# UFP Industries, Inc. (UFPI)

> Source: Nexqual · https://nexqual.com/UFPI · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, UFP Industries, Inc. (UFPI), nexqual.com/UFPI" · informational, not investment advice.

**Price:** USD 83.72 (+4.66% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 79.99 · day 80.05–83.97 · 52w 73.72–118 · market cap $4.62B · NMS

## Key facts
- 1 of 80 tracked superinvestors hold UFPI (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y -8.0% vs S&P 500 +14.9%; 5Y +9.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.23, revenue estimate $1.61B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold UFPI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Gayner | Markel Group | <0.01% | $363K | New position |

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-30 | Oppenheimer | Initiated | Perform |  |
| 2026-08-24 | Stifel | Target raised | Hold | $87 → $90 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -8.0% | +9.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -8.0% | +1.8% |
| Volatility (annualized) | 30.6% | 31.8% |
| Max drawdown | -35.0% (Feb 2026→Oct 2026) | -44.2% (Oct 2024→Oct 2026) |

## Peers (Lumber & Wood Production)
WFG (West Fraser Timber Co. Ltd) USD 69.68 +3.97% · SSD (Simpson Manufacturing Company, ) USD 186.92 +3.78% · BCC (Boise Cascade, L.L.C.) USD 78.29 +3.57% · GFI (Gold Fields Limited) USD 35.14 -4.51% · NTR (Nutrien Ltd.) USD 69.09 +1.42% · STLD (Steel Dynamics, Inc.) USD 239.9 -3.25%

## More
Full page: https://nexqual.com/UFPI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.23 | $1.28 | -3.7% | $1.61B | 5 |
| Next quarter (ends 2026-12-31) | $0.89 | $0.95 | -6.7% | $1.37B | 5 |
| Current fiscal year (ends 2026-12-31) | $4.52 | $4.50 | +0.3% | $6.32B | 4 |
| Next fiscal year (ends 2027-12-31) | $5.49 | $5.31 | +3.4% | $6.63B | 5 |