James Anthony Clark Sells 13,907 Shares of LSI Industries (NASDAQ:LYTS) Stock

LSI Industries Inc. (NASDAQ:LYTS) CEO James Anthony Clark sold 13,907 shares of the firm’s stock in a transaction that occurred on 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 directly 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 SEC, which can be accessed 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 shares were sold at an average price of $20.09, for a total transaction 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 transaction of $461,665.20.

LSI Industries Stock Performance

Shares of NASDAQ LYTS traded down $0.10 during mid-day trading on Thursday, reaching $20.17. 443,960 shares of the company were exchanged, compared to its average volume of 351,525. The stock has a market capitalization of $740.44 million, a P/E ratio of 30.10 and a beta of 0.56. LSI Industries Inc. has a twelve month low of $17.20 and a twelve month high of $27.36. The company’s 50-day simple moving average is $24.29 and its 200-day simple moving average is $22.65. The company has a quick ratio of 0.86, a current ratio of 1.48 and a debt-to-equity ratio of 0.58.

LSI Industries (NASDAQ:LYTS) last released its earnings results 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 business had revenue of $234.62 million for the quarter, compared to analyst estimates of $222.78 million. As a group, research analysts predict that LSI Industries Inc. will post 1.13 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. Investors of record on Monday, August 31st will be given a dividend of $0.05 per share. The ex-dividend date is Monday, August 31st. This represents a $0.20 annualized dividend and a yield of 1.0%. LSI Industries’s dividend payout ratio is presently 29.85%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. Wall Street Zen downgraded LSI Industries from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. HC Wainwright restated a “buy” rating on shares of LSI Industries in a report on Friday, August 21st. Oppenheimer lowered 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. 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. Finally, Morgan Stanley set a $30.00 price target on LSI Industries in a report on Friday, August 21st. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $29.00.

Institutional Investors Weigh In On LSI Industries

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. BlackRock Inc. bought a new position in shares of LSI Industries during the 2nd quarter worth $72,118,000. California State Teachers Retirement System grew its stake in LSI Industries by 3,782.7% during the 2nd quarter. California State Teachers Retirement System now owns 1,005,548 shares of the construction company’s stock worth $26,727,000 after buying an additional 979,650 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of LSI Industries by 70.4% during the fourth quarter. Thrivent Financial for Lutherans now owns 742,592 shares of the construction company’s stock valued at $13,604,000 after acquiring an additional 306,864 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in LSI Industries during the 2nd quarter valued at approximately $6,232,000. Finally, Juniper Investment Company LLC lifted its position in LSI Industries by 211.0% during the 4th quarter. Juniper Investment Company LLC now owns 341,504 shares of the construction company’s stock worth $6,256,000 after acquiring an additional 231,693 shares during the period. Institutional investors own 73.91% of the company’s stock.

Key Stories Impacting LSI Industries

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

• Positive Sentiment: HC Wainwright retained its Buy rating and raised long-term earnings forecasts. The firm increased its EPS estimates for fiscal 2028, 2029 and 2030 to $1.55, $2.04 and $2.54, respectively, and projects $3.16 in fiscal 2031. These forecasts suggest confidence in LSI Industries’ longer-term transformation and growth potential.
• Positive Sentiment: Recent quarterly results exceeded expectations. LSI Industries reported EPS of $0.38 versus the $0.35 consensus, while revenue of $234.62 million surpassed the $222.78 million estimate. The company also declared a quarterly dividend of $0.05 per share, equal to a 1.0% annualized yield. LSI Industries financial results
• Neutral Sentiment: Management characterized the earnings call as a “transformational year.” The headline is potentially encouraging, but the available report provides limited detail about specific initiatives, financial targets or operating trends. LSI Industries Earnings Call Highlights Transformational Year
• Negative Sentiment: HC Wainwright sharply cut its fiscal 2027 EPS forecast. The estimate fell to $0.72 from $1.33, below the current full-year consensus of $1.13. Its $0.03 second-quarter forecast also points to potentially weak near-term earnings momentum, despite the continued Buy rating.
• Negative Sentiment: Several senior executives sold shares. CEO James Anthony Clark sold approximately 47,046 shares, CFO James E. Galeese sold 16,410 shares, and EVP Thomas Caneris sold 11,034 shares in transactions conducted August 24–25. Each executive retained a substantial position, but coordinated selling by top management can undermine investor confidence. 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.