Louisiana-Pacific (NYSE:LPX) Upgraded by Zacks Research to Hold Rating

Key Points

• Zacks Research upgraded Louisiana‑Pacific (LPX) from "strong sell" to "hold," reflecting a modest improvement in analyst sentiment.
• Q1 results showed an EPS beat ($0.38 vs. ~$0.09) and $574M in revenue, but revenue was down ~20.7% YoY and management sharply lowered Q2 guidance to $435–$445M and full‑year revenue to ~ $1.7B, signaling weak demand despite the profit beat.
• Most analysts remain positive (nine Buys, one Hold, one Sell) with an average rating of "Moderate Buy" and an average target of ~$99.25, while the stock trades around $75.62 (market cap ≈ $5.28B).

Louisiana-Pacific (NYSE:LPX - Get Free Report) was upgraded by stock analysts at Zacks Research from a "strong sell" rating to a "hold" rating in a research report issued to clients and investors on Wednesday,Zacks.com reports.

Several other brokerages also recently commented on LPX. Royal Bank Of Canada reiterated an "outperform" rating and set a $104.00 target price on shares of Louisiana-Pacific in a research note on Wednesday, February 18th. Weiss Ratings downgraded Louisiana-Pacific from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Tuesday, April 21st. TD Securities upgraded Louisiana-Pacific from a "hold" rating to a "buy" rating in a research note on Thursday. DA Davidson reiterated a "buy" rating and set a $114.00 target price on shares of Louisiana-Pacific in a research note on Tuesday. Finally, Truist Financial lifted 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 research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $99.25.

Louisiana-Pacific Stock Performance

Shares of NYSE LPX opened at $75.62 on Wednesday. The company has a current ratio of 3.26, a quick ratio of 1.53 and a debt-to-equity ratio of 0.20. Louisiana-Pacific has a 12 month low of $66.68 and a 12 month high of $102.86. The stock has a 50 day moving average of $75.15 and a 200-day moving average of $82.00. The company has a market capitalization of $5.28 billion, a P/E ratio of 64.08, a P/E/G ratio of 1.11 and a beta of 1.60.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last issued its earnings results on Wednesday, May 6th. The building manufacturing company reported $0.38 EPS for the quarter, topping the consensus estimate of $0.09 by $0.29. Louisiana-Pacific had a return on equity of 7.03% and a net margin of 3.20%.The company had revenue of $574.00 million during the quarter, compared to the consensus estimate of $569.99 million. During the same period in the previous year, the company posted $1.27 EPS. The firm's revenue for the quarter was down 20.7% compared to the same quarter last year. As a group, equities research analysts predict that Louisiana-Pacific will post 2.7 EPS for the current year.

Insider Buying and Selling

In related news, CEO William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $89.29, for a total transaction of $1,264,882.14. Following the completion of the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director F Nicholas Grasberger III purchased 20,000 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The shares were purchased at an average cost of $85.49 per share, with a total value of $1,709,800.00. Following the completion of the acquisition, the director owned 38,954 shares in the company, valued at $3,330,177.46. The trade was a 105.52% increase in their position. The SEC filing for this purchase provides additional information. 0.65% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Louisiana-Pacific

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Leith Wheeler Investment Counsel Ltd. raised its holdings in Louisiana-Pacific by 23.1% in the 1st quarter. Leith Wheeler Investment Counsel Ltd. now owns 99,064 shares of the building manufacturing company's stock valued at $7,207,000 after acquiring an additional 18,577 shares in the last quarter. Meeder Asset Management Inc. raised its holdings in Louisiana-Pacific by 1,505.4% in the 1st quarter. Meeder Asset Management Inc. now owns 594 shares of the building manufacturing company's stock valued at $43,000 after acquiring an additional 557 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in Louisiana-Pacific by 0.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,639,721 shares of the building manufacturing company's stock valued at $119,279,000 after acquiring an additional 15,232 shares in the last quarter. Parallel Advisors LLC raised its holdings in Louisiana-Pacific by 204.0% in the 1st quarter. Parallel Advisors LLC now owns 380 shares of the building manufacturing company's stock valued at $28,000 after acquiring an additional 255 shares in the last quarter. Finally, Swiss National Bank raised its holdings in Louisiana-Pacific by 0.3% in the 1st quarter. Swiss National Bank now owns 124,000 shares of the building manufacturing company's stock valued at $9,021,000 after acquiring an additional 400 shares in the last quarter. 94.73% of the stock is owned by institutional investors and hedge funds.

Key Headlines 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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