FY2026 EPS Estimates for UFP Industries Reduced by Analyst

UFP Industries, Inc. (NASDAQ:UFPI) – Stock analysts at Zacks Research decreased their FY2026 earnings per share (EPS) estimates for shares of UFP Industries in a research note issued on Wednesday, May 20th. Zacks Research analyst Team now anticipates that the construction company will post earnings per share of $4.71 for the year, down from their prior forecast of $5.21. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for UFP Industries’ current full-year earnings is $4.60 per share. Zacks Research also issued estimates for UFP Industries’ FY2028 earnings at $6.69 EPS.

UFP Industries (NASDAQ:UFPI) last issued its earnings results on Wednesday, April 29th. The construction company reported $0.89 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.15 by ($0.26). UFP Industries had a return on equity of 8.50% and a net margin of 4.31%.The firm had revenue of $1.46 billion during the quarter, compared to the consensus estimate of $1.51 billion. During the same quarter in the prior year, the business earned $1.30 earnings per share. UFP Industries’s revenue for the quarter was down 8.4% on a year-over-year basis.

A number of other brokerages have also recently issued reports on UFPI. DA Davidson cut their target price on UFP Industries from $110.00 to $105.00 and set a “buy” rating on the stock in a report on Friday, May 1st. BMO Capital Markets raised UFP Industries from a “market perform” rating to an “outperform” rating and set a $108.00 price target for the company in a research report on Tuesday, May 5th. Benchmark lowered their price target on UFP Industries from $125.00 to $115.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Weiss Ratings reissued a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus lowered their price target on UFP Industries from $100.00 to $87.00 and set a “hold” rating for the company in a research report on Monday, May 11th. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $105.40.

UFP Industries Price Performance

Shares of UFPI opened at $80.54 on Monday. UFP Industries has a 12-month low of $77.89 and a 12-month high of $118.00. The business’s fifty day moving average is $89.48 and its 200 day moving average is $95.36. The company has a quick ratio of 3.07, a current ratio of 4.64 and a debt-to-equity ratio of 0.07. The stock has a market cap of $4.55 billion, a P/E ratio of 17.59 and a beta of 1.29.

UFP Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 1st will be given a dividend of $0.36 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $1.44 annualized dividend and a dividend yield of 1.8%. UFP Industries’s dividend payout ratio (DPR) is currently 31.44%.

Institutional Investors Weigh In On UFP Industries

Several large investors have recently made changes to their positions in UFPI. Norges Bank purchased a new stake in shares of UFP Industries during the 4th quarter valued at $75,183,000. Wasatch Advisors LP increased its position in shares of UFP Industries by 32.9% during the 1st quarter. Wasatch Advisors LP now owns 2,037,908 shares of the construction company’s stock valued at $187,732,000 after purchasing an additional 504,609 shares during the last quarter. River Road Asset Management LLC increased its position in shares of UFP Industries by 64.1% during the 4th quarter. River Road Asset Management LLC now owns 879,935 shares of the construction company’s stock valued at $80,118,000 after purchasing an additional 343,830 shares during the last quarter. Millennium Management LLC increased its position in shares of UFP Industries by 209.9% during the 3rd quarter. Millennium Management LLC now owns 425,336 shares of the construction company’s stock valued at $39,765,000 after purchasing an additional 288,093 shares during the last quarter. Finally, Balyasny Asset Management L.P. increased its position in shares of UFP Industries by 2,178.3% during the 4th quarter. Balyasny Asset Management L.P. now owns 213,320 shares of the construction company’s stock valued at $19,423,000 after purchasing an additional 203,957 shares during the last quarter. 81.81% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting UFP Industries

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

• Positive Sentiment: ProWood, part of UFP Industries, expanded availability of its TrueFrame Joist product across the Northeast and South Atlantic, broadening distribution of a newer treated-lumber offering and potentially supporting future sales growth. ProWood TrueFrame Joist Now Available Across Northeast, South Atlantic
• Neutral Sentiment: Analysts also noted UFP Industries reached a new 12-month low, reflecting the stock’s recent weakness rather than a fresh operational catalyst. UFP Industries (NASDAQ:UFPI) Reaches New 12-Month Low – Here’s What Happened
• Negative Sentiment: Zacks Research lowered its Q2 2026 EPS estimate for UFP Industries to $1.49 from $1.60, signaling reduced near-term earnings expectations.
• Negative Sentiment: Zacks Research cut its Q3 2026 EPS estimate to $1.31 from $1.41, implying softer expected demand or margins.
• Negative Sentiment: Zacks Research reduced its Q4 2026 EPS estimate to $1.01 from $1.02 and lowered multiple 2027 estimates, including Q1 2027 to $1.32, Q2 2027 to $1.51, Q3 2027 to $1.44, Q4 2027 to $1.17, and FY2027 to $5.44 from $5.88.
• Negative Sentiment: The repeated downward revisions and Zacks’ Strong Sell stance are likely the main reasons investors are selling UFPI today.

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.