HC Wainwright Predicts LSI Industries Q2 Earnings

LSI Industries Inc. (NASDAQ:LYTS) – Analysts at HC Wainwright issued their Q2 2027 earnings per share estimates for shares of LSI Industries in a note issued to investors on Friday, August 21st. HC Wainwright analyst A. Dayal anticipates that the construction company will post earnings per share of $0.03 for the quarter. HC Wainwright currently has a “Buy” rating on the stock. The consensus estimate for LSI Industries’ current full-year earnings is $1.13 per share. HC Wainwright also issued estimates for LSI Industries’ FY2027 earnings at $0.72 EPS.

LSI Industries (NASDAQ:LYTS) last posted its earnings results on Thursday, August 20th. The construction company reported $0.38 EPS for the quarter, topping the consensus estimate of $0.35 by $0.03. The firm had revenue of $234.62 million for the quarter, compared to analyst estimates of $222.78 million. LSI Industries had a return on equity of 8.04% and a net margin of 3.28%.

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

LSI Industries Trading Down 1.8%

Shares of NASDAQ:LYTS opened at $20.27 on Thursday. The company has a current ratio of 1.48, a quick ratio of 0.86 and a debt-to-equity ratio of 0.58. LSI Industries has a 12-month low of $17.20 and a 12-month high of $27.36. The business has a 50 day moving average of $24.29 and a two-hundred day moving average of $22.65. The company has a market capitalization of $744.11 million, a PE ratio of 30.25 and a beta of 0.56.

Hedge Funds Weigh In On LSI Industries

Several hedge funds and other institutional investors have recently made changes to their positions in LYTS. Bailard Inc. grew its position in LSI Industries by 3.4% in the fourth quarter. Bailard Inc. now owns 15,300 shares of the construction company’s stock worth $280,000 after acquiring an additional 500 shares during the period. Quantinno Capital Management LP raised its position in LSI Industries by 1.2% in the first quarter. Quantinno Capital Management LP now owns 46,120 shares of the construction company’s stock valued at $858,000 after purchasing an additional 536 shares during the period. New York State Teachers Retirement System raised its position in LSI Industries by 28.5% in the first quarter. New York State Teachers Retirement System now owns 2,495 shares of the construction company’s stock valued at $46,000 after purchasing an additional 554 shares during the period. Rockefeller Capital Management L.P. grew its holdings in shares of LSI Industries by 57.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,714 shares of the construction company’s stock worth $31,000 after purchasing an additional 625 shares during the period. Finally, Osaic Holdings Inc. grew its holdings in shares of LSI Industries by 11.8% during the 2nd quarter. Osaic Holdings Inc. now owns 6,007 shares of the construction company’s stock worth $102,000 after purchasing an additional 635 shares during the period. Hedge funds and other institutional investors own 73.91% of the company’s stock.

Insider Buying and Selling at LSI Industries

In related news, EVP Thomas A. Caneris sold 5,560 shares of the company’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $20.09, for a total transaction of $111,700.40. Following the completion of the transaction, the executive vice president owned 76,279 shares in the company, valued at $1,532,445.11. This represents a 6.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Wilfred T. Ogara sold 10,369 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $24.09, for a total transaction of $249,789.21. Following the completion of the transaction, the director directly owned 103,686 shares in the company, valued at $2,497,795.74. This represents a 9.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 84,859 shares of company stock valued at $1,734,837. Corporate insiders own 7.30% of the company’s stock.

LSI Industries Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Monday, August 31st will be given a $0.05 dividend. The ex-dividend date is Monday, August 31st. This represents a $0.20 annualized dividend and a dividend yield of 1.0%. LSI Industries’s dividend payout ratio (DPR) is 29.85%.

Trending Headlines about LSI Industries

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

• Positive Sentiment: Analysts remain optimistic about long-term earnings growth. HC Wainwright reiterated its “Buy” rating and raised its EPS forecasts for fiscal 2028, 2029 and 2030 to $1.55, $2.04 and $2.54, respectively. It projects fiscal 2031 EPS of $3.16, compared with the current-year consensus of $1.18.
• Positive Sentiment: Recent financial results exceeded expectations. LSI Industries reported quarterly EPS of $0.38 versus the $0.35 consensus, while revenue of $234.62 million topped estimates of $222.78 million. The company also declared a quarterly dividend of $0.05, equivalent to a 1.0% annualized yield.
• Positive Sentiment: Director buying provides a modest confidence signal. Director Ernest Marshall Jr. purchased 2,000 shares for approximately $39,460, increasing his holdings by 7.51%.
• Neutral Sentiment: Investor attention is also focused on the company’s earnings call. LSI Industries characterized the period as a “transformational year,” but the available headline does not provide additional operating details. LSI Industries Earnings Call Highlights Transformational Year
• 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, and EVP Thomas A. Caneris sold 11,034 shares worth roughly $219,976. Although each executive retains a sizable position, the coordinated sales may undermine investor confidence and are the clearest near-term negative catalyst.

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.