UBS Group AG increased its position in shares of Louisiana-Pacific Corporation (NYSE:LPX – Free Report) by 94.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 553,695 shares of the building manufacturing company’s stock after purchasing an additional 268,899 shares during the quarter. UBS Group AG’s holdings in Louisiana-Pacific were worth $44,716,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Channing Capital Management LLC grew its holdings in shares of Louisiana-Pacific by 12.0% in the third quarter. Channing Capital Management LLC now owns 840,500 shares of the building manufacturing company’s stock valued at $74,670,000 after acquiring an additional 90,388 shares in the last quarter. Citigroup Inc. lifted its holdings in Louisiana-Pacific by 48.9% during the third quarter. Citigroup Inc. now owns 95,161 shares of the building manufacturing company’s stock worth $8,454,000 after acquiring an additional 31,244 shares during the period. Dimensional Fund Advisors LP lifted its holdings in Louisiana-Pacific by 1.9% during the third quarter. Dimensional Fund Advisors LP now owns 1,549,853 shares of the building manufacturing company’s stock worth $137,666,000 after acquiring an additional 28,535 shares during the period. Eminence Capital LP boosted its position in Louisiana-Pacific by 7.9% in the third quarter. Eminence Capital LP now owns 3,115,959 shares of the building manufacturing company’s stock worth $276,822,000 after purchasing an additional 228,521 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd grew its stake in Louisiana-Pacific by 27.5% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 57,876 shares of the building manufacturing company’s stock valued at $5,142,000 after purchasing an additional 12,490 shares during the period. 94.73% of the stock is owned by institutional investors.
Key Stories Impacting Louisiana-Pacific
Here are the key news stories impacting Louisiana-Pacific this week:
- Positive Sentiment: Q1 earnings beat estimates: LPX reported $0.38 EPS vs. consensus around $0.09–$0.14 and revenue of $574M that slightly topped estimates — the beat shows operating resilience versus street forecasts. Louisiana-Pacific (LPX) Q1 Earnings and Revenues Top Estimates
- Positive Sentiment: Analyst support: DA Davidson reaffirmed a Buy with a $114 price target, signaling continued analyst conviction in LPX’s longer?term recovery potential. Benzinga
- Neutral Sentiment: Corporate housekeeping: Shareholders backed the slate of directors, auditor and the pay plan at the annual meeting — governance items passed without controversy. Louisiana-Pacific Shareholders Back Directors, Auditor and Pay Plan
- Neutral Sentiment: Full materials available: Company released press release, conference call transcript and slide deck for Q1, useful for drilling into segment details and management commentary. View Press Release / Slide Deck
- Negative Sentiment: Sharp year?over?year decline: Revenue fell ~20.7% vs. Q1 last year and EPS plunged from $1.27 to $0.38, signaling weaker end?market demand and pressuring margins. LPX Q1 2026 Earnings Transcript
- Negative Sentiment: Big revenue/guidance cut: Management set Q2 revenue guidance at roughly $435–$445M (consensus ~ $721M) and FY revenue at about $1.7B (consensus ~ $2.7B). The much lower top?line outlook is the primary catalyst for the stock decline. LP Building Solutions Reports First Quarter 2026 Results, Updates Guidance
- Negative Sentiment: Market reaction / commentary: Coverage highlights that while EPS beat, the revenue miss and weak outlook disappointed investors, driving intraday weakness. LP Building Solutions (LPX) slips despite earnings beat as revenue and outlook disappoint
Analyst Upgrades and Downgrades
Read Our Latest Analysis on Louisiana-Pacific
Insider Buying and Selling at Louisiana-Pacific
In other Louisiana-Pacific news, Director F Nicholas Grasberger III purchased 20,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were bought at an average price of $85.49 per share, with a total value of $1,709,800.00. Following the completion of the transaction, the director directly owned 38,954 shares in the company, valued at approximately $3,330,177.46. This trade represents a 105.52% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lizanne M. Bruce sold 1,300 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $78.59, for a total transaction of $102,167.00. Following the sale, the director owned 17,160 shares in the company, valued at $1,348,604.40. The trade was a 7.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.65% of the company’s stock.
Louisiana-Pacific Stock Performance
NYSE:LPX opened at $72.62 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.78 and a quick ratio of 1.53. The business has a fifty day simple moving average of $75.35 and a two-hundred day simple moving average of $82.10. Louisiana-Pacific Corporation has a 1 year low of $66.68 and a 1 year high of $102.86. The company has a market capitalization of $5.07 billion, a P/E ratio of 34.75, a P/E/G ratio of 1.07 and a beta of 1.60.
Louisiana-Pacific (NYSE:LPX – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The building manufacturing company reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of $0.14 by $0.24. The firm had revenue of $574.00 million for the quarter, compared to analysts’ expectations of $569.99 million. Louisiana-Pacific had a return on equity of 10.72% and a net margin of 5.39%.The business’s revenue for the quarter was down 20.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.27 EPS. On average, analysts expect that Louisiana-Pacific Corporation will post 2.7 earnings per share for the current year.
Louisiana-Pacific Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Thursday, May 14th. This represents a $1.20 annualized dividend and a yield of 1.7%. Louisiana-Pacific’s dividend payout ratio is 53.59%.
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.
See Also
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