Oppenheimer Has Lowered Expectations for Louisiana-Pacific (NYSE:LPX) Stock Price

Key Points

• Oppenheimer cut its price target on Louisiana‑Pacific from $115 to $107 while maintaining an "outperform" rating, implying roughly a 44.4% upside from the stock's prior close.
• LPX beat Q1 EPS expectations ($0.38 vs. ~$0.14) but revenue fell ~20.7% year‑over‑year and management issued a sharp revenue/guidance downgrade (Q2 ~$435–445M vs. consensus ~ $721M; FY ~$1.7B vs. ~ $2.7B), which drove investor disappointment.
• Analyst sentiment is mixed but leans positive—eight Buys vs. two Sells with a consensus Moderate Buy and an average target of $101.14—while institutional ownership is high (~94.7%) and some insiders have reduced positions.

Louisiana-Pacific (NYSE:LPX - Get Free Report) had its price objective reduced by stock analysts at Oppenheimer from $115.00 to $107.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an "outperform" rating on the building manufacturing company's stock. Oppenheimer's price target indicates a potential upside of 44.42% from the stock's previous close.

A number of other research analysts also recently weighed in on LPX. Zacks Research downgraded Louisiana-Pacific from a "hold" rating to a "strong sell" rating in a research note on Thursday, March 5th. Royal Bank Of Canada restated an "outperform" rating and set a $104.00 price objective on shares of Louisiana-Pacific in a report on Wednesday, February 18th. Weiss Ratings lowered Louisiana-Pacific from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Tuesday, April 21st. TD Securities raised shares of Louisiana-Pacific from a "hold" rating to a "buy" rating in a research report on Thursday. Finally, DA Davidson restated a "buy" rating and set a $114.00 price target on shares of Louisiana-Pacific in a research note on Tuesday. Eight research analysts have rated the stock with a Buy rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Louisiana-Pacific has an average rating of "Moderate Buy" and a consensus target price of $101.14.

Louisiana-Pacific Stock Up 2.2%

NYSE:LPX traded up $1.60 during trading hours on Thursday, reaching $74.09. The company had a trading volume of 162,763 shares, compared to its average volume of 1,122,848. The company has a quick ratio of 1.53, a current ratio of 2.78 and a debt-to-equity ratio of 0.20. The firm has a market cap of $5.18 billion, a price-to-earnings ratio of 35.24, a P/E/G ratio of 1.07 and a beta of 1.60. The business's 50-day simple moving average is $75.35 and its two-hundred day simple moving average is $82.10. Louisiana-Pacific has a twelve month low of $66.68 and a twelve month high of $102.86.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The building manufacturing company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.14 by $0.24. The firm had revenue of $574.00 million for the quarter, compared to analyst estimates of $569.99 million. Louisiana-Pacific had a net margin of 5.39% and a return on equity of 10.72%. The business's quarterly revenue was down 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.27 earnings per share. On average, equities analysts expect that Louisiana-Pacific will post 2.7 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Lizanne M. Bruce sold 1,300 shares of the company's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $78.59, for a total value of $102,167.00. Following the completion of the sale, the director owned 17,160 shares in the company, valued at $1,348,604.40. This represents a 7.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO William Bradley Southern sold 14,166 shares of the stock in a transaction dated Tuesday, February 17th. The shares were 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 owned 461,719 shares of the company's stock, valued at approximately $41,226,889.51. This represents a 2.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.65% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Louisiana-Pacific

A number of institutional investors have recently added to or reduced their stakes in the company. Versant Capital Management Inc boosted its stake in shares of Louisiana-Pacific by 34.3% in the 3rd quarter. Versant Capital Management Inc now owns 497 shares of the building manufacturing company's stock worth $44,000 after buying an additional 127 shares during the last quarter. Wilmington Savings Fund Society FSB increased its position in shares of Louisiana-Pacific by 4.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 3,139 shares of the building manufacturing company's stock valued at $279,000 after acquiring an additional 136 shares during the last quarter. Elo Mutual Pension Insurance Co lifted its holdings in Louisiana-Pacific by 1.5% during the third quarter. Elo Mutual Pension Insurance Co now owns 11,524 shares of the building manufacturing company's stock worth $1,024,000 after acquiring an additional 166 shares during the period. WINTON GROUP Ltd lifted its holdings in Louisiana-Pacific by 2.7% during the third quarter. WINTON GROUP Ltd now owns 6,877 shares of the building manufacturing company's stock worth $611,000 after acquiring an additional 183 shares during the period. Finally, Louisiana State Employees Retirement System boosted its position in Louisiana-Pacific by 1.1% in the third quarter. Louisiana State Employees Retirement System now owns 17,600 shares of the building manufacturing company's stock worth $1,564,000 after purchasing an additional 200 shares during the last quarter. 94.73% of the stock is owned by institutional investors.

Louisiana-Pacific News Summary

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

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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