Brokers Issue Forecasts for UFP Industries Q3 Earnings

Key Points

• DA Davidson has projected UFP Industries will report earnings of $1.42 per share for Q3 2025, with full-year earnings estimates set at $7.08 per share.
• UFP Industries saw a recent earnings miss, reporting $1.70 EPS against analysts' expectations of $1.95, contributing to a year-over-year revenue decline of 3.5%.
• The company will distribute a quarterly dividend of $0.35 on September 15, representing an annual yield of 1.40% and a dividend payout ratio of 22.91%.

UFP Industries, Inc. (NASDAQ:UFPI - Free Report) - Stock analysts at DA Davidson issued their Q3 2025 earnings estimates for UFP Industries in a research report issued on Wednesday, July 30th. DA Davidson analyst K. Yinger forecasts that the construction company will post earnings of $1.42 per share for the quarter. The consensus estimate for UFP Industries' current full-year earnings is $7.08 per share. DA Davidson also issued estimates for UFP Industries' FY2025 earnings at $5.54 EPS and FY2026 earnings at $6.29 EPS.

UFP Industries (NASDAQ:UFPI - Get Free Report) last posted its earnings results on Monday, July 28th. The construction company reported $1.70 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.95 by ($0.25). The business had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.85 billion. UFP Industries had a net margin of 5.31% and a return on equity of 10.95%. The company's revenue for the quarter was down 3.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.05 earnings per share.

Separately, Loop Capital initiated coverage on shares of UFP Industries in a research report on Wednesday, July 23rd. They set a "hold" rating and a $112.00 target price for the company.

UFP Industries Stock Performance

NASDAQ UFPI traded down $0.27 on Thursday, reaching $97.73. 371,757 shares of the company's stock traded hands, compared to its average volume of 359,834. The firm has a market cap of $5.90 billion, a price-to-earnings ratio of 16.97 and a beta of 1.43. The stock has a 50 day moving average price of $100.49 and a 200-day moving average price of $105.40. UFP Industries has a fifty-two week low of $93.00 and a fifty-two week high of $141.33. The company has a debt-to-equity ratio of 0.07, a quick ratio of 3.44 and a current ratio of 4.54.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Teacher Retirement System of Texas increased its holdings in UFP Industries by 8.1% in the second quarter. Teacher Retirement System of Texas now owns 69,495 shares of the construction company's stock valued at $6,905,000 after buying an additional 5,207 shares in the last quarter. Oppenheimer Asset Management Inc. increased its holdings in UFP Industries by 19.6% in the second quarter. Oppenheimer Asset Management Inc. now owns 17,147 shares of the construction company's stock valued at $1,704,000 after buying an additional 2,814 shares in the last quarter. MQS Management LLC purchased a new position in UFP Industries in the second quarter valued at $374,000. State of New Jersey Common Pension Fund D increased its holdings in UFP Industries by 5.0% in the second quarter. State of New Jersey Common Pension Fund D now owns 19,280 shares of the construction company's stock valued at $1,916,000 after buying an additional 911 shares in the last quarter. Finally, AlphaQuest LLC purchased a new position in UFP Industries in the second quarter valued at $91,000. Hedge funds and other institutional investors own 81.81% of the company's stock.

UFP Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Monday, September 1st will be issued a $0.35 dividend. The ex-dividend date of this dividend is Friday, August 29th. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. UFP Industries's payout ratio is presently 24.31%.

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.