UFP INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $92.74, UFP INDUSTRIES, INC. (UFPI) is priced for +13.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• UFP Industries makes wood and composite products across three end markets, retail, packaging, and construction, and the diversification is the point: when one segment slows, the others are meant to cushion it. • The cycle is biting now: Q1 2026 net sales fell 8% to $1.46 billion and EPS dropped to $0.89 from $1.30, with all three segments declining on weak residential construction and adverse weather [Source: UFPI Q1 2026 results, April 29 2026]. • The offset is a fortress balance sheet: net c
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381 institutional managers reported holding UFPI in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 53%. 36 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UFPI has cut its share count 9.6% over the past five years, spending $776.06M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 7 years straight; the current rate is $1.40 a share annually. Cash returned over the past three years: $220.68M in dividends and $624.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at UFPI over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UFPI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -1.7% | -2.8% |
| 2023-11-09 | -2.2% | +18.1% |
| 2024-02-29 | +1.4% | +0.8% |
| 2024-05-09 | -2.4% | -2.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UFPI's latest 8-K filings: 2026-07-30 (items 7.01, 9.01); 2026-07-29 (items 2.02, 9.01); 2026-07-22 (items 8.01, 9.01); 2026-06-01 (items 8.01, 9.01); 2026-05-04 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.