Louisiana-Pacific (NYSE:LPX) CEO Sells $1,264,882.14 in Stock

February 19, 2026 by InsiderTrades.com

Key Points

CEO William Bradley Southern sold 14,166 shares on Feb. 17 at an average of $89.29 for $1,264,882, reducing his stake by ~2.98% to 461,719 shares; the transaction is one of several insider sales in January–February.
Q4 results were mixed: EPS beat modestly ($0.03 vs. -$0.06 consensus) but revenue missed ($567M vs. ~ $590M) and fell 16.7% YoY, and the stock traded down about 2.8% on the news.
The company raised its quarterly dividend to $0.30 (from $0.28), implying a $1.20 annualized payout, a ~1.4% yield and a 36% payout ratio.

Louisiana-Pacific Corporation (NYSE:LPX - Get Free Report) CEO William Bradley Southern sold 14,166 shares of the firm's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $89.29, for a total transaction of $1,264,882.14. Following the completion of the transaction, the chief executive officer directly owned 461,719 shares of the company's stock, valued at approximately $41,226,889.51. This trade represents a 2.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

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William Bradley Southern also recently made the following trade(s):

On Tuesday, February 3rd, William Bradley Southern sold 21,252 shares of Louisiana-Pacific stock. The stock was sold at an average price of $88.19, for a total transaction of $1,874,213.88.
On Monday, February 2nd, William Bradley Southern sold 7,080 shares of Louisiana-Pacific stock. The shares were sold at an average price of $85.16, for a total value of $602,932.80.
On Thursday, January 15th, William Bradley Southern sold 14,166 shares of Louisiana-Pacific stock. The stock was sold at an average price of $93.08, for a total value of $1,318,571.28.
On Wednesday, January 14th, William Bradley Southern sold 55,346 shares of Louisiana-Pacific stock. The shares were sold at an average price of $91.66, for a total value of $5,073,014.36.
On Tuesday, December 16th, William Bradley Southern sold 1,318 shares of Louisiana-Pacific stock. The stock was sold at an average price of $85.38, for a total value of $112,530.84.
On Monday, December 15th, William Bradley Southern sold 42,514 shares of Louisiana-Pacific stock. The shares were sold at an average price of $86.25, for a total value of $3,666,832.50.

Louisiana-Pacific Trading Down 2.8%

NYSE LPX opened at $86.40 on Thursday. Louisiana-Pacific Corporation has a 12 month low of $73.42 and a 12 month high of $108.41. The company has a current ratio of 2.78, a quick ratio of 1.72 and a debt-to-equity ratio of 0.20. The stock has a 50 day moving average of $88.15 and a 200-day moving average of $88.54. The company has a market cap of $6.02 billion, a PE ratio of 41.34 and a beta of 1.81.

Louisiana-Pacific (NYSE:LPX - Get Free Report) last posted its quarterly earnings results on Tuesday, February 17th. The building manufacturing company reported $0.03 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.06) by $0.09. The firm had revenue of $567.00 million for the quarter, compared to analyst estimates of $589.96 million. Louisiana-Pacific had a net margin of 5.39% and a return on equity of 10.72%. The company's quarterly revenue was down 16.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.03 earnings per share. On average, equities research analysts anticipate that Louisiana-Pacific Corporation will post 5.27 EPS for the current fiscal year.

Louisiana-Pacific Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid a $0.30 dividend. This is an increase from Louisiana-Pacific's previous quarterly dividend of $0.28. The ex-dividend date is Friday, February 27th. This represents a $1.20 annualized dividend and a yield of 1.4%. Louisiana-Pacific's dividend payout ratio (DPR) is 36.25%.

Trending Headlines about Louisiana-Pacific

Here are the key news stories impacting Louisiana-Pacific this week:

Positive Sentiment: Royal Bank of Canada reaffirmed an "outperform" rating and set a $104 price target (~20% upside vs current levels), which can support bullish investor sentiment. RBC Reaffirms Outperform
Positive Sentiment: Within the Q4 results, siding net sales rose $23M (about +6%), showing continued strength in that product line and partially offsetting weakness elsewhere. LP Building Solutions Q4 Results
Neutral Sentiment: EPS of $0.03 beat the consensus loss estimate (‑$0.06), which is a modest positive surprise but comes against a tough year‑ago comparator ($1.03). Investors may see this as mixed quality of the beat. MarketBeat Earnings Summary
Neutral Sentiment: Management provided an earnings presentation and hosted the Q4 call (transcript and slides available). Guidance/outlook details in the deck will matter for near‑term sentiment — watch any commentary on demand and cost trends. Earnings Call Transcript
Negative Sentiment: Revenue missed estimates: consolidated net sales of $567M vs. ~$590M consensus and a 16.7% YoY decline; OSB net sales fell sharply (~$132M lower). Top‑line weakness and OSB exposure are key near‑term headwinds. Revenue Miss Article
Negative Sentiment: CEO William Bradley Southern sold 14,166 shares (~$1.26M), reducing his stake by ~3%. Insider sales can weigh on sentiment even if not uncommon. SEC Filing - Insider Sale
Negative Sentiment: TipRanks flagged increased interest‑rate exposure after an amended, variable‑rate credit facility — rising rates could increase financing costs and pressure margins if rates remain elevated. Interest Rate Risk Disclosure

Analyst Ratings Changes

Several analysts have issued reports on the company. Barclays upped their price objective on Louisiana-Pacific from $100.00 to $108.00 and gave the company an "overweight" rating in a research note on Thursday, January 15th. Oppenheimer assumed coverage on Louisiana-Pacific in a research note on Thursday, February 5th. They issued an "outperform" rating on the stock. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $104.00 price target on shares of Louisiana-Pacific in a report on Wednesday. Truist Financial lifted their target price on shares of Louisiana-Pacific from $102.00 to $108.00 and gave the stock a "buy" rating in a report on Tuesday, January 6th. Finally, TD Securities lowered their price target on shares of Louisiana-Pacific from $97.00 to $91.00 and set a "hold" rating on the stock in a report on Thursday, November 6th. Seven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $106.57.

View Our Latest Research Report on LPX

Institutional Investors Weigh In On Louisiana-Pacific

A number of institutional investors have recently modified their holdings of the business. Millennium Management LLC increased its position in Louisiana-Pacific by 128.6% during the first quarter. Millennium Management LLC now owns 176,762 shares of the building manufacturing company's stock worth $16,259,000 after acquiring an additional 99,455 shares during the period. Dynamic Technology Lab Private Ltd acquired a new position in shares of Louisiana-Pacific during the 1st quarter worth approximately $273,000. Goldman Sachs Group Inc. increased its holdings in shares of Louisiana-Pacific by 7.2% during the first quarter. Goldman Sachs Group Inc. now owns 274,776 shares of the building manufacturing company's stock worth $25,274,000 after purchasing an additional 18,413 shares during the period. Empowered Funds LLC raised its position in shares of Louisiana-Pacific by 207.1% in the first quarter. Empowered Funds LLC now owns 28,219 shares of the building manufacturing company's stock valued at $2,596,000 after buying an additional 19,029 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Louisiana-Pacific by 15.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 225,565 shares of the building manufacturing company's stock valued at $20,747,000 after buying an additional 29,846 shares during the period. Institutional investors own 94.73% of the company's stock.

About Louisiana-Pacific

(Get Free Report)

Louisiana-Pacific Corporation (NYSE: LPX) is a leading manufacturer of building materials and engineered wood products for residential, industrial and light commercial construction. The company produces a diverse portfolio of products, including oriented strand board (OSB), engineered wood siding, trim, molding, sheathing panels and subflooring. Its flagship product lines, such as LP® SmartSide® trim and siding, are designed to offer enhanced durability, moisture resistance and ease of installation, helping builders and homeowners achieve long-lasting performance in a variety of climates.

Founded in 1973 as a spin-off from Georgia-Pacific, Louisiana-Pacific established its reputation by pioneering innovative manufacturing techniques for OSB, becoming one of the first companies to bring the product to market in the 1980s.