JPMorgan Chase & Co. Sells 9,677 Shares of UFP Industries, Inc. $UFPI

JPMorgan Chase & Co. cut its stake in UFP Industries, Inc. (NASDAQ:UFPI) by 1.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 494,721 shares of the construction company’s stock after selling 9,677 shares during the quarter. JPMorgan Chase & Co. owned about 0.85% of UFP Industries worth $46,252,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UFPI. Geneos Wealth Management Inc. grew its holdings in UFP Industries by 54.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company’s stock valued at $32,000 after buying an additional 114 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of UFP Industries by 648.3% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 434 shares of the construction company’s stock worth $41,000 after buying an additional 376 shares in the last quarter. Winnow Wealth LLC purchased a new stake in shares of UFP Industries in the third quarter worth about $51,000. EverSource Wealth Advisors LLC boosted its position in shares of UFP Industries by 90.9% in the second quarter. EverSource Wealth Advisors LLC now owns 544 shares of the construction company’s stock valued at $54,000 after acquiring an additional 259 shares during the period. Finally, NewEdge Advisors LLC boosted its position in shares of UFP Industries by 2,951.5% in the third quarter. NewEdge Advisors LLC now owns 1,007 shares of the construction company’s stock valued at $94,000 after acquiring an additional 974 shares during the period. 81.81% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. DA Davidson decreased their target price on shares of UFP Industries from $112.00 to $110.00 and set a “buy” rating on the stock in a report on Tuesday, March 10th. Zacks Research downgraded shares of UFP Industries from a “hold” rating to a “strong sell” rating in a report on Tuesday. Weiss Ratings restated a “hold (c-)” rating on shares of UFP Industries in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus set a $98.00 price target on shares of UFP Industries in a report on Tuesday, December 2nd. One equities 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 stock has an average rating of “Hold” and a consensus target price of $106.67.

More UFP Industries News

Here are the key news stories impacting UFP Industries this week:

• Positive Sentiment: ProWood (UFP’s pressure‑treated lumber business) announced a strategic partnership with the National Hispanic Construction Alliance to support training and recruiting for homebuilders — a longer‑term demand/support initiative that could help address labor shortages and steady product demand. ProWood NHCA Partnership
• Neutral Sentiment: Commentary pieces are reassessing UFPI’s valuation after the pullback — some investors view the drop as a buying opportunity while others point to margin and top‑line pressure; this debate may slow but not reverse selling until clearer evidence of earnings recovery appears. Assessing UFPI Valuation
• Negative Sentiment: Zacks Research downgraded UFPI (reportedly from “Hold” to “Strong Sell”) and has repeatedly trimmed quarterly and multi‑year EPS forecasts — a direct negative catalyst that pressured the stock as investors lower expectations for near‑term earnings. Zacks Downgrade / Coverage
• Negative Sentiment: Zacks’ detailed cuts include modest downgrades to Q1–Q4 and FY2026–FY2028 EPS (examples: FY2026 to $5.21 from $5.25; FY2027 to $5.88 from $5.91; FY2028 to $6.64 from $6.68; Q1 2026 to $1.18 from $1.21) — these sequential trims signal lowered analyst conviction in a near‑term rebound. Zacks Research Comments on FY2026 Earnings
• Negative Sentiment: Several sell‑side analysts have recut price targets and narratives (coverage summary published) highlighting weaker revenue and margin visibility after the recent earnings miss — this coordinated reappraisal is amplifying downside pressure. Analysts Recut Price Targets

UFP Industries Price Performance

Shares of UFP Industries stock opened at $86.78 on Friday. The firm has a market capitalization of $4.93 billion, a PE ratio of 17.39 and a beta of 1.48. The company has a current ratio of 4.59, a quick ratio of 3.13 and a debt-to-equity ratio of 0.07. UFP Industries, Inc. has a 12 month low of $84.82 and a 12 month high of $118.00. The business’s 50-day moving average price is $103.58 and its 200-day moving average price is $96.80.

UFP Industries (NASDAQ:UFPI) last released its earnings results on Monday, February 23rd. The construction company reported $0.70 earnings per share for the quarter, missing analysts’ consensus estimates of $1.03 by ($0.33). UFP Industries had a return on equity of 9.27% and a net margin of 4.66%.The firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the previous year, the firm earned $1.12 EPS. The business’s quarterly revenue was down 9.0% compared to the same quarter last year. Sell-side analysts forecast that UFP Industries, Inc. will post 7.08 EPS for the current fiscal year.

UFP Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Monday, March 2nd. This is a positive change from UFP Industries’s previous quarterly dividend of $0.35. UFP Industries’s dividend payout ratio (DPR) is presently 28.86%.

UFP Industries 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.