UFPI

UFP INDUSTRIES INC

Nasdaq · Sawmills & Planting Mills, General · Inc. MI · CIK 0000912767
$84.56 +0.14% $4.8B
High Impact Filing (7/10)19 New Institutional Positions9 Institutional Exits
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$3.2B
Inst. Activity19 buys / 9 sells
SEC Reports8
Exchange Nasdaq·Sector Sawmills & Planting Mills, General·Inc. MI·CIK 0000912767·Prev Close $84.44

Recent Activity

Jun 1, 2026 SEC
UFP Industries announced a $300 million share repurchase authorization, effective May 29, 2026 and expiring April 30, 20
8-K — Impact 3/10
May 29, 2026 Insider
Tarvin Landon C was granted 18 shares
President,UFP Retail Solutions @ $81.00 ($1.5K)
May 29, 2026 Insider
MISSAD MATTHEW J was granted 18 shares
Executive Chairman @ $81.00 ($1.5K)
May 29, 2026 Insider
Guerre Robert Paul was granted 18 shares
$81.00 ($1.5K)
May 4, 2026 SEC
UFP Industries acquired the operating assets of John Rock, Inc. for approximately $48 million, adding three pallet manuf
8-K — Impact 6/10
Apr 30, 2026 SEC
UFP Industries filed an 8-K with an investor relations presentation covering results through Q1 2026 (March 28, 2026). T
8-K — Impact 5/10
Inst.
WASATCH ADVISORS LP — ADD
2,037,908 shares ($187.7M)
Inst.
FRANKLIN RESOURCES INC — DOUBLED
1,137,820 shares ($104.8M)

Price Targets

$103.00 +21.8% upside Strong Buy
Current $84.56 Low $87.00 Median $105.00 High $115.00 5 analysts
$87.00 $115.00

Analyst Ratings

Buy73% buy · 11 analysts
2Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Stifel MAINTAIN Hold → Hold
May 5, 2026 BMO Capital UPGRADE Market Perform → Outperform
May 1, 2026 DA Davidson MAINTAIN Buy → Buy
May 1, 2026 Benchmark MAINTAIN Buy → Buy
Apr 20, 2026 BMO Capital MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.43 ▼ -12.9% $1.43 — $1.43 -16% YoY 1
Next Q $1.28 ▼ -14.3% $1.28 — $1.28 -1% YoY 1
Current FY $4.61 ▼ -13.3% $4.61 — $4.61 -8% YoY 1
Next FY $5.50 ▼ -9.8% $5.50 — $5.50 19% YoY 1

Latest Reports

NEUTRAL 8-K 3/10
UFP Industries announced a $300 million share repurchase authorization, effective May 29, 2026 and expiring April 30, 20
Jun 1, 2026
BULLISH 8-K 6/10
UFP Industries acquired the operating assets of John Rock, Inc. for approximately $48 million, adding three pallet manuf
May 4, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$709.4M—
VANGUARD PORTFOLIO MANAGEMENT LLC$303.6M—
KAYNE ANDERSON RUDNICK INVESTMENT$293.6M—
VANGUARD CAPITAL MANAGEMENT LLC$234.3M—

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Tarvin LandonA$1.5K
May 29, 2026MISSAD MATTHEWA$1.5K
May 29, 2026Guerre RobertA$1.5K
May 29, 2026COLE MICHAELA$1.5K
May 1, 2026Rhodes ThomasA$60.0K
50 institutional holders with $3.2B total value (34,626,637 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 19 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.7,701,118$709.4M22.2%—
3VANGUARD PORTFOLIO MANAGEMENT LLC3,295,387$303.6M9.5%—
4KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,187,680$293.6M9.2%—
5VANGUARD CAPITAL MANAGEMENT LLC2,543,167$234.3M7.3%—
6STATE STREET CORP2,154,679$198.5M6.2%—
7WASATCH ADVISORS LP2,037,908$187.7M5.9%ADD +32.9%
8DIMENSIONAL FUND ADVISORS LP1,912,790$176.2M5.5%—
9FMR LLC1,335,257$123.0M3.9%ADD +42.9%
10FRANKLIN RESOURCES INC1,137,820$104.8M3.3%DOUBLED +129.6%
11Allspring Global Investments Holdings, LLC1,060,153$96.6M3.0%—
12ROYCE & ASSOCIATES LP824,386$75.9M2.4%—
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC811,155$74.7M2.3%—
14AMERIPRISE FINANCIAL INC507,115$46.7M1.5%ADD +44.9%
15GOLDMAN SACHS GROUP INC421,635$38.8M1.2%—
16RAYMOND JAMES FINANCIAL INC383,967$35.4M1.1%—
17VANGUARD FIDUCIARY TRUST CO376,471$34.7M1.1%—
18WELLS FARGO & COMPANY/MN370,342$34.1M1.1%—
19MORGAN STANLEY361,907$33.3M1.0%—
20D. E. Shaw & Co., Inc.335,769$30.9M1.0%ADD +61.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPADD1,533,2992,037,908+32.9%$187.7M2026-Q1
FRANKLIN RESOURCES INCDOUBLED495,6731,137,820+129.6%$104.8M2026-Q1
AMERIPRISE FINANCIAL INCADD350,057507,115+44.9%$46.7M2026-Q1
Russell Investments Group, Ltd.ADD188,339261,670+38.9%$24.1M2026-Q1
Allianz Asset Management GmbHADD89,298112,541+26.0%$10.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM213,320110,592-48.2%$10.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM163,70963,000-61.5%$5.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,85560,136+1459.9%$5.5M2026-Q1
B. Metzler seel. Sohn & Co. AGADD30,55340,352+32.1%$3.7M2026-Q1
&PARTNERSADD12,65520,973+65.7%$1.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT96,11817,591-81.7%$1.6M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD16,64730,186+81.3%$1.2M2026-Q1
Cerity Partners LLCADD7,1099,751+37.2%$898.3K2026-Q1
M&T BANK CORPNEAR_EXIT45,6257,191-84.2%$662.4K2026-Q1
HighTower Advisors, LLCADD4,7036,561+39.5%$604.4K2026-Q1
D.A. DAVIDSON & CO.ADD4,0726,082+49.4%$560.3K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD3,1775,668+78.4%$522.1K2026-Q1
FEDERATED HERMES, INC.ADD3,3214,631+39.4%$426.6K2026-Q1
MACKENZIE FINANCIAL CORPTRIM8,2584,577-44.6%$421.6K2026-Q1
Swiss Life Asset Management LtdADD2,8383,710+30.7%$341.8K2026-Q1
AmundiTRIM10,9743,664-66.6%$337.5K2026-Q1
Rockefeller Capital Management L.P.ADD2,0633,315+60.7%$305.4K2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED101,017+10070.0%$93.7K2026-Q1
NOMURA ASSET MANAGEMENT CO LTDADD560920+64.3%$84.8K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD541722+33.5%$66.5K2026-Q1
14 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Tarvin Landon CPresident,UFP Retail SolutionsAWARD18$81.00$1.5K
May 29, 2026MISSAD MATTHEW JExecutive ChairmanAWARD18$81.00$1.5K
May 29, 2026Guerre Robert PaulAWARD18$81.00$1.5K
May 29, 2026COLE MICHAEL RChief Financial OfficerAWARD18$81.00$1.5K
May 1, 2026Rhodes Thomas WayneDirectorAWARD704$85.18$60.0K
May 1, 2026Budden Joan ADirectorAWARD396$85.18$33.7K
May 1, 2026McLean Benjamin J.DirectorAWARD639$85.18$54.4K
May 1, 2026Tuuk Kuras MaryDirectorAWARD396$85.18$33.7K
May 1, 2026WALKER BRIAN CDirectorAWARD397$85.18$33.8K
May 1, 2026Wooldridge Michael G.DirectorAWARD396$85.18$33.7K
May 1, 2026Grubbs Ronald K Jr.DirectorAWARD8$85.18$681.44
May 1, 2026Grubbs Ronald K Jr.DirectorAWARD32$85.18$2.7K
Apr 30, 2026COLE MICHAEL RChief Financial OfficerAWARD16$89.49$1.4K
Apr 30, 2026Guerre Robert PaulAWARD16$89.49$1.4K
Apr 30, 2026MISSAD MATTHEW JExecutive ChairmanAWARD16$89.49$1.4K
Apr 30, 2026Tarvin Landon CPresident,UFP Retail SolutionsAWARD13$89.49$1.2K
Apr 1, 2026Benton Patrick M.President, UFP ConstructionEXERCISE603$91.14$55.0K
Apr 1, 2026Benton Patrick M.President, UFP ConstructionD157$91.14$14.3K
Apr 1, 2026Tarvin Landon CPresident,UFP Retail SolutionsD118$91.14$10.8K
Apr 1, 2026COLE MICHAEL RChief Financial OfficerD114.975$91.14$10.5K
Apr 1, 2026COLE MICHAEL RChief Financial OfficerEXERCISE438$91.14$39.9K
Apr 1, 2026Tarvin Landon CPresident,UFP Retail SolutionsEXERCISE438$91.14$39.9K
Apr 1, 2026SCHWARTZ WILLIAM DANNYChief Executive OfficerD132$91.14$12.0K
Apr 1, 2026SCHWARTZ WILLIAM DANNYChief Executive OfficerEXERCISE603$91.14$55.0K
Mar 31, 2026COLE MICHAEL RChief Financial OfficerAWARD15$92.12$1.4K
Mar 31, 2026Guerre Robert PaulAWARD15$92.12$1.4K
Mar 31, 2026MISSAD MATTHEW JExecutive ChairmanAWARD15$92.12$1.4K
Mar 31, 2026Tarvin Landon CPresident,UFP Retail SolutionsAWARD12$92.12$1.1K
Feb 27, 2026Tarvin Landon CPresident,UFP Retail SolutionsAWARD11$102.91$1.1K
Feb 27, 2026Guerre Robert PaulAWARD14$102.91$1.4K
Feb 27, 2026Worthington Scott APresident, UFP PackagingAWARD1,724$110.55$190.6K
Feb 27, 2026MISSAD MATTHEW JExecutive ChairmanAWARD5,734$110.55$633.9K
Feb 27, 2026Benton Patrick M.President, UFP ConstructionAWARD1,860$110.55$205.6K
Feb 27, 2026MISSAD MATTHEW JExecutive ChairmanAWARD14$102.91$1.4K
Feb 27, 2026COLE MICHAEL RChief Financial OfficerAWARD2,188$110.55$241.9K
Feb 27, 2026COLE MICHAEL RChief Financial OfficerAWARD14$102.91$1.4K
Feb 26, 2026Tarvin Landon CPresident,UFP Retail SolutionsAWARD174$110.55$19.2K
Feb 26, 2026COLE MICHAEL RChief Financial OfficerAWARD179$110.55$19.8K
Feb 26, 2026Benton Patrick M.President, UFP ConstructionAWARD174$110.55$19.2K
Feb 26, 2026Worthington Scott APresident, UFP PackagingAWARD174$110.55$19.2K
Feb 26, 2026MISSAD MATTHEW JExecutive ChairmanAWARD337$110.55$37.3K
Feb 26, 2026Guerre Robert PaulAWARD132$110.55$14.6K
Feb 26, 2026SCHWARTZ WILLIAM DANNYChief Executive OfficerAWARD316$110.55$34.9K
Feb 19, 2026Benton Patrick M.President, UFP ConstructionAWARD4,997$110.55$552.4K
Feb 19, 2026Benton Patrick M.President, UFP ConstructionAWARD585$110.55$64.7K
Feb 19, 2026Worthington Scott APresident, UFP PackagingAWARD1,778$110.55$196.6K
Feb 19, 2026Worthington Scott APresident, UFP PackagingAWARD585$110.55$64.7K
Feb 19, 2026MISSAD MATTHEW JExecutive ChairmanAWARD4,788$110.55$529.3K
Feb 19, 2026MISSAD MATTHEW JExecutive ChairmanAWARD1,064$110.55$117.6K
Feb 19, 2026Guerre Robert PaulAWARD452$110.55$50.0K
8 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 5 neutral. Avg impact: 4.1/10.
NEUTRAL 8-K 3/10
UFP Industries announced a $300 million share repurchase authorization, effective May 29, 2026 and e
Jun 1, 2026
BULLISH 8-K 6/10
UFP Industries acquired the operating assets of John Rock, Inc. for approximately $48 million, addin
May 4, 2026
BEARISH 8-K 5/10
UFP Industries filed an 8-K with an investor relations presentation covering results through Q1 2026
Apr 30, 2026
NEUTRAL 8-K 3/10
UFP Industries announced the acquisition of Berry Pallets, Inc. for approximately $20 million, addin
Apr 28, 2026
NEUTRAL 8-K 3/10
UFP Industries declared a 3% increase in its quarterly dividend to $0.36 per share, payable June 15,
Apr 23, 2026
NEUTRAL 8-K 3/10
UFP Industries announced executive leadership changes, appointing Patrick Benton as Executive Vice P
Apr 22, 2026
BULLISH 8-K 7/10
UFP Industries acquired Oldcastle APG's MoistureShield decking operating assets to expand its Deckor
Apr 6, 2026
NEUTRAL DEFA14A 3/10
Analysis based on filing metadata only — document content was unavailable
Mar 9, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (73% buy). Based on 11 analysts: 2 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$103.00 mean target +21.8% upside Strong Buy (3.00)
$87.00 Low $115.00 High
MetricValue
Current Price$84.56
Target Low$87.00
Target Mean$103.00
Target Median$105.00
Target High$115.00
# Analysts5
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.43 $1.43 $1.43 -15.9% -12.9% 0↑ 5↓ $1.8B -1.4% 1
Next Q
2026-09-30
 $1.28 $1.28 $1.28 -0.8% -14.3% 0↑ 5↓ $1.6B 3.0% 1
Current FY
2026-12-31
 $4.61 $4.61 $4.61 -7.8% -13.3% 0↑ 5↓ $6.3B -1.1% 1
Next FY
2027-12-31
 $5.50 $5.50 $5.50 19.3% -9.8% 0↑ 5↓ $6.7B 7.9% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.430
7d ago$1.430
30d ago$1.642-0.212
60d ago$1.644-0.214
90d ago$1.643-0.213
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Stifel MAINTAIN Hold Hold
May 5, 2026 BMO Capital UPGRADE Market Perform Outperform
May 1, 2026 DA Davidson MAINTAIN Buy Buy
May 1, 2026 Benchmark MAINTAIN Buy Buy
Apr 20, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 10, 2026 DA Davidson MAINTAIN Buy Buy
Feb 24, 2026 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262630073%
May 1, 20262540064%
Apr 1, 20262540064%
Mar 1, 20262540064%
Feb 1, 20262540064%
Jan 1, 20263540067%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
UFPI Q1 2026 Earnings Scheduled — 2026-04-29
Mar 13, 2026
short_interest
FTD: UFPI — 7,030 shares ($0.6M) failed to deliver
Settlement: 20260313, Price: $89.75, FTD Value: $630,942.5, UFP INDS INC
Feb 23, 2026
earnings_calendar
UFPI Q4 2025 Earnings After Market Close — 2026-02-23