LPX Louisiana-Pacific Corporation

Assenagon Asset Management S.A. reduced its stake in Louisiana-Pacific Corporation (NYSE:LPX) by 68.4% in the third quarter, selling 19,420 shares and retaining 8,957 shares worth approximately $796,000. Insider activity showed mixed signals with a director buying shares and the CEO selling a significant portion. Louisiana-Pacific missed Q3 earnings estimates slightly, reported an 8.2% year-over-year revenue decrease, and has an average analyst rating of "Moderate Buy" with a target price of $105.43.

Elwood Capital Partners has made a significant new investment of $3.55 million in Louisiana-Pacific Corporation (LPX), acquiring 40,000 shares. This move suggests a strategic bet on a housing market stabilization and spotlights Louisiana-Pacific's shift towards higher-margin, value-added products like siding, despite a challenging period for oriented strand board (OSB) pricing. The investment positions LPX as a selective cyclical add within Elwood's portfolio, anticipating its long-term growth potential.

Recent positive ratings from RBC Capital and Barclays, coupled with insider buying by Director Stephen E. MacAdam, signal increasing confidence in Louisiana-Pacific (LPX). This renewed attention comes despite earlier mixed earnings, highlighting an upswing in both internal and external sentiment. The investment case for LPX primarily hinges on sustained demand for engineered wood products and the successful adoption of its SmartSide and ExpertFinish products, with the company reaffirming strong 2025 siding net sales guidance.

RBC Capital analyst Matt McKellar maintained a Buy rating on Louisiana-Pacific (LPX) with a price target of $104.00, despite the company reporting a decrease in quarterly revenue and net profit. Corporate insider sentiment for LPX is positive, with an increase in insider buying, including a recent large purchase by director Stephen E. MacAdam.

Louisiana-Pacific (LPX) has recently seen a 14% share price rebound, prompting a re-evaluation of its valuation. Despite this short-term gain, its year-to-date return is negative, though its five-year shareholder return suggests a constructive long-term trend. The article explores whether LPX is currently undervalued, considering its growth trajectory and market ratios.

Louisiana-Pacific (LPX) stock declined by 5%-6% on December 19, 2025, closing in the low-$80s, driven by factors like OSB weakness, estimate revisions, and year-end rebalancing. The company, operating as LP Building Solutions, balances its strong Siding segment with a volatile OSB business, a "two-speed" model that impacts investor sentiment. Upcoming factors to watch in 2026 include Siding pricing realization, OSB market conditions, and a CEO leadership transition in February.