Henrickson Nauta Wealth Advisors Inc. Sells 134,873 Shares of UFP Industries, Inc. $UFPI

Henrickson Nauta Wealth Advisors Inc. decreased its position in shares of UFP Industries, Inc. (NASDAQ:UFPI) by 72.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,381 shares of the construction company’s stock after selling 134,873 shares during the quarter. UFP Industries makes up approximately 0.7% of Henrickson Nauta Wealth Advisors Inc.’s portfolio, making the stock its 17th biggest position. Henrickson Nauta Wealth Advisors Inc. owned 0.09% of UFP Industries worth $4,875,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Geneos Wealth Management Inc. raised its position 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 purchasing an additional 114 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of UFP Industries by 648.3% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 434 shares of the construction company’s stock valued at $41,000 after purchasing an additional 376 shares in the last quarter. Winnow Wealth LLC bought a new stake in shares of UFP Industries during the third quarter worth about $51,000. EverSource Wealth Advisors LLC grew its holdings in shares of UFP Industries by 90.9% during the second quarter. EverSource Wealth Advisors LLC now owns 544 shares of the construction company’s stock worth $54,000 after purchasing an additional 259 shares during the last quarter. Finally, NewEdge Advisors LLC increased 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 buying an additional 974 shares during the period. Institutional investors own 81.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on UFPI. Weiss Ratings reiterated a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. DA Davidson decreased their price target on shares of UFP Industries from $112.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday, March 10th. Zacks Research downgraded shares of UFP Industries from a “hold” rating to a “strong sell” rating in a research note on Tuesday, March 17th. Finally, Stifel Nicolaus set a $98.00 price target on shares of UFP Industries in a report on Tuesday, December 2nd. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, UFP Industries presently has a consensus rating of “Hold” and an average price target of $106.67.

UFP Industries Price Performance

Shares of UFPI opened at $86.78 on Friday. The business has a 50-day moving average of $103.58 and a 200-day moving average of $96.78. 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 capitalization of $4.93 billion, a price-to-earnings ratio of 17.39 and a beta of 1.48. UFP Industries, Inc. has a 1 year low of $84.82 and a 1 year high of $118.00.

UFP Industries (NASDAQ:UFPI) last announced its earnings results on Monday, February 23rd. The construction company reported $0.70 EPS for the quarter, missing the consensus estimate of $1.03 by ($0.33). UFP Industries had a net margin of 4.66% and a return on equity of 9.27%. The company had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the previous year, the company earned $1.12 earnings per share. The business’s revenue was down 9.0% on a year-over-year basis. As a group, equities research analysts anticipate that UFP Industries, Inc. will post 7.08 earnings per share for the current year.

UFP Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were paid a $0.36 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.7%. This is an increase from UFP Industries’s previous quarterly dividend of $0.35. UFP Industries’s payout ratio is currently 28.86%.

UFP Industries News Roundup

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

UFP Industries Company Profile

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.