Louisiana-Pacific (NYSE:LPX) Raised to Outperform at BMO Capital Markets

Louisiana-Pacific (NYSE:LPX) was upgraded by investment analysts at BMO Capital Markets from a “market perform” rating to an “outperform” rating in a research report issued on Thursday, Marketbeat reports. The firm presently has a $94.00 price target on the building manufacturing company’s stock. BMO Capital Markets’ price objective would suggest a potential upside of 24.96% from the stock’s previous close.

A number of other research firms also recently commented on LPX. Oppenheimer reaffirmed an “outperform” rating on shares of Louisiana-Pacific in a report on Tuesday, March 3rd. DA Davidson reiterated a “buy” rating and issued a $114.00 price target on shares of Louisiana-Pacific in a report on Tuesday. Zacks Research lowered shares of Louisiana-Pacific from a “hold” rating to a “strong sell” rating in a research report on Thursday, March 5th. Weiss Ratings cut shares of Louisiana-Pacific from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, April 21st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $104.00 price objective on shares of Louisiana-Pacific in a report on Wednesday, February 18th. Nine equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $97.25.

Louisiana-Pacific Price Performance

NYSE LPX opened at $75.23 on Thursday. The company has a market cap of $5.26 billion, a price-to-earnings ratio of 63.75, a PEG ratio of 1.48 and a beta of 1.60. The company has a debt-to-equity ratio of 0.20, a current ratio of 3.26 and a quick ratio of 1.53. The stock’s fifty day moving average price is $75.15 and its 200 day moving average price is $82.00. Louisiana-Pacific has a 1 year low of $66.68 and a 1 year high of $102.86.

Louisiana-Pacific (NYSE:LPX) last issued its quarterly earnings results on Wednesday, May 6th. The building manufacturing company reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.09 by $0.29. The company 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 firm’s revenue was down 20.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.27 EPS. As a group, equities research analysts forecast that Louisiana-Pacific will post 2.56 earnings per share for the current year.

Insider Activity

In other news, CEO William Bradley Southern sold 14,166 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 461,719 shares of the company’s stock, valued at approximately $41,226,889.51. This trade represents a 2.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director F Nicholas Grasberger III purchased 20,000 shares of the 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 completion of the transaction, the director directly owned 38,954 shares of the company’s stock, valued at $3,330,177.46. The trade was a 105.52% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.65% of the company’s stock.

Institutional Investors Weigh In On Louisiana-Pacific

A number of large investors have recently made changes to their positions in LPX. Millennium Management LLC boosted its stake in Louisiana-Pacific by 128.6% during the first quarter. Millennium Management LLC now owns 176,762 shares of the building manufacturing company’s stock worth $16,259,000 after buying an additional 99,455 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Louisiana-Pacific in the 1st quarter worth $273,000. Goldman Sachs Group Inc. raised its holdings in shares of Louisiana-Pacific by 7.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 274,776 shares of the building manufacturing company’s stock worth $25,274,000 after acquiring an additional 18,413 shares during the period. Empowered Funds LLC raised its holdings in shares of Louisiana-Pacific by 207.1% during the 1st quarter. Empowered Funds LLC now owns 28,219 shares of the building manufacturing company’s stock worth $2,596,000 after acquiring an additional 19,029 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Louisiana-Pacific by 15.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 225,565 shares of the building manufacturing company’s stock valued at $20,747,000 after acquiring an additional 29,846 shares during the last quarter. 94.73% of the stock is currently owned by hedge funds and other institutional investors.

Key Louisiana-Pacific News

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

• Positive Sentiment: BMO Capital upgraded Louisiana-Pacific to outperform and set a $94 price target, adding to the bullish tone around the stock. BMO Capital upgrades Louisiana-Pacific (LPX)
• Positive Sentiment: Truist reaffirmed its buy rating on LPX and kept a $93 target, implying meaningful upside from current levels.
• Positive Sentiment: Barclays reiterated an overweight rating and only trimmed its target slightly to $89, signaling continued confidence in the stock.
• Positive Sentiment: TD Securities upgraded LPX from hold to buy and assigned an $86 target, reflecting improved sentiment after the earnings report.
• Positive Sentiment: BMO Capital Markets also upgraded LPX earlier this week from market perform to outperform, while Oppenheimer maintained an outperform rating despite lowering its target to $107.
• Positive Sentiment: Louisiana-Pacific’s Q1 2026 results beat expectations, with EPS of $0.38 versus the $0.14 consensus, helping support the recent analyst upgrades.
• Neutral Sentiment: Zacks Research upgraded LPX from strong sell to hold, which is an improvement but still not a bullish call.

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.