HC Wainwright reaffirms Buy for LSI Industries stock
HC Wainwright has reaffirmed a "Buy" rating for LSI Industries (LYTS) with a price target of USD 30.00. The stock was trading at EUR 19.00, up 1.88 percent, with the target implying a significant upside from its Nasdaq close. This follows a strong quarterly earnings report and robust revenue growth, despite a decline in reported net income offset by an increase in adjusted net income due to the Royston Group acquisition.
LSI Industries Price Target Maintained With a $30.00/Share by HC Wainwright & Co.
HC Wainwright & Co. has maintained its price target for LSI Industries at $30.00 per share. This indicates a continued positive outlook from the analyst firm regarding the company's stock performance.
LSI Industries (NASDAQ:LYTS) Stock Keeps "Buy" Rating at HC Wainwright
HC Wainwright has reaffirmed its "buy" rating for LSI Industries (NASDAQ:LYTS) with a $30.00 price target, suggesting a potential upside of over 42%. Other analysts have also adjusted their targets and ratings, resulting in a "Moderate Buy" consensus and an average target price of $29.00 for the company. The article also details recent stock performance, earnings, and insider and institutional trading activity for LSI Industries.
Bank of America Corp DE Makes New $1.30 Million Investment in LSI Industries Inc. $LYTS
Bank of America Corp DE has made a new $1.30 million investment in LSI Industries Inc., purchasing 48,940 shares during the second quarter, bringing institutional ownership to 73.91%. The construction company recently exceeded quarterly earnings expectations with $0.38 EPS and $234.62 million in revenue, leading analysts to maintain a "Moderate Buy" rating with a $29.00 consensus price target. However, several insiders have recently sold shares, amounting to over $1.9 million in transactions.
Through a deferred compensation plan, LSI Industries (LYTS) counsel acquires 1,808 shares.
Thomas A. Caneris, EVP, HR, and General Counsel for LSI Industries Inc. (LYTS), acquired 1,808 common shares on September 30, 2026, through the company's Non-Qualified Deferred Compensation Plan. The acquisition prices for these shares, obtained during the quarter ending September 30, 2026, ranged from $20.23 to $25.17 per share. This transaction, categorized as neutral in filing impact and sentiment, is detailed in a Form 4 SEC filing.
Through its deferred compensation plan, LSI Industries (LYTS) CEO acquired 3,353 shares.
LSI Industries Inc.'s CEO, James Anthony Clark, acquired 3,353 common shares in the company's Non-Qualified Deferred Compensation Plan during the quarter ending September 30, 2026. The transaction involved prices ranging from $20.23 to $25.17 and is reported as direct ownership. This insider trading activity was recorded in a Form 4 filing with the SEC.
Through a deferred compensation plan, LSI Industries (LYTS) CFO acquires 1,137 shares.
LSI Industries Inc.'s CFO, James E. Galeese, acquired 1,137 common shares through the company's Non-Qualified Deferred Compensation Plan. This direct acquisition occurred during the quarter ending September 30, 2026, with share prices ranging from $20.23 to $25.17. The transaction was reported in a Form 4 SEC filing.
LSI Industries (NASDAQ:LYTS) Upgraded at Wall Street Zen
Wall Street Zen has upgraded LSI Industries (NASDAQ:LYTS) from a "hold" to a "buy" rating, despite a broader analyst consensus of "Moderate Buy" with a $29 target price. The upgrade follows LSI Industries' strong quarterly performance, where it exceeded analyst expectations with $0.38 EPS on $234.62 million in revenue. Institutional investors hold a significant portion of the company's stock, though recent insider selling has also occurred.
LSI Industries stock holds at USD 24.18 after latest results
LSI Industries (LYTS) stock closed at USD 24.18 on September 21, 2026, with a market capitalization of USD 706.4 million. The company reported fiscal 2026 revenue of USD 487.2 million, an 8.4 percent increase from the previous year, and adjusted earnings per share of USD 1.08. This growth, coupled with a 19.0 percent rise in adjusted operating income, suggests operational leverage beyond just sales volume.
LSI Industries stock edges higher after August earnings beat
LSI Industries (LYTS) saw its stock price rise after reporting strong August earnings, beating analyst consensus for both revenue and EPS. The company posted quarterly revenue of $234.62 million and EPS of $0.38, surpassing expectations. This positive financial performance has contributed to an 11.1% gain in the stock price since the beginning of 2026.
Oppenheimer Maintains LSI Industries(LYTS.US) With Buy Rating, Maintains Target Price $29
Oppenheimer has reiterated its Buy rating for LSI Industries (LYTS.US) and maintained its price target of $29. This indicates a continued positive outlook from the firm regarding the company's stock performance.
Is It Smart To Buy LSI Industries Inc. (NASDAQ:LYTS) Before It Goes Ex-Dividend?
LSI Industries Inc. (NASDAQ:LYTS) is approaching its ex-dividend date, with investors needing to purchase shares before August 31st to receive the upcoming US$0.05 per share dividend. The company boasts a modest payout ratio of 29% and strong earnings growth of 24% annually over the last five years. This combination of rapid growth and low payout suggests the company is reinvesting heavily, which could lead to long-term value creation for investors.
Wellington Management Group LLP Has $36.49 Million Stock Holdings in LSI Industries Inc. $LYTS
Wellington Management Group LLP has increased its stake in LSI Industries Inc. (NASDAQ:LYTS) by 5.4% in the second quarter, bringing its total holdings to 1.37 million shares valued at $36.49 million. The company reported strong Q2 earnings, surpassing analyst expectations with $0.38 EPS and $234.62 million in revenue, while maintaining a "Moderate Buy" consensus rating and a $29 price target. LSI Industries also declared a quarterly dividend of $0.05 per share.
Bank of New York Mellon Corp Takes $6.23 Million Position in LSI Industries Inc. $LYTS
Bank of New York Mellon Corp has acquired a new stake of 234,465 shares in LSI Industries Inc. (NASDAQ:LYTS), valued at approximately $6.23 million, bringing their ownership to 0.64% of the company. This comes as LSI Industries reported strong quarterly earnings, exceeding analyst expectations with $0.38 EPS and $234.62 million in revenue, leading to a consensus "Moderate Buy" rating among analysts. The company also declared a quarterly dividend of $0.05 per share.
LSI Industries Posts $689.4M Revenue with 20% Growth and $22.58M Net Income in Fiscal 2026 (NASDAQ: LYTS)
LSI Industries (NASDAQ: LYTS) reported significant financial growth for fiscal year 2026, achieving $689.397 million in revenue, a 20% increase from the previous year, and a net income of $22.579 million. The Display Solutions segment was a primary driver of this growth, contributing $423.174 million in net sales and $31.828 million in operating income. The company also saw its Adjusted EBITDA climb to $89.027 million.
Tranche Update on LSI Industries Inc.'s Equity Buyback Plan announced on April 28, 2022.
LSI Industries Inc. provided a tranche update on its equity buyback plan, originally announced on April 28, 2022. From July 1, 2025, to June 30, 2026, the company repurchased no shares for $0 million, indicating that no progress was made on the buyback during this period. The company has thus completed the repurchase of 0 shares for $0 million under the specified plan.
Alyeska Investment Group L.P. Has $4.36 Million Stock Holdings in LSI Industries Inc. $LYTS
Alyeska Investment Group L.P. reduced its stake in LSI Industries Inc. by 45.3% in the second quarter, now holding 164,170 shares valued at $4.36 million. Despite this, institutional investors collectively own 73.91% of the company, and analysts generally rate it a "Moderate Buy" with an average price target of $29.00. LSI Industries recently surpassed quarterly earnings expectations and declared a quarterly dividend of $0.05 per share.
BlackRock Inc. Takes $72.12 Million Position in LSI Industries Inc. $LYTS
BlackRock Inc. has acquired a new position in LSI Industries Inc. (NASDAQ:LYTS) worth approximately $72.12 million, representing a 7.39% stake. The company reported strong quarterly earnings, beating analyst expectations, and declared a quarterly dividend. Despite positive analyst coverage and institutional ownership, concerns remain due to insider selling and a significant reduction in fiscal 2027 EPS forecasts by one analyst.
Is It Smart To Buy LSI Industries Inc. (NASDAQ:LYTS) Before It Goes Ex-Dividend?
The provided article content appears to be a navigation menu or website footer rather than a detailed financial analysis of LSI Industries Inc. (NASDAQ:LYTS) and its ex-dividend date. Therefore, it is impossible to summarize any information about the company's dividend or stock from this content. The article seems incomplete or corrupted, containing only website navigation elements.
Punch & Associates Investment Management Inc. Invests $4.45 Million in LSI Industries Inc. $LYTS
Punch & Associates Investment Management Inc. has invested $4.45 million in LSI Industries Inc., acquiring 167,579 shares. This comes as institutional investors collectively own 73.91% of the company, and LSI Industries reported strong quarterly results, exceeding EPS and revenue expectations. Despite positive analyst sentiment and a declared quarterly dividend, recent insider selling by senior executives could temper investor confidence.
130,000 Shares in LSI Industries Inc. $LYTS Purchased by Manatuck Hill Partners LLC
Manatuck Hill Partners LLC has acquired 130,000 shares of LSI Industries Inc. (NASDAQ:LYTS) for approximately $3.46 million, making it their 29th largest holding and giving them a 0.35% stake in the company. This comes as LSI Industries exceeded quarterly earnings expectations and declared a $0.05 per share quarterly dividend, despite recent insider share sales. Analysts currently rate the stock a "Moderate Buy" with an average price target of $29.00.
Expect Equity LLC Purchases Shares of 142,209 LSI Industries Inc. $LYTS
Expect Equity LLC has acquired 142,209 shares of LSI Industries Inc. (NASDAQ:LYTS) during the second quarter, representing a stake valued at approximately $3.78 million and making up 0.39% of the company. Other institutional investors like BlackRock Inc., Vanguard Group Inc., and Dimensional Fund Advisors LP also adjusted their positions in LSI Industries. The company recently reported strong quarterly earnings, beating analyst expectations with an EPS of $0.38 and revenue of $234.62 million, and declared a quarterly dividend of $0.05 per share.
LSI Industries (LYTS) records new insider trade filing
LSI Industries' EVP, HR, and General Counsel, Thomas A. Caneris, reported a sale of 3,170 common shares totaling $64,000. This transaction, executed on August 26, 2026, was primarily for tax payment related to vested restricted stock and performance share units. Following the sale, Caneris beneficially owns 237,581 common shares.
Lsi industries executive vp, cfo James Galeese sells $327k in stock
James E. Galeese, Executive Vice President and CFO of LSI Industries Inc. (NASDAQ:LYTS), sold 16,410 common shares totaling $327,153 in late August to cover taxes on vested restricted stock units. Despite the stock's recent 14% decline, LSI Industries reported strong Q4 fiscal 2026 results, with net sales increasing 51% to $234.6 million and adjusted earnings exceeding analyst expectations. H.C. Wainwright maintained a Buy rating with a $30.00 price target, acknowledging near-term margin pressures from the Royston acquisition.
LSI Industries (LYTS) Insider MARSHALL ERNEST W JR Buys 2,000 Shares, Signaling Confidence
MARSHALL ERNEST W JR, an insider at LSI Industries (LYTS), recently purchased 2,000 shares for approximately $39,460, increasing his total direct ownership to 28,643 shares. This buy, along with net accumulation by institutional investors, signals confidence in the company's long-term prospects. While the stock's P/E ratio is higher than the industry median, GuruFocus's GF Value suggests it is fairly valued at $19.73.
LSI Industries (LYTS) director adds 2,000 shares at $19.77 and $19.65
LSI Industries (LYTS) director Ernest W. Marshall Jr. reported open-market purchases of 2,000 common shares. These shares were acquired in two transactions on August 24, 2026, with 1,300 shares bought at $19.77 each and 700 shares at $19.65 each. The Form 4 filing indicates a positive sentiment from the director, showing confidence in the company's prospects.
LSI Industries (NASDAQ:LYTS) Director Ernest Marshall Jr Buys 2,000 Shares of Stock
LSI Industries (NASDAQ:LYTS) Director Ernest Marshall Jr. recently purchased 2,000 shares of the company's stock for $39,460, increasing his direct ownership by 7.51%. This insider buying occurred despite a 3.7% drop in the stock price, which followed the company reporting better-than-expected quarterly earnings and revenue. Analysts maintain a "Moderate Buy" rating for LSI Industries, with an average price target of $29.00.
Globeflex Capital L P Purchases Shares of 195,394 LSI Industries Inc. $LYTS
Globeflex Capital L P has acquired a new stake of 195,394 shares in LSI Industries Inc. (NASDAQ:LYTS) during the second quarter, valued at approximately $5.19 million. This purchase makes Globeflex Capital L P the owner of 0.53% of LSI Industries. The article also details other institutional investor activity, LSI Industries' recent financial performance, dividend announcements, insider selling, and analyst ratings.
H.C. Wainwright Maintains LSI Industries(LYTS.US) With Buy Rating, Maintains Target Price $30
H.C. Wainwright has reiterated its Buy rating for LSI Industries (LYTS.US) and maintained its price target of $30. This suggests the firm believes the company's stock has significant upside potential based on its current valuation.
LSI Industries (LYTS) director stake rises to 26,643 shares
LSI Industries (LYTS) director Ernest W. Marshall Jr. acquired 1,455 common shares on August 19, 2026, as equity-based compensation at $24.06 per share. This grant, along with an 8-share adjustment from dividend reinvestment, increased his direct holdings to 26,643 shares. The transaction was classified as a grant/award rather than a market purchase.
LSI Industries (LYTS) Stock Trails Record Sales As Margin Friction Lingers
LSI Industries (LYTS) reported record annual net sales of approximately US$689.4 million and adjusted EBITDA close to US$70 million, yet its stock slipped about 1.5% after earnings, extending a recent softer trend. This muted investor reaction is attributed to concerns over margin friction, operating leverage, and concentration risks, despite strong performance in Display Solutions and solid cash conversion. Investors are weighing the company's execution milestones against these persistent challenges and cost pressures.
Full Transcript: LSI Industries Q4 2026 Earnings Call
LSI Industries reported record net sales of $689 million for fiscal 2026, a 20% increase, with adjusted EPS up to $1.25. The company's Display Solutions segment showed strong growth, and they completed the acquisition of Royston Group, which is expected to drive future growth despite short-term margin challenges due to lower-margin backlog at Sign Resources. CFO Jim Gilles announced his retirement for 2027, with a succession plan underway.
LSI Industries (LYTS) director gets 1,455-share stock grant
LSI Industries (LYTS) director Ronald D. Brown was granted 1,455 common shares on August 19, 2026, valued at $24.06 per share, as part of a restricted stock unit award. These units will vest one year from the grant date, increasing his direct holdings to 79,228 shares. The transaction was reported via a Form 4 filing and was not made under a Rule 10b5-1 trading plan.
LSI Industries (LYTS) director gets 1,455-share grant
LSI Industries (LYTS) director Robert P. Beech received a grant of 1,455 restricted stock units (RSUs) on August 19, 2026, at a reference price of $24.06 per share. These RSUs will vest one year from the grant date. Following this transaction, Beech's direct holdings in the company amount to 107,006 Common Shares.
LSI Industries director granted 1,455 shares at $24.06 | LYTS Insider Trading
LSI Industries (LYTS) director Amy Hanson was granted 1,455 common shares at $24.06 per share on August 19, 2026. These shares are restricted stock units that Hanson elected to defer under the NEDDCP, bringing her direct holdings to 72,309 shares after accounting for dividend reinvestment. The transaction was disclosed in a Form 4 SEC filing and was not made under a Rule 10b5-1 trading plan.
LSI Industries (NASDAQ:LYTS) Shares Down 4.1% Following Analyst Downgrade
LSI Industries (NASDAQ:LYTS) shares dropped 4.1% after Oppenheimer lowered its price target from $30 to $29, while still maintaining an "outperform" rating. Despite strong fiscal fourth-quarter growth with revenue up 51% and adjusted EPS exceeding estimates, GAAP EPS missed expectations, and full-year net income declined. The article also highlights significant insider selling activity, with executives selling shares worth millions in recent months.
LSI Industries (NASDAQ:LYTS) Price Target Cut to $29.00 by Analysts at Oppenheimer
Oppenheimer has lowered its price target for LSI Industries (NASDAQ:LYTS) to $29.00 from $30.00 but maintained an "outperform" rating, indicating a potential 40.64% upside. This adjustment follows LSI Industries reporting strong quarterly adjusted EPS and revenue that beat analyst expectations, though GAAP EPS declined. Despite the positive sales performance, significant insider selling of company shares was noted, and the company still holds a "Moderate Buy" consensus rating from analysts.
LSI Industries Inc. Declares Regular Cash Dividend for the Fourth Quarter Ending June 30, 2026, Payable on September 8, 2026
LSI Industries Inc. announced a regular cash dividend of $0.05 per share for the fourth quarter ending June 30, 2026. The dividend is payable on September 8, 2026, to shareholders of record as of August 31, 2026. This declaration was published on August 20, 2026, at 02:07 pm EDT.
LSI Industries Releases Q4 2026 Financial Results
LSI Industries Inc. (LYTS) exceeded Wall Street expectations in Q4 2026, reporting adjusted earnings of $0.38 per share and revenue of $234.6 million, significantly higher than analyst estimates. The company's revenue surged 51.0% year-over-year, driven by a 99.0% increase in its Display Solutions segment, highlighting strong performance in its core markets and benefiting from acquisitive growth. Analysts maintain a bullish outlook on the stock, with the company operating 23 manufacturing plants at quarter-end.
LSI Industries Inc. 2026 Q4 - Results - Earnings Call Presentation (NASDAQ:LYTS) 2026-08-20
This article announces the release of LSI Industries Inc.'s Q4 2026 earnings call presentation. The company reported EPS of $0.38, beating estimates by $0.02, and revenue of $234.62 million, exceeding expectations by $12.82 million with a 51.30% year-over-year increase. The slide deck accompanies the earnings call for investors and interested parties.
LSI Industries Q4 Earnings Call Highlights
LSI Industries (LYTS) reported record fiscal 2026 sales of $689 million and adjusted EPS of $1.25, driven by core operations and the Royston Group acquisition. While the Display Solutions segment saw significant growth, lower-margin signage backlog from Royston is expected to impact margins through the first half of fiscal 2027. The company is implementing new pricing disciplines and anticipates continued strong demand in grocery and petroleum convenience-store markets.
LSI Industries (NASDAQ:LYTS) Shares Gap Down - What's Next?
LSI Industries (NASDAQ:LYTS) shares gapped down by 8.9% on Thursday, opening at $22.74 after closing at $24.06. Despite insider sales totaling over $6 million in the past three months, analyst sentiment remains a "Moderate Buy" with an average price target of $28.75. Institutional investors hold a significant 73.91% stake in the company.
Is LSI Industries (LYTS) Overvalued After Q4 Earnings Miss? EPS at $0.18, Revenue of $234.6M -- GF Score: 88/100
LSI Industries (LYTS) reported a significant 51% year-over-year increase in Q4 net sales to $234.6 million, with full-year revenue reaching a record $689.4 million. Despite this growth, net income was $6.9 million ($0.18 EPS), impacted by $3.0 million in acquisition-related costs, missing analyst estimates of $0.27 per share. GuruFocus indicates the stock is overvalued by 17.3% with a GF Score of 88/100, and a low predictability rank, alongside significant insider selling.
LSI Industries Reports 51% Fourth-Quarter Sales Growth to $234.6 Million
LSI Industries (LYTS) announced a 51% increase in fourth-quarter net sales to $234.6 million, with full-year fiscal 2026 sales reaching a record $689.4 million. The company reported GAAP net income of $6.9 million for the quarter and $22.6 million for the fiscal year, and declared a quarterly cash dividend of $0.05 per share. Insider trading activity showed multiple sales but no purchases in the last six months, while institutional investors showed mixed sentiment with both additions and decreases in their holdings.
LSI Industries CFO James Galeese to Retire in August 2027
James E. Galeese, Executive Vice President and CFO of LSI Industries, will retire on August 31, 2027, after over a decade with the company. LSI has initiated a formal succession process and aims to name his replacement in the first half of 2027, considering both internal and external candidates. Galeese played a pivotal role in LSI's transformation into an integrated retail solutions platform, overseeing more than $500 million in strategic acquisitions that expanded the company's market reach and product offerings.
LSI Industries shares gain after Q4 earnings and revenue beat forecasts
LSI Industries (NASDAQ:LYTS) shares rose after the company reported better-than-expected Q4 earnings and revenue, driven by organic growth and its acquisition of Royston Group. The company's adjusted EPS of $0.38 and revenue of $234.6 million surpassed analyst forecasts, and LSI achieved record fiscal year 2026 sales of $689.4 million. LSI also maintained its quarterly dividend of $0.05 per share.
LSI Industries (LYTS) posts 51% Q4 sales surge but higher leverage
LSI Industries reported a significant 51% surge in Q4 net sales to $234.6 million, driven by organic growth and the acquisition of Royston Group. While adjusted net income and EBITDA saw strong increases, GAAP net income and diluted EPS decreased due to acquisition-related costs. The company's leverage also increased substantially, with net debt to adjusted EBITDA rising to 2.71x from 0.82x a year prior, following the Royston acquisition.
Earnings Flash (LYTS) LSI Industries Inc. Reports Q4 Revenue $234.6M, vs. FactSet Est of $222.8M
LSI Industries Inc. (LYTS) announced its Q4 revenue reached $234.6 million, surpassing FactSet's estimated $222.8 million. The company also reported adjusted EPS of $0.38 per share, exceeding FactSet's estimate of $0.35. This financial update follows other recent news, including the retirement announcement of CFO James Galeese and the company's addition to the Russell 2000 Dynamic Index.
LSI's James E. Galeese to Retire as EVP & CFO, Effective Aug 31, 2027
James E. Galeese, Executive Vice President and Chief Financial Officer of LSI (LYTS), has announced his retirement effective August 31, 2027. He will remain in his current role for an extended transition period to facilitate the search for his successor. His retirement is not due to any disagreement with the company's operations or policies.
LSI Industries Announces Chief Financial Officer Retirement, Initiates Finance Leadership Succession Plan
LSI Industries Inc. (Nasdaq: LYTS) announced that James E. Galeese, Executive Vice President and Chief Financial Officer, will retire on August 31, 2027, after more than a decade of service. The company has begun a formal search for his successor, considering both internal and external candidates, and plans to name a replacement in the first half of 2027. During his tenure, Mr. Galeese played a pivotal role in LSI's transformation, including overseeing over $500 million in strategic acquisitions.
