Louisiana-Pacific (NYSE:LPX – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report issued on Wednesday,Zacks.com reports.
A number of other equities analysts have also recently commented on LPX. BMO Capital Markets raised Louisiana-Pacific from a “market perform” rating to an “outperform” rating and set a $94.00 price target for the company in a report on Thursday. Royal Bank Of Canada reissued an “outperform” rating and set a $104.00 price target on shares of Louisiana-Pacific in a report on Wednesday, February 18th. TD raised Louisiana-Pacific from a “hold” rating to a “buy” rating and set a $86.00 price target for the company in a report on Thursday. Oppenheimer lowered their price target on Louisiana-Pacific from $115.00 to $107.00 and set an “outperform” rating for the company in a report on Thursday. Finally, Truist Financial boosted their price target on Louisiana-Pacific from $102.00 to $108.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Nine equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $99.25.
Check Out Our Latest Stock Report on LPX
Louisiana-Pacific Price Performance
Louisiana-Pacific (NYSE:LPX – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The building manufacturing company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.09 by $0.29. The firm had revenue of $574.00 million during the quarter, compared to analysts’ expectations of $569.99 million. Louisiana-Pacific had a return on equity of 7.03% and a net margin of 3.20%.The company’s quarterly revenue was down 20.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.27 EPS. As a group, equities analysts predict that Louisiana-Pacific will post 2.7 earnings per share for the current fiscal year.
Insider Buying and Selling
In other news, Director F Nicholas Grasberger III acquired 20,000 shares of Louisiana-Pacific stock in a transaction that occurred on Thursday, February 19th. The shares were acquired at an average price of $85.49 per share, for a total transaction of $1,709,800.00. Following the transaction, the director directly owned 38,954 shares of the company’s stock, valued at approximately $3,330,177.46. The trade was a 105.52% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lizanne M. Bruce sold 1,300 shares of the business’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $78.59, for a total value of $102,167.00. Following the sale, the director owned 17,160 shares in the company, valued at $1,348,604.40. This represents a 7.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.65% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Louisiana-Pacific
A number of hedge funds and other institutional investors have recently bought and sold shares of LPX. Boston Partners bought a new stake in Louisiana-Pacific during the 3rd quarter worth $100,770,000. Capital Research Global Investors grew its position in Louisiana-Pacific by 306.2% during the 4th quarter. Capital Research Global Investors now owns 1,273,497 shares of the building manufacturing company’s stock worth $102,848,000 after acquiring an additional 960,000 shares during the last quarter. Eminence Capital LP grew its position in Louisiana-Pacific by 29.9% during the 4th quarter. Eminence Capital LP now owns 4,048,136 shares of the building manufacturing company’s stock worth $326,927,000 after acquiring an additional 932,177 shares during the last quarter. Deprince Race & Zollo Inc. bought a new stake in Louisiana-Pacific during the 1st quarter worth $56,596,000. Finally, Norges Bank bought a new stake in Louisiana-Pacific during the 4th quarter worth $60,184,000. Institutional investors own 94.73% of the company’s stock.
Key Stories Impacting Louisiana-Pacific
Here are the key news stories impacting Louisiana-Pacific this week:
- Positive Sentiment: Q1 earnings beat — LPX reported $0.38 EPS vs. consensus ~ $0.14 and revenue of $574M (slightly above expectations), evidence of better-than-expected near-term profitability. LP Building Solutions Reports First Quarter 2026 Results
- Positive Sentiment: Analyst upgrades — BMO upgraded LPX to “outperform” with a $94 target, reflecting investor confidence from a major shop. BMO upgrade coverage
- Positive Sentiment: TD Securities upgraded LPX from “hold” to “buy” and set an $86 target, adding buy-side momentum that supports the stock’s uptick. TD upgrade coverage
- Neutral Sentiment: Oppenheimer adjusted its price target down from $115 to $107 but maintained an “outperform” rating — still implying substantial upside despite the PT cut. Oppenheimer price target note
- Neutral Sentiment: Earnings call and transcripts are available for detail on management’s commentary (helpful for judging sustainability of margins and demand trends). Q1 2026 Earnings Call Transcript
- Negative Sentiment: Significantly lowered guidance — LPX cut Q2 and full‑year revenue guidance sharply (Q2: $435M–$445M vs. consensus ~ $721M; FY: ~$1.7B vs. consensus ~ $2.7B), signaling weak demand and driving caution. Guidance update press release
- Negative Sentiment: Revenue and outlook weakness — Q1 revenue was down ~20.7% year-over-year and some coverage noted the stock “slipped” on the mixed print despite the EPS beat, underscoring the demand slowdown risk. Coverage: slips despite earnings beat
Louisiana-Pacific Company Profile
Louisiana-Pacific Corporation (NYSE: LPX) is a leading manufacturer of building materials and engineered wood products for residential, industrial and light commercial construction. The company produces a diverse portfolio of products, including oriented strand board (OSB), engineered wood siding, trim, molding, sheathing panels and subflooring. Its flagship product lines, such as LP® SmartSide® trim and siding, are designed to offer enhanced durability, moisture resistance and ease of installation, helping builders and homeowners achieve long-lasting performance in a variety of climates.
Founded in 1973 as a spin-off from Georgia-Pacific, Louisiana-Pacific established its reputation by pioneering innovative manufacturing techniques for OSB, becoming one of the first companies to bring the product to market in the 1980s.
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