UFP Industries (NASDAQ:UFPI) Stock Breaks Above 50-Day Moving Average on Disappointing Earnings

Key Points

• UFP Industries shares rose 4.1% and moved above their 50-day moving average, reaching $82.29 during trading.
• Third-quarter revenue totaled $1.73 billion, above the $1.60 billion consensus, but EPS came in at $1.05, missing estimates of $1.20 and declining from $1.29 a year earlier.
• The company declared a quarterly dividend of $0.36, equivalent to $1.44 annually and a 1.8% yield, while analysts maintained a mixed outlook with an average “Hold” rating and a $103.25 price target.

UFP Industries, Inc. (NASDAQ:UFPI - Get Free Report)'s share price passed above its fifty day moving average during trading on Thursday following a stronger than expected earnings report. The stock has a fifty day moving average of $80.88 and traded as high as $82.29. UFP Industries shares last traded at $81.53, with a volume of 701,702 shares.

The construction company reported $1.05 EPS for the quarter, missing analysts' consensus estimates of $1.20 by ($0.15). The firm had revenue of $1.73 billion for the quarter, compared to the consensus estimate of $1.60 billion. UFP Industries had a net margin of 3.61% and a return on equity of 7.51%.

UFP Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Tuesday, December 1st will be given a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, December 1st. UFP Industries's payout ratio is currently 33.03%.

Key Headlines Impacting UFP Industries

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

• Positive Sentiment: Third-quarter revenue rose to $1.73 billion, exceeding the roughly $1.60 billion analyst consensus. The sales outperformance suggests demand remained relatively resilient across UFP’s Retail, Packaging, and Construction businesses. UFP Industries Announces Third Quarter 2026 Results
• Positive Sentiment: D.A. Davidson reaffirmed its Buy rating on UFP Industries, providing a constructive signal from the sell side following the earnings release. DA Davidson Reaffirms Buy Rating for UFP Industries
• Positive Sentiment: The company’s earnings call gave investors additional management commentary and outlook context after the quarterly results, helping the market assess whether the revenue momentum can continue. UFP Industries Q3 2026 Earnings Call Transcript
• Neutral Sentiment: A review comparing UFP Industries with competitors provides broader industry and valuation context, but does not by itself represent a change in the company’s fundamentals. Analyzing UFP Industries and the Competition
• Negative Sentiment: Third-quarter EPS was $1.05, below estimates ranging from $1.18 to $1.20 and down from $1.29 a year earlier. The earnings shortfall and lower profitability remain the main risks for the stock, despite the sales beat. UFP Industries Lags Q3 Earnings Estimates

Wall Street Analyst Weigh In

UFPI has been the topic of several recent analyst reports. DA Davidson reiterated a "buy" rating and set a $105.00 target price on shares of UFP Industries in a research note on Tuesday. Weiss Ratings downgraded UFP Industries from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, October 12th. Zacks Research raised UFP Industries from a "strong sell" rating to a "hold" rating in a report on Friday, July 31st. Stifel Nicolaus set a $85.00 price objective on UFP Industries and gave the company a "hold" rating in a research report on Monday. Finally, Oppenheimer began coverage on UFP Industries in a report on Wednesday, September 30th. They issued a "market perform" rating for the company. Three equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $103.25.

Hedge Funds Weigh In On UFP Industries

Hedge funds and other institutional investors have recently modified their holdings of the company. Bridge City Capital LLC boosted its position in UFP Industries by 46.3% in the third quarter. Bridge City Capital LLC now owns 50,384 shares of the construction company's stock worth $3,891,000 after purchasing an additional 15,944 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of UFP Industries during the 3rd quarter valued at about $27,000. Vise Technologies Inc. increased its position in shares of UFP Industries by 15.7% during the 3rd quarter. Vise Technologies Inc. now owns 4,874 shares of the construction company's stock valued at $376,000 after purchasing an additional 660 shares during the last quarter. BOKF NA increased its position in shares of UFP Industries by 4.4% during the 3rd quarter. BOKF NA now owns 10,546 shares of the construction company's stock valued at $814,000 after purchasing an additional 445 shares during the last quarter. Finally, Pinnacle Wealth Planning Services Inc. lifted its stake in shares of UFP Industries by 1,023.5% in the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,292 shares of the construction company's stock worth $177,000 after purchasing an additional 2,088 shares during the period. 81.81% of the stock is owned by institutional investors.

UFP Industries Stock Up 4.1%

The company has a current ratio of 3.98, a quick ratio of 2.64 and a debt-to-equity ratio of 0.07. The stock has a market cap of $4.50 billion, a P/E ratio of 19.79 and a beta of 1.22. The company's 50 day moving average price is $80.88 and its two-hundred day moving average price is $89.78.

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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