UFPI
UFP INDUSTRIES INC
$81.06
+1.20%
$4.6B
No data for this timeframe.
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders9 funds
Inst. Value$938.9M
Inst. Activity3 buys / 0 sells
SEC Reports8
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 sold 18 shares
President,UFP Retail Solutions @ $81.00 ($1.5K)
May 29, 2026
Insider
MISSAD MATTHEW J sold 18 shares
Executive Chairman @ $81.00 ($1.5K)
May 29, 2026
Insider
Guerre Robert Paul sold 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.
FMR LLC — ADD
1,254,776 shares ($114.2M)
Inst.
NORGES BANK — NEW
825,736 shares ($75.2M)
Price Targets
$103.00
+23.4% upside
Strong Buy
Current $83.45
Low $87.00
Median $105.00
High $115.00
5 analysts
$87.00
$115.00
Analyst Ratings
2Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $557.0M | — |
| FMR LLC | $114.2M | ADD |
| NORGES BANK | $75.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $73.3M | NEW |
| MORGAN STANLEY | $34.8M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Tarvin Landon | A | $1.5K |
| May 29, 2026 | MISSAD MATTHEW | A | $1.5K |
| May 29, 2026 | Guerre Robert | A | $1.5K |
| May 29, 2026 | COLE MICHAEL | A | $1.5K |
| May 1, 2026 | Rhodes Thomas | A | $60.0K |
9 institutional holders with $938.9M total value (10,311,629 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,117,218 | $557.0M | 59.3% | — |
| 2 | FMR LLC | 1,254,776 | $114.2M | 12.2% | ADD +42.9% |
| 3 | NORGES BANK | 825,736 | $75.2M | 8.0% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 804,991 | $73.3M | 7.8% | NEW |
| 5 | MORGAN STANLEY | 382,681 | $34.8M | 3.7% | ADD +26.5% |
| 6 | WELLS FARGO & COMPANY/MN | 357,554 | $32.6M | 3.5% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 283,133 | $25.8M | 2.7% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 163,709 | $14.9M | 1.6% | TRIM -28.3% |
| 9 | TWO SIGMA INVESTMENTS, LP | 121,831 | $11.1M | 1.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 877,979 | 1,254,776 | +42.9% | $114.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 825,736 | — | $75.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 121,831 | — | $11.1M | 2025-Q4 |
| UBS Group AG | ADD | 291,472 | 429,440 | +47.3% | $40.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 286,809 | 205,709 | -28.3% | $19.2M | 2025-Q3 |
| NORGES BANK | EXIT | 753,870 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 7,333 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | TRIM | 1,947,488 | 935,262 | -52.0% | $92.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 753,870 | — | $74.9M | 2025-Q2 |
| UBS Group AG | TRIM | 454,121 | 291,472 | -35.8% | $29.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 163,209 | 286,809 | +75.7% | $28.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 7,333 | — | $728.6K | 2025-Q2 |
| UBS Group AG | ADD | 321,429 | 454,121 | +41.3% | $48.6M | 2025-Q1 |
| NORGES BANK | EXIT | 738,122 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 59,480 | 321,429 | +440.4% | $36.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 150,279 | 87,192 | -42.0% | $9.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 769,841 | — | $101.0M | 2024-Q3 |
| MORGAN STANLEY | ADD | 428,198 | 541,636 | +26.5% | $71.1M | 2024-Q3 |
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Tarvin Landon C | President,UFP Retail Solutions | A | 18 | $81.00 | $1.5K |
| May 29, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 18 | $81.00 | $1.5K |
| May 29, 2026 | Guerre Robert Paul | A | 18 | $81.00 | $1.5K | |
| May 29, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 18 | $81.00 | $1.5K |
| May 1, 2026 | Rhodes Thomas Wayne | Director | A | 704 | $85.18 | $60.0K |
| May 1, 2026 | Budden Joan A | Director | A | 396 | $85.18 | $33.7K |
| May 1, 2026 | McLean Benjamin J. | Director | A | 639 | $85.18 | $54.4K |
| May 1, 2026 | Tuuk Kuras Mary | Director | A | 396 | $85.18 | $33.7K |
| May 1, 2026 | WALKER BRIAN C | Director | A | 397 | $85.18 | $33.8K |
| May 1, 2026 | Wooldridge Michael G. | Director | A | 396 | $85.18 | $33.7K |
| May 1, 2026 | Grubbs Ronald K Jr. | Director | A | 8 | $85.18 | $681.44 |
| May 1, 2026 | Grubbs Ronald K Jr. | Director | A | 32 | $85.18 | $2.7K |
| Apr 30, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 16 | $89.49 | $1.4K |
| Apr 30, 2026 | Guerre Robert Paul | A | 16 | $89.49 | $1.4K | |
| Apr 30, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 16 | $89.49 | $1.4K |
| Apr 30, 2026 | Tarvin Landon C | President,UFP Retail Solutions | A | 13 | $89.49 | $1.2K |
| Apr 1, 2026 | Benton Patrick M. | President, UFP Construction | M | 603 | $91.14 | $55.0K |
| Apr 1, 2026 | Benton Patrick M. | President, UFP Construction | D | 157 | $91.14 | $14.3K |
| Apr 1, 2026 | Tarvin Landon C | President,UFP Retail Solutions | D | 118 | $91.14 | $10.8K |
| Apr 1, 2026 | COLE MICHAEL R | Chief Financial Officer | D | 114.975 | $91.14 | $10.5K |
| Apr 1, 2026 | COLE MICHAEL R | Chief Financial Officer | M | 438 | $91.14 | $39.9K |
| Apr 1, 2026 | Tarvin Landon C | President,UFP Retail Solutions | M | 438 | $91.14 | $39.9K |
| Apr 1, 2026 | SCHWARTZ WILLIAM DANNY | Chief Executive Officer | D | 132 | $91.14 | $12.0K |
| Apr 1, 2026 | SCHWARTZ WILLIAM DANNY | Chief Executive Officer | M | 603 | $91.14 | $55.0K |
| Mar 31, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 15 | $92.12 | $1.4K |
| Mar 31, 2026 | Guerre Robert Paul | A | 15 | $92.12 | $1.4K | |
| Mar 31, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 15 | $92.12 | $1.4K |
| Mar 31, 2026 | Tarvin Landon C | President,UFP Retail Solutions | A | 12 | $92.12 | $1.1K |
| Feb 27, 2026 | Tarvin Landon C | President,UFP Retail Solutions | A | 11 | $102.91 | $1.1K |
| Feb 27, 2026 | Guerre Robert Paul | A | 14 | $102.91 | $1.4K | |
| Feb 27, 2026 | Worthington Scott A | President, UFP Packaging | A | 1,724 | $110.55 | $190.6K |
| Feb 27, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 5,734 | $110.55 | $633.9K |
| Feb 27, 2026 | Benton Patrick M. | President, UFP Construction | A | 1,860 | $110.55 | $205.6K |
| Feb 27, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 14 | $102.91 | $1.4K |
| Feb 27, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 2,188 | $110.55 | $241.9K |
| Feb 27, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 14 | $102.91 | $1.4K |
| Feb 26, 2026 | Tarvin Landon C | President,UFP Retail Solutions | A | 174 | $110.55 | $19.2K |
| Feb 26, 2026 | COLE MICHAEL R | Chief Financial Officer | A | 179 | $110.55 | $19.8K |
| Feb 26, 2026 | Benton Patrick M. | President, UFP Construction | A | 174 | $110.55 | $19.2K |
| Feb 26, 2026 | Worthington Scott A | President, UFP Packaging | A | 174 | $110.55 | $19.2K |
| Feb 26, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 337 | $110.55 | $37.3K |
| Feb 26, 2026 | Guerre Robert Paul | A | 132 | $110.55 | $14.6K | |
| Feb 26, 2026 | SCHWARTZ WILLIAM DANNY | Chief Executive Officer | A | 316 | $110.55 | $34.9K |
| Feb 19, 2026 | Benton Patrick M. | President, UFP Construction | A | 4,997 | $110.55 | $552.4K |
| Feb 19, 2026 | Benton Patrick M. | President, UFP Construction | A | 585 | $110.55 | $64.7K |
| Feb 19, 2026 | Worthington Scott A | President, UFP Packaging | A | 1,778 | $110.55 | $196.6K |
| Feb 19, 2026 | Worthington Scott A | President, UFP Packaging | A | 585 | $110.55 | $64.7K |
| Feb 19, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 4,788 | $110.55 | $529.3K |
| Feb 19, 2026 | MISSAD MATTHEW J | Executive Chairman | A | 1,064 | $110.55 | $117.6K |
| Feb 19, 2026 | Guerre Robert Paul | A | 452 | $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
+23.4% upside
Strong Buy (1.80)
$87.00 Low
$115.00 High
| Metric | Value |
|---|---|
| Current Price | $83.45 |
| Target Low | $87.00 |
| Target Mean | $103.00 |
| Target Median | $105.00 |
| Target High | $115.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.80) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| May 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Apr 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Mar 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Feb 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Jan 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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