LPX

LOUISIANA-PACIFIC CORP

NYSE · Lumber & Wood Products (No Furniture) · Inc. DE · CIK 0000060519
$75.04 +0.37% $5.2B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)18 New Institutional Positions20 Institutional Exits
Vol
Market Cap$5.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders50 funds
Inst. Value$2.8B
Inst. Activity18 buys / 20 sells
Insider Activity1B / 3S
Insider Net $$944.6K
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Exchange NYSE·Sector Lumber & Wood Products (No Furniture)·Inc. DE·CIK 0000060519·Prev Close $74.76

Recent Activity

May 25, 2026 dark_pool
Dark Pool: LPX — 1.3M shares, 27,163 trades
Week starting 2026-05-25. Total ATS volume: 1,305,836 shares across 27,163 trades.
May 8, 2026 Insider
Bruce Lizanne M was granted 1,863 shares
Director
May 8, 2026 Insider
Macadam Stephen E. was granted 1,863 shares
Director
May 8, 2026 Insider
GRASBERGER F NICHOLAS III was granted 1,863 shares
Director
May 6, 2026 SEC
LPX reported Q1 2026 EPS of $0.39, significantly beating the $0.09 consensus, but revenue of $574M missed the $569.9M es
8-K — Impact 7/10
May 1, 2026 SEC
Louisiana-Pacific Corporation declared a quarterly cash dividend of $0.30 per share, payable on May 28, 2026, to shareho
8-K — Impact 2/10
Mar 20, 2026 SEC
Louisiana-Pacific Corporation filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting. The filing is ro
DEFA14A — Impact 2/10
Inst.
Capital World Investors — NEW
1,153,382 shares ($83.9M)

Price Targets

$91.50 +21.9% upside Strong Buy
Current $75.04 Low $66.00 Median $93.50 High $107.00 12 analysts
$66.00 $107.00

Analyst Ratings

Buy76% buy · 17 analysts
3Strong Buy
10Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Truist Securities REITERATE Buy → Buy
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 7, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 7, 2026 BMO Capital UPGRADE Market Perform → Outperform
May 5, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.64 ▼ -29.6% $0.54 — $0.73 -35% YoY 11
Next Q $0.55 ▼ -46.4% $0.48 — $0.65 53% YoY 11
Current FY $1.95 ▼ -32.1% $1.60 — $2.14 -27% YoY 11
Next FY $3.84 ▼ -15.2% $2.30 — $4.90 98% YoY 12

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$453.5M
BERKSHIRE HATHAWAY INC$412.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$222.7M
VANGUARD CAPITAL MANAGEMENT LLC$205.1M

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Bruce LizanneA$0.00
May 8, 2026Macadam StephenA$0.00
May 8, 2026GRASBERGER FA$0.00
May 8, 2026Ribieras JeanMichelA$0.00
May 8, 2026Bayardo JoseA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Michael McCaulRBUY$15,001 - $50,000
50 institutional holders with $2.8B total value (38,775,937 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, BERKSHIRE. Net selling activity: 20 institutions trimmed/exited vs 18 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.6,233,213$453.5M16.1%
3BERKSHIRE HATHAWAY INC5,664,793$412.1M14.6%
4VANGUARD PORTFOLIO MANAGEMENT LLC3,060,930$222.7M7.9%
5VANGUARD CAPITAL MANAGEMENT LLC2,819,024$205.1M7.3%
6FMR LLC2,692,182$195.9M6.9%
7STATE STREET CORP2,213,927$161.1M5.7%
8DIMENSIONAL FUND ADVISORS LP1,639,721$119.3M4.2%
9Capital World Investors1,153,382$83.9M3.0%NEW
10Holocene Advisors, LP1,026,403$74.7M2.6%DOUBLED +1891.5%
11CITADEL ADVISORS LLC977,766$71.1M2.5%
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.887,039$64.5M2.3%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC696,598$50.7M1.8%
14MORGAN STANLEY660,624$48.1M1.7%TRIM -31.5%
15Invesco Ltd.655,185$47.7M1.7%
16VICTORY CAPITAL MANAGEMENT INC646,530$47.0M1.7%
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC596,108$43.4M1.5%TRIM -28.1%
18FRANKLIN RESOURCES INC513,716$37.4M1.3%
19MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.513,002$37.3M1.3%
20MARSHALL WACE, LLP512,081$37.3M1.3%DOUBLED +301.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsNEW1,153,382$83.9M2026-Q1
MORGAN STANLEYTRIM964,411660,624-31.5%$48.1M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM829,439596,108-28.1%$43.4M2026-Q1
MARSHALL WACE, LLPDOUBLED127,566512,081+301.4%$37.3M2026-Q1
Point72 Asset Management, L.P.DOUBLED38,464403,860+950.0%$29.4M2026-Q1
Verition Fund Management LLCDOUBLED26,371316,797+1101.3%$23.0M2026-Q1
Capital Research Global InvestorsNEAR_EXIT1,273,497313,497-75.4%$22.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECTRIM506,035277,935-45.1%$20.2M2026-Q1
Nuveen, LLCTRIM182,422131,027-28.2%$9.5M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM164,739120,657-26.8%$8.8M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM125,67393,457-25.6%$6.8M2026-Q1
AmundiDOUBLED20,79585,466+311.0%$6.2M2026-Q1
Hudson Bay Capital Management LPTRIM72,03851,653-28.3%$3.8M2026-Q1
ExodusPoint Capital Management, LPDOUBLED13,42239,587+194.9%$2.9M2026-Q1
SEI INVESTMENTS CODOUBLED8,54133,881+296.7%$2.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,49529,681+749.2%$2.2M2026-Q1
Neuberger Berman Group LLCADD18,56927,496+48.1%$2.0M2026-Q1
Gotham Asset Management, LLCNEAR_EXIT101,66217,932-82.4%$1.3M2026-Q1
HSBC HOLDINGS PLCTRIM21,91615,497-29.3%$1.1M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD7,4909,761+30.3%$710.1K2026-Q1
XPONANCE LLCADD6,1807,878+27.5%$573.1K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM10,2827,306-28.9%$531.5K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED1,723,8244,326,991+151.0%$314.8K2026-Q1
HB Wealth Management, LLCADD3,1143,942+26.6%$286.8K2026-Q1
Swiss Life Asset Management LtdADD2,9653,904+31.7%$284.0K2026-Q1
14 unique insiders with 44 transactions. Net insider value: $944.6K ($1.7M bought, $765.2K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Bruce Lizanne MDirectorAWARD1,863
May 8, 2026Macadam Stephen E.DirectorAWARD1,863
May 8, 2026GRASBERGER F NICHOLAS IIIDirectorAWARD1,863
May 8, 2026Ribieras JeanMichelDirectorAWARD1,863
May 8, 2026Bayardo Jose ADirectorAWARD1,863
May 8, 2026Silberhorn Ty RDirectorAWARD1,863
May 8, 2026BARRETT KELLY HEFNERDirectorAWARD1,863
Apr 7, 2026Ringblom Jason PaulChief Executive OfficerTAX W/H1,198$69.89$83.7K
Mar 10, 2026Bruce Lizanne MDirectorSELL1,300$78.59$102.2K
Feb 19, 2026GRASBERGER F NICHOLAS IIIDirectorBUY20,000$85.49$1.7M
Feb 13, 2026Ringblom Jason PaulPresidentTAX W/H709$93.62$66.4K
Feb 13, 2026Sichling Craig MSVP, Chief Commercial OfficerTAX W/H173$93.62$16.2K
Feb 13, 2026Haughie AlanEVP, CFOTAX W/H887$93.62$83.0K
Feb 13, 2026Southern William BradleyChief Executive OfficerTAX W/H2,361$93.62$221.0K
Feb 13, 2026Davis Leslie EVP, Controller & CAOTAX W/H115$93.62$10.8K
Feb 13, 2026Daniel Nicole CSVP, General Counsel, Corp SecTAX W/H592$93.62$55.4K
Feb 12, 2026Ringblom Jason PaulPresidentAWARD19,171
Feb 12, 2026Ringblom Jason PaulPresidentTAX W/H3,019$93.89$283.5K
Feb 12, 2026Hamill AnthonySVP, COOAWARD6,710
Feb 12, 2026Sichling Craig MSVP, Chief Commercial OfficerAWARD4,260
Feb 12, 2026Sichling Craig MSVP, Chief Commercial OfficerTAX W/H691$93.89$64.9K
Feb 12, 2026Haughie AlanEVP, CFOAWARD7,988
Feb 12, 2026Haughie AlanEVP, CFOTAX W/H3,225$93.89$302.8K
Feb 12, 2026Southern William BradleyChief Executive OfficerAWARD41,852
Feb 12, 2026Southern William BradleyChief Executive OfficerTAX W/H16,475$93.89$1.5M
Feb 12, 2026Davis Leslie EVP, Controller & CAOAWARD1,385
Feb 12, 2026Davis Leslie EVP, Controller & CAOTAX W/H124$93.89$11.6K
Feb 12, 2026Daniel Nicole CSVP, General Counsel, Corp SecAWARD5,325
Feb 12, 2026Daniel Nicole CSVP, General Counsel, Corp SecTAX W/H1,512$93.89$142.0K
Feb 10, 2026Davis Leslie EVP, Controller & CAOTAX W/H47$96.59$4.5K
Feb 10, 2026Sichling Craig MSVP, Chief Commercial OfficerTAX W/H224$96.59$21.6K
Feb 10, 2026Haughie AlanEVP, CFOTAX W/H1,221$96.59$117.9K
Feb 10, 2026Southern William BradleyChief Executive OfficerTAX W/H3,919$96.59$378.5K
Feb 10, 2026Daniel Nicole CSVP, General Counsel, Corp SecTAX W/H572$96.59$55.2K
Feb 10, 2026Ringblom Jason PaulPresidentTAX W/H1,143$96.59$110.4K
Feb 8, 2026Southern William BradleyChief Executive OfficerTAX W/H3,968$96.97$384.8K
Feb 8, 2026Daniel Nicole CSVP, General Counsel, Corp SecTAX W/H792$96.97$76.8K
Feb 8, 2026Haughie AlanEVP, CFOTAX W/H1,342$96.97$130.1K
Feb 8, 2026Davis Leslie EVP, Controller & CAOTAX W/H47$96.97$4.6K
Feb 8, 2026Ringblom Jason PaulPresidentTAX W/H1,117$96.97$108.3K
Feb 8, 2026Sichling Craig MSVP, Chief Commercial OfficerTAX W/H169$96.97$16.4K
Feb 3, 2026Southern William BradleyChief Executive OfficerSELL700$85.89$60.1K
Feb 2, 2026Southern William BradleyChief Executive OfficerSELL7,080$85.16$602.9K
Jan 29, 2026Sichling Craig MSVP, Chief Commercial OfficerTAX W/H27$86.44$2.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (76% buy). Based on 17 analysts: 3 strong buy, 10 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$91.50 mean target +21.9% upside Strong Buy (1.67)
$66.00 Low $107.00 High
MetricValue
Current Price$75.04
Target Low$66.00
Target Mean$91.50
Target Median$93.50
Target High$107.00
# Analysts12
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.64 $0.54 $0.73 -35.0% -29.6% 1↑ 9↓ $0.7B -10.1% 11
Next Q
2026-09-30
$0.55 $0.48 $0.65 53.4% -46.4% 0↑ 10↓ $0.7B 3.4% 11
Current FY
2026-12-31
$1.95 $1.60 $2.14 -26.6% -32.1% 0↑ 11↓ $2.6B -5.5% 11
Next FY
2027-12-31
$3.84 $2.30 $4.90 97.6% -15.2% 0↑ 11↓ $2.9B 12.0% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.643
7d ago$0.893-0.250
30d ago$0.913-0.270
60d ago$0.906-0.263
90d ago$0.997-0.354
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Truist Securities REITERATE Buy Buy
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 7, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 7, 2026 BMO Capital UPGRADE Market Perform Outperform
May 5, 2026 DA Davidson MAINTAIN Buy Buy
Apr 20, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Feb 23, 2026 DA Davidson MAINTAIN Buy Buy
Feb 18, 2026 RBC Capital REITERATE Outperform Outperform
Jan 28, 2026 DA Davidson MAINTAIN Buy Buy
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Jan 6, 2026 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202631031076%
May 1, 20263842065%
Apr 1, 20263842065%
Mar 1, 20263842065%
Feb 1, 20262842063%
Jan 1, 20262842063%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 27, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000LOUISIANA-PACIFIC CORPMar 12, 2026 (14d)
50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 15, 2026150° Neutral001

Recent Reddit Threads

May 25, 2026
dark_pool
Dark Pool: LPX — 1.3M shares, 27,163 trades
Week starting 2026-05-25. Total ATS volume: 1,305,836 shares across 27,163 trades.
May 18, 2026
short_volume
Short Volume: LPX — 61.0% short (0.3M / 0.5M)
Short: 308,380 | Exempt: 155 | TRF Vol: 505,171 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: LPX — 2.0M shares, 35,400 trades
Week starting 2026-05-18. Total ATS volume: 2,017,327 shares across 35,400 trades.
May 15, 2026
short_volume
Short Volume: LPX — 70.8% short (0.4M / 0.6M)
Short: 427,177 | Exempt: 0 | TRF Vol: 603,451 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: LPX — 64.9% short (0.3M / 0.5M)
Short: 337,748 | Exempt: 18 | TRF Vol: 520,510 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: LPX — 60.6% short (0.4M / 0.6M)
Short: 366,927 | Exempt: 1,345 | TRF Vol: 605,202 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: LPX — 2.1M shares, 42,279 trades
Week starting 2026-05-11. Total ATS volume: 2,094,306 shares across 42,279 trades.
May 8, 2026
short_volume
Short Volume: LPX — 76.2% short (0.4M / 0.6M)
Short: 443,331 | Exempt: 0 | TRF Vol: 581,499 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: LPX — 62.5% short (0.7M / 1.1M)
Short: 666,271 | Exempt: 2,890 | TRF Vol: 1,065,558 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
LPX Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: LPX — 4.2M shares, 51,701 trades
Week starting 2026-05-04. Total ATS volume: 4,242,821 shares across 51,701 trades.
Apr 27, 2026
short_volume
Short Volume: LPX — 69.8% short (0.4M / 0.6M)
Short: 433,351 | Exempt: 0 | TRF Vol: 620,791 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: LPX — 2.0M shares, 35,963 trades
Week starting 2026-04-27. Total ATS volume: 1,958,626 shares across 35,963 trades.
Apr 20, 2026
dark_pool
Dark Pool: LPX — 2.9M shares, 45,949 trades
Week starting 2026-04-20. Total ATS volume: 2,891,844 shares across 45,949 trades.
Apr 17, 2026
short_volume
Short Volume: LPX — 62.4% short (0.3M / 0.5M)
Short: 329,273 | Exempt: 0 | TRF Vol: 527,292 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)