LSI Industries (NASDAQ:LYTS) CFO Sells $161,028.98 in Stock

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 8,141 shares of the company’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $19.78, for a total value of $161,028.98. Following the completion of the transaction, the chief financial officer directly owned 199,009 shares in the company, valued at $3,936,398.02. This trade represents a 3.93% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

LSI Industries Stock Performance

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

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

LSI Industries Dividend Announcement

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

Trending Headlines about LSI Industries

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

Hedge Funds Weigh In On LSI Industries

Institutional investors and hedge funds have recently bought and sold shares of the company. Bailard Inc. increased its position in shares of LSI Industries by 3.4% during the fourth quarter. Bailard Inc. now owns 15,300 shares of the construction company’s stock worth $280,000 after purchasing an additional 500 shares in the last quarter. Quantinno Capital Management LP boosted its position in shares of LSI Industries by 1.2% in the 1st quarter. Quantinno Capital Management LP now owns 46,120 shares of the construction company’s stock worth $858,000 after purchasing an additional 536 shares in the last quarter. New York State Teachers Retirement System grew its stake in LSI Industries by 28.5% during the 1st quarter. New York State Teachers Retirement System now owns 2,495 shares of the construction company’s stock worth $46,000 after buying an additional 554 shares during the last quarter. Rockefeller Capital Management L.P. increased its position in 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 valued at $31,000 after buying an additional 625 shares in the last quarter. Finally, Osaic Holdings Inc. increased its position in LSI Industries by 11.8% during the 2nd quarter. Osaic Holdings Inc. now owns 6,007 shares of the construction company’s stock valued at $102,000 after buying an additional 635 shares in the last quarter. 73.91% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Wall Street Zen lowered shares of LSI Industries from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Oppenheimer lowered their price target on LSI Industries from $30.00 to $29.00 and set an “outperform” rating for the company in a report on Friday, August 21st. Weiss Ratings downgraded LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 18th. HC Wainwright restated a “buy” rating on shares of LSI Industries in a report on Friday, August 21st. Finally, Morgan Stanley set a $30.00 target price on 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. According to MarketBeat.com, LSI Industries has a consensus rating of “Moderate Buy” and an average price target of $29.00.

LSI Industries Company Profile

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.