LSI Industries (NASDAQ:LYTS) CFO James Galeese Sells 8,141 Shares

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 8,141 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $19.78, for a total transaction of $161,028.98. Following the completion of the sale, the chief financial officer owned 199,009 shares in the company, valued at approximately $3,936,398.02. This trade represents a 3.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

LSI Industries Stock Performance

LYTS opened at $20.27 on Thursday. The company has a quick ratio of 0.86, a current ratio of 1.48 and a debt-to-equity ratio of 0.58. The firm has a market cap of $744.11 million, a PE ratio of 30.25 and a beta of 0.56. The business has a fifty day simple moving average of $24.29 and a 200-day simple 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.

LSI Industries (NASDAQ:LYTS) last released its quarterly 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. LSI Industries had a net margin of 3.28% and a return on equity of 8.04%. The business had revenue of $234.62 million for the quarter, compared to analyst estimates of $222.78 million. As a group, equities analysts predict that LSI Industries Inc. will post 1.13 EPS for the current fiscal year.

LSI Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, August 31st will be given a dividend of $0.05 per share. 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 presently 29.85%.

Institutional Trading of LSI Industries

Several large investors have recently added to or reduced their stakes in LYTS. BlackRock Inc. acquired a new position in shares of LSI Industries during the 2nd quarter worth $72,118,000. Vanguard Group Inc. increased its position in LSI Industries by 3.2% during the third quarter. Vanguard Group Inc. now owns 1,657,475 shares of the construction company’s stock worth $39,133,000 after buying an additional 50,722 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in LSI Industries by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,464,122 shares of the construction company’s stock valued at $27,232,000 after buying an additional 6,783 shares in the last quarter. AltraVue Capital LLC raised its holdings in LSI Industries by 8.0% during the fourth quarter. AltraVue Capital LLC now owns 1,445,833 shares of the construction company’s stock valued at $26,488,000 after buying an additional 106,693 shares in the last quarter. Finally, Wellington Management Group LLP lifted its position in shares of LSI Industries by 5.4% in the second 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. 73.91% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Wall Street Zen cut LSI Industries from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Morgan Stanley set a $30.00 price target on shares of LSI Industries in a research report on Friday, August 21st. Weiss Ratings cut shares of LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 18th. 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, HC Wainwright reiterated a “buy” rating on shares of LSI Industries in a research note 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, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $29.00.

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

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.