LSI Industries (NASDAQ:LYTS) CEO Sells $476,253.54 in Stock

LSI Industries Inc. (NASDAQ:LYTS) CEO James Anthony Clark sold 23,706 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $20.09, for a total value of $476,253.54. Following the completion of the sale, the chief executive officer owned 609,641 shares in the company, valued at $12,247,687.69. The trade was a 3.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Wednesday, August 26th, James Anthony Clark sold 13,907 shares of LSI Industries stock. The shares were sold at an average price of $20.28, for a total value of $282,033.96.
• On Monday, August 24th, James Anthony Clark sold 23,340 shares of LSI Industries stock. The stock was sold at an average price of $19.78, for a total value of $461,665.20.

LSI Industries Price Performance

LSI Industries stock opened at $19.71 on Friday. The stock has a market capitalization of $723.55 million, a price-to-earnings ratio of 29.42 and a beta of 0.56. LSI Industries Inc. has a 52-week low of $17.20 and a 52-week high of $27.36. The stock’s 50 day moving average price is $24.03 and its two-hundred day moving average price is $22.61. 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 (NASDAQ:LYTS) last released its quarterly earnings data on Thursday, August 20th. The construction company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.35 by $0.03. The company had revenue of $234.62 million during the quarter, compared to analyst estimates of $222.78 million. LSI Industries had a net margin of 3.28% and a return on equity of 8.04%. On average, equities analysts predict that LSI Industries Inc. will post 0.82 earnings per share for the current 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 dividend payout ratio (DPR) is presently 29.85%.

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

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. HC Wainwright reissued a “buy” rating on shares of LSI Industries in a research report on Friday, August 21st. Wall Street Zen lowered 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. Oppenheimer cut 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. Finally, Weiss Ratings cut LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, August 18th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $29.00.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. North Star Investment Management Corp. increased its position in shares of 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 worth $5,142,000 after acquiring an additional 80,000 shares in the last quarter. Allspring Global Investments Holdings LLC bought a new position in LSI Industries in the 1st quarter valued at about $2,107,000. Diamond Hill Capital Management LLC Investment Advisor acquired a new position in LSI Industries during the 2nd quarter valued at about $5,324,000. Globeflex Capital L P acquired a new position in LSI Industries during the 2nd quarter valued at about $5,194,000. Finally, AltraVue Capital LLC increased 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 worth $26,488,000 after purchasing an additional 106,693 shares in the last quarter. 73.91% of the stock is owned by 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.