LSI Industries (NASDAQ:LYTS) CFO Sells $166,124.21 in Stock

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 8,269 shares of the firm’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 $166,124.21. Following the completion of the transaction, the chief financial officer directly owned 190,740 shares in the company, valued at approximately $3,831,966.60. The trade was a 4.16% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

LSI Industries Stock Performance

Shares of LYTS opened at $19.71 on Friday. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.86 and a current ratio of 1.48. The stock has a 50 day moving average price of $24.03 and a two-hundred day moving average price of $22.61. The firm has a market capitalization of $723.55 million, a P/E 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.

LSI Industries (NASDAQ:LYTS) last announced its earnings results on Thursday, August 20th. The construction company reported $0.38 EPS 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 company had revenue of $234.62 million during the quarter, compared to the consensus estimate of $222.78 million. Equities analysts forecast that LSI Industries Inc. will post 0.82 earnings per share for the current fiscal year.

LSI Industries Announces Dividend

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 $0.05 dividend. The ex-dividend date is Monday, August 31st. This represents a $0.20 annualized dividend and a yield of 1.0%. LSI Industries’s dividend payout ratio (DPR) is 29.85%.

Institutional Investors Weigh In On LSI Industries

Large investors have recently modified their holdings of the stock. California State Teachers Retirement System lifted its stake in 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 shares of LSI Industries in the second quarter valued at $31,000. AXQ Capital LP lifted its position in shares of LSI Industries by 117.7% during the 2nd quarter. AXQ Capital LP now owns 24,007 shares of the construction company’s stock valued at $638,000 after buying an additional 12,979 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of LSI Industries by 17.8% during 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 grew its stake in shares of LSI Industries by 5.4% during the 2nd quarter. Wellington Management Group LLP now owns 1,372,841 shares of the construction company’s stock worth $36,490,000 after acquiring an additional 70,033 shares during the period. Hedge funds and other institutional investors own 73.91% of the company’s stock.

Analyst Ratings Changes

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

LSI Industries News Roundup

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

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.