HC Wainwright Comments on LSI Industries Q2 Earnings

LSI Industries Inc. (NASDAQ:LYTS) – Investment analysts at HC Wainwright issued their Q2 2027 earnings per share (EPS) estimates for shares of LSI Industries in a report released on Friday, August 21st. HC Wainwright analyst A. Dayal forecasts that the construction company will post earnings of $0.03 per share for the quarter. HC Wainwright has a “Buy” rating on the stock. The consensus estimate for LSI Industries’ current full-year earnings is $1.13 per share. HC Wainwright also issued estimates for LSI Industries’ FY2027 earnings at $0.72 EPS.

LSI Industries (NASDAQ:LYTS) last issued its earnings results on Thursday, August 20th. The construction company reported $0.38 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $222.78 million.

Several other equities research analysts have also commented on LYTS. Weiss Ratings lowered shares of LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 18th. 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 objective on shares of LSI Industries from $30.00 to $29.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, Wall Street Zen lowered LSI Industries from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Three analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $29.00.

LSI Industries Stock Performance

LYTS stock opened at $20.27 on Thursday. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.48 and a quick ratio of 0.86. The business has a 50-day moving average price of $24.29 and a 200 day moving average price of $22.65. The company has a market capitalization of $744.11 million, a P/E ratio of 30.25 and a beta of 0.56. LSI Industries has a 1-year low of $17.20 and a 1-year high of $27.36.

LSI Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders 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 (DPR) is 29.85%.

Insiders Place Their Bets

In related news, Director Ernest W. Marshall, Jr. acquired 2,000 shares of the business’s stock in a transaction dated Monday, August 24th. The shares were purchased at an average price of $19.73 per share, for a total transaction of $39,460.00. Following the completion of the acquisition, the director directly owned 28,643 shares in the company, valued at $565,126.39. The trade was a 7.51% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO James E. Galeese sold 8,269 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 transaction of $166,124.21. Following the transaction, the chief financial officer owned 190,740 shares in the company, valued at $3,831,966.60. The trade was a 4.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 84,859 shares of company stock valued at $1,734,837. 7.30% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Ameritas Advisory Services LLC purchased a new position in shares of LSI Industries in the second quarter worth about $31,000. Northwestern Mutual Wealth Management Co. purchased a new stake in LSI Industries in the second quarter valued at approximately $41,000. PenderFund Capital Management Ltd. purchased a new stake in LSI Industries in the second quarter valued at approximately $41,000. Rockefeller Capital Management L.P. increased its holdings in 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 buying an additional 625 shares during the period. Finally, New York State Teachers Retirement System purchased a new position in LSI Industries during the 4th quarter worth approximately $36,000. 73.91% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about LSI Industries

Here are the key news stories impacting LSI Industries this week:

• Positive Sentiment: Analysts remain optimistic about long-term earnings growth. HC Wainwright reiterated its “Buy” rating and raised its EPS forecasts for fiscal 2028, 2029 and 2030 to $1.55, $2.04 and $2.54, respectively. It projects fiscal 2031 EPS of $3.16, compared with the current-year consensus of $1.18.
• Positive Sentiment: Recent financial results exceeded expectations. LSI Industries reported quarterly EPS of $0.38 versus the $0.35 consensus, while revenue of $234.62 million topped estimates of $222.78 million. The company also declared a quarterly dividend of $0.05, equivalent to a 1.0% annualized yield.
• Positive Sentiment: Director buying provides a modest confidence signal. Director Ernest Marshall Jr. purchased 2,000 shares for approximately $39,460, increasing his holdings by 7.51%.
• Neutral Sentiment: Investor attention is also focused on the company’s earnings call. LSI Industries characterized the period as a “transformational year,” but the available headline does not provide additional operating details. LSI Industries Earnings Call Highlights Transformational Year
• Negative Sentiment: Multiple senior executives sold shares. CEO James Anthony Clark sold 47,046 shares for approximately $937,919 across August 24–25. CFO James E. Galeese sold 16,410 shares worth about $327,153, and EVP Thomas A. Caneris sold 11,034 shares worth roughly $219,976. Although each executive retains a sizable position, the coordinated sales may undermine investor confidence and are the clearest near-term negative catalyst.

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.