LYTS

LSI INDUSTRIES INC

Nasdaq· Electric Lighting & Wiring Equipment· Inc. OH· CIK 0000763532 Industrials & Manufacturing

$20.61 +0.34 (+1.68%)

Oct 26 4:00 PM ET · prev $20.27

Market cap

$743.5M

Small cap

Consensus

Buy

90% Buy or better · 10 analysts

Median target

$30.00

+46% · range $29.00–31.00

Next earnings

Nov 5

in 9 days · EPS est. $0.32

1 year

−11.8%

from $23.37 · Oct 27

30 days

−1.7%

from $20.96

52-week range

$17.25–26.80

−23% from high · low Nov 19

Avg volume 20D

325.1K

shares / day

Short interest

🔒 Subscribers only

Insider net

−$7.4M

1 buyer · 4 sellers · since May 28

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read MIXED 6 reports · 90 days

Balance 0 bearish · 0 bullish · 1 mixed · 5 neutral oldest → newest, height = score

Avg score

·High conf. 4/6 ·Next Earnings date, Nov 5, 2026

Strongest NEUTRAL LSI Industries filed its definitive proxy statement for the 2026 Annual Meeting of Shareholders, scheduled…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Feb 25 LSI Industries Inc. (LYTS) is acquiring SRR Holdings, Inc. in a $320…
R Apr 23 LSI Industries reported fiscal Q3 2026 results with net sales of $15…
S May 28 to Jun 1 2 days of insider sells: $5.5M by 3 insiders, avg $24.27
A Jun 9 Oppenheimer initiates
S Aug 24 to Aug 26 3 days of insider sells: $1.9M by 3 insiders, avg $20.01
B Aug 24 1 insider buy $39.5K at $19.73

Signal stack

Where each data set points today.

InsidersBEARISH

1 insider bought $39.5K at an average $19.73. 4 insiders sold $7.4M.
InstitutionsBULLISH

Q2 2026: 22 added (0 new), 10 trimmed or exited.
AnalystsBULLISH

9 of 10 rate it Buy or better. Every target is above the price.
EstimatesFALLING

Current-quarter EPS estimate $0.345 → $0.315 over 90 days. 0 up, 2 down in 30 days.
TrendRANGE

0% above its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

Fund	Move	Shares	Value
FMR LLC	DOUBLED	3,986,196	$106.0M
BlackRock, Inc.	ADD	2,713,253	$72.1M
GEODE CAPITAL MANAGEMENT, LLC	ADD	908,007	$24.1M
NORTHERN TRUST CORP	ADD	326,589	$8.7M
MORGAN STANLEY	ADD	294,034	$7.8M
VANGUARD PORTFOLIO MANAGEMENT LLC	ADD	271,288	$7.2M
Diamond Hill Capital Management, LLC (Investment Advisor)	ADD	200,317	$5.3M
Allspring Global Investments Holdings, LLC	ADD	190,167	$5.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

10 analysts

Buy 90% rate it Buy or better

Strong Buy3Buy6Hold1Sell0Strong Sell0

12-month targets · 3 analysts

$20.61 $29.00 $30.00 $31.00

Price is below the lowest target. Median implies +46%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 2, 2026	HC Wainwright & Co. REITERATE	REITERATE	Buy
Aug 21, 2026	Oppenheimer MAINTAIN	MAINTAIN	Outperform
Jun 9, 2026	Oppenheimer INITIATE	INITIATE	Outperform

Insider ledger

Form 4

$39.5K

bought · 1 insider

$7.4M

sold · 4 insiders

+4.5%

vs their $19.73 cost

Date	Insider	Type	Value
Sep 30, 2026	Galeese James E Executive VP; CFO	AWARD	1,137 sh
Sep 30, 2026	Clark James Anthony CEO and President	AWARD	3,353 sh
Sep 30, 2026	Caneris Thomas A EVP, HR and General Counsel	AWARD	1,808 sh
Aug 26, 2026	Caneris Thomas A EVP, HR and General Counsel	SELL	$64.3K
Aug 26, 2026	Galeese James E Executive VP; CFO	SELL	$96.9K
Aug 26, 2026	Clark James Anthony CEO and President	SELL	$282.0K
Aug 25, 2026	Caneris Thomas A EVP, HR and General Counsel	SELL	$111.7K
Aug 25, 2026	Galeese James E Executive VP; CFO	SELL	$166.1K

Earnings setup

Estimates

Nov 5

reports in 9 days

$0.32

EPS estimate, this quarter

−9%

estimate change, 90 days

0↑ 2↓

revisions, 30 days

Current-quarter EPS estimate

$0.345

90d

$0.345

60d

$0.315

30d

$0.315

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	$0.32	$0.31–$0.32	+0.0%	$224.8M
Next Q	🔒 Fresh data, subscribers only
Current FY	🔒 Fresh data, subscribers only
Next FY	$1.74	$1.68–$1.80	+0.0%	$952.8M