stock valued at $158,413,000 after buying an additional 37,534 shares during the period. Finally, Wasatch Advisors LP boosted its position in UFP Industries by 18.7% in the 4th quarter. Wasatch Advisors LP now owns 1,533,299 shares of the construction company’s stock valued at $139,607,000 after buying an additional 241,152 shares during the period. 81.81% of the stock is owned by hedge funds and other institutional investors.

UFP Industries Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 2nd were paid 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 1.6%. UFP Industries’s payout ratio is 28.86%.

UFP Industries News Summary

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.