Henrickson Nauta Wealth Advisors Inc. Has $4.88 Million Position in UFP Industries, Inc. $UFPI

Henrickson Nauta Wealth Advisors Inc. cut its holdings in UFP Industries, Inc. (NASDAQ:UFPI) by 72.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 51,381 shares of the construction company’s stock after selling 134,873 shares during the period. UFP Industries comprises approximately 0.7% of Henrickson Nauta Wealth Advisors Inc.’s holdings, making the stock its 17th largest position. Henrickson Nauta Wealth Advisors Inc.’s holdings in UFP Industries were worth $4,875,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UFPI. Geneos Wealth Management Inc. boosted its position in shares of 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 purchasing an additional 114 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in UFP Industries by 648.3% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 434 shares of the construction company’s stock worth $41,000 after purchasing an additional 376 shares during the period. Winnow Wealth LLC bought a new stake in UFP Industries in the third quarter worth approximately $51,000. EverSource Wealth Advisors LLC lifted 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 during the period. Finally, NewEdge Advisors LLC lifted its stake in 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. 81.81% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Weiss Ratings restated 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 research report on Tuesday, December 2nd. DA Davidson cut their target price 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. Finally, Zacks Research cut shares of UFP Industries from a “hold” rating to a “strong sell” rating in a report on Tuesday, March 17th. One analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $106.67.

More UFP Industries News

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 Stock Down 1.9%

Shares of NASDAQ:UFPI opened at $86.78 on Friday. The business’s 50 day simple moving average is $103.58 and its two-hundred day simple moving average is $96.78. The firm has a market cap of $4.93 billion, a P/E ratio of 17.39 and a beta of 1.48. The company has a debt-to-equity ratio of 0.07, a quick ratio of 3.13 and a current ratio of 4.59. UFP Industries, Inc. has a 52-week low of $84.82 and a 52-week high of $118.00.

UFP Industries (NASDAQ:UFPI) last released its quarterly earnings data 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 firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the prior year, the firm earned $1.12 EPS. The company’s revenue was down 9.0% compared to the same quarter last year. As a group, research analysts forecast that UFP Industries, Inc. will post 7.08 EPS for the current fiscal year.

UFP Industries Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Monday, March 2nd were paid a dividend of $0.36 per share. This is a boost from UFP Industries’s previous quarterly dividend of $0.35. The ex-dividend date was Monday, March 2nd. This represents a $1.44 dividend on an annualized basis and a yield of 1.7%. UFP Industries’s dividend payout ratio (DPR) is presently 28.86%.

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.