Louisiana-Pacific (LPX)

• Market cap: $5.89B
• 1 day: -0.17%
• 5 days: 1.53%
• 1 month: -6.16%
• 3 months: -26.95%
• 6 months: -12.52%
• Year to date: -16.91%
• 1 year: 17.93%
• 5 years: 331.55%
• 10 years: 466.34%
• Sector: Industrials
• Industry: Building Products & Equipment

About: Louisiana-Pacific is primarily an oriented strand board producer and also offers engineered wood siding used in home construction and repair and remodel projects. The company is largely exposed to the North American housing market but has also established capacity in Brazil and Chile.

Employees: 4,300

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

155% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 40

16% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 146

13% more funds holding

Funds holding: 447 [Q3] → 503 (+56) [Q4]

0.04% more ownership

Funds ownership: 91.13% [Q3] → 91.18% (+0.04%) [Q4]

3% less capital invested

Capital invested by funds: $6.87B [Q3] → $6.63B (-$240M) [Q4]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]

34% less call options, than puts

Call options by funds: $64.3M | Put options by funds: $96.7M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $108 25% upside
• Avg. target: $116 34% upside
• High target: $125 45% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Truist Securities Michael Roxland 28% 1-year accuracy 16 / 57 met price target	30% upside $112	Buy Maintained	22 Apr 2025
Loop Capital Jeffrey Stevenson 35% 1-year accuracy 6 / 17 met price target	27% upside $110	Hold Maintained	24 Feb 2025
DA Davidson Steven Chercover 0% 1-year accuracy 0 / 4 met price target	43% upside $123	Buy Maintained	20 Feb 2025
RBC Capital Matthew McKellar 5% 1-year accuracy 1 / 22 met price target	45% upside $125	Outperform Reiterated	20 Feb 2025
BMO Capital Ketan Mamtora 38% 1-year accuracy 3 / 8 met price target	25% upside $108	Market Perform Maintained	20 Feb 2025