Louisiana-Pacific (LPX)

• Market cap: $8.07B
• 1 day: -0.55%
• 5 days: 9.44%
• 1 month: 3.82%
• 3 months: 11.09%
• 6 months: 28.45%
• Year to date: 10.63%
• 1 year: 70.19%
• 5 years: 260.45%
• 10 years: 630.05%
• Sector: Materials
• Industry: Lumber And Wood Products, Except Furniture

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 Q3 regulatory filings by fund managers ($100M+ AUM)

40% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 7 (+2) [Q3]

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

26% more capital invested

Capital invested by funds: $5.46B [Q2] → $6.88B (+$1.43B) [Q3]

3% more funds holding

Funds holding: 432 [Q2] → 445 (+13) [Q3]

1.22% less ownership

Funds ownership: 92.53% [Q2] → 91.31% (-1.22%) [Q3]

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 161

39% less call options, than puts

Call options by funds: $58.3M | Put options by funds: $95.9M

Research analyst outlook

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

• Low target: $99 14% downside
• Avg. target: $118 3% upside
• High target: $135 17% upside

6 analyst ratings

• positive: 3 50%
• neutral: 2 33%
• negative: 1 17%

Truist Securities Michael Roxland 61% 1-year accuracy 27 / 44 met price target	17% upside $135	Buy Maintained	6 Jan 2025
BMO Capital Ketan Mamtora 63% 1-year accuracy 5 / 8 met price target	10% downside $103	Market Perform Maintained	12 Nov 2024
TD Securities Sean Steuart 0 / 0 met price target	7% upside $123	Hold Maintained	6 Nov 2024
DA Davidson Steven Chercover 100% 1-year accuracy 3 / 3 met price target	9% upside $125	Buy Maintained	6 Nov 2024
Goldman Sachs Susan Maklari 41% 1-year accuracy 12 / 29 met price target	14% downside $99	Sell Maintained	6 Nov 2024