James Galeese Sells 4,778 Shares of LSI Industries (NASDAQ:LYTS) Stock

LSI Industries Inc. (NASDAQ:LYTS) CFO James Galeese sold 4,778 shares of the firm’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $20.28, for a total value of $96,897.84. Following the completion of the transaction, the chief financial officer directly owned 185,962 shares of the company’s stock, valued at $3,771,309.36. The trade was a 2.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

LSI Industries Stock Performance

NASDAQ:LYTS opened at $19.71 on Friday. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.86 and a current ratio of 1.48. LSI Industries Inc. has a 52-week low of $17.20 and a 52-week 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 moving average is $24.03 and its 200 day moving average is $22.61.

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 analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $222.78 million. Research analysts predict that LSI Industries Inc. will post 0.82 EPS for the current year.

LSI Industries Announces Dividend

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

Wall Street Analysts Forecast Growth

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

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

A number of hedge funds and other institutional investors have recently modified their holdings of the company. BlackRock Inc. bought a new position in shares of LSI Industries during the 2nd quarter valued at about $72,118,000. Vanguard Group Inc. raised its holdings in shares of LSI Industries by 3.2% during the 3rd quarter. Vanguard Group Inc. now owns 1,657,475 shares of the construction company’s stock valued at $39,133,000 after buying an additional 50,722 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in LSI Industries by 0.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,464,122 shares of the construction company’s stock worth $27,232,000 after buying an additional 6,783 shares during the last quarter. AltraVue Capital LLC lifted its position in LSI Industries by 8.0% in the 4th quarter. AltraVue Capital LLC now owns 1,445,833 shares of the construction company’s stock worth $26,488,000 after buying an additional 106,693 shares during the last quarter. Finally, Wellington Management Group LLP boosted its stake in 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 in the last quarter. 73.91% of the stock is currently owned by hedge funds and other institutional investors.

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.