Wedbush Has Pessimistic View of UFP Industries Q3 Earnings

Key Points

• Wedbush analysts have revised their Q3 2025 earnings estimate for UFP Industries down to $1.30 per share, decreased from a previous estimate of $1.60.
• The company's recent quarterly earnings report revealed an EPS of $1.70, which missed analysts' expectations by ($0.25), and a revenue of $1.84 billion, slightly lower than projected.
• UFP Industries has announced a $0.35 quarterly dividend, with a dividend yield of 1.4%, set to be paid on September 15th to stockholders of record.

UFP Industries, Inc. (NASDAQ:UFPI - Free Report) - Research analysts at Wedbush cut their Q3 2025 EPS estimates for UFP Industries in a note issued to investors on Tuesday, July 29th. Wedbush analyst J. Mccanless now anticipates that the construction company will earn $1.30 per share for the quarter, down from their prior forecast of $1.60. The consensus estimate for UFP Industries' current full-year earnings is $7.08 per share. Wedbush also issued estimates for UFP Industries' Q4 2025 earnings at $1.10 EPS, FY2025 earnings at $5.40 EPS, Q1 2026 earnings at $1.43 EPS, FY2026 earnings at $6.20 EPS, Q1 2027 earnings at $1.64 EPS, Q2 2027 earnings at $1.92 EPS and FY2027 earnings at $6.70 EPS.

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

Separately, Loop Capital started coverage on UFP Industries in a research note on Wednesday, July 23rd. They set a "hold" rating and a $112.00 price target on the stock.

UFP Industries Trading Up 1.1%

Shares of NASDAQ:UFPI traded up $1.05 on Friday, hitting $99.57. 85,604 shares of the company's stock were exchanged, compared to its average volume of 442,328. UFP Industries has a 12 month low of $93.00 and a 12 month high of $141.33. The stock has a market capitalization of $6.01 billion, a price-to-earnings ratio of 17.33 and a beta of 1.43. The business's 50 day simple moving average is $100.53 and its two-hundred day simple moving average is $105.11. The company has a debt-to-equity ratio of 0.07, a current ratio of 4.54 and a quick ratio of 3.16.

Institutional Investors Weigh In On UFP Industries

A number of large investors have recently bought and sold shares of UFPI. IFG Advisory LLC acquired a new position in UFP Industries in the second quarter valued at approximately $261,000. Strs Ohio increased its position in UFP Industries by 5.3% during the second quarter. Strs Ohio now owns 15,800 shares of the construction company's stock worth $1,570,000 after buying an additional 800 shares during the period. Atria Investments Inc increased its holdings in shares of UFP Industries by 1.6% in the second quarter. Atria Investments Inc now owns 16,316 shares of the construction company's stock valued at $1,621,000 after purchasing an additional 251 shares during the period. Arkadios Wealth Advisors boosted its position in UFP Industries by 2.9% during the second quarter. Arkadios Wealth Advisors now owns 4,393 shares of the construction company's stock worth $437,000 after purchasing an additional 123 shares in the last quarter. Finally, World Investment Advisors purchased a new stake in UFP Industries during the second quarter worth $394,000. Hedge funds and other institutional investors own 81.81% of the company's stock.

UFP Industries Dividend Announcement

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

UFP Industries Company Profile

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.