UFP Industries (NASDAQ:UFPI) Downgraded by Zacks Research to Strong Sell

UFP Industries (NASDAQ:UFPI) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued 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 equities analysts also recently issued reports on the company. DA Davidson lowered their price target on UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. Weiss Ratings restated a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus set a $98.00 target price on UFP Industries in a research note on Tuesday, December 2nd. One investment 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’s stock. According to MarketBeat, UFP Industries presently has an average rating of “Hold” and a consensus price target of $106.67.

UFP Industries Trading Down 1.1%

Shares of UFP Industries stock opened at $89.68 on Tuesday. The firm has a 50-day simple moving average of $104.09 and a two-hundred day simple moving average of $96.96. The company has a market cap of $5.09 billion, a P/E ratio of 17.97 and a beta of 1.48. UFP Industries has a fifty-two week low of $87.11 and a fifty-two week high of $118.00. 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 (NASDAQ:UFPI) last posted its earnings results on Monday, February 23rd. The construction company reported $0.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.03 by ($0.33). UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.The firm had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same period in the previous year, the company earned $1.12 earnings per share. The company’s revenue was down 9.0% compared to the same quarter last year. As a group, equities analysts predict that UFP Industries will post 7.08 earnings per share for the current fiscal year.

Institutional Investors Weigh In On UFP Industries

Large investors have recently bought and sold shares of the company. Norges Bank acquired a new position in UFP Industries in the 4th quarter valued at $75,183,000. Deprince Race & Zollo Inc. purchased a new position in UFP Industries in the 3rd quarter valued at $41,962,000. Boston Partners boosted its stake in UFP Industries by 25.7% during the 2nd quarter. Boston Partners now owns 1,847,503 shares of the construction company’s stock worth $183,569,000 after purchasing an additional 378,203 shares during the last quarter. River Road Asset Management LLC boosted its stake in 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 worth $80,118,000 after purchasing an additional 343,830 shares during the last quarter. Finally, Millennium Management LLC grew its holdings in shares of UFP Industries by 209.9% during the third quarter. Millennium Management LLC now owns 425,336 shares of the construction company’s stock worth $39,765,000 after buying an additional 288,093 shares in the last quarter. 81.81% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about UFP Industries

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.