UFPI UFP Industries, Inc. Common Stock
XNAS
79.92
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
UFPI
$79.92
—
What changed
Recent filings, trades and movesKey stats
$79.92
- 52-Week Range
- $73.72 – $118.00
- YTD
- -13.30%
- IV Rank (30D)
- 68.55
- Straddle Price
- $6.80
- P/C Vol Ratio
- 5.06
- Market Cap
- $4.5B
- Open
- $81.32
- Day Range
- $79.82 – $82.49
- Volume
- 327,888
- Prev Close
- $82.97
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.95% |
| Beta vs SPY | 0.97 |
| Cost of Equity (CAPM) | 9.80% (VRP-adj) |
| WACC | 9.63% |
| Volatility Risk Premium | +11.6pp (IV − HV30) |
| Effective Tax Rate | 26.5% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 7.5% |
| Book / Price | 68.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 15.4% |
| FCF Margin (TTM) | 3.0% |
| Debt / Equity | 0.07 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +8.9% (reverse-DCF on current price) |
| SMA 50 | $80.36 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $79.82 |
| Bollinger Width / SMA20 | 19.1% (drives anchor stability) |
| Net Debt | $-0.4B |
| Market Cap | $4B |
Peers used for multiples: CF, CVCO, SKY
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
58%
20-Day Fair Value
≈ by Dec 7, 2026
$80.81
α +1.1%
rank 53%
conviction
78%
40-Day Fair Value
≈ by Jan 5, 2027
$81.85
α +2.4%
rank 50%
conviction
77%
60-Day Fair Value
≈ by Feb 3, 2027
$81.25
α +1.7%
rank 37%
conviction
58%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $251.75 | 21% | |
| DDM (Gordon) | $39.12 | 17% | |
| Peer P/E | $123.63 | 6% | median 27.3× · 3 peers |
| Peer EV/EBITDA | $159.47 | 6% | median 16.1× · 3 peers |
| Peer P/B | $187.45 | 6% | median 3.3× · 3 peers |
| Peer P/S | $281.24 | 6% | median 2.2× · 3 peers |
| Market Anchor (SMA50) | $80.36 | 23% | stability 55% (BB-width) |
| Options Expected (B-L 30d) | $84.34 | 14% | 13 strikes · skew +0.81 |
As of 2026-11-06 · updated
Related
About
- Industry (SIC)
- SAWMILLS & PLANTING MILLS, GENERAL (2421) · industry map
- Exchange
- XNAS
- Market Cap
- $4.5B
- Employees
- 13,800
- List Date
- 1993-11-18
- CIK
- 0000912767
- Last Earnings
- Oct 28 after close · +4.1% vs ±6.9% expected
- Headquarters
- Grand Rapids, MI
- Homepage
- https://www.ufpi.com
UFP Industries Inc is a supplier of lumber to the manufactured housing industry. Today UFP Industries is a multibillion-dollar holding company with subsidiaries around the globe that serve three markets: retail, packaging and construction. Its business segments consist of UFP Retail Solutions, UFP Packaging, UFP Construction, All other and Corporate. It describes itself as an innovation company, a logistics company, a design company, an engineering and value-added product and solutions company.
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.41% | -11.88% | 17.44% | -8.18% | 4.04% | 12.04% | 2.01% |
| Feb | 7.39% | 6.15% | -11.21% | -1.41% | -7.21% | -1.90% | -1.37% |
| Mar | 20.10% | -7.39% | -7.15% | 6.08% | 1.79% | -9.06% | 0.73% |
| Apr | 8.68% | -1.31% | -1.58% | -6.01% | -7.28% | -1.81% | -1.55% |
| May | -8.16% | -1.25% | -1.59% | 5.73% | -2.37% | -4.91% | -2.09% |
| Jun | -8.28% | -12.48% | 22.45% | -3.87% | 3.75% | 14.20% | 2.63% |
| Jul | -0.56% | 33.37% | 6.49% | 19.59% | -7.08% | -2.71% | 8.18% |
| Aug | 2.82% | -13.72% | 0.97% | -3.59% | 3.32% | -7.81% | -3.00% |
| Sep | -8.87% | -8.51% | -4.58% | 12.59% | -6.67% | -6.37% | -3.73% |
| Oct | 19.41% | -4.63% | -6.64% | -6.57% | -0.90% | 6.28% | 1.16% |
| Nov | 0.58% | 14.36% | 14.46% | 10.42% | 0.22% | -3.87%* | 6.03% |
| Dec | 9.93% | -5.10% | 11.17% | -16.53% | -1.52% | -- | -0.41% |
| Total | 43.20% | -19.49% | 39.95% | 2.55% | -19.12% | -8.56% | 6.42% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $80.11
SMA 50: $80.25
SMA 200: $88.86
Current: $79.92
EMA 12: $81.46
EMA 26: $80.70
MACD: 0.7575 | Signal: 0.3274
BULLISH
ADX (14): 17.48
RANGE
+DI: 26.22
−DI: 22.27
Momentum Oscillators
RSI (14): 48.38
NEUTRAL
Stoch %K: 57.27
Stoch %D: 66.27
Williams %R: -74.73
Volume & Volatility
BB Upper: $85.61
BB Lower: $74.61
NEUTRAL
OBV: -28,027,627
Vol SMA 20: 502,109
Vol ROC: -26.68%
ATR: $2.97
True Range: $3.15
HV 20: 43.0%
HV 30: 38.4%
HV 60: 33.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before UFPI’s Oct 28 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Historical volatility, low beta, and stable momentum oscillators.
Primary Risks: Neutral sentiment, lack of significant catalysts, and moderate correlation with the market.
Investment Thesis: UFPI is a defensive play with a stable dividend yield. While it lacks strong growth drivers, its low volatility and beta make it an attractive option for risk-averse investors seeking income.
Recent News Sentiment Impact: Neutral headlines have had little impact on the stock's price movement.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL Medium-term (1-3 months): UPTREND Long-term (3-12 months): RANGE-BOUND
Support/Resistance Levels: SMA 20 ($89.91) and Bollinger Bands Upper ($94.80) serve as key resistance levels.
Momentum Signals:
- RSI interpretation: NEUTRAL (43.46)
- MACD signal: BULLISH (0.21)
- Bollinger Bands position: MEAN REVERSION
Volume Analysis: Volume trends indicate a slow increase, with institutional interest signals mixed.
News & Sentiment Analysis
Recent Headlines Summary: Neutral headlines have had little impact on the stock's price movement.
Sentiment Assessment: NEUTRAL (average sentiment from recent headlines)
Catalyst Identification: No significant catalysts are imminent. Earnings announcements are not scheduled for the next 30 days.
Market Narrative: The neutral news and stable momentum oscillators suggest a lack of strong market-moving events.
Risk & Volatility Assessment
Beta Interpretation: Low risk (beta: 0.73)
Volatility Regime: Low volatility regime (current: 0.30, historical: 35.2%)
Options Market Signals: IV rank: Medium (30.9%), current IV: 55.8%, expected move: $4.95
Downside Protection: SMA 20 ($89.91) and Bollinger Bands Lower ($85.01) serve as key support levels.
Market Context & Positioning
Sector Performance: Neutral performance relative to the sector (Treasury Yield Index)
Institutional Activity: Mixed institutional interest signals, with a slight increase in volume over the past month.
Correlation Analysis: Low correlation with the market (R-squared: 0.31)
Relative Valuation: Position within trading range, with no significant valuation discrepancies from historical norms.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($89.91) and Bollinger Bands Upper ($94.80) serve as key resistance levels.
Breakout/Breakdown Levels: No immediate breakout or breakdown levels are visible.
Time-Sensitive Catalysts: No significant catalysts are imminent.
Risk Management: Set stop-loss levels at SMA 20 ($89.91) and consider reducing position size to manage risk.
Please note that this report is based on the provided data, and actual market movements may differ.
Generated
News
All UFPI news →
Transportation costs surged $19 million, pressuring profits despite 11% sales growth.
Earnings History
22 of 24 under expected move
Avg Expected Move
7.33%
Avg Actual Move
3.02%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-24 | After-Close | 12.19% | 0.74% | 0.06x | Within |
| 2021-04-21 | After-Close | 7.01% | 0.43% | 0.06x | Within |
| 2021-07-21 | After-Close | 8.31% | 0.32% | 0.04x | Within |
| 2021-10-20 | After-Close | 7.84% | 7.11% | 0.91x | Within |
| 2022-02-16 | After-Close | 4.21% | 6.05% | 1.44x | Exceeded |
| 2022-04-21 | After-Close | 9.81% | 1.19% | 0.12x | Within |
| 2022-07-21 | After-Close | 6.94% | 11.14% | 1.61x | Exceeded |
| 2022-10-20 | After-Close | 12.29% | 1.98% | 0.16x | Within |
| 2023-02-21 | After-Close | 8.56% | 2.32% | 0.27x | Within |
| 2023-05-02 | After-Close | 7.72% | 5.27% | 0.68x | Within |
| 2023-08-02 | After-Close | 6.42% | 0.83% | 0.13x | Within |
| 2023-10-31 | After-Close | 5.86% | 0.64% | 0.11x | Within |
| 2024-02-20 | After-Close | 5.42% | 0.05% | 0.01x | Within |
| 2024-04-30 | After-Close | 5.03% | 0.27% | 0.05x | Within |
| 2024-07-30 | After-Close | 6.37% | 2.52% | 0.40x | Within |
| 2024-10-28 | After-Close | 7.68% | 6.48% | 0.84x | Within |
| 2025-02-18 | After-Close | 2.51% | 1.36% | 0.54x | Within |
| 2025-04-28 | After-Close | 7.74% | 5.92% | 0.76x | Within |
| 2025-07-28 | After-Close | 7.36% | 1.89% | 0.26x | Within |
| 2025-10-29 | Pre-Market | 7.47% | 2.12% | 0.28x | Within |
| 2026-02-23 | After-Close | 8.11% | 2.29% | 0.28x | Within |
| 2026-04-29 | After-Close | 6.40% | 3.71% | 0.58x | Within |
| 2026-07-29 | Pre-Market | 7.80% | 3.63% | 0.47x | Within |
| 2026-10-28 | After-Close | 6.93% | 4.13% | 0.60x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
UFPI Options Activity & IV Rank
UFPI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 34.2%
7-DTE IV: 42.8%
Expected Move: $6.80
7-DTE Move: $4.72
Days to Exp: 42 (2026-12-18)
Options Flow · All expiries
Call Volume: 71
Put Volume: 359
P/C Volume: 5.056
BEARISH
Call OI: 147
Put OI: 303
P/C OI: 2.061
Total OI: 450
ATM Options Pricing
ATM Call: $3.83
ATM Put: $2.98
Call %: 4.8%
Put %: 3.7%
Chain Summary
Chain Volume: 430
Chain OI: 450
Last Updated: 11/6/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 43rd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
43%
vs own history
GEX tilt
+0.49
OI-weighted, today
Vanna tilt
+0.85
δ-sensitivity to IV
Charm tilt
-0.93
δ-decay vs time
Vanna tilt +0.85: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.93: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 4 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM 39.9% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)32.9MediumNov 6
IV Rank (30 DTE)68.5MediumNov 6
Straddle Price (30 DTE)$6.80Nov 6
Beta Analysis
Risk Metrics
Beta: 0.7097
Alpha: -16.63%
Correlation: 0.2980
R-Squared: 8.9%
Stock Volatility: 32.3%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own UFPI
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $9.6M | #1623 of 6285 | +93.4% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $5.5M | #1409 of 3138 | -4.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $2.2M | #695 of 997 | -48.7% | 13F | |
| Markel Group Holding company Tom Gayner | $1.1M | #138 of 145 | +250.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $689K | #3059 of 3716 | -33.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $312K | #2350 of 4729 | +3.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
UFPI Institutional Ownership (13F)
Filings for 2026-06-30 · 103 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 54,127,000 (as of 2026-09-26)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$1.78M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $925.55K | 52.04% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $490.00K | 27.55% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $326.66K | 18.37% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $36.30K | 2.04% | 2026-06-30 |
2 filers$653.33K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $517.22K | 79.17% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $136.11K | 20.83% | 2026-06-30 |
UFPI Insider Trading (Form 4)
Latest: 2026-11-03Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-03 | Brian C Walker | Director | Grant (A) | +406 RSU | — | EDGAR | |
| 2026-11-03 | Kuras Mary Tuuk | Director | Award (A) | +406 | $83.14 | $33.8K | EDGAR |
| 2026-11-03 | Michael G. Wooldridge | Director | Award (A) | +406 | $83.14 | $33.8K | EDGAR |
| 2026-11-03 | Ronald K Grubbs Jr. | Director | Award (A) | +81 | $83.14 | $6.7K | EDGAR |
| 2026-11-03 | Thomas Wayne Rhodes | Director | Grant (A) | +720 RSU | — | EDGAR | |
| 2026-11-03 | Joan A Budden | Director | Award (A) | +406 | $83.14 | $33.8K | EDGAR |
| 2026-11-03 | Benjamin J. McLean | Director | Grant (A) | +654 RSU | — | EDGAR | |
| 2026-11-02 | Robert Paul Guerre | Grant (A) | +17 RSU | — | EDGAR | ||
| 2026-11-02 | Landon C Tarvin | President, UFP Retail | Grant (A) | +14 RSU | — | EDGAR | |
| 2026-11-02 | Matthew J Missad | Executive Chairman | Grant (A) | +17 RSU | — | EDGAR | |
| 2026-11-02 | Michael R Cole | Chief Financial Officer | Grant (A) | +17 RSU | — | EDGAR | |
| 2026-11-02 | Michael M Ellerbrook | President, UFP Construction | Grant (A) | +14 RSU | — | EDGAR | |
| 2026-11-02 | Michael M Ellerbrook | President, UFP Construction | Grant (A) | +17 RSU | — | EDGAR | |
| 2026-10-02 | Landon C Tarvin | President, UFP Retail | Grant (A) | +15 RSU | — | EDGAR | |
| 2026-10-02 | Michael M Ellerbrook | President, UFP Construction | Grant (A) | +15 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
UFPI Insider Holdings
17 insiders · @ $79.92
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Matthew J Missad | Executive Chairman | 321,583 | $25.70M | -$19.84M | 279 | 2026-11-02 |
| 2 | Michael R Cole | Chief Financial Officer | 206,244 | $16.48M | -$3.75M | 257 | 2026-11-02 |
| 3 | Scott A Worthington | President, UFP Packaging | 133,274 | $10.65M | $0 | 86 | 2026-03-02 |
| 4 | Patrick M. Benton | President, UFP Construction | 89,436 | $7.15M | -$8.00M | 95 | 2026-04-02 |
| 5 | William Danny Schwartz | Chief Executive Officer | 77,433 | $6.19M | $0 | 21 | 2026-04-02 |
| 6 | William G Currie | Director | 46,317 | $3.70M | -$19.31M | 120 | 2025-02-05 |
| 7 | David A. Tutas | General Counsel | 35,130 | $2.81M | -$659.1K | 177 | 2025-02-04 |
| 8 | Kuras Mary Tuuk | Director | 29,903 | $2.39M | -$1.47M | 46 | 2026-11-03 |
| 9 | Landon C Tarvin | President, UFP Retail | 24,654 | $1.97M | $0 | 13 | 2026-11-02 |
| 10 | Bruce A Merino | Director | 23,191 | $1.85M | -$3.96M | 45 | 2025-02-05 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
UFPI Board & Officers
As of SEC filings through Nov 3, 2026Directors 7
- Thomas Wayne Rhodes · since Apr 18, 2012
- Kuras Mary Tuuk · since Jan 30, 2014
- Brian C Walker · since Jan 29, 2015
- Michael G. Wooldridge · since Jan 28, 2016
- Joan A Budden · since Jan 1, 2019
- Benjamin J. McLean · since Jan 10, 2020
- Ronald K Grubbs Jr. · since Apr 22, 2026
Officers 7
- William Danny Schwartz · Chief Executive Officer · listed since Feb 2025
- Patrick M. Benton · President, UFP Construction · listed since Feb 2026
- Scott A Worthington · President, UFP Packaging · listed since Feb 2026
- Michael M Ellerbrook · President, UFP Construction · since Jul 1, 2026
- Landon C Tarvin · President, UFP Retail · listed since Sep 2026
- Michael R Cole · Chief Financial Officer · on file since 2006
- Matthew J Missad · Executive Chairman · listed since Feb 2025
Changes in the last 10 years (40)
| Sep 1, 2026 | Landon C Tarvin listed as President, UFP Retail (previously President,UFP Retail Solutions) in SEC filings |
| Jul 1, 2026 | Michael M Ellerbrook became President, UFP Construction |
| Apr 22, 2026 | Ronald K Grubbs Jr. became a director |
| Feb 4, 2026 | Scott A Worthington listed as President, UFP Packaging (previously President, UFP Packaging, LLC) in SEC filings |
| Feb 3, 2026 | Patrick M. Benton listed as President, UFP Construction (previously Pres, UFP Construction, LLC) in SEC filings |
| Feb 2, 2026 | Landon C Tarvin listed as President,UFP Retail Solutions (previously VP, UFP Retail) in SEC filings |
| Nov 4, 2025 | Matthew J Missad no longer listed as a director in SEC filings |
| Feb 21, 2025 | Matthew J Missad listed as Executive Chairman (previously Chief Executive Officer) in SEC filings |
| Feb 13, 2025 | Landon C Tarvin became VP, UFP Retail |
| Feb 10, 2025 | William Danny Schwartz listed as Chief Executive Officer (previously William D Schwartz) in SEC filings |
| Oct 1, 2024 | David A. Tutas listed as General Counsel (previously Chief Comp Off, Gen Csl, Secty) in SEC filings |
| Feb 13, 2024 | William Danny Schwartz listed as William D Schwartz (previously President UFP Retail) in SEC filings |
| Sep 1, 2023 | Scott A Worthington listed as President, UFP Packaging, LLC (previously President, UFP Industrial, LLC) in SEC filings |
| Mar 3, 2023 | William Danny Schwartz listed as President UFP Retail (previously Exec. VP, Operations Services) in SEC filings |
| Aug 1, 2022 | William Danny Schwartz became Exec. VP, Operations Services |
| Apr 25, 2022 | The company announced the departure of Patrick M Webster as President and COO in an SEC filing |
| Mar 1, 2021 | Scott A Worthington no longer listed as a director in SEC filings |
| Feb 22, 2021 | Scott A Worthington first listed as a director in an SEC filing |
| Jan 14, 2021 | Chad C. Uhlig-Eastin reported in an SEC filing no longer being Exec Vice Pres, ProWood |
| Feb 21, 2020 | Allen T Peters listed as Pres & COO, UFP Retail, LLC (previously President, UFP Western Div.) in SEC filings |
| Jan 30, 2020 | Robert D Coleman reported in an SEC filing no longer being Exec Vice Pres Manufacturing |
| Jan 30, 2020 | Patrick M. Benton listed as Pres, UFP Construction, LLC (previously President, UFP Northern Div.) in SEC filings |
| Jan 30, 2020 | Michael F Mordell reported in an SEC filing no longer being Exec VP International Ops |
| Jan 30, 2020 | Jonathan E. West reported in an SEC filing no longer being President, UFP Southern Div. |
| Jan 30, 2020 | Donald L James reported in an SEC filing no longer being XVP Natl Retail Sales & Mktg |
| Jan 30, 2020 | Charles Scott Greene reported in an SEC filing no longer being Executive VP Strategy & Devel |
| Jan 30, 2020 | Chad C. Uhlig-Eastin listed as Exec Vice Pres, ProWood (previously Exec Vice Pres Purchasing) in SEC filings |
| Jan 14, 2020 | Scott T Bravata first listed as Vice President of Accounting in an SEC filing |
| Jan 10, 2020 | Benjamin J. McLean became a director |
| Jan 1, 2020 | Scott A Worthington became President, UFP Industrial, LLC |
| May 2, 2019 | John M Engler reported in an SEC filing no longer being a director |
| Apr 24, 2019 | Terrence L. Schultz reported in an SEC filing no longer being President of idX Corporation |
| Mar 1, 2019 | Charles Scott Greene listed as Executive VP Strategy & Devel (previously Executive VP Marketing) in SEC filings |
| Feb 22, 2019 | David A. Tutas listed as Chief Comp Off, Gen Csl, Secty (previously VP Legal, Gen Csl, Secty) in SEC filings |
| Jan 30, 2019 | Donald L James listed as XVP Natl Retail Sales & Mktg (previously Exec VP National Sales) in SEC filings |
| Jan 1, 2019 | Joan A Budden became a director |
| May 10, 2018 | Gary F Goode reported in an SEC filing no longer being a director |
| Feb 28, 2017 | Louis A Smith reported in an SEC filing no longer being a director |
| Feb 27, 2017 | Patrick M. Benton listed as President, UFP Northern Div. (previously XVP UFP Eastern Div - North) in SEC filings |
| Feb 27, 2017 | Jonathan E. West listed as President, UFP Southern Div. (previously XVP UFP Eastern Div - South) in SEC filings |
Not reported recently (5)
- Bruce A Merino · Last reported as a director in an SEC filing dated Feb 10, 2025
- William G Currie · Last reported as a director in an SEC filing dated Feb 5, 2025
- David A. Tutas · Last reported as General Counsel in an SEC filing dated Feb 4, 2025
- Scott T Bravata · Last reported as Vice President of Accounting in an SEC filing dated Feb 15, 2023
- Allen T Peters · Last reported as Pres & COO, UFP Retail, LLC in an SEC filing dated Feb 15, 2023
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
UFPI Proposed Insider Sales (Form 144)
Latest: 2025-12-10
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-12-10 | MISSAD MATTHEW J | Officer | 11,000 | $1.00M | 2025-12-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-12-09 | Wooldridge Michael G. | Director | 1,192 | $111.4K | 2025-11-26 | EQ | — | EDGAR |
| 2025-05-21 | CURRIE WILLIAM G | Director | 19,670 | $1.97M | 2025-05-21 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-03-03 | Benton Patrick M. | Officer | 13,384 | $1.43M | 2025-03-03 | Merrill | — | EDGAR |
| 2024-12-13 | WILLIAM G CURRIE | Director | 5,700 | $721.6K | 2024-12-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-11-21 | MISSAD MATTHEW J | Officer | 15,000 | $1.96M | 2024-11-21 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-09-05 144/A | COLE MICHAEL R | Officer | 1,000 | $120.0K | 2024-08-30 | Raymond James & Associates | — | EDGAR |
| 2024-08-23 | CURRIE WILLIAM G | Officer | 9,477 | $1.17M | 2024-08-23 | Raymond James & Associates | — | EDGAR |
| 2024-08-23 | CURRIE WILLIAM G | Officer | 1,650 | $203.5K | 2024-08-23 | Raymond James & Associates | — | EDGAR |
| 2024-06-13 | Benton Patrick M. | Officer | 11,725 | $1.35M | 2024-06-13 | Merrill | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-04 | Other events | EDGAR |
| 2026-11-02 | Regulation FD disclosure | EDGAR |
| 2026-10-28 | Regulation FD disclosure | EDGAR |
| 2026-10-28 | Earnings results | EDGAR |
| 2026-10-26 | Material agreement · New debt obligation · Regulation FD disclosure | EDGAR |
| 2026-10-21 | Change in control · Other events | EDGAR |
| 2026-07-30 | Regulation FD disclosure | EDGAR |
| 2026-07-29 | Earnings results | EDGAR |
| 2026-07-22 | Other events | EDGAR |
| 2026-06-01 | Other events | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-11-04 | 0001104659-26-122507 | EDGAR |
| 2026-08-05 | 0001104659-26-090859 | EDGAR |
| 2026-05-06 | 0001104659-26-056076 | EDGAR |
| 2025-11-05 | 0001104659-25-106860 | EDGAR |
| 2025-08-06 | 0001558370-25-010442 | EDGAR |
| 2025-05-07 | 0001558370-25-006667 | EDGAR |
| 2024-11-06 | 0001558370-24-014587 | EDGAR |
| 2024-08-07 | 0001558370-24-011288 | EDGAR |
| 2024-05-08 | 0001558370-24-007280 | EDGAR |
| 2023-11-08 | 0001558370-23-018304 | EDGAR |
ETF Holders
126 ETFs hold UFPI
25 shown · $1.09B total exposure · 0.13% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.14% | $172.3M | $120.8B | 2026-11-04 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $134.5M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.17% | $130.4M | $75.4B | 2026-11-04 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.05% | $95.9M | — | 2026-09-30 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.10% | $62.4M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.05% | $47.9M | — | 2026-09-30 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.33% | $47.0M | $13.9B | 2026-11-04 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.13% | $43.2M | — | 2026-11-04 |
| 9 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.14% | $40.4M | — | 2026-11-04 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.11% | $38.7M | — | 2026-11-04 |
| 11 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.14% | $36.3M | $26.6B | 2026-11-04 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.14% | $26.0M | $19.0B | 2026-11-04 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.15% | $25.7M | — | 2026-09-30 |
| 14 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.27% | $24.3M | $8.6B | 2026-11-04 |
| 15 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.02% | $24.1M | — | 2026-09-30 |
| 16 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.10% | $22.6M | — | 2026-05-31 |
| 17 | ITB iShares U.S. Home Construction ETF | iShares (BlackRock) | 0.95% | $22.4M | $2.3B | 2026-11-04 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $19.3M | — | 2026-11-04 |
| 19 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.02% | $17.5M | — | 2026-09-30 |
| 20 | GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | Nport | 0.23% | $16.6M | — | 2026-07-31 |
| 21 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.09% | $12.7M | — | 2026-05-31 |
| 22 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.03% | $8.5M | $32.9B | 2026-11-04 |
| 23 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.02% | $7.9M | $44.9B | 2026-11-04 |
| 24 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.03% | $7.8M | — | 2026-08-31 |
| 25 | MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF | SPDR (State Street) | 0.27% | $7.8M | $2.9B | 2026-11-04 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
19.40
TTM Diluted EPS
$4.12
TTM Revenue
$6.41B
TTM Net Income
$226.72M
TTM Op. Cash Flow
$381.13M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-26 | $1.73B | $57.97M | $1.05 | $173.87M |
| Q2 '26 | 2026-06-27 | $1.88B | $79.59M | $1.48 | $164.26M |
| Q1 '26 | 2026-03-28 | $1.46B | $50.77M | $0.89 | $-103.62M |
| Q4 '25 | 2025-12-27 | $1.33B | $38.39M | $0.72 | $146.62M |
| Q3 '25 | 2025-09-27 | $1.56B | $75.35M | $1.29 | $285.98M |
| Q2 '25 | 2025-06-28 | $1.84B | $97.01M | $1.70 | $221.94M |
| Q1 '25 | 2025-03-29 | $1.60B | $78.75M | $1.30 | $-108.81M |
| Q4 '24 | 2024-12-28 | $1.46B | $65.43M | $1.12 | $144.91M |
| Q3 '24 | 2024-09-28 | $1.65B | $95.97M | $1.64 | $258.58M |
| Q2 '24 | 2024-06-29 | $1.90B | $121.15M | $2.05 | $255.88M |
| Q1 '24 | 2024-03-30 | $1.64B | $115.89M | $1.96 | $-16.80M |
| Q4 '23 | 2023-12-30 | $1.52B | $98.17M | $1.62 | $251.26M |
Q3 2026 • period ending 2026-09-26 • filed 2026-11-04
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
19.40
P/B
1.45
P/S
0.71
EV/EBITDA
8.60
EV/Sales
0.65
ROE
7.9%
ROA
5.9%
Div Yield
1.77%
FCF Yield
11.14%
Debt/Equity
0.07
Current Ratio
—
Market Cap
$4.43B
as of 2026-11-06
UFPI vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| B Barrick Mining Corporation | $66.4B | — | — | −8.0% | 62 |
| AU AngloGold Ashanti plc | $44.8B | — | — | +8.6% | 22 |
| NTR Nutrien Ltd. Common Shares | $34.2B | — | — | +13.2% | 55 |
| GFI Gold Fields Ltd ADR | $33.7B | — | — | −10.1% | 40 |
| CF CF Industries Holding, Inc. | $17.6B | 10.7 | +20.9% | +49.0% | 34 |
| MAS Masco Corporation | $16.2B | 17.8 | +1.0% | +27.5% | 41 |
| SKY Champion Homes, Inc. | $5.0B | 26.6 | +4.5% | +7.6% | 15 |
| CVCO Cavco Industries Inc. | $4.9B | 26.6 | +11.4% | +7.9% | 39 |
| UFPI UFP Industries, Inc. Common Stock | $4.5B | 19.4 | −0.7% | −13.3% | 69 |
| Peer median | $25.7B | 22.2 | +8.0% | +8.3% | 40 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.29M
SI % of Float
4.25%
Days to Cover
4.74
Short Vol Ratio
54.4%
Free Float
53.93M
Float %
97.8%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-22