LOUISIANA-PACIFIC CORPORATION
In the published model solve dated 2026-Q2, anchored at $74.36, LOUISIANA-PACIFIC CORPORATION (LPX) is priced for today's economics sustained for ~13.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Louisiana-Pacific is really two businesses: a higher-margin siding franchise that is 62% of sales and competes on material displacement rather than housing starts, and a commodity OSB segment that swings with the panel-price cycle [Source: LPX FY2025 10-K]. • The biggest risk is the OSB trough deepening: first-quarter OSB sales fell 37% with prices down 21% to 31% and the segment posted negative EBITDA, and management has guided to negative OSB EBITDA for the full year [Source: LPX Q1 FY2026 r
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394 institutional managers reported holding LPX in 13F filings for the quarter ended 2026-03-31. 48 opened new positions that quarter. Held by Vanguard Group, BlackRock, Berkshire Hathaway, among others. On the short side, 6.7M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (6.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LPX has cut its share count 30.7% over the past five years, spending $1.89B on repurchases. It pays a dividend, and has for 8 years running, raised 2 years straight; the current rate is $0.28 a share annually. Cash returned over the past three years: $60.00M in dividends and $276.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LPX over the trailing three years: 2025: 1 buy totaling $250k; 2026: 1 buy totaling $1.71M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LPX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-22 | -10.7% | -0.2% |
| 2023-05-04 | +1.3% | +17.6% |
| 2023-08-03 | -13.6% | -18.6% |
| 2023-11-02 | +11.7% | +17.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LPX's latest 8-K filings: 2026-07-31 (items 8.01, 9.01); 2026-06-01 (items 5.02, 7.01, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-05-05 (items 5.07); 2026-05-01 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.