UFP INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $77.08, UFP INDUSTRIES, INC. (UFPI) is priced for +7.1% 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: 2026-11-04 (items 8.01, 9.01); 2026-11-02 (items 7.01, 9.01); 2026-10-28 (items 7.01, 9.01); 2026-10-28 (items 2.02, 9.01); 2026-10-26 (items 1.01, 2.03, 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.