Seaport Res Ptn Issues Pessimistic Estimate for LPX Earnings

Key Points

• Seaport Res Ptn has lowered its FY2025 EPS estimate for Louisiana-Pacific Corporation from $3.60 to $3.25, while the consensus estimate remains at $5.27 per share.
• The company's most recent quarterly earnings report indicated an EPS of $0.99, exceeding expectations, but revenue has declined by 7.2% year-over-year.
• Louisiana-Pacific announced a quarterly dividend of $0.28 per share, with a yield of 1.2% and a payout ratio of 19.65%.

Louisiana-Pacific Corporation (NYSE:LPX - Free Report) - Investment analysts at Seaport Res Ptn cut their FY2025 EPS estimates for Louisiana-Pacific in a report issued on Wednesday, August 6th. Seaport Res Ptn analyst M. Weintraub now forecasts that the building manufacturing company will post earnings per share of $3.25 for the year, down from their prior estimate of $3.60. 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 Q4 2025 earnings at $0.49 EPS, Q2 2026 earnings at $1.59 EPS, Q3 2026 earnings at $1.40 EPS, Q4 2026 earnings at $0.88 EPS and FY2026 earnings at $4.80 EPS.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last issued its quarterly earnings data on Wednesday, August 6th. The building manufacturing company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.02. The company had revenue of $755.00 million for 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%. Louisiana-Pacific's revenue was down 7.2% compared to the same quarter last year. During the same period last year, the company posted $2.09 earnings per share.

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

Louisiana-Pacific Stock Down 2.0%

LPX stock traded down $1.83 during trading on Friday, hitting $90.71. 646,093 shares of the company's stock traded hands, compared to its average volume of 726,066. The firm has a market capitalization of $6.32 billion, a P/E ratio of 21.39, a PEG ratio of 2.03 and a beta of 1.80. The business has a fifty day simple moving average of $89.83 and a two-hundred day simple moving average of $93.66. The company has a quick ratio of 1.67, a current ratio of 2.84 and a debt-to-equity ratio of 0.20. Louisiana-Pacific has a 1 year low of $78.82 and a 1 year high of $122.87.

Louisiana-Pacific Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 29th. Stockholders of record on Friday, August 15th will be paid a $0.28 dividend. The ex-dividend date of this dividend is Friday, August 15th. This represents a $1.12 annualized dividend and a dividend yield of 1.2%. Louisiana-Pacific's dividend payout ratio is 26.42%.

Insider Buying and Selling at Louisiana-Pacific

In other news, Director Lizanne C. Gottung sold 1,179 shares of the company's 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 transaction, the director directly owned 18,838 shares in the company, valued at approximately $1,686,377.76. This represents a 5.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 1.42% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Louisiana-Pacific

Several large investors have recently made changes to their positions in LPX. Creative Planning boosted its position in Louisiana-Pacific by 12.3% in the 2nd quarter. Creative Planning now owns 12,920 shares of the building manufacturing company's stock valued at $1,111,000 after buying an additional 1,413 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in Louisiana-Pacific by 6.5% in the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 15,913 shares of the building manufacturing company's stock valued at $1,368,000 after buying an additional 970 shares during the period. Police & Firemen s Retirement System of New Jersey boosted its position in Louisiana-Pacific by 4.6% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 23,840 shares of the building manufacturing company's stock valued at $2,050,000 after buying an additional 1,042 shares during the period. Savant Capital LLC purchased a new position in Louisiana-Pacific in the 2nd quarter valued at approximately $514,000. Finally, Impact Partnership Wealth LLC boosted its position in Louisiana-Pacific by 13.8% in the 2nd quarter. Impact Partnership Wealth LLC now owns 2,648 shares of the building manufacturing company's stock valued at $228,000 after buying an additional 322 shares during the period. 94.73% of the stock is currently owned by institutional investors and hedge funds.

Louisiana-Pacific Company Profile

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.