James Anthony Clark Sells 13,907 Shares of LSI Industries (NASDAQ:LYTS) Stock

LSI Industries Inc. (NASDAQ:LYTS) CEO James Anthony Clark sold 13,907 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $20.28, for a total value of $282,033.96. Following the sale, the chief executive officer directly owned 595,734 shares in the company, valued at $12,081,485.52. This trade represents a 2.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link.

James Anthony Clark also recently made the following trade(s):

• On Tuesday, August 25th, James Anthony Clark sold 23,706 shares of LSI Industries stock. The shares were sold at an average price of $20.09, for a total transaction of $476,253.54.
• On Monday, August 24th, James Anthony Clark sold 23,340 shares of LSI Industries stock. The shares were sold at an average price of $19.78, for a total value of $461,665.20.

LSI Industries Stock Performance

Shares of LYTS opened at $19.71 on Friday. The company has a current ratio of 1.48, a quick ratio of 0.86 and a debt-to-equity ratio of 0.58. The firm has a market cap of $723.55 million, a PE ratio of 29.42 and a beta of 0.56. The company’s 50 day simple moving average is $24.03 and its 200-day simple moving average is $22.61. LSI Industries Inc. has a 12-month low of $17.20 and a 12-month 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 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 analysts’ expectations of $222.78 million. As a group, equities analysts predict that LSI Industries Inc. will post 0.82 EPS for the current year.

LSI Industries Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 1.0%. LSI Industries’s payout ratio is currently 29.85%.

Institutional Investors Weigh In On LSI Industries

A number of institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC raised its stake in shares of LSI Industries by 26.7% during the 1st quarter. AQR Capital Management LLC now owns 61,107 shares of the construction company’s stock worth $1,039,000 after buying an additional 12,876 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in LSI Industries by 6.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,165 shares of the construction company’s stock worth $292,000 after acquiring an additional 1,113 shares during the period. Jane Street Group LLC acquired a new position in LSI Industries during the first quarter worth $560,000. Strs Ohio purchased a new position in LSI Industries in the first quarter worth $34,000. Finally, Quantbot Technologies LP raised its position in LSI Industries by 133.3% in the second quarter. Quantbot Technologies LP now owns 5,611 shares of the construction company’s stock worth $95,000 after acquiring an additional 3,206 shares in the last quarter. Hedge funds and other institutional investors own 73.91% of the company’s stock.

More LSI Industries News

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

Wall Street Analysts Forecast Growth

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