UFP Industries (NASDAQ:UFPI) Stock Rating Lowered by Zacks Research

UFP Industries (NASDAQ:UFPI) was downgraded by equities researchers at Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Tuesday,Zacks.com reports. Zacks Research also issued estimates for UFP Industries’ Q1 2026 earnings at $1.21 EPS, Q1 2026 earnings at $1.18 EPS, Q2 2026 earnings at $1.60 EPS, Q2 2026 earnings at $1.61 EPS, Q3 2026 earnings at $1.41 EPS, Q4 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.02 EPS, FY2026 earnings at $5.21 EPS, FY2026 earnings at $5.25 EPS, Q1 2027 earnings at $1.44 EPS, Q1 2027 earnings at $1.43 EPS, Q2 2027 earnings at $1.67 EPS, Q2 2027 earnings at $1.68 EPS, Q3 2027 earnings at $1.55 EPS, Q3 2027 earnings at $1.54 EPS, Q4 2027 earnings at $1.24 EPS, FY2027 earnings at $5.91 EPS, FY2027 earnings at $5.88 EPS, FY2028 earnings at $6.64 EPS and FY2028 earnings at $6.68 EPS.

A number of other analysts also recently commented on UFPI. DA Davidson dropped their price objective on UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a research note on Tuesday, March 10th. Stifel Nicolaus set a $98.00 target price on UFP Industries in a research note on Tuesday, December 2nd. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UFP Industries in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, UFP Industries currently has an average rating of “Hold” and a consensus price target of $106.67.

UFP Industries Trading Down 1.1%

UFP Industries stock opened at $89.68 on Tuesday. UFP Industries has a 12-month low of $87.11 and a 12-month high of $118.00. 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 stock has a market capitalization of $5.09 billion, a PE ratio of 17.97 and a beta of 1.48. The firm has a 50 day simple moving average of $104.09 and a 200-day simple moving average of $96.96.

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). The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.40 billion. UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.UFP Industries’s revenue for the quarter was down 9.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.12 EPS. As a group, equities research analysts expect that UFP Industries will post 7.08 EPS for the current fiscal year.

Institutional Investors Weigh In On UFP Industries

Several large investors have recently modified their holdings of UFPI. Commonwealth Equity Services LLC grew its holdings in shares of UFP Industries by 3.0% in the 4th quarter. Commonwealth Equity Services LLC now owns 3,197 shares of the construction company’s stock worth $291,000 after acquiring an additional 92 shares during the last quarter. Arkadios Wealth Advisors lifted its holdings in shares of UFP Industries by 2.1% during the fourth quarter. Arkadios Wealth Advisors now owns 4,648 shares of the construction company’s stock valued at $423,000 after purchasing an additional 97 shares during the last quarter. F m Investments LLC lifted its holdings in shares of 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 purchasing an additional 112 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in shares of UFP Industries by 54.8% in the 2nd 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 period. 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 purchasing an additional 114 shares in the last quarter. 81.81% of the stock is owned by institutional investors.

Key UFP Industries News

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

• Neutral Sentiment: Zacks Research kept a “Hold” rating on UFPI but published an updated multi-year forecast (FY2026–FY2028) and quarter-by-quarter estimates—providing a roadmap for expected recovery while not turning bullish. This keeps analyst sentiment cautious rather than optimistic. Zacks / MarketBeat summary
• Negative Sentiment: Multiple Zacks estimate cuts: Zacks pared several near-term and FY forecasts in mid-March (examples: FY2026 EPS lowered to $5.25 from $5.67; FY2027 to $5.91 from $6.30; Q4‑2026 to $1.03 from $1.18; Q1‑2027 to $1.44 from $1.51). The across-the-board reductions signal weaker demand or margin pressure is expected and are pressuring the stock. Zacks / MarketBeat details
• Negative Sentiment: Sell-side negative coverage: an MSN column highlights “3 reasons to sell UFPI” and suggests an alternative stock, amplifying bearish sentiment among retail investors and potentially increasing selling pressure. 3 reasons to sell UFPI
• Negative Sentiment: Recent reported results were weak: UFPI missed Q4 analyst expectations (reported $0.70 EPS vs. ~$1.03 estimate) and revenue declined ~9% year-over-year — a backdrop that explains the downward estimate revisions and investor caution. Historical results / MarketBeat

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.