UFP Industries, Inc. $UFPI Shares Purchased by Bridge City Capital LLC

Key Points

• Bridge City Capital increased its UFP Industries stake by 46.3% in the third quarter to 50,384 shares valued at approximately $3.9 million. Institutional investors and hedge funds collectively own 81.81% of the company.
• UFP Industries reported quarterly revenue of $1.73 billion, above the $1.60 billion consensus, but EPS of $1.05 missed expectations of $1.20 amid margin pressure. Analysts expect full-year EPS of $4.37.
• The company declared a quarterly dividend of $0.36 per share, equivalent to an annualized $1.44 payout and a 1.8% yield. Analyst sentiment remains mixed, with a consensus Hold rating and a $103.25 target price.

Bridge City Capital LLC lifted its position in UFP Industries, Inc. (NASDAQ:UFPI - Free Report) by 46.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 50,384 shares of the construction company's stock after acquiring an additional 15,944 shares during the quarter. Bridge City Capital LLC owned 0.09% of UFP Industries worth $3,891,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE purchased a new stake in UFP Industries in the 2nd quarter valued at $25,529,000. Royal Bank of Canada grew its stake in UFP Industries by 50.2% during the 1st quarter. Royal Bank of Canada now owns 52,008 shares of the construction company's stock valued at $4,792,000 after acquiring an additional 17,376 shares in the last quarter. Quantinno Capital Management LP increased its stake in shares of UFP Industries by 207.1% in the first quarter. Quantinno Capital Management LP now owns 34,990 shares of the construction company's stock worth $3,223,000 after purchasing an additional 23,595 shares during the period. Callan Family Office LLC bought a new stake in UFP Industries in the second quarter valued at about $3,635,000. Finally, Freestone Grove Partners LP bought a new position in shares of UFP Industries in the 2nd quarter valued at about $2,443,000. 81.81% of the stock is currently owned by institutional investors and hedge funds.

UFP Industries Price Performance

Shares of UFP Industries stock opened at $81.92 on Monday. The stock has a market cap of $4.52 billion, a P/E ratio of 19.88 and a beta of 1.14. The stock's fifty day moving average is $80.75 and its 200 day moving average is $89.68. UFP Industries, Inc. has a one year low of $73.72 and a one year high of $118.00. The company has a debt-to-equity ratio of 0.07, a quick ratio of 2.58 and a current ratio of 3.86.

UFP Industries (NASDAQ:UFPI - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The construction company reported $1.05 earnings per share for the quarter, missing analysts' consensus estimates of $1.20 by ($0.15). UFP Industries had a return on equity of 7.53% and a net margin of 3.61%. The business had revenue of $1.73 billion for the quarter, compared to analysts' expectations of $1.60 billion. Sell-side analysts anticipate that UFP Industries, Inc. will post 4.37 earnings per share for the current year.

UFP Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Tuesday, December 1st will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.8%. UFP Industries's payout ratio is presently 34.95%.

Analyst Ratings Changes

A number of research firms recently weighed in on UFPI. Zacks Research raised shares of UFP Industries from a "strong sell" rating to a "hold" rating in a research report on Friday, July 31st. Weiss Ratings lowered shares of UFP Industries from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, October 12th. Oppenheimer began coverage on shares of UFP Industries in a research note on Wednesday, September 30th. They set a "market perform" rating for the company. DA Davidson reiterated a "buy" rating and issued a $105.00 price objective on shares of UFP Industries in a report on Tuesday, October 27th. Finally, Stifel Nicolaus set a $85.00 price objective on UFP Industries and gave the stock a "hold" rating in a research note on Monday, October 26th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $103.25.

Trending Headlines about UFP Industries

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

• Positive Sentiment: Management indicated that Deckorators decking could generate approximately $50 million of additional sales growth in 2027, providing a potential catalyst for the company’s consumer-products business. Deckorators sales growth article
• Positive Sentiment: Expansion involving Apache Products is expected to broaden UFP’s pallet offerings and support growth in its industrial segment, reinforcing the company’s strategy of diversifying beyond traditional wood products. Apache Products expansion article
• Positive Sentiment: DA Davidson reaffirmed its Buy rating, signaling continued confidence in UFPI’s long-term fundamentals despite near-term margin pressure. DA Davidson Buy rating article
• Neutral Sentiment: Third-quarter revenue was approximately $1.73 billion, above the $1.60 billion analyst consensus, suggesting demand remained resilient across the business. UFP Industries Q3 2026 earnings call transcript
• Negative Sentiment: Quarterly EPS of $1.05 missed expectations of $1.20, with margin compression weighing on results. Freight expenses are projected to remain a roughly $65 million headwind in 2026, limiting near-term earnings upside. UFP Industries Q3 results and margin pressure article

About UFP Industries

UFP Industries, Inc is a diversified manufacturer and distributor of wood, composite and other products serving the retail, construction and industrial markets. The company supplies materials and components used in outdoor living, residential and commercial construction, manufactured housing, packaging and a range of industrial applications.

Its products include treated lumber, decking, fencing, landscaping products, roof trusses, wall panels, wood components, pallets, crates, specialty packaging and other custom-engineered products.

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