Insider Selling: LSI Industries (NASDAQ:LYTS) EVP Sells $111,700.40 in Stock

LSI Industries Inc. (NASDAQ:LYTS) EVP Thomas Caneris sold 5,560 shares of the company’s stock in a transaction dated Tuesday, August 25th. The stock was 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 of the company’s stock, valued at approximately $1,532,445.11. This trade represents a 6.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

LSI Industries Stock Performance

LYTS opened at $19.71 on Friday. The business’s 50 day moving average is $24.03 and its 200-day moving average is $22.61. The stock has a market cap of $723.55 million, a PE ratio of 29.42 and a beta of 0.56. 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 Inc. has a twelve month low of $17.20 and a twelve month high of $27.36.

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

LSI Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 31st will be given 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 payout ratio is 29.85%.

LSI Industries News Summary

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

Analyst Ratings Changes

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

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. grew its stake in shares of LSI Industries by 205.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,534 shares of the construction company’s stock worth $28,000 after purchasing an additional 1,031 shares during the last quarter. Rockefeller Capital Management L.P. lifted its stake in LSI Industries by 57.4% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,714 shares of the construction company’s stock valued at $31,000 after purchasing an additional 625 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in LSI Industries during the second quarter worth approximately $31,000. Strs Ohio bought a new stake in LSI Industries during the first quarter worth approximately $34,000. Finally, New York State Teachers Retirement System acquired a new position in LSI Industries in the fourth quarter worth approximately $36,000. 73.91% of the stock is owned by institutional investors and hedge funds.

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.