Seaport Res Ptn Analysts Lower Earnings Estimates for LPX

Key Points

• Seaport Res Ptn analysts have reduced Louisiana-Pacific's Q3 2025 EPS estimate from $0.84 to $0.50, while the consensus estimate for the current full-year earnings remains at $5.27 per share.
• Louisiana-Pacific reported Q2 earnings of $0.99 per share, surpassing the consensus estimate of $0.97, but experienced a 7.2% decline in revenue compared to the same quarter last year.
• The company has declared a quarterly dividend of $0.28 per share, with an ex-dividend date of August 15, leading to an annualized dividend yield of 1.2%.

Louisiana-Pacific Corporation (NYSE:LPX - Free Report) - Investment analysts at Seaport Res Ptn cut their Q3 2025 earnings per share (EPS) estimates for shares of Louisiana-Pacific in a research note issued on Wednesday, August 6th. Seaport Res Ptn analyst M. Weintraub now forecasts that the building manufacturing company will earn $0.50 per share for the quarter, down from their prior forecast of $0.84. The consensus estimate for Louisiana-Pacific's current full-year earnings is $5.27 per share. Seaport Res Ptn also issued estimates for Louisiana-Pacific's Q1 2026 earnings at $0.93 EPS.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last posted its quarterly earnings results on Wednesday, August 6th. The building manufacturing company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.97 by $0.02. The company had revenue of $755.00 million during the quarter, compared to analyst estimates of $751.15 million. Louisiana-Pacific had a net margin of 10.34% and a return on equity of 18.67%. The firm's revenue for the quarter was down 7.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.09 earnings per share.

Several other equities analysts also recently commented on the company. Loop Capital upgraded Louisiana-Pacific from a "hold" rating to a "buy" rating and set a $110.00 price objective on the stock in a research note on Wednesday, May 7th. DA Davidson dropped their price target on Louisiana-Pacific from $123.00 to $117.00 and set a "buy" rating on the stock in a research report on Wednesday, June 25th. Truist Financial decreased their price objective on Louisiana-Pacific from $111.00 to $108.00 and set a "buy" rating for the company in a report on Friday, July 11th. Royal Bank Of Canada boosted their price objective on Louisiana-Pacific from $114.00 to $115.00 and gave the company an "outperform" rating in a research note on Wednesday, May 7th. Finally, Wall Street Zen lowered shares of Louisiana-Pacific from a "hold" rating to a "sell" rating in a research report on Sunday, August 3rd. Three analysts have rated the stock with a sell rating, two have given a hold rating and four have issued a buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $106.13.

Louisiana-Pacific Stock Performance

Shares of Louisiana-Pacific stock traded up $6.83 on Monday, reaching $102.43. 726,337 shares of the company traded hands, compared to its average volume of 735,924. The company has a 50 day moving average of $89.93 and a 200 day moving average of $93.50. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.84 and a quick ratio of 1.67. Louisiana-Pacific has a 52 week low of $78.82 and a 52 week high of $122.87. The firm has a market capitalization of $7.13 billion, a PE ratio of 24.13, a PEG ratio of 2.01 and a beta of 1.80.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. 59 North Capital Management LP boosted its stake in Louisiana-Pacific by 32.1% during the first quarter. 59 North Capital Management LP now owns 2,618,643 shares of the building manufacturing company's stock valued at $240,863,000 after buying an additional 635,817 shares during the period. Valeo Financial Advisors LLC raised its holdings in shares of Louisiana-Pacific by 33,243.5% in the 2nd quarter. Valeo Financial Advisors LLC now owns 2,588,787 shares of the building manufacturing company's stock valued at $222,610,000 after acquiring an additional 2,581,023 shares in the last quarter. Eminence Capital LP boosted its position in shares of Louisiana-Pacific by 16.0% during the 1st quarter. Eminence Capital LP now owns 1,675,943 shares of the building manufacturing company's stock valued at $154,153,000 after acquiring an additional 230,837 shares during the last quarter. Jacobs Levy Equity Management Inc. boosted its position in shares of Louisiana-Pacific by 2.0% during the 4th quarter. Jacobs Levy Equity Management Inc. now owns 1,266,145 shares of the building manufacturing company's stock valued at $131,109,000 after acquiring an additional 24,285 shares during the last quarter. Finally, Palestra Capital Management LLC grew its holdings in shares of Louisiana-Pacific by 173.5% during the first quarter. Palestra Capital Management LLC now owns 911,621 shares of the building manufacturing company's stock worth $83,851,000 after purchasing an additional 578,248 shares in the last quarter. 94.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Louisiana-Pacific news, Director Lizanne C. Gottung sold 1,179 shares of the stock in a transaction that occurred on Wednesday, June 11th. The shares were sold at an average price of $89.52, for a total value of $105,544.08. Following the sale, the director directly owned 18,838 shares in the company, valued at $1,686,377.76. This represents a 5.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 1.42% of the company's stock.

Louisiana-Pacific Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 29th. Investors of record on Friday, August 15th will be paid a dividend of $0.28 per share. The ex-dividend date of this dividend is Friday, August 15th. This represents a $1.12 annualized dividend and a yield of 1.1%. Louisiana-Pacific's payout ratio is currently 26.42%.

About Louisiana-Pacific

Louisiana-Pacific Corporation, together with its subsidiaries, provides building solutions primarily for use in new home construction, repair and remodeling, and outdoor structure markets. It operates through Siding, Oriented Strand Board, LP South America, and Other segments. The Siding segment offers LP SmartSide trim and siding products, LP SmartSide ExpertFinish trim and siding products, LP BuilderSeries lap siding products, and LP Outdoor Building Solutions; and engineered wood siding, trim, soffit, and fascia products.