Vanguard Group Inc. Sells 335,469 Shares of UFP Industries, Inc. $UFPI

Vanguard Group Inc. lessened its position in shares of UFP Industries, Inc. (NASDAQ:UFPI) by 5.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,100,202 shares of the construction company’s stock after selling 335,469 shares during the period. Vanguard Group Inc. owned approximately 10.42% of UFP Industries worth $570,308,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in UFP Industries by 54.8% during 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 in the last quarter. Winnow Wealth LLC bought a new stake in shares of UFP Industries during the 3rd quarter worth $51,000. EverSource Wealth Advisors LLC boosted its stake in UFP Industries by 90.9% in the second quarter. EverSource Wealth Advisors LLC now owns 544 shares of the construction company’s stock valued at $54,000 after buying an additional 259 shares in the last quarter. AlphaQuest LLC acquired a new stake in UFP Industries in the second quarter valued at about $91,000. Finally, Bryn Mawr Trust Advisors LLC bought a new position in UFP Industries in the second quarter valued at about $202,000. Institutional investors and hedge funds own 81.81% of the company’s stock.

Insider Transactions at UFP Industries

In other UFP Industries news, Chairman Matthew J. Missad sold 11,000 shares of the stock in a transaction that occurred 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 transaction, the chairman directly owned 310,533 shares in the company, valued at approximately $28,649,774.58. This represents a 3.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 2.56% of the company’s stock.

UFP Industries Stock Performance

NASDAQ UFPI opened at $108.76 on Wednesday. The company has a market capitalization of $6.34 billion, a price-to-earnings ratio of 21.80 and a beta of 1.49. UFP Industries, Inc. has a twelve month low of $87.11 and a twelve month high of $118.00. The stock has a fifty day simple moving average of $103.19 and a 200 day simple moving average of $97.72. The company has a quick ratio of 3.23, a current ratio of 4.49 and a debt-to-equity ratio of 0.07.

UFP Industries (NASDAQ:UFPI) last issued its quarterly earnings results on Monday, February 23rd. The construction company reported $0.70 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.03 by ($0.33). UFP Industries had a return on equity of 9.18% and a net margin of 4.66%.The firm had revenue of $1.33 billion during the quarter, compared to analyst estimates of $1.40 billion. During the same quarter last year, the firm posted $1.12 EPS. The firm’s revenue for the quarter was down 9.0% on a year-over-year basis. Sell-side analysts expect that UFP Industries, Inc. will post 7.08 EPS for the current year.

UFP Industries Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be issued a $0.36 dividend. The ex-dividend date is Monday, March 2nd. This is an increase from UFP Industries’s previous quarterly dividend of $0.35. This represents a $1.44 dividend on an annualized basis and a yield of 1.3%. UFP Industries’s dividend payout ratio is presently 25.88%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Zacks Research upgraded shares of UFP Industries from a “strong sell” rating to a “hold” rating in a research report on Monday, January 19th. Weiss Ratings reissued a “hold (c-)” rating on shares of UFP Industries in a report on Tuesday, January 27th. Stifel Nicolaus set a $98.00 price objective on UFP Industries in a research report on Tuesday, December 2nd. Finally, DA Davidson reiterated a “buy” rating and issued a $112.00 target price on shares of UFP Industries in a research report on Tuesday. One investment analyst has rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $107.33.

Key UFP Industries News

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

• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $112 price target, providing near-term analyst support for the stock. DA Davidson reaffirms buy at $112 PT (Benzinga)
• Positive Sentiment: Company financials and capital structure remain conservative: very low debt-to-equity (~0.07) and strong liquidity metrics (quick ratio ~3.23, current ratio ~4.49), which reduces balance-sheet risk amid cyclical demand. (Market data)
• Neutral Sentiment: Management hosted the Q4 earnings call and posted slides/transcript — useful for hearing commentary on demand, pricing and cost actions that could shape guidance. Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Company press release and slide deck were filed with the quarter’s results — they provide the official metrics and may contain any guidance/forward commentary. Q4 results press release (PR Newswire)
• Negative Sentiment: UFP missed expectations: Q4 EPS $0.70 vs. consensus ~$1.03 and revenue $1.33B vs. ~$1.40B; revenue fell ~9% year-over-year — the core reason for near-term downward pressure. UFP misses Q4 amid weak demand (Investing.com)
• Negative Sentiment: Multiple outlets highlighted the earnings and revenue shortfalls and the year-over-year EPS decline, increasing the risk of downgrades or tempered estimates if demand weakness persists. Zacks: Q4 earnings and revenues miss estimates

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.