LSI Industries Inc. (NASDAQ:LYTS) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of LSI Industries Inc. (NASDAQ:LYTS) have earned a consensus recommendation of “Moderate Buy” from the five research firms that are presently covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 12-month price objective among analysts that have covered the stock in the last year is $29.00.

Several equities research analysts have issued reports on the stock. Oppenheimer decreased their price objective on shares of LSI Industries from $30.00 to $29.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Weiss Ratings cut shares of LSI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, August 18th. HC Wainwright reiterated a “buy” rating on shares of LSI Industries in a report on Friday, August 21st. Morgan Stanley set a $30.00 price target on LSI Industries in a report on Friday, August 21st. Finally, Wall Street Zen cut LSI Industries from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th.

LSI Industries Stock Down 2.3%

Shares of NASDAQ:LYTS opened at $19.71 on Friday. 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 has a 1 year low of $17.20 and a 1 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 stock has a 50-day simple moving average of $24.03 and a 200-day simple moving average of $22.61.

LSI Industries (NASDAQ:LYTS) last posted its quarterly earnings results on Thursday, August 20th. The construction company reported $0.38 EPS for the quarter, beating the consensus estimate of $0.35 by $0.03. The firm had revenue of $234.62 million for 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%. Equities analysts forecast that LSI Industries 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. Investors of record on Monday, August 31st will be given a dividend of $0.05 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $0.20 annualized dividend and a yield of 1.0%. LSI Industries’s payout ratio is 29.85%.

Insider Buying and Selling

In other news, CEO James Anthony Clark sold 23,706 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $20.09, for a total transaction of $476,253.54. Following the transaction, the chief executive officer directly owned 609,641 shares of the company’s stock, valued at approximately $12,247,687.69. The trade was a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Thomas A. Caneris sold 5,560 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $20.09, for a total transaction of $111,700.40. Following the completion of the transaction, the executive vice president owned 76,279 shares of the company’s stock, valued at $1,532,445.11. This trade represents a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 106,714 shares of company stock worth $2,178,057 in the last 90 days. 7.30% of the stock is owned by insiders.

Hedge Funds Weigh In On LSI Industries

Institutional investors have recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its position in LSI Industries by 205.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,534 shares of the construction company’s stock valued at $28,000 after buying an additional 1,031 shares during the last quarter. Rockefeller Capital Management L.P. grew its stake in shares of LSI Industries by 57.4% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,714 shares of the construction company’s stock valued at $31,000 after acquiring an additional 625 shares in the last quarter. Ameritas Advisory Services LLC purchased a new stake in shares of LSI Industries during the second quarter worth about $31,000. Strs Ohio purchased a new stake in shares of LSI Industries during the first quarter worth about $34,000. Finally, New York State Teachers Retirement System acquired a new position in shares of LSI Industries in the fourth quarter worth about $36,000. Institutional investors and hedge funds own 73.91% of the company’s stock.

LSI Industries News Summary

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.