LSI Industries Inc. (NASDAQ:LYTS) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of LSI Industries Inc. (NASDAQ:LYTS) have earned a consensus recommendation of “Moderate Buy” from the five ratings firms that are presently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a hold rating and three have given a buy rating to the company. The average 12 month target price among analysts that have covered the stock in the last year is $29.00.

LYTS has been the subject of a number of recent research reports. Wall Street Zen downgraded shares of LSI Industries from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Weiss Ratings downgraded shares of LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, August 18th. Oppenheimer decreased their target price 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. Morgan Stanley set a $30.00 price target on LSI Industries in a report on Friday, August 21st. Finally, HC Wainwright reissued a “buy” rating on shares of LSI Industries in a research note on Friday, August 21st.

Insiders Place Their Bets

In other news, CEO James Anthony Clark sold 23,706 shares of the company’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 $476,253.54. Following the completion of the transaction, the chief executive officer owned 609,641 shares of the company’s stock, valued at $12,247,687.69. This represents a 3.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO James E. Galeese sold 8,269 shares of the company’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 transaction, the chief financial officer directly owned 190,740 shares of the company’s stock, valued at approximately $3,831,966.60. This represents a 4.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 106,714 shares of company stock valued at $2,178,057. 7.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On LSI Industries

A number of institutional investors have recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. raised its stake in LSI Industries by 205.0% during the fourth 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 period. Rockefeller Capital Management L.P. grew its stake in shares of 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 during the period. Ameritas Advisory Services LLC purchased a new stake in shares of LSI Industries during the 2nd quarter valued at $31,000. Strs Ohio acquired a new stake in shares of LSI Industries during the 1st quarter worth $34,000. Finally, New York State Teachers Retirement System acquired a new stake in shares of LSI Industries during the 4th quarter worth $36,000. 73.91% of the stock is currently owned by hedge funds and other institutional investors.

LSI Industries Stock Down 2.3%

Shares of NASDAQ:LYTS opened at $19.71 on Friday. 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 company has a market capitalization of $723.55 million, a P/E ratio of 29.42 and a beta of 0.56. LSI Industries has a 52-week low of $17.20 and a 52-week high of $27.36. The stock’s fifty day simple moving average is $24.03 and its 200-day simple moving average is $22.61.

LSI Industries (NASDAQ:LYTS) last posted its quarterly earnings data on Thursday, August 20th. The construction company reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.03. The firm had revenue of $234.62 million during the quarter, compared to analysts’ expectations of $222.78 million. LSI Industries had a return on equity of 8.04% and a net margin of 3.28%. As a group, equities research analysts forecast that LSI Industries will post 0.82 earnings per share for the current fiscal year.

LSI Industries Dividend Announcement

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

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

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.