Insider Selling: LSI Industries (NASDAQ:LYTS) EVP Sells $64,287.60 in Stock

LSI Industries Inc. (NASDAQ:LYTS) EVP Thomas Caneris sold 3,170 shares of the firm’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 $64,287.60. Following the sale, the executive vice president owned 73,109 shares in the company, valued at $1,482,650.52. The trade was a 4.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

LSI Industries Stock Down 2.3%

Shares of NASDAQ LYTS opened at $19.71 on Friday. LSI Industries Inc. has a one year low of $17.20 and a one year high of $27.36. The stock has a market capitalization of $723.55 million, a P/E ratio of 29.42 and a beta of 0.56. The firm’s 50 day simple moving average is $24.03 and its two-hundred day simple moving average is $22.61. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.48 and a quick ratio of 0.86.

LSI Industries (NASDAQ:LYTS) last issued its earnings results on Thursday, August 20th. The construction company reported $0.38 EPS for the quarter, topping 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 company had revenue of $234.62 million for the quarter, compared to analysts’ expectations of $222.78 million. As a group, analysts expect that LSI Industries Inc. will post 0.82 EPS for the current fiscal year.

LSI Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 31st will be given a $0.05 dividend. The ex-dividend date is Monday, August 31st. This represents a $0.20 annualized dividend and a yield of 1.0%. LSI Industries’s 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

Institutional Investors Weigh In On LSI Industries

Large investors have recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. boosted its position in LSI Industries by 205.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,534 shares of the construction company’s stock valued at $28,000 after acquiring an additional 1,031 shares in the last quarter. Rockefeller Capital Management L.P. raised its position in shares of LSI Industries by 57.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,714 shares of the construction company’s stock worth $31,000 after acquiring an additional 625 shares in the last quarter. Ameritas Advisory Services LLC bought a new position in shares of LSI Industries in the 2nd quarter worth approximately $31,000. Strs Ohio purchased a new position in shares of LSI Industries in the 1st quarter valued at approximately $34,000. Finally, New York State Teachers Retirement System purchased a new position in shares of LSI Industries in the 4th quarter valued at approximately $36,000. Institutional investors own 73.91% of the company’s stock.

Analyst Ratings Changes

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