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

UFP Industries (NASDAQ:UFPI) was downgraded by equities researchers at Zacks Research from a “hold” rating to a “strong sell” rating in a report released 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.

Other equities analysts have also issued research reports about the company. DA Davidson lowered 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. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UFP Industries in a research note on Tuesday, January 27th. Finally, Stifel Nicolaus set a $98.00 price target on UFP Industries in a report on Tuesday, December 2nd. One research analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $106.67.

UFP Industries Trading Down 1.1%

UFPI opened at $89.68 on Tuesday. The firm has a market capitalization of $5.09 billion, a price-to-earnings ratio of 17.97 and a beta of 1.48. The company’s 50 day simple moving average is $104.09 and its two-hundred day simple moving average is $96.96. UFP Industries has a 1-year low of $87.11 and a 1-year 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.

UFP Industries (NASDAQ:UFPI) last posted 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 net margin of 4.66% and a return on equity of 9.27%. The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter last year, the company earned $1.12 earnings per share. UFP Industries’s revenue for the quarter was down 9.0% on a year-over-year basis. Analysts expect that UFP Industries will post 7.08 EPS for the current fiscal year.

Hedge Funds Weigh In On UFP Industries

Several large investors have recently modified their holdings of UFPI. Rockefeller Capital Management L.P. increased its position in shares of UFP Industries by 101.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 2,063 shares of the construction company’s stock worth $188,000 after purchasing an additional 1,037 shares during the last quarter. Hsbc Holdings PLC raised its holdings in UFP Industries by 300.7% in the 4th quarter. Hsbc Holdings PLC now owns 21,424 shares of the construction company’s stock valued at $1,959,000 after buying an additional 16,077 shares during the period. Caitong International Asset Management Co. Ltd lifted its position in UFP Industries by 222.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,210 shares of the construction company’s stock valued at $110,000 after buying an additional 835 shares during the last quarter. River Road Asset Management LLC lifted its position in UFP Industries by 64.1% in the fourth quarter. River Road Asset Management LLC now owns 879,935 shares of the construction company’s stock valued at $80,118,000 after buying an additional 343,830 shares during the last quarter. Finally, Virtu Financial LLC purchased a new position in UFP Industries during the fourth quarter worth about $334,000. Institutional investors and hedge funds own 81.81% of the company’s stock.

UFP Industries News Summary

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.