Market Cap
$4.6B
LPX
LOUISIANA-PACIFIC CORP
$64.66 ▲ +0.17%
Prev close $64.55Market cap$4.6B
ConsensusBuy
12-mo target$92.07 (+42.4%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Materials & Mining
Snapshot
The big-picture read on LPX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$3.7B
Inst. Activity
30 buys / 20 sells
Insider Activity
$1.7M buy / $191.4K sell
Insider Net $
$1.5M
Social Sentiment
58° Warm
SEC Reports
6
Congressional
1 trades
Price chart 30d -5.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Sep 1, 2026 SEC Short Volume: LPX — 57.4% short (0.3M / 0.5M)
Short: 305,049 | Exempt: 241 | TRF Vol: 530,991 | Short Ratio: 57.4% | Off-exchange volume (dark poo
LP announced the indefinite curtailment of OSB production at its Jasper, TX facility starting October 2026 due to soft d
8-K — Impact 5/10
Sep 1, 2026 Insider
Aug 5, 2026 SEC Howald Aaron was granted 9,083 shares
SVP, CFO
LPX reported Q2 2026 results with a significant earnings miss. GAAP diluted EPS of $0.38 missed the consensus estimate o
8-K — Impact 6/10
Louisiana-Pacific Corp (LPX) announced a quarterly cash dividend of $0.30 per share, payable August 28, 2026 to holders
8-K — Impact 2/10
Jul 1, 2026 Insider
Hamill Anthony surrendered for taxes 1,064 shares
SVP, COO @ $78.66 ($83.7K)
Jun 30, 2026 Inst.
Capital World Investors — ADD
1,772,409 shares ($139.4M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
1,751,436 shares ($137.8M)
Analyst ratings buy % +25.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 5, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 23, 2026 | Jefferies | INITIATE | Buy | 53% |
| May 8, 2026 | Truist Securities | REITERATE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 3 | 1 | 0 | 79% | |
| Aug 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 10 | 3 | 1 | 0 | 78% | |
| Jun 1, 2026 | 3 | 10 | 3 | 1 | 0 | 76% | |
| May 1, 2026 | 3 | 8 | 4 | 2 | 0 | 65% | |
| Apr 1, 2026 | 3 | 8 | 4 | 2 | 0 | 65% | |
| Mar 1, 2026 | 3 | 8 | 4 | 2 | 0 | 65% | |
| Feb 1, 2026 | 2 | 8 | 4 | 2 | 0 | 63% |
Price targets
Where 14 covering analysts think LPX trades over the next 12 months.
$92.07 +42.4% upside Strong Buy
Current$64.66 Low$74.00 Median$92.00 High$107.00 14 analysts
$74.00$107.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 3 bearish, 0 mixed, 3 neutral · avg impact 4.0/10.
BEARISH8-K5/10
LP announced the indefinite curtailment of OSB production at its Jasper, TX facility starting Octobe
Sep 1, 2026
BEARISH8-K6/10
LPX reported Q2 2026 results with a significant earnings miss. GAAP diluted EPS of $0.38 missed the
Aug 5, 2026
NEUTRAL8-K2/10
Louisiana-Pacific Corp (LPX) announced a quarterly cash dividend of $0.30 per share, payable August
Jul 31, 2026
BEARISH8-K7/10
LPX reported Q1 2026 EPS of $0.39, significantly beating the $0.09 consensus, but revenue of $574M m
May 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: LPX — 57.4% short (0.3M / 0.5M)
Short: 305,049 | Exempt: 241 | TRF Vol: 530,991 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: LPX — 66.8% short (0.4M / 0.6M)
Short: 428,774 | Exempt: 0 | TRF Vol: 641,879 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: LPX — 1.6M shares, 37,993 trades
Week starting 2026-09-07. Total ATS volume: 1,612,621 shares across 37,993 trades.
Sep 1, 2026
short_volume
Short Volume: LPX — 73.9% short (0.4M / 0.6M)
Short: 418,721 | Exempt: 0 | TRF Vol: 566,801 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: LPX — 1.6M shares, 41,035 trades
Week starting 2026-08-31. Total ATS volume: 1,594,036 shares across 41,035 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.21 | $0.04–$0.40 | -40.4% | -0.9% | 0↑ 13↓ | $0.7B | 13 |
| Next Q | $0.08 | $-0.12–$0.43 | 157.8% | -2.9% | 0↑ 11↓ | $0.6B | 13 |
| Current FY | $1.08 | $0.74–$1.72 | -59.4% | -0.5% | 0↑ 13↓ | $2.5B | 14 |
| Next FY | $3.04 | $1.85–$3.90 | 182.3% | +0.3% | 0↑ 13↓ | $2.8B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.215 | — |
| 7d ago | $0.215 | — |
| 30d ago | $0.217 | -0.002 |
| 60d ago | $0.459 | -0.245 |
| 90d ago | $0.534 | -0.320 |
Institutional ownership
Which big funds own LPX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.7B total value (47,495,476 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, BERKSHIRE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 6,440,864 | $506.6M | 13.6% | — |
| BERKSHIRE HATHAWAY INC | 5,664,793 | $445.6M | 11.9% | — |
| FMR LLC | 3,318,773 | $261.1M | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,921,811 | $229.8M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,843,937 | $223.7M | 6.0% | — |
| STATE STREET CORP | 2,301,635 | $181.2M | 4.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,040,407 | $160.5M | 4.3% | — |
| Capital World Investors | 1,772,409 | $139.4M | 3.7% | ADD +53.7% |
| CITADEL ADVISORS LLC | 1,751,436 | $137.8M | 3.7% | ADD +79.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | ADD | 1,153,382 | 1,772,409 | +53.7% | $139.4M |
| CITADEL ADVISORS LLC | ADD | 977,766 | 1,751,436 | +79.1% | $137.8M |
| Point72 Asset Management, L.P. | DOUBLED | 403,860 | 1,216,714 | +201.3% | $95.7M |
| MORGAN STANLEY | ADD | 660,624 | 1,138,499 | +72.3% | $89.6M |
| NORGES BANK | NEW | — | 783,997 | — | $61.7M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 497,852 | 650,934 | +30.7% | $51.2M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 1,351,471 | 649,516 | -51.9% | $51.1M |
| VAN ECK ASSOCIATES CORP | DOUBLED | 65,026 | 464,995 | +615.1% | $36.6M |
| GOLDMAN SACHS GROUP INC | ADD | 310,816 | 455,522 | +46.6% | $35.8M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 98,630 | 438,256 | +344.3% | $34.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $1.5M — $1.7M bought, $191.4K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Howald Aaron | SVP, CFO | AWARD | 9,083 | — | — |
| Jul 1, 2026 | Hamill Anthony | SVP, COO | TAX W/H | 1,064 | $78.66 | $83.7K |
| Jun 15, 2026 | Bruce Lizanne M | Director | SELL | 1,141 | $78.21 | $89.2K |
| Jun 15, 2026 | Bruce Lizanne M | Director | J | 378 | — | — |
| May 8, 2026 | Bruce Lizanne M | Director | AWARD | 1,863 | — | — |
| May 8, 2026 | Macadam Stephen E. | Director | AWARD | 1,863 | — | — |
| May 8, 2026 | GRASBERGER F NICHOLAS III | Director | AWARD | 1,863 | — | — |
| May 8, 2026 | Ribieras JeanMichel | Director | AWARD | 1,863 | — | — |
| May 8, 2026 | Bayardo Jose A | Director | AWARD | 1,863 | — | — |
| May 8, 2026 | Silberhorn Ty R | Director | AWARD | 1,863 | — | — |
Congressional trades
LPX trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | LOUISIANA-PACIFIC CORP | Mar 12, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LPX.
Shares short
8,214,663
Settlement Sep 15, 2026
Change vs prior
+8.3%
Semi-monthly cycle
Days to cover
7.6
At avg daily volume
Of shares outstanding
≈11.8%
Estimate — not % of float
All LPX filing & press-release reports (6)
- 8-K reportSep 1, 2026
- 8-K reportAug 5, 2026
- 8-K reportJul 31, 2026
- 8-K reportMay 6, 2026
- 8-K reportMay 1, 2026
- DEFA14A reportMar 20, 2026