Callan Family Office LLC Takes Position in UFP Industries, Inc. $UFPI

Key Points

• Callan Family Office LLC initiated a position in UFP Industries during the second quarter, buying 40,056 shares valued at approximately $3.64 million. Institutional investors collectively own 81.81% of the company.
• Analysts maintain a generally positive but cautious outlook: UFP Industries has a “Moderate Buy” consensus rating and an average price target of $103.75, while several firms recently lowered their targets.
• The company exceeded quarterly expectations with $1.48 in EPS and $1.88 billion in revenue, and declared a quarterly dividend of $0.36 per share, equating to a 1.6% yield.

Callan Family Office LLC purchased a new position in UFP Industries, Inc. (NASDAQ:UFPI - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 40,056 shares of the construction company's stock, valued at approximately $3,635,000. Callan Family Office LLC owned approximately 0.07% of UFP Industries at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Commonwealth Equity Services LLC increased its holdings in UFP Industries by 3.0% during the 4th quarter. Commonwealth Equity Services LLC now owns 3,197 shares of the construction company's stock worth $291,000 after acquiring an additional 92 shares during the period. Arkadios Wealth Advisors lifted its stake in UFP Industries by 2.1% in the 4th quarter. Arkadios Wealth Advisors now owns 4,648 shares of the construction company's stock worth $423,000 after purchasing an additional 97 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in UFP Industries by 54.8% in the 2nd quarter. Geneos Wealth Management Inc. now owns 322 shares of the construction company's stock valued at $32,000 after purchasing an additional 114 shares during the period. SkyView Investment Advisors LLC boosted its holdings in UFP Industries by 1.3% in the 4th quarter. SkyView Investment Advisors LLC now owns 9,133 shares of the construction company's stock valued at $832,000 after purchasing an additional 114 shares during the period. Finally, ProShare Advisors LLC grew its position in shares of UFP Industries by 1.1% during the 4th quarter. ProShare Advisors LLC now owns 12,972 shares of the construction company's stock valued at $1,181,000 after purchasing an additional 145 shares in the last quarter. 81.81% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Weiss Ratings raised shares of UFP Industries from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, August 6th. Stifel Nicolaus dropped their price objective on UFP Industries from $100.00 to $87.00 and set a "hold" rating for the company in a research note on Monday, May 11th. DA Davidson reduced their target price on UFP Industries from $110.00 to $105.00 and set a "buy" rating for the company in a research report on Friday, May 1st. Zacks Research upgraded UFP Industries from a "strong sell" rating to a "hold" rating in a research report on Friday, July 31st. Finally, Benchmark decreased their target price on UFP Industries from $125.00 to $115.00 and set a "buy" rating on the stock in a research note on Friday, May 1st. Three analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, UFP Industries currently has an average rating of "Moderate Buy" and an average price target of $103.75.

UFP Industries Stock Performance

NASDAQ UFPI opened at $88.80 on Friday. UFP Industries, Inc. has a 52-week low of $77.89 and a 52-week high of $118.00. The company has a fifty day moving average of $88.12 and a 200-day moving average of $91.49. The company has a market capitalization of $4.90 billion, a P/E ratio of 20.37 and a beta of 1.23. The company has a debt-to-equity ratio of 0.07, a quick ratio of 2.64 and a current ratio of 3.98.

UFP Industries (NASDAQ:UFPI - Get Free Report) last released its earnings results on Wednesday, July 29th. The construction company reported $1.48 EPS for the quarter, beating analysts' consensus estimates of $1.37 by $0.11. UFP Industries had a return on equity of 8.00% and a net margin of 3.99%.The business had revenue of $1.88 billion for the quarter, compared to analysts' expectations of $1.79 billion. As a group, equities research analysts predict that UFP Industries, Inc. will post 4.51 EPS for the current fiscal year.

UFP Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Tuesday, September 1st. UFP Industries's dividend payout ratio is presently 33.03%.

Key Headlines Impacting UFP Industries

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

• Positive Sentiment: Zacks raised its Q2 2027 EPS forecast to $1.61 from $1.51, lifted its Q4 2026 forecast to $1.02 from $1.01, and increased its Q2 2028 estimate to $1.95 from $1.91.
• Positive Sentiment: The firm also raised its FY2028 EPS outlook to $6.73 from $6.69, indicating expectations for stronger longer-term earnings growth.
• Neutral Sentiment: Zacks left its current full-year consensus reference at approximately $4.56 EPS and retained a Hold rating. The revisions therefore represent a mixed outlook rather than a broad upgrade to the stock.
• Negative Sentiment: Zacks sharply reduced its Q3 2026 EPS forecast to $1.16 from $1.31 and cut FY2026 EPS to $4.55 from $4.71. These reductions could weigh on near-term sentiment and imply softer operating results than previously expected.
• Negative Sentiment: Additional modest cuts affected Q1 2027 EPS, now estimated at $1.29 versus $1.32; Q3 2027 EPS, at $1.38 versus $1.44; Q4 2027 EPS, at $1.16 versus $1.17; and Q1 2028 EPS, at $1.55 versus $1.56.

About UFP Industries

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.

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