UFPINasdaqSawmills & Planting Mills, GeneralFiscal year ends December 26
UFP INDUSTRIES INC
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$78.22−0.15 (-0.19%)
Close on Oct 19, 2026
- Market cap
- $4.22B
- P/E (TTM)
- 17.9
- Dividend yield
- 1.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.5%
49M of 55M shares
Institutional holders
385
46 new, 49 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $1.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,475,832 | 12.30% | 13G (passive) amendment | Mar 31, 2025 |
| Kayne Anderson Rudnick Investment Management, LLC | 3,746,737 | 6.16% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,331,989 | 5.86% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,988,983 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UFPI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,582,797 | 13.75% | $688.06M | −118,321 | 0.01% |
| Vanguard Portfolio Management LLC | 3,341,840 | 6.06% | $303.24M | +46,453 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 2,989,380 | 5.42% | $271.26M | −198,300 | 0.84% |
| Vanguard Capital Management LLC | 2,540,879 | 4.61% | $230.56M | −2,288 | 0.00% |
| State Street Corp | 2,191,851 | 3.97% | $198.89M | +37,172 | 0.01% |
| Dimensional Fund Advisors LP | 2,071,608 | 3.76% | $187.98M | +158,818 | 0.03% |
| Boston Partners | 1,831,941 | 3.32% | $166.20M | +28,283 | 0.15% |
| Geode Capital Management, LLC | 1,591,284 | 2.88% | $144.42M | +47,232 | 0.01% |
| FMR LLC | 1,505,294 | 2.73% | $136.59M | +170,037 | 0.01% |
| Wasatch Advisors LP | 1,394,340 | 2.53% | $126.52M | −643,568 | 0.83% |
| Northern Trust Corp | 1,121,718 | 2.03% | $101.78M | +43,273 | 0.01% |
| Allspring Global Investments Holdings, LLC | 1,067,123 | 1.93% | $95.13M | +6,970 | 0.15% |
| River Road Asset Management, LLC | 889,187 | 1.61% | $80.68M | −656 | 0.90% |
| Royce & Associates LP | 823,589 | 1.49% | $74.73M | −797 | 0.60% |
| Charles Schwab Investment Management Inc | 795,640 | 1.44% | $72.20M | −15,515 | 0.01% |
| Gendell Jeffrey L | 751,340 | 1.36% | $68.18M | +375,642 | 0.60% |
| T. Rowe Price Investment Management, Inc. | 699,924 | 1.27% | $63.51K | −142,284 | 0.04% |
| Franklin Resources Inc | 691,735 | 1.25% | $62.77M | −446,085 | 0.01% |
| Norges Bank | 639,521 | 1.16% | $58.03M | New | 0.01% |
| Deprince Race & Zollo Inc | 614,335 | 1.11% | $55.74M | +34,538 | 0.94% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 385 | 49M | 88.5% | 46 / 130 | 155 / 49 | 4M | 3M |
| Q1 2026 | 397 | 48M | 87.4% | 47 / 166 | 125 / 54 | 9M | 3M |
| Q4 2025 | 412 | 49M | 88.3% | 61 / 124 | 180 / 53 | 4M | 5M |
| Q3 2025 | 414 | 50M | 90.0% | 38 / 145 | 172 / 51 | 4M | 4M |
| Q2 2025 | 432 | 50M | 91.0% | 65 / 128 | 177 / 68 | 3M | 5M |
| Q1 2025 | 436 | 52M | 94.7% | 52 / 191 | 134 / 50 | 4M | 3M |
| Q4 2024 | 439 | 51M | 92.6% | 57 / 152 | 158 / 51 | 3M | 3M |
| Q3 2024 | 439 | 51M | 92.0% | 60 / 154 | 161 / 42 | 11M | 2M |
| Q2 2024 | 425 | 50M | 91.3% | 48 / 149 | 167 / 42 | 2M | 4M |
| Q1 2024 | 424 | 52M | 94.7% | 72 / 141 | 153 / 31 | 3M | 2M |
| Q4 2023 | 386 | 51M | 93.2% | 60 / 117 | 155 / 29 | 5M | 3M |
| Q3 2023 | 361 | 50M | 90.2% | 38 / 121 | 157 / 33 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UFPI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,931,027 | 3.50% | $175.22M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,793,269 | 3.25% | $162.72M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,471,054 | 2.67% | $133.48M | 0.16% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,295,744 | 2.35% | $117.58M | 0.06% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 1,232,034 | 2.23% | $111.79M | 0.48% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 820,533 | 1.49% | $74.46M | 0.11% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 700,821 | 1.27% | $63.59M | 2.15% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 647,780 | 1.17% | $58.78M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 626,741 | 1.14% | $54.36M | 0.16% | Jul 31, 2026 |
| Fidelity Value Fund | 611,700 | 1.11% | $53.06M | 0.51% | Jul 31, 2026 |
| Virtus KAR Small-Cap Core Fund | 566,745 | 1.03% | $51.43M | 2.80% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 541,322 | 0.98% | $49.12M | 0.34% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 460,800 | 0.84% | $39.97M | 0.73% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 366,642 | 0.66% | $33.27M | 0.31% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 347,364 | 0.63% | $31.52M | 1.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Landon C. Tarvin | President, UFP Retail | 24,654 | 0.04% | Sep 1, 2026 |
| Michael M. Ellerbrook | President, UFP Construction | 83,905 | 0.15% | Sep 1, 2026 |
| Matthew J. Missad | Executive Chairman | 375,125 | 0.68% | Sep 1, 2026 |
| Michael R. Cole | Chief Financial Officer | 236,248 | 0.43% | Sep 1, 2026 |
| William Danny Schwartz | Chief Executive Officer | 88,184 | 0.16% | Apr 2, 2026 |
| Patrick M. Benton | President, UFP Construction | 107,276 | 0.19% | Apr 2, 2026 |
| Scott A. Worthington | President, UFP Packaging | 133,274 | 0.24% | Mar 2, 2026 |
| David A. Tutas | General Counsel | 35,130 | 0.06% | Feb 4, 2025 |
| Thomas Wayne Rhodes | Director | 17,846 | 0.03% | Aug 4, 2026 |
| Ronald K. Grubbs Jr. | Director | 81 | 0.00% | Aug 4, 2026 |
| Benjamin J. McLean | Director | 666 | 0.00% | Aug 4, 2026 |
| Kuras Mary Tuuk | Director | 30,497 | 0.06% | Aug 4, 2026 |
| Joan A. Budden | Director | 2,135 | 0.00% | Aug 4, 2026 |
| Brian C. Walker | Director | 7,574 | 0.01% | Aug 4, 2026 |
| Michael G. Wooldridge | Director | 17,445 | 0.03% | Aug 4, 2026 |
| Bruce A. Merino | Director | 22,899 | 0.04% | Feb 10, 2025 |
| William G. Currie | Director | 140,738 | 0.26% | Feb 5, 2025 |
| Robert Paul Guerre | – | 3,626 | 0.01% | Sep 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joan A. Budden Director | Aug 3, 2026 | Award | +368 | $91.68 | $33.74K | 2,135 |
| Kuras Mary Tuuk Director | Aug 3, 2026 | Award | +368 | $91.68 | $33.74K | 22,757 |
| Michael G. Wooldridge Director | Aug 3, 2026 | Award | +368 | $91.68 | $33.74K | 15,783 |
| Ronald K. Grubbs Jr. Director | Aug 3, 2026 | Award | +73 | $91.68 | $6.69K | 81 |
| Kuras Mary Tuuk Director | May 1, 2026 | Award | +396 | $85.18 | $33.73K | 22,389 |
| Ronald K. Grubbs Jr. Director | May 1, 2026 | Award | +8 | $85.18 | $681 | 8 |
| Michael G. Wooldridge Director | May 1, 2026 | Award | +396 | $85.18 | $33.73K | 15,415 |
| Joan A. Budden Director | May 1, 2026 | Award | +396 | $85.18 | $33.73K | 1,767 |
| Michael R. Cole Chief Financial Officer | Apr 1, 2026 | Option exercise | +438 | $91.14 | $39.92K | 178,623 |
| Michael R. Cole Chief Financial Officer | Apr 1, 2026 | Returned to company | −114.98 | $91.14 | $10.48K | 178,508 |
| Patrick M. Benton President, UFP Construction | Apr 1, 2026 | Option exercise | +603 | $91.14 | $54.96K | 89,421 |
| Patrick M. Benton President, UFP Construction | Apr 1, 2026 | Returned to company | +157 | $91.14 | $14.31K | 89,263 |
| William Danny Schwartz Chief Executive Officer | Apr 1, 2026 | Returned to company | −132 | $91.14 | $12.03K | 74,831 |
| William Danny Schwartz Chief Executive Officer | Apr 1, 2026 | Option exercise | +603 | $91.14 | $54.96K | 74,964 |
| Landon C. Tarvin President,UFP Retail Solutions | Apr 1, 2026 | Returned to company | −118 | $91.14 | $10.75K | 21,685 |
| Landon C. Tarvin President,UFP Retail Solutions | Apr 1, 2026 | Option exercise | +438 | $91.14 | $39.92K | 21,804 |
| Scott A. Worthington President, UFP Packaging | Feb 27, 2026 | Award | +1,724 | $110.55 | $190.59K | 120,075 |
| Matthew J. Missad Executive Chairman | Feb 27, 2026 | Award | +5,734 | $110.55 | $633.89K | 318,275 |
| Patrick M. Benton President, UFP Construction | Feb 27, 2026 | Award | +1,860 | $110.55 | $205.62K | 88,818 |
| Michael R. Cole Chief Financial Officer | Feb 27, 2026 | Award | +2,188 | $110.55 | $241.88K | 178,185 |
| Scott A. Worthington President, UFP Packaging | Feb 26, 2026 | Award | +174 | $110.55 | $19.24K | 13,199 |
| Landon C. Tarvin President,UFP Retail Solutions | Feb 26, 2026 | Award | +174 | $110.55 | $19.24K | 2,969 |
| William Danny Schwartz Chief Executive Officer | Feb 26, 2026 | Award | +316 | $110.55 | $34.93K | 10,884 |
| Matthew J. Missad Executive Chairman | Feb 26, 2026 | Award | +337 | $110.55 | $37.26K | 53,542 |
| Patrick M. Benton President, UFP Construction | Feb 26, 2026 | Award | +174 | $110.55 | $19.24K | 17,682 |
| Michael R. Cole Chief Financial Officer | Feb 26, 2026 | Award | +179 | $110.55 | $19.79K | 27,621 |
| Robert Paul Guerre – | Feb 26, 2026 | Award | +132 | $110.55 | $14.59K | 551 |
| William Danny Schwartz Chief Executive Officer | Feb 19, 2026 | Award | +13,018 | $110.55 | $1.44M | 74,361 |
| Robert Paul Guerre – | Feb 19, 2026 | Award | +452 | $110.55 | $49.97K | 2,465 |
| Landon C. Tarvin President,UFP Retail Solutions | Feb 19, 2026 | Award | +5,915 | $110.55 | $653.90K | 21,366 |
| Scott A. Worthington President, UFP Packaging | Feb 19, 2026 | Award | +1,778 | $110.55 | $196.56K | 118,351 |
| Matthew J. Missad Executive Chairman | Feb 19, 2026 | Award | +4,788 | $110.55 | $529.31K | 312,541 |
| Patrick M. Benton President, UFP Construction | Feb 19, 2026 | Award | +4,997 | $110.55 | $552.42K | 86,958 |
| Michael R. Cole Chief Financial Officer | Feb 19, 2026 | Award | +7,727 | $110.55 | $854.22K | 175,997 |
| Michael G. Wooldridge Director | Feb 2, 2026 | Award | +322 | $104.90 | $33.78K | 15,019 |
| Joan A. Budden Director | Feb 2, 2026 | Award | +322 | $104.90 | $33.78K | 1,371 |
| Kuras Mary Tuuk Director | Feb 2, 2026 | Award | +322 | $104.90 | $33.78K | 21,993 |
| Matthew J. Missad Executive Chairman | Dec 27, 2025 | Returned to company | −2,780 | $92.83 | $258.07K | 307,753 |
| Matthew J. Missad Executive Chairman | Dec 27, 2025 | Award | +201 | $92.83 | $18.66K | 53,351 |
| Michael G. Wooldridge Director | Dec 27, 2025 | Award | +17 | $92.83 | $1.58K | 1,655 |
| Thomas Wayne Rhodes Director | Dec 27, 2025 | Award | +361 | $92.83 | $33.51K | 16,922 |
| Scott A. Worthington President, UFP Packaging | Dec 27, 2025 | Award | +91 | $92.83 | $8.45K | 13,025 |
| Brian C. Walker Director | Dec 27, 2025 | Award | +147 | $92.83 | $13.65K | 6,650 |
| William Danny Schwartz Chief Executive Officer | Dec 27, 2025 | Award | +40 | $92.83 | $3.71K | 10,567 |
| William Danny Schwartz Chief Executive Officer | Dec 27, 2025 | Award | +9 | $92.83 | $835 | 2,454 |
| Patrick M. Benton President, UFP Construction | Dec 27, 2025 | Award | +173 | $92.83 | $16.06K | 173 |
| Patrick M. Benton President, UFP Construction | Dec 27, 2025 | Award | +127 | $92.83 | $11.79K | 17,508 |
| Michael R. Cole Chief Financial Officer | Dec 27, 2025 | Award | +82 | $92.83 | $7.61K | 29,895 |
| Michael R. Cole Chief Financial Officer | Dec 27, 2025 | Award | +136 | $92.83 | $12.62K | 27,441 |
| Landon C. Tarvin President,UFP Retail Solutions | Dec 27, 2025 | Award | +273 | $92.83 | $25.34K | 15,451 |
| Landon C. Tarvin President,UFP Retail Solutions | Dec 27, 2025 | Award | +10 | $92.83 | $928 | 2,795 |
| Kuras Mary Tuuk Director | Dec 27, 2025 | Award | +70 | $92.83 | $6.50K | 6,711 |
| Matthew J. Missad Executive Chairman | Dec 11, 2025 | Sale | −11,000 | $92.26 | $1.01M | 310,533 |
| Michael G. Wooldridge Director | Nov 26, 2025 | Sale | −1,192 | $93.43 | $111.37K | 14,697 |
| Joan A. Budden Director | Nov 3, 2025 | Award | +366 | $92.13 | $33.72K | 1,049 |
| Kuras Mary Tuuk Director | Nov 3, 2025 | Award | +366 | $92.13 | $33.72K | 21,671 |
| Michael G. Wooldridge Director | Nov 3, 2025 | Award | +366 | $92.13 | $33.72K | 15,889 |
| Michael G. Wooldridge Director | Aug 1, 2025 | Award | +346 | $97.73 | $33.81K | 15,523 |
| Kuras Mary Tuuk Director | Aug 1, 2025 | Award | +346 | $97.73 | $33.81K | 21,305 |
| Joan A. Budden Director | Aug 1, 2025 | Award | +346 | $97.73 | $33.81K | 683 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Matthew J. Missad Officer | Dec 10, 2025 | 11,000 | $1.00M | Dec 10, 2025 | Stock Award |
| Michael G. Wooldridge Director | Dec 9, 2025 | 1,192 | $111.37K | Nov 26, 2025 | Director Fees |
| William G. Currie Director | May 21, 2025 | 19,670 | $1.97M | May 21, 2025 | Stock Award |
| Patrick M. Benton Officer | Mar 3, 2025 | 13,384 | $1.43M | Mar 3, 2025 | Restricted stock vest |
| G. Currie William Director | Dec 13, 2024 | 5,700 | $721.56K | Dec 13, 2024 | Employee stock unit award(s) |
| Matthew J. Missad Officer | Nov 21, 2024 | 15,000 | $1.96M | Nov 21, 2024 | Stock Award |
| Michael R. Cole Officer | Sep 5, 2024 | 1,000 | $120.00K | Aug 30, 2024 | Gift |
| Michael R. Cole Officer | Aug 30, 2024 | 1,000 | $120.00K | Aug 30, 2024 | Stock Options |
| William G. Currie Officer | Aug 23, 2024 | 9,477 | $1.17M | Aug 23, 2024 | Stock Options |
| William G. Currie Officer | Aug 23, 2024 | 1,650 | $203.50K | Aug 23, 2024 | Stock Options |
| Patrick M. Benton Officer | Jun 13, 2024 | 11,725 | $1.35M | Jun 13, 2024 | Restricted stock vest |
| William G. Currie Officer | May 17, 2024 | 1,060 | $126.35K | May 17, 2024 | Stock Options |
| David A. Tutas Officer | May 14, 2024 | 3,038 | $365.21K | May 14, 2024 | Restricted stock vest |
| Michael R. Cole Officer | May 13, 2024 | 1,452 | $172.79K | May 13, 2024 | Stock Options |
| A. Meriono Bruce Director | May 8, 2024 | 16,472 | $1.92M | May 8, 2024 | Acquired as compensation -- Restricted Stock |