LSI Industries (NASDAQ:LYTS) CFO James Galeese Sells 8,269 Shares

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 8,269 shares of LSI Industries stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $20.09, for a total value of $166,124.21. Following the transaction, the chief financial officer owned 190,740 shares in the company, valued at approximately $3,831,966.60. This represents a 4.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

LSI Industries Stock Down 1.8%

LYTS stock opened at $20.27 on Thursday. The business has a 50-day moving average of $24.29 and a 200-day moving average of $22.65. LSI Industries Inc. has a fifty-two week low of $17.20 and a fifty-two week high of $27.36. The stock has a market capitalization of $744.11 million, a P/E ratio of 30.25 and a beta of 0.56. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.48 and a quick ratio of 0.86.

LSI Industries (NASDAQ:LYTS) last announced its quarterly earnings data on Thursday, August 20th. The construction company reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.35 by $0.03. The company had revenue of $234.62 million for the quarter, compared to analysts’ expectations of $222.78 million. LSI Industries had a return on equity of 8.04% and a net margin of 3.28%. On average, sell-side analysts anticipate that LSI Industries Inc. will post 1.13 earnings per share for the current fiscal year.

LSI Industries Dividend Announcement

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

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. California State Teachers Retirement System raised its holdings in shares of LSI Industries by 3,782.7% in the second quarter. California State Teachers Retirement System now owns 1,005,548 shares of the construction company’s stock valued at $26,727,000 after purchasing an additional 979,650 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in LSI Industries in the 2nd quarter worth about $31,000. AXQ Capital LP grew its position in LSI Industries by 117.7% in the 2nd quarter. AXQ Capital LP now owns 24,007 shares of the construction company’s stock worth $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 stake in 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 valued at $1,106,000 after buying an additional 6,273 shares during the last quarter. Finally, Wellington Management Group LLP increased its stake in 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 valued at $36,490,000 after buying an additional 70,033 shares during the last quarter. 73.91% of the stock is owned by institutional investors.

Trending Headlines about LSI Industries

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

• Positive Sentiment: HC Wainwright maintained its Buy rating and raised longer-term forecasts. The firm lifted its EPS estimates for fiscal 2028 to $1.55, fiscal 2029 to $2.04 and fiscal 2030 to $2.54, while projecting fiscal 2031 EPS of $3.16. These increases support the investment case for LSI Industries’ transformation and future earnings growth.
• Positive Sentiment: Recent quarterly results beat expectations. LSI Industries reported EPS of $0.38 versus the $0.35 consensus, while revenue of $234.62 million exceeded the $222.78 million estimate. The company also declared a quarterly dividend of $0.05 per share, or $0.20 annualized.
• Neutral Sentiment: The company’s earnings call highlighted a “transformational year.” However, the available report provides limited additional detail on operating performance or the outlook. LSI Industries Earnings Call Highlights Transformational Year
• Negative Sentiment: HC Wainwright significantly cut its fiscal 2027 EPS forecast. The estimate was reduced to $0.72 from $1.33, below the current full-year consensus estimate of $1.13. The firm expects only $0.03 EPS in the second quarter of fiscal 2027, potentially raising concerns about near-term earnings momentum despite its Buy rating.
• Negative Sentiment: Multiple senior executives sold shares. CEO James Anthony Clark sold 47,046 shares for approximately $937,919 across August 24–25. CFO James E. Galeese sold 16,410 shares worth about $327,153, while EVP Thomas A. Caneris sold 11,034 shares valued at roughly $219,976. Each executive retained a meaningful stake, but the concentration of sales may weigh on investor confidence. LSI Industries CEO Insider Sale

Analysts Set New Price Targets

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

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.