Hosking Partners LLP Has $14.65 Million Holdings in Louisiana-Pacific Corporation $LPX

Hosking Partners LLP cut its stake in shares of Louisiana-Pacific Corporation (NYSE:LPX) by 19.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 181,456 shares of the building manufacturing company’s stock after selling 44,950 shares during the quarter. Hosking Partners LLP’s holdings in Louisiana-Pacific were worth $14,654,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Eminence Capital LP increased its holdings in shares of Louisiana-Pacific by 7.9% during the third quarter. Eminence Capital LP now owns 3,115,959 shares of the building manufacturing company’s stock worth $276,822,000 after buying an additional 228,521 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Louisiana-Pacific by 1.9% in the third quarter. Dimensional Fund Advisors LP now owns 1,549,853 shares of the building manufacturing company’s stock valued at $137,666,000 after buying an additional 28,535 shares during the period. Boston Partners acquired a new position in shares of Louisiana-Pacific in the third quarter valued at approximately $100,770,000. Channing Capital Management LLC increased its stake in shares of Louisiana-Pacific by 12.0% in the third quarter. Channing Capital Management LLC now owns 840,500 shares of the building manufacturing company’s stock valued at $74,670,000 after buying an additional 90,388 shares during the period. Finally, Fernbridge Capital Management LP increased its stake in shares of Louisiana-Pacific by 284.5% in the third quarter. Fernbridge Capital Management LP now owns 820,755 shares of the building manufacturing company’s stock valued at $72,916,000 after buying an additional 607,319 shares during the period. 94.73% of the stock is currently owned by institutional investors and hedge funds.

Louisiana-Pacific Stock Performance

NYSE:LPX opened at $75.23 on Monday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.48 and a current ratio of 3.26. Louisiana-Pacific Corporation has a fifty-two week low of $66.68 and a fifty-two week high of $102.86. The company has a 50 day simple moving average of $75.15 and a two-hundred day simple moving average of $82.00. The company has a market capitalization of $5.26 billion, a PE ratio of 63.75, a P/E/G ratio of 1.54 and a beta of 1.60.

Louisiana-Pacific (NYSE:LPX) last released its quarterly earnings results on Wednesday, May 6th. The building manufacturing company reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.14 by $0.24. Louisiana-Pacific had a net margin of 3.20% and a return on equity of 7.03%. The firm had revenue of $574.00 million during the quarter, compared to analyst estimates of $569.99 million. During the same quarter last year, the business earned $1.27 EPS. The company’s revenue was down 20.7% compared to the same quarter last year. Research analysts anticipate that Louisiana-Pacific Corporation will post 2.45 earnings per share for the current year.

Louisiana-Pacific Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th will be issued a dividend of $0.30 per share. The ex-dividend date is Thursday, May 14th. This represents a $1.20 annualized dividend and a yield of 1.6%. Louisiana-Pacific’s dividend payout ratio (DPR) is presently 101.69%.

Key Louisiana-Pacific News

Here are the key news stories impacting Louisiana-Pacific this week:

• Positive Sentiment: BMO Capital upgraded Louisiana-Pacific to outperform and set a $94 price target, adding to the bullish tone around the stock. BMO Capital upgrades Louisiana-Pacific (LPX)
• Positive Sentiment: Truist reaffirmed its buy rating on LPX and kept a $93 target, implying meaningful upside from current levels.
• Positive Sentiment: Barclays reiterated an overweight rating and only trimmed its target slightly to $89, signaling continued confidence in the stock.
• Positive Sentiment: TD Securities upgraded LPX from hold to buy and assigned an $86 target, reflecting improved sentiment after the earnings report.
• Positive Sentiment: BMO Capital Markets also upgraded LPX earlier this week from market perform to outperform, while Oppenheimer maintained an outperform rating despite lowering its target to $107.
• Positive Sentiment: Louisiana-Pacific’s Q1 2026 results beat expectations, with EPS of $0.38 versus the $0.14 consensus, helping support the recent analyst upgrades.
• Neutral Sentiment: Zacks Research upgraded LPX from strong sell to hold, which is an improvement but still not a bullish call.

Insiders Place Their Bets

In other Louisiana-Pacific news, Director F Nicholas Grasberger III purchased 20,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was purchased at an average cost of $85.49 per share, for a total transaction of $1,709,800.00. Following the acquisition, the director owned 38,954 shares in the company, valued at approximately $3,330,177.46. The trade was a 105.52% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO William Bradley Southern sold 14,166 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $89.29, for a total value of $1,264,882.14. Following the sale, the chief executive officer owned 461,719 shares of the company’s stock, valued at approximately $41,226,889.51. The trade was a 2.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.65% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on LPX shares. Truist Financial reaffirmed a “buy” rating and issued a $93.00 price objective (down from $95.00) on shares of Louisiana-Pacific in a research note on Friday. BMO Capital Markets raised Louisiana-Pacific from a “market perform” rating to an “outperform” rating and set a $94.00 price objective for the company in a research note on Thursday. Barclays lowered their price objective on Louisiana-Pacific from $90.00 to $89.00 and set an “overweight” rating for the company in a research note on Friday. Zacks Research upgraded Louisiana-Pacific from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 6th. Finally, TD upgraded Louisiana-Pacific from a “hold” rating to a “buy” rating and set a $86.00 price objective for the company in a report on Thursday. Nine research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Louisiana-Pacific presently has a consensus rating of “Moderate Buy” and an average target price of $97.25.

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.