UFP Industries, Inc.

UFPI · NASDAQ

Market closed$85.93$-3.02 (-3.40%)After hours $85.93 · 0.00%

Key statistics

Previous close$88.95
Open$88.76
Day high$90.55
Day low$85.42
52-week high$118.00
52-week low$77.89
Market cap4.85B
Volume418.97K
Average volume503.91K
P/E ratio18.76
Forward P/E
EPS4.58
Dividend yield+1.65%

Market context

Why it moved

UFP Industries (UFPI) shares fell sharply today, reversing the prior session's gains, as investors reacted negatively to broad selling pressure in building products and construction-related stocks amid concerns over weakening demand in the housing and lumber markets.

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026UFP Industries closed sharply lower amid a broad sector and market selloff, as deteriorating sentiment around AI spending and escalating U.S.-Iran military conflict weighed on equities. The lumber and forest products sector faces its own headwinds, with peer Canfor announcing the closure of its Northwood pulp mill and Swedish forest giant Södra reporting a Q2 operating loss, citing weak demand and an unfavorable gap between raw material costs and finished product prices — conditions that echo broader softness in construction and building materials markets. Morningstar noted that basic materials stocks struggled in Q2 and that most of the sector now appears fairly valued or overvalued, adding further pressure on names like UFP Industries as investors reassess risk exposure heading into the company's upcoming earnings season.

-3.3952

July 16, 2026UFP Industries surged nearly 5% on July 16, outperforming the broader materials sector (XLB), amid renewed investor optimism around its decking business and strategic positioning ahead of Q2 earnings. D.A. Davidson maintained its Buy rating following a quarterly contractor survey showing decking growth accelerated to 4% in Q2 from 2% in Q1, with positive feedback on UFP's Deckorators brand — though capacity constraints remain a watch item. The move came despite a Q1 earnings miss and a softer housing backdrop, with investors also encouraged by the company's $300M share buyback authorization and 13-year streak of dividend increases.

4.6717

July 15, 2026UFP Industries edged higher, with D.A. Davidson maintaining a Buy rating and citing accelerating decking contractor growth of 4% in Q2 — up from 2% in Q1 — with positive feedback on the company's Deckorators brand, though capacity constraints may limit near-term upside. The stock continues to trade well below InvestingPro's Fair Value estimate, while the broader materials sector navigated a mixed backdrop of cooler CPI data, elevated oil prices from renewed U.S.-Iran tensions, and a Q1 earnings miss that fell short of analyst expectations on both EPS and revenue.

0.7588

July 14, 2026UFP Industries closed modestly lower as the broader basic materials sector came under pressure, with the XLB sector ETF also declining on a risk-off day driven by renewed U.S.-Iran hostilities pushing oil prices higher. Adding to the cautious backdrop, a D.A. Davidson survey showed decking contractor growth accelerated to 4% in Q2 from 2% in Q1, with positive feedback on UFP's Deckorators brand—though capacity constraints may limit near-term upside. The analyst maintained a Buy rating, but the stock continues to trade well below the consensus price target of ~$105, reflecting lingering investor concern after Q1 earnings missed estimates on both EPS and revenue, and UFP's recent removal from Russell Growth indexes.

-0.3183

July 9, 2026UFP Industries edged higher, recovering modestly after selling off the prior session when President Trump's declaration that the U.S.-Iran ceasefire was 'over' rattled building materials stocks. The company announced it will report Q2 2026 results after the close on July 29, drawing investor attention ahead of earnings. A broader tailwind for domestic lumber producers emerged as U.S. softwood lumber self-sufficiency hit 75%—a level unseen since the 1970s—driven by Section 232 tariffs and domestic mill expansion, a potential structural positive for UFP's business.

0.8382

July 8, 2026UFP Industries closed down sharply amid a broad risk-off selloff driven by escalating U.S.-Iran tensions after President Trump declared the Iran peace framework 'over,' sending oil prices surging over 5% and stoking fresh inflation fears. The geopolitical shock weighed heavily on housing-linked materials names, with peers like Lowe's also falling over 3%, as rising Treasury yields — the 30-year briefly topping 5% — and higher mortgage rate fears compounded pressure on the wood products and building materials sector. The XLB materials sector ETF also declined on the day, reflecting broad sector weakness.

-3.6517

July 6, 2026UFP Industries closed down roughly 2% as basic materials stocks broadly underperformed on Monday, with the sector weighing on markets even as U.S. tech stocks lifted broader indices. The wood products and construction materials space faces headwinds from an uncertain interest rate outlook—futures markets currently price near-even odds of a Fed rate hike by September—which tempers housing and construction demand expectations. Consolidation activity among forest products peers, including Canfor's completed acquisition of PinkWood's I-joist facility, highlights competitive pressures in engineered wood, a key UFPI segment. Investors are also eyeing the start of Q2 earnings season and upcoming Fed minutes for further directional cues.

-2.1303

July 2, 2026UFP Industries closed essentially flat amid a confluence of notable developments investors are weighing: the company's recent removal from multiple Russell growth and small-cap indices — including the Russell 2000 and 2500 Growth Benchmarks — which may pressure passive fund ownership in the near term, and a new $300 million share repurchase authorization through April 2027 that signals management confidence. The broader lumber sector faces cautious sentiment with flat softwood prices and ongoing USMCA trade friction adding macro uncertainty, while the XLB materials ETF slipped in after-hours. Analyst consensus remains constructive, with a BMO Outperform upgrade and average price target of $103 implying roughly 15% upside.

0.0449

TradingView · July 10, 2026UFP Industries to Host Second Quarter Financial Results Conference Call and WebcastSimply Wall Street · July 10, 2026UFP Industries (UFPI) Leaves Russell Growth Indexes, Is The Discount Now Too Deep?Stock Titan · July 9, 2026UFP Industries to discuss Q2 results after July 29 closeInvesting.com · July 9, 2026Stifel reiterates Hold rating on UFP Industries stockmarketscreener.com · June 29, 2026UFP Industries, Inc.(NasdaqGS: UFPI) dropped from Russell 2500 Growth BenchmarkSimply Wall Street · June 12, 2026UFP Industries Faces Prolonged Demand Weakness Yet Trades Below TargetsInvesting.com · May 4, 2026UFP Industries acquires John Rock pallet assets for $48MPR Newswire · April 29, 2026UFP Industries Announces First Quarter 2026 Results
Benzinga · June 1, 2026UFP Industries Authorizes New $300M Share Repurchase Program
Benzinga · May 11, 2026Stifel Maintains Hold on UFP Industries, Lowers Price Target to $87
Benzinga · May 5, 2026BMO Capital Upgrades UFP Industries to Outperform, Maintains Price Target to $108
Benzinga · May 4, 2026UFP Industries Acquires Operating Assets Of Pallet Manufacturer John Rock For ~$48M
Benzinga · May 1, 2026DA Davidson Maintains Buy on UFP Industries, Lowers Price Target to $105
Benzinga · May 1, 2026Benchmark Maintains Buy on UFP Industries, Lowers Price Target to $115
Benzinga · May 1, 2026Full Transcript: UFP Industries Q1 2026 Earnings Call
Mt Newswire · April 29, 2026UFP Industries Q1 Earnings, Revenue Fall

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