Louisiana-PacificLPX
Market Cap: $6.96B
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: 4,100
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
65% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 48
8% more funds holding
Funds holding: 400 [Q1] → 431 (+31) [Q2]
2.61% more ownership
Funds ownership: 88.55% [Q1] → 91.16% (+2.61%) [Q2]
0% more capital invested
Capital invested by funds: $5.36B [Q1] → $5.38B (+$20M) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 146
29% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 5 (-2) [Q2]
51% less call options, than puts
Call options by funds: $42.4M | Put options by funds: $86.9M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
B of A Securities George Staphos 57% 1-year accuracy 8 / 14 met price target | 24%downside $75 | Underperform Maintained | 12 Sept 2024 |
RBC Capital Matthew McKellar 58% 1-year accuracy 7 / 12 met price target | 13%upside $112 | Outperform Maintained | 8 Aug 2024 |
Goldman Sachs Susan Maklari 71% 1-year accuracy 25 / 35 met price target | 13%downside $86 | Sell Maintained | 8 Aug 2024 |
Truist Securities Michael Roxland 65% 1-year accuracy 30 / 46 met price target | 6%upside $105 | Buy Reiterated | 8 Aug 2024 |
BMO Capital Ketan Mamtora 60% 1-year accuracy 3 / 5 met price target | 0%downside $99 | Market Perform Downgraded | 8 Aug 2024 |
Financial journalist opinion
Based on 4 articles about LPX published over the past 30 days