Equities Analysts Offer Predictions for LPX Q1 Earnings

Louisiana-Pacific Co. (NYSE:LPX) has recently witnessed adjustments in earnings per share (EPS) forecasts from financial analysts. On November 5th, Seaport Res Ptn issued a note to investors announcing an increase in their Q1 2025 EPS estimates for Colorado-based Louisiana-Pacific. Analyst M. Weintraub now predicts that the company will report earnings of $0.88 per share for the upcoming quarter, up from the previous estimate of $0.83.

The broader consensus for the company's full-year earnings remains at $5.12 per share. Seaport Res Ptn also provided estimates for the subsequent quarters of 2025: $1.32 EPS for Q2, $1.19 EPS for Q3, and $0.81 EPS for Q4.

In addition to Seaport's report, several other analysts have recently updated their recommendations and price targets for Louisiana-Pacific. The Royal Bank of Canada raised its target price from $119.00 to $125.00 and rated the stock as “outperform.” Meanwhile, The Goldman Sachs Group adjusted its price objective from $90.00 to $99.00 but issued a “sell” rating.

StockNews.com upgraded Louisiana-Pacific from a “hold” to a “buy” rating, while TD Securities increased its price target from $115.00 to $123.00 with a “hold” rating. Truist Financial also revised its target price from $105.00 to $113.00 and maintained a “buy” rating.

Overall, the current analyst ratings show that two research analysts have a “sell” rating, while five hold the stock and four recommend it as a buy. According to MarketBeat, Louisiana-Pacific holds an average rating of “Hold” with a consensus price target of $101.78.

Louisiana-Pacific Stock Performance

On the trading floor, shares of Louisiana-Pacific (NYSE:LPX) opened at $108.14 recently. Looking into their performance metrics, the business boasts a 50-day simple moving average of $101.89 and a 200-day simple moving average of $92.98. The company’s market capitalization stands at $7.60 billion, with a price-to-earnings ratio of 17.58 and a price/earnings to growth ratio of 4.63. Additionally, its beta is 1.88, indicating higher volatility compared to the market.

Its financial ratios are also notable, with a debt-to-equity ratio of 0.21, a quick ratio of 1.95 and a current ratio of 3.38, showcasing the company's solid financial footing. Louisiana-Pacific has experienced a one-year low of $57.13 and a high of $113.04.

The firm last reported its quarterly earnings on August 7th, announcing an EPS of $2.09. This figure exceeded analysts’ predictions of $1.86 by $0.23. Louisiana-Pacific also reported revenue of $814.00 million, outperforming the anticipated $797.26 million. In comparison to the same quarter last year, where the EPS was $0.55, the company noted an impressive revenue growth of 33.2% year-over-year.

Institutional Trading of Louisiana-Pacific

Recent transactions in Louisiana-Pacific’s stock reveal increased institutional interest in the company. Empowered Funds LLC boosted its holdings by an impressive 238.1% in the third quarter, now owning 19,881 shares valued at around $2.14 million after buying an additional 14,001 shares.

Other institutions are also active, such as CIBC Asset Management Inc., which initiated a new position worth $224,000. Moreover, Metis Global Partners LLC increased its stake by 114.7%, owning 6,510 shares valued at $700,000, and KBC Group NV raised its stake by 4.2% with 7,758 shares valued at $834,000. Currently, institutional investors control approximately 94.73% of Louisiana-Pacific’s stock.

Insider Activity

Regarding insider dealings, Director Lizanne C. Gottung sold 2,500 shares on September 16th at an average price of $98.30, totaling $245,750. Post-sale, she holds 21,005 shares valued at $2.06 million. Another insider, Ozey K. Horton, Jr., sold 800 shares on August 9th for a total of $76,880. In the last three months, there has been a significant insider sale, totaling 35,900 shares valued at around $3.37 million. Insiders currently own 1.53% of Louisiana-Pacific's stock.

Louisiana-Pacific Announces Dividend

Additionally, Louisiana-Pacific has declared a quarterly dividend of $0.26 per share, set to be paid on November 27th. Stockholders of record on November 20th will be eligible to receive this dividend. The ex-dividend date is also November 20th. This dividend translates to an annualized yield of 0.96%, with a total annual payout ratio currently standing at 16.91%.

About Louisiana-Pacific

Louisiana-Pacific Corporation, through its subsidiaries, specializes in providing building solutions predominantly aimed at new home construction, repairs, remodeling, and outdoor structures. The company operates via multiple segments, including Siding, Oriented Strand Board, LP South America, and others, offering products such as LP SmartSide and engineered wood solutions.

Earnings, Predictions, Analyst