Market Cap
$4.3B
UFPI
UFP INDUSTRIES INC
$77.15 ▲ +0.09%
Prev close $77.08Market cap$4.3B
ConsensusBuy
12-mo target$102.60 (+33.0%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)35 New Institutional Positions14 Institutional Exits Materials & Mining
Snapshot
The big-picture read on UFPI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$3.7B
Inst. Activity
35 buys / 14 sells
SEC Reports
11
Price chart 30d -7.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Tarvin Landon C was granted 15 shares
President, UFP Retail @ $77.22 ($1.2K)
Sep 30, 2026 Insider
MISSAD MATTHEW J was granted 19 shares
Executive Chairman @ $77.22 ($1.5K)
Sep 30, 2026 Insider
Guerre Robert Paul was granted 19 shares
$77.22 ($1.5K)
Aug 13, 2026 other
Jul 30, 2026 SEC UFP Industries to Expand Structural Packaging Capacity with New South Carolina Manufacturing Facility
GRAND RAPIDS, Mich., Aug. 13, 2026 /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) today announc
UFP Industries filed an updated investor relations presentation for Q2 2026 (period ended June 27, 2026) under Item 7.01
8-K — Impact 3/10
UFP Industries reported Q2 2026 EPS of $1.48, missing the $1.41 consensus by 5.0%, while revenue of $1.88B beat the $1.8
PRESS-RELEASE — Impact 6/10
UFP Industries declared a quarterly cash dividend of $0.36 per share, a 3% increase from the 2025 rate, payable Septembe
8-K — Impact 2/10
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — TRIM
1,394,340 shares ($126.5M)
Analyst ratings buy % +9.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Oppenheimer | INITIATE | Perform | 52% |
| Aug 24, 2026 | Stifel | MAINTAIN | Hold | 54% |
| May 11, 2026 | Stifel | MAINTAIN | Hold | 54% |
| May 5, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
| May 1, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 1, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Apr 20, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Aug 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Jul 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| 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% |
Price targets
Where 5 covering analysts think UFPI trades over the next 12 months.
$102.60 +33.0% upside Strong Buy
Current$77.15 Low$90.00 Median$105.00 High$115.00 5 analysts
$90.00$115.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 7 neutral · avg impact 4.0/10.
NEUTRAL8-K3/10
UFP Industries filed an updated investor relations presentation for Q2 2026 (period ended June 27, 2
Jul 30, 2026
BEARISHPRESS-RELEASE6/10
UFP Industries reported Q2 2026 EPS of $1.48, missing the $1.41 consensus by 5.0%, while revenue of
Jul 29, 2026
NEUTRAL8-K2/10
UFP Industries declared a quarterly cash dividend of $0.36 per share, a 3% increase from the 2025 ra
Jul 22, 2026
NEUTRAL8-K3/10
UFP Industries announced a $300 million share repurchase authorization, effective May 29, 2026 and e
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 13, 2026
other
UFP Industries to Expand Structural Packaging Capacity with New South Carolina Manufacturing Facility
GRAND RAPIDS, Mich., Aug. 13, 2026 /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) today announced plans to establish a new UFP Packaging manufact
Aug 3, 2026
ftd
FTD: UFPI — 9,483 shares ($0.8M) failed to deliver
Settlement: 20260803, Price: $86.74, FTD Value: $822,555.42, UFP INDS INC
Jul 29, 2026
earnings
UFP Industries Announces Second Quarter 2026 Results
GRAND RAPIDS, Mich., July 29, 2026 /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added produc
Jul 29, 2026
ftd
FTD: UFPI — 15,900 shares ($1.4M) failed to deliver
Settlement: 20260729, Price: $91.01, FTD Value: $1,447,059, UFP INDS INC
Jul 29, 2026
earnings_calendar
UFPI Q2 2026 Earnings Scheduled — 2026-07-29
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.24 | $1.12–$1.33 | -3.9% | -0.6% | 1↑ 0↓ | $1.6B | 5 |
| Next Q | $0.89 | $0.77–$1.05 | 26.9% | -3.2% | 1↑ 1↓ | $1.4B | 5 |
| Current FY | $4.53 | $4.26–$4.73 | -9.3% | +0.6% | 1↑ 1↓ | $6.3B | 4 |
| Next FY | $5.52 | $5.06–$5.94 | 21.8% | -0.2% | 1↑ 1↓ | $6.6B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.240 | — |
| 7d ago | $1.248 | -0.008 |
| 30d ago | $1.248 | -0.008 |
| 60d ago | $1.250 | -0.010 |
| 90d ago | $1.280 | -0.040 |
Institutional ownership
Which big funds own UFPI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.7B total value (41,012,161 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 35 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,582,797 | $688.1M | 18.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,341,840 | $303.2M | 8.2% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,989,380 | $271.3M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,540,879 | $230.6M | 6.2% | — |
| STATE STREET CORP | 2,191,851 | $198.9M | 5.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,071,608 | $188.0M | 5.1% | — |
| Boston Partners | 1,831,941 | $166.2M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,591,284 | $144.4M | 3.9% | — |
| FMR LLC | 1,505,294 | $136.6M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | TRIM | 2,037,908 | 1,394,340 | -31.6% | $126.5M |
| GENDELL JEFFREY L | ADD | 375,698 | 751,340 | +100.0% | $68.2M |
| NORGES BANK | NEW | — | 639,521 | — | $58.0M |
| MORGAN STANLEY | ADD | 361,907 | 599,460 | +65.6% | $54.4M |
| GOLDMAN SACHS GROUP INC | ADD | 421,635 | 548,554 | +30.1% | $49.8M |
| UBS Group AG | ADD | 224,765 | 340,564 | +51.5% | $30.9M |
| Qube Research & Technologies Ltd | DOUBLED | 35,780 | 215,537 | +502.4% | $19.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 126,232 | 168,562 | +33.5% | $15.3M |
| CITADEL ADVISORS LLC | ADD | 54,688 | 105,786 | +93.4% | $9.6M |
| BARCLAYS PLC | TRIM | 234,152 | 105,390 | -55.0% | $9.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Tarvin Landon C | President, UFP Retail | AWARD | 15 | $77.22 | $1.2K |
| Sep 30, 2026 | MISSAD MATTHEW J | Executive Chairman | AWARD | 19 | $77.22 | $1.5K |
| Sep 30, 2026 | Guerre Robert Paul | AWARD | 19 | $77.22 | $1.5K | |
| Sep 30, 2026 | Ellerbrook Michael M | President, UFP Construction | AWARD | 15 | $77.22 | $1.2K |
| Sep 30, 2026 | COLE MICHAEL R | Chief Financial Officer | AWARD | 19 | $77.22 | $1.5K |
| Aug 31, 2026 | Ellerbrook Michael M | President, UFP Construction | AWARD | 13 | $84.52 | $1.1K |
| Aug 31, 2026 | COLE MICHAEL R | Chief Financial Officer | AWARD | 17 | $84.52 | $1.4K |
| Aug 31, 2026 | Tarvin Landon C | President, UFP Retail | AWARD | 13 | $84.52 | $1.1K |
| Aug 31, 2026 | Guerre Robert Paul | AWARD | 17 | $84.52 | $1.4K | |
| Aug 31, 2026 | MISSAD MATTHEW J | Executive Chairman | AWARD | 17 | $84.52 | $1.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UFPI.
Shares short
2,172,925
Settlement Sep 15, 2026
Change vs prior
-0.4%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All UFPI filing & press-release reports (11)
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 29, 2026
- 8-K reportJul 22, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 4, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 23, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 6, 2026
- DEFA14A reportMar 9, 2026