Sei Investments Co. Grows Stock Holdings in Louisiana-Pacific Corporation $LPX

Key Points

• Sei Investments increased its Louisiana-Pacific stake by 296.7% in the first quarter to 33,881 shares valued at approximately $2.47 million. Institutional investors collectively own 94.73% of LPX.
• Louisiana-Pacific reported quarterly EPS of $0.40, missing the $0.56 consensus estimate, while revenue fell 12.1% year over year to $665 million. The company declared a quarterly dividend of $0.30 per share, representing a 1.5% yield.
• Analyst sentiment remains broadly positive, with an average “Moderate Buy” rating and a $94 price target versus the stock’s recent $78.38 price. However, Goldman Sachs maintained a “Sell” rating, citing valuation concerns.

Sei Investments Co. lifted its holdings in Louisiana-Pacific Corporation (NYSE:LPX - Free Report) by 296.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,881 shares of the building manufacturing company's stock after acquiring an additional 25,340 shares during the period. Sei Investments Co.'s holdings in Louisiana-Pacific were worth $2,465,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in LPX. Eminence Capital LP increased its holdings in Louisiana-Pacific by 29.9% in the 4th quarter. Eminence Capital LP now owns 4,048,136 shares of the building manufacturing company's stock valued at $326,927,000 after purchasing an additional 932,177 shares in the last quarter. 59 North Capital Management LP lifted 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 worth $285,639,000 after purchasing an additional 737,406 shares in the last quarter. State Street Corp boosted its position 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 boosted its position in shares of Louisiana-Pacific by 23.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,723,824 shares of the building manufacturing company's stock worth $139,218,000 after buying an additional 332,794 shares during the period. Finally, Dimensional Fund Advisors LP grew its stake in shares of Louisiana-Pacific by 0.9% in the first quarter. Dimensional Fund Advisors LP now owns 1,639,721 shares of the building manufacturing company's stock valued at $119,279,000 after buying an additional 15,232 shares in the last quarter. Hedge funds and other institutional investors own 94.73% of the company's stock.

Louisiana-Pacific Stock Up 3.2%

Shares of NYSE LPX opened at $78.38 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.48 and a current ratio of 3.22. Louisiana-Pacific Corporation has a 1 year low of $66.12 and a 1 year high of $102.86. The stock's 50-day simple moving average is $75.17 and its 200-day simple moving average is $77.69. The firm has a market cap of $5.48 billion, a price-to-earnings ratio of 99.21, a PEG ratio of 2.56 and a beta of 1.62.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The building manufacturing company reported $0.40 EPS for the quarter, missing analysts' consensus estimates of $0.56 by ($0.16). Louisiana-Pacific had a net margin of 2.19% and a return on equity of 4.67%. The business had revenue of $665.00 million during the quarter, compared to analysts' expectations of $667.31 million. During the same period in the prior year, the company posted $0.99 EPS. The company's revenue for the quarter was down 12.1% on a year-over-year basis. As a group, equities analysts anticipate that Louisiana-Pacific Corporation will post 1.17 earnings per share for the current fiscal year.

Louisiana-Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, August 14th. Louisiana-Pacific's dividend payout ratio is 151.90%.

Louisiana-Pacific News Roundup

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

• Positive Sentiment: DA Davidson maintained a Buy rating and set a $99 price target, implying substantial upside from recent levels. Benzinga
• Positive Sentiment: Truist Financial reiterated its Buy rating with an $89 target, while Barclays maintained an Overweight rating and a $92 target. Both firms continue to see potential appreciation despite modestly reducing their targets. Benzinga
• Neutral Sentiment: The company’s Q2 2026 earnings call provided additional context following its quarterly results, including revenue of $665 million and earnings per share of $0.40. Louisiana-Pacific Corporation Q2 2026 Earnings Call Summary
• Negative Sentiment: Louisiana-Pacific’s quarterly EPS missed analysts’ $0.54 consensus, while revenue was slightly below expectations and declined 12.1% year over year. EPS also fell from $0.99 in the prior-year quarter, highlighting ongoing earnings pressure.
• Negative Sentiment: Goldman Sachs raised its price target from $66 to $74 but retained a Sell rating, indicating that the firm considers the stock modestly overvalued even after the target increase. Benzinga

Wall Street Analyst Weigh In

Several brokerages recently commented on LPX. The Goldman Sachs Group raised their target price on Louisiana-Pacific from $66.00 to $74.00 and gave the company a "sell" rating in a report on Thursday. Jefferies Financial Group started coverage on shares of Louisiana-Pacific in a research report on Tuesday, June 23rd. They issued a "buy" rating and a $93.00 price objective for the company. Barclays dropped their price objective on shares of Louisiana-Pacific from $93.00 to $92.00 and set an "overweight" rating on the stock in a research note on Thursday. Bank of America boosted their target price on shares of Louisiana-Pacific from $85.00 to $101.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Finally, BMO Capital Markets upgraded shares of Louisiana-Pacific from a "market perform" rating to an "outperform" rating and set a $94.00 target price for the company in a research note on Thursday, May 7th. Eleven investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $94.00.

About Louisiana-Pacific

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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