Brokers Issue Forecasts for UFP Industries FY2026 Earnings

UFP Industries, Inc. (NASDAQ:UFPI) – Research analysts at Zacks Research lowered 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 anticipates that the construction company will post earnings of $5.25 per share for the year, down from their previous forecast of $5.67. 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. 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.

Several other equities analysts have also recently weighed in on UFPI. 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 target price on shares of UFP Industries in a report on Tuesday, December 2nd. Finally, DA Davidson dropped 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 investment analyst has rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, UFP Industries presently has a consensus rating of “Hold” and a consensus price target of $106.67.

UFP Industries Stock Up 0.8%

UFPI opened at $90.65 on Wednesday. UFP Industries has a twelve month low of $87.11 and a twelve month high of $118.00. The company has a quick ratio of 3.13, a current ratio of 4.59 and a debt-to-equity ratio of 0.07. The firm has a 50 day moving average price of $104.15 and a 200-day moving average price of $97.01. The stock has a market capitalization of $5.15 billion, a price-to-earnings ratio of 18.17 and a beta of 1.48.

UFP Industries (NASDAQ:UFPI) last issued its earnings results on Monday, February 23rd. The construction company reported $0.70 earnings per share for the quarter, missing analysts’ consensus estimates of $1.03 by ($0.33). The business had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.40 billion. UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.UFP Industries’s quarterly revenue was down 9.0% compared to the same quarter last year. During the same period last year, the firm posted $1.12 EPS.

UFP Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were given a dividend of $0.36 per share. 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 dividend yield of 1.6%. The ex-dividend date was Monday, March 2nd. UFP Industries’s dividend payout ratio (DPR) is currently 28.86%.

Institutional Trading of UFP Industries

Hedge funds have recently bought and sold shares of the stock. Commonwealth Equity Services LLC boosted its holdings in shares of UFP Industries by 3.0% during the 4th quarter. Commonwealth Equity Services LLC now owns 3,197 shares of the construction company’s stock valued at $291,000 after purchasing an additional 92 shares during the last quarter. Arkadios Wealth Advisors lifted its position in shares of UFP Industries by 2.1% in the fourth quarter. Arkadios Wealth Advisors now owns 4,648 shares of the construction company’s stock worth $423,000 after buying an additional 97 shares in the last quarter. F m Investments LLC boosted its stake in UFP Industries by 0.5% during the second quarter. F m Investments LLC now owns 22,459 shares of the construction company’s stock valued at $2,232,000 after buying an additional 112 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in UFP Industries by 54.8% during the 2nd 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 in the last quarter. Finally, SkyView Investment Advisors LLC increased its stake in UFP Industries by 1.3% in the 4th quarter. SkyView Investment Advisors LLC now owns 9,133 shares of the construction company’s stock worth $832,000 after acquiring an additional 114 shares during 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:

• Neutral Sentiment: Zacks reiterated a “Hold” rating while publishing a new FY2028 estimate of $6.68 EPS — this is an update to their model rather than an upgrade/downgrade of the stock itself. Zacks Research estimates update
• Negative Sentiment: Zacks lowered FY2026 and FY2027 EPS forecasts materially (FY2026: from $5.67 to $5.25; FY2027: from $6.30 to $5.91) — these cuts reduce near‑term earnings visibility and raise downside risk to the stock relative to prior expectations. Zacks Research estimates update
• Negative Sentiment: Zacks trimmed multiple quarterly estimates across 2026–2027 (examples: Q4 2026 from $1.18 to $1.03; Q1 2027 from $1.51 to $1.44; Q3 2027 from $1.64 to $1.55; several Q1–Q3 2026 and Q2 2027 cuts as well). The breadth of downgrades signals Zacks expects weaker demand/margin pressure to persist. Zacks Research estimates update

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.