LGL LGL GROUP INC

NEUTRAL Impact: 5/10 EFFECT
Horizon days Filed May 29, 2026 Processed 15d 2h ago SEC 9999999995-26-001792
IPO/offering going effective
Latest settled — T+5d
LGL ▼ -1.54% at T+5d
NEUTRAL call ✗ call lost -1.54% · α vs SPY +0.98% · entry $7.12 → $7.01
Next anchor: T+20d in 16d
Currently $6.87 · -3.51% from $7.12 entry
Entry anchored
May 29, 2026
via day open
T+1d
-0.14%
call -0.14% · α -0.40%
$7.11
settled 12d ago
T+5d
-1.54%
call -1.54% · α +0.98%
$7.01
settled 8d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

The SEC declared LGL Group's S-1 registration statement (File No. 333-295925) effective on May 28, 2026, enabling the company to proceed with its transferable rights offering of up to 6,540,435 shares of common stock. The rights will trade on the NYSE American under the symbol LGL RT with a 16-day exercise period, and the offering has no minimum subscription or backstop commitment.

Actionable Insight

The rights offering is now live. Monitor the subscription period for take-up rate — a low subscription rate (below 50%) would signal weak shareholder support and likely pressure the stock. The lack of a backstop means the company may not raise the full amount, limiting the dilution but also the strategic flexibility. Watch for any subsequent 8-K disclosing final subscription results.

Key Facts

  • Effectiveness date: May 28, 2026
  • Registration covers a transferable rights offering of up to 6,540,435 shares
  • Subscription price: 1-5% discount to 30-day VWAP or $6.81 (book value per share), whichever is greater
  • No minimum subscription requirement and no backstop commitment
  • Rights will trade on NYSE American under symbol LGL RT with a 16-day exercise period
  • Proceeds intended for acquisitions, strategic investments (including defense technology), and general corporate purposes

Financial Impact

Up to 6,540,435 new shares at a subscription price of at least $6.81 per share, implying potential gross proceeds of approximately $44.5 million if fully subscribed

dilutioncash

Risk Factors

  • Potential dilution of up to ~14% based on current shares outstanding
  • Low subscription take-up could signal weak shareholder confidence
  • No backstop commitment — proceeds uncertain
  • Proceeds use for acquisitions/strategic investments carries execution risk

Market Snapshot

Exchange
NYSE
Sector
Electronic Components, NEC
Analyst Consensus
80% bullish (5 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-001792
Document: 9999999995-26-001792-index.html9999999995-26-001792
Document: 9999999995-26-001792.txt9999999995-26-001792
6 reports for LGL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LGL — sortable, filterable
Type Now
May 29, 2026
15d ago
EFFECT
NEUTRAL ★ 5/10
$7.12 $7.01▼ −1.54%▲ +0.98%$6.87 (−3.51%)
May 22, 2026
21d ago
S-1/A
NEUTRAL ★ 2/10
$7.09 $7.11▲ +0.28%▼ −0.80%$6.87 (−3.10%)
May 22, 2026
21d ago
8-K
BEARISH ★ 6/10
$7.09 $7.08▲ +0.14%▲ +1.35%$6.87 (+3.10%)
May 15, 2026
28d ago
S-1
NEUTRAL ★ 5/10
$7.00 $7.00· 0.00%▼ −0.96%$6.87 (−1.86%)
May 14, 2026
29d ago
8-K
NEUTRAL ★ 3/10
$7.00 $7.00· 0.00%▼ −0.96%$6.87 (−1.86%)
May 11, 2026
4w ago
8-K
BEARISH ★ 7/10
$6.91 $6.80▲ +1.59%▲ +1.67%$6.87 (+0.58%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (48h 39m)

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