LSI Industries (NASDAQ:LYTS) CFO Sells $96,897.84 in Stock

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 4,778 shares of the company’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $20.28, for a total transaction of $96,897.84. Following the sale, the chief financial officer directly owned 185,962 shares in the company, valued at $3,771,309.36. This trade represents a 2.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

LSI Industries Price Performance

LSI Industries stock opened at $19.71 on Friday. The stock has a market capitalization of $723.55 million, a price-to-earnings ratio of 29.42 and a beta of 0.56. LSI Industries Inc. has a 52-week low of $17.20 and a 52-week high of $27.36. The stock’s 50 day moving average price is $24.03 and its two-hundred day moving average price is $22.61. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.86 and a current ratio of 1.48.

LSI Industries (NASDAQ:LYTS) last announced its quarterly earnings data on Thursday, August 20th. The construction company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.35 by $0.03. LSI Industries had a net margin of 3.28% and a return on equity of 8.04%. The firm had revenue of $234.62 million for the quarter, compared to analyst estimates of $222.78 million. On average, equities analysts predict that LSI Industries Inc. will post 0.82 earnings per share for the current year.

LSI Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 31st will be issued a dividend of $0.05 per share. The ex-dividend date is Monday, August 31st. This represents a $0.20 annualized dividend and a yield of 1.0%. LSI Industries’s payout ratio is 29.85%.

LSI Industries News Summary

Here are the key news stories impacting LSI Industries this week:

• Positive Sentiment: Fourth-quarter results beat estimates. LSI reported fiscal fourth-quarter revenue of $234.6 million, up 51% year over year and above the $222.8 million consensus estimate. Adjusted EPS rose to $0.38 from $0.34 and exceeded expectations of $0.35, with acquisition activity—particularly Royston—contributing to growth. LSI Industries Fourth-Quarter Results
• Positive Sentiment: Analyst coverage remains constructive. HC Wainwright maintained its Buy rating, while Morgan Stanley and Oppenheimer have price targets of $30 and $29, respectively. LSI also declared a quarterly dividend of $0.05 per share, equivalent to a $0.20 annualized payout and approximately a 1% yield.
• Neutral Sentiment: Growth quality remains a key investor question. Although reported sales grew substantially, investors are assessing how much of the increase came from acquisitions and whether organic growth can accelerate as those benefits moderate.
• Negative Sentiment: HC Wainwright sharply reduced its fiscal 2027 EPS forecast. The firm cut its estimate to $0.72 from $1.33 and expects only $0.03 EPS in the second quarter. While it retained a Buy rating, the reduction points to weaker near-term earnings momentum and is below the broader current-year consensus of $1.13. HC Wainwright LSI Industries Earnings Forecast
• Negative Sentiment: Several senior executives sold shares. CEO James Anthony Clark, CFO James E. Galeese and EVP Thomas Caneris collectively sold shares worth roughly $1.5 million in transactions dated August 24–26. Each executive retained a substantial stake, but the concentration of sales can weigh on sentiment and reinforce concerns after the earnings outlook reduction. LSI Industries Insider Selling

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on LYTS shares. Weiss Ratings lowered LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, August 18th. Morgan Stanley set a $30.00 price target on shares of LSI Industries in a research report on Friday, August 21st. HC Wainwright restated a “buy” rating on shares of LSI Industries in a report on Friday, August 21st. Oppenheimer lowered their price objective on shares of LSI Industries from $30.00 to $29.00 and set an “outperform” rating on the stock in a research report on Friday, August 21st. Finally, Wall Street Zen cut shares of LSI Industries from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $29.00.

Institutional Investors Weigh In On LSI Industries

A number of institutional investors and hedge funds have recently made changes to their positions in the business. California State Teachers Retirement System grew its holdings in shares of LSI Industries by 3,782.7% during the second quarter. California State Teachers Retirement System now owns 1,005,548 shares of the construction company’s stock worth $26,727,000 after purchasing an additional 979,650 shares in the last quarter. Ameritas Advisory Services LLC bought a new position in shares of LSI Industries in the second quarter worth approximately $31,000. AXQ Capital LP raised its stake in LSI Industries by 117.7% in the second quarter. AXQ Capital LP now owns 24,007 shares of the construction company’s stock valued at $638,000 after purchasing an additional 12,979 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of LSI Industries by 17.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 41,610 shares of the construction company’s stock worth $1,106,000 after buying an additional 6,273 shares during the last quarter. Finally, Wellington Management Group LLP increased its holdings in shares of LSI Industries by 5.4% in the 2nd quarter. Wellington Management Group LLP now owns 1,372,841 shares of the construction company’s stock worth $36,490,000 after buying an additional 70,033 shares during the last quarter. Hedge funds and other institutional investors own 73.91% of the company’s stock.

About LSI Industries

LSI Industries, Inc (NASDAQ: LYTS) is a diversified manufacturer and distributor of lighting, graphics and building technology products. Headquartered in Cincinnati, Ohio, the company develops energy-efficient LED lighting systems, branded and digital graphic displays, and integrated building technology solutions. Serving customers in the retail, quick-service and convenience store, industrial, hospitality and transportation markets, LSI combines design, engineering and manufacturing capabilities to address both aesthetic and functional needs.

In its lighting segment, LSI offers interior and exterior LED fixtures, canopy lights, high-bay and low-bay systems, and specialized horticultural grow lights.