Louisiana-Pacific (NYSE:LPX) CEO William Bradley Southern Sells 14,166 Shares

Louisiana-Pacific Corporation (NYSE:LPX) CEO William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $89.29, for a total value of $1,264,882.14. Following the completion of the transaction, the chief executive officer owned 461,719 shares in the company, valued at approximately $41,226,889.51. The trade was a 2.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website.

William Bradley Southern also recently made the following trade(s):

• On Tuesday, February 3rd, William Bradley Southern sold 21,252 shares of Louisiana-Pacific stock. The stock was sold at an average price of $88.19, for a total value of $1,874,213.88.
• On Monday, February 2nd, William Bradley Southern sold 7,080 shares of Louisiana-Pacific stock. The shares were sold at an average price of $85.16, for a total transaction of $602,932.80.
• On Thursday, January 15th, William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock. The shares were sold at an average price of $93.08, for a total value of $1,318,571.28.
• On Wednesday, January 14th, William Bradley Southern sold 55,346 shares of Louisiana-Pacific stock. The shares were sold at an average price of $91.66, for a total value of $5,073,014.36.
• On Tuesday, December 16th, William Bradley Southern sold 1,318 shares of Louisiana-Pacific stock. The shares were sold at an average price of $85.38, for a total value of $112,530.84.
• On Monday, December 15th, William Bradley Southern sold 42,514 shares of Louisiana-Pacific stock. The shares were sold at an average price of $86.25, for a total value of $3,666,832.50.

Louisiana-Pacific Trading Down 2.8%

Louisiana-Pacific stock traded down $2.46 during mid-day trading on Wednesday, hitting $86.40. 1,340,413 shares of the stock were exchanged, compared to its average volume of 1,241,157. Louisiana-Pacific Corporation has a 12 month low of $73.42 and a 12 month high of $108.41. The firm’s fifty day simple moving average is $88.17 and its two-hundred day simple moving average is $88.56. The stock has a market capitalization of $6.02 billion, a price-to-earnings ratio of 27.96 and a beta of 1.81. The company has a quick ratio of 1.72, a current ratio of 2.93 and a debt-to-equity ratio of 0.20.

Louisiana-Pacific (NYSE:LPX) last announced its earnings results on Tuesday, February 17th. The building manufacturing company reported $0.03 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.06) by $0.09. The company had revenue of $567.00 million for the quarter, compared to analysts’ expectations of $589.96 million. Louisiana-Pacific had a return on equity of 14.90% and a net margin of 7.69%.Louisiana-Pacific’s quarterly revenue was down 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.03 earnings per share. Analysts forecast that Louisiana-Pacific Corporation will post 5.27 EPS for the current year.

Louisiana-Pacific Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 1.4%. This is an increase from Louisiana-Pacific’s previous quarterly dividend of $0.28. The ex-dividend date is Friday, February 27th. Louisiana-Pacific’s dividend payout ratio is 36.25%.

Institutional Trading of Louisiana-Pacific

Hedge funds have recently added to or reduced their stakes in the business. Eminence Capital LP increased its holdings in shares of Louisiana-Pacific by 29.9% in the fourth quarter. Eminence Capital LP now owns 4,048,136 shares of the building manufacturing company’s stock worth $326,927,000 after buying an additional 932,177 shares during the period. 59 North Capital Management LP boosted its stake in shares of Louisiana-Pacific by 26.3% during the fourth quarter. 59 North Capital Management LP now owns 3,536,884 shares of the building manufacturing company’s stock valued at $285,639,000 after purchasing an additional 737,406 shares during the period. State Street Corp increased its stake in shares of Louisiana-Pacific by 1.3% in the fourth quarter. State Street Corp now owns 2,171,315 shares of the building manufacturing company’s stock worth $175,355,000 after buying an additional 27,710 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Louisiana-Pacific by 23.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,723,824 shares of the building manufacturing company’s stock valued at $139,218,000 after buying an additional 332,794 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of Louisiana-Pacific by 4.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,624,489 shares of the building manufacturing company’s stock worth $131,202,000 after purchasing an additional 74,636 shares during the last quarter. 94.73% of the stock is owned by institutional investors.

Key Headlines Impacting Louisiana-Pacific

Here are the key news stories impacting Louisiana-Pacific this week:

• Positive Sentiment: Analyst support: Royal Bank of Canada reaffirmed an “Outperform” rating and set a $104 price target (roughly ~20% above the current price), which signals analyst confidence and a potential upside catalyst. RBC Reaffirms Outperform, $104 PT
• Positive Sentiment: EPS beat: LPX reported Q4 EPS of $0.03, beating the consensus loss estimate (‑$0.06), which limits downside from the print and shows some operating resilience. Business Wire: Q4 Results & Outlook
• Neutral Sentiment: Company outlook & presentation: Management released a slide deck and provided Q1 / full‑year 2026 commentary alongside the results — useful for modeling but requires parsing for conviction. Q4 Slide Deck / Press Release
• Neutral Sentiment: Earnings call / transcript available: The full earnings call transcript and presentation give detail on margin drivers, volumes and pricing—but they contain mixed signals that investors must weigh. Earnings Call Transcript
• Negative Sentiment: Revenue beat/miss mix: Consolidated revenue came in at $567M vs. ~$590M expected and was down ~16.7% year‑over‑year; OSB net sales fell sharply (down ~$132M), which directly pressures top‑line recovery and investor sentiment. Investing.com: Misses Revenue, Narrow Profit
• Negative Sentiment: Rising interest‑rate risk: The company disclosed exposure to interest‑rate volatility from a variable‑rate, amended credit facility — this increases financing risk if rates rise and likely contributed to today’s selling. TipRanks: Interest‑Rate Risk Disclosure
• Negative Sentiment: Market skepticism on valuation/price: Commentaries questioning whether LPX pricing remains justified after the pullback add short‑term selling pressure as investors reassess multiples vs. cyclical risks. Yahoo Finance: Is Pricing Still Justified?

Analyst Ratings Changes

LPX has been the subject of a number of research reports. Royal Bank Of Canada reissued an “outperform” rating and set a $104.00 target price on shares of Louisiana-Pacific in a research report on Wednesday. Zacks Research upgraded Louisiana-Pacific from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. Oppenheimer started coverage on shares of Louisiana-Pacific in a research note on Thursday, February 5th. They issued an “outperform” rating for the company. Barclays upped their price target on shares of Louisiana-Pacific from $100.00 to $108.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, TD Securities cut their price objective on shares of Louisiana-Pacific from $97.00 to $91.00 and set a “hold” rating for the company in a report on Thursday, November 6th. Seven equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $106.57.

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.