Insider Selling: LSI Industries (NASDAQ:LYTS) CEO Sells $282,033.96 in Stock

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

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 stock was sold at an average price of $20.09, for a total value 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 Down 2.3%

NASDAQ LYTS opened at $19.71 on Friday. LSI Industries Inc. has a 12 month low of $17.20 and a 12 month high of $27.36. 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 stock has a market cap of $723.55 million, a PE ratio of 29.42 and a beta of 0.56. The stock’s 50 day moving average is $24.03 and its 200 day moving average is $22.61.

LSI Industries (NASDAQ:LYTS) last released its quarterly earnings data on Thursday, August 20th. The construction company reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.35 by $0.03. LSI Industries had a net margin of 3.28% and a return on equity of 8.04%. The firm 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 fiscal year.

LSI Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders 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 yield of 1.0%. The ex-dividend date is Monday, August 31st. LSI Industries’s payout ratio is currently 29.85%.

Analyst Ratings Changes

Several research firms have commented on LYTS. HC Wainwright reissued a “buy” rating on shares of LSI Industries in a report on Friday, August 21st. Wall Street Zen downgraded LSI Industries from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Morgan Stanley set a $30.00 price target on LSI Industries in a research note on Friday, August 21st. Weiss Ratings cut LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 18th. Finally, Oppenheimer reduced their price objective on LSI Industries from $30.00 to $29.00 and set an “outperform” rating on the stock 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 company’s stock. Based on data from MarketBeat, LSI Industries has a consensus rating of “Moderate Buy” and an average price target of $29.00.

Institutional Trading of LSI Industries

Hedge funds and other institutional investors have recently bought and sold shares of the stock. North Star Investment Management Corp. increased its position in LSI Industries by 40.7% during the first quarter. North Star Investment Management Corp. now owns 276,463 shares of the construction company’s stock valued at $5,142,000 after acquiring an additional 80,000 shares during the last quarter. Allspring Global Investments Holdings LLC bought a new stake in shares of LSI Industries in the 1st quarter worth about $2,107,000. Globeflex Capital L P purchased a new position in shares of LSI Industries during the 2nd quarter worth about $5,194,000. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of LSI Industries during the 2nd quarter worth about $5,324,000. Finally, AltraVue Capital LLC grew its holdings in LSI Industries by 8.0% during the 4th quarter. AltraVue Capital LLC now owns 1,445,833 shares of the construction company’s stock valued at $26,488,000 after purchasing an additional 106,693 shares during the last quarter. Hedge funds and other institutional investors own 73.91% of the company’s stock.

LSI Industries News Roundup

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.