Wedbush Has Negative Estimate for UFP Industries Q1 Earnings

UFP Industries, Inc. (NASDAQ:UFPI) – Stock analysts at Wedbush reduced their Q1 2025 earnings estimates for UFP Industries in a research note issued to investors on Wednesday, February 19th. Wedbush analyst J. Mccanless now expects that the construction company will earn $1.63 per share for the quarter, down from their prior estimate of $1.69. Wedbush currently has a “Outperform” rating and a $155.00 target price on the stock. The consensus estimate for UFP Industries’ current full-year earnings is $7.42 per share. Wedbush also issued estimates for UFP Industries’ Q2 2025 earnings at $2.17 EPS, Q3 2025 earnings at $1.90 EPS, Q4 2025 earnings at $1.65 EPS, FY2025 earnings at $7.36 EPS and Q4 2026 earnings at $1.77 EPS.

UFP Industries (NASDAQ:UFPI) last announced its quarterly earnings results on Monday, February 17th. The construction company reported $1.20 EPS for the quarter, missing the consensus estimate of $1.24 by ($0.04). The firm had revenue of $1.46 billion during the quarter, compared to the consensus estimate of $1.43 billion. UFP Industries had a net margin of 6.23% and a return on equity of 13.35%.

Several other analysts have also recently weighed in on UFPI. StockNews.com cut UFP Industries from a “buy” rating to a “hold” rating in a report on Wednesday. Benchmark reaffirmed a “buy” rating and issued a $135.00 target price on shares of UFP Industries in a research note on Wednesday. Two analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $143.00.

UFP Industries Price Performance

NASDAQ:UFPI opened at $112.89 on Thursday. UFP Industries has a 52-week low of $107.25 and a 52-week high of $141.33. The stock has a fifty day moving average of $115.46 and a 200 day moving average of $123.18. The company has a debt-to-equity ratio of 0.07, a quick ratio of 3.25 and a current ratio of 4.31. The firm has a market capitalization of $6.85 billion, a price-to-earnings ratio of 16.68 and a beta of 1.45.

Institutional Trading of UFP Industries

Several large investors have recently bought and sold shares of the company. Signaturefd LLC lifted its stake in shares of UFP Industries by 31.8% in the 3rd quarter. Signaturefd LLC now owns 315 shares of the construction company’s stock valued at $41,000 after purchasing an additional 76 shares during the period. Smartleaf Asset Management LLC lifted its position in UFP Industries by 1,683.3% during the fourth quarter. Smartleaf Asset Management LLC now owns 535 shares of the construction company’s stock valued at $60,000 after buying an additional 505 shares during the period. Jones Financial Companies Lllp boosted its holdings in shares of UFP Industries by 357.8% during the 4th quarter. Jones Financial Companies Lllp now owns 531 shares of the construction company’s stock valued at $60,000 after buying an additional 415 shares in the last quarter. Kapitalo Investimentos Ltda purchased a new stake in shares of UFP Industries in the 4th quarter worth about $61,000. Finally, Principal Securities Inc. increased its stake in shares of UFP Industries by 39.8% in the 4th quarter. Principal Securities Inc. now owns 615 shares of the construction company’s stock worth $69,000 after acquiring an additional 175 shares in the last quarter. 81.81% of the stock is owned by institutional investors.

Insider Activity at UFP Industries

In other UFP Industries news, Director William G. Currie sold 5,700 shares of the company’s stock in a transaction dated Friday, December 13th. The shares were sold at an average price of $126.59, for a total transaction of $721,563.00. Following the completion of the sale, the director now directly owns 61,140 shares in the company, valued at $7,739,712.60. This represents a 8.53 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Matthew J. Missad sold 15,000 shares of the firm’s stock in a transaction that occurred on Friday, November 22nd. The stock was sold at an average price of $131.03, for a total value of $1,965,450.00. Following the transaction, the chief executive officer now owns 314,450 shares in the company, valued at approximately $41,202,383.50. The trade was a 4.55 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 2.58% of the stock is currently owned by insiders.

UFP Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Stockholders of record on Monday, March 3rd will be given a dividend of $0.35 per share. The ex-dividend date is Monday, March 3rd. This is a positive change from UFP Industries’s previous quarterly dividend of $0.33. This represents a $1.40 annualized dividend and a dividend yield of 1.24%. UFP Industries’s dividend payout ratio is 19.50%.

About UFP Industries

UFP Industries, Inc, through its subsidiaries, designs, manufactures, and markets wood and non-wood composites, and other materials in North America, Europe, Asia, and Australia. It operates through Retail, Packaging, and Construction segments. The Retail segment offers treated lumber products, including decking, fencing, lattice, and other products; pressure-treated and fire-retardant products used primarily for outdoor decking environments; and lawn and garden products, consisting of wood and vinyl fencing options, garden beds and planters, pergolas, picnic tables, and other landscaping products.