LYTS
LSI INDUSTRIES INC
$22.54
-0.92%
$835.2M
No data for this timeframe.
Vol
Market Cap$835.2M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$62.9M
Inst. Activity3 buys / 0 sells
SEC Reports2
Exchange Nasdaq·Sector Electric Lighting & Wiring Equipment·Inc. OH·CIK 0000763532·Prev Close $22.75
Recent Activity
Apr 23, 2026
SEC
LSI Industries reported fiscal Q3 2026 results with net sales of $150.5 million (+14% YoY) and adjusted EPS of $0.28 (+5
8-K — Impact 8/10
Apr 23, 2026
earnings_calendar
LYTS Q3 2026 Earnings Scheduled — 2026-04-23
Apr 1, 2026
Insider
Beech Robert P. sold 1,200 shares
Director @ $18.75 ($22.5K)
Apr 1, 2026
Insider
BROWN RONALD D sold 1,200 shares
Director @ $18.75 ($22.5K)
Feb 25, 2026
SEC
LSI Industries Inc. (LYTS) is acquiring SRR Holdings, Inc. in a $320 million merger. The deal includes $5 million in LSI
8-K — Impact 7/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
140,320 shares ($2.6M)
Inst.
BANK OF AMERICA CORP — ADD
101,825 shares ($1.9M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$30.50 (Jan 2026)
Current $22.54
Low $30.00
Median $30.50
High $31.00
2 analysts
$30.00
$31.00
Analyst Ratings
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 27, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| Jan 23, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.37 ▼ -9.8% | $0.37 — $0.37 | 9% YoY | 1 |
| Next Q | $0.36 ▼ -14.3% | $0.36 — $0.36 | 16% YoY | 1 |
| Current FY | $1.24 ▲ +2.5% | $1.24 — $1.24 | 16% YoY | 1 |
| Next FY | $1.39 ▼ -9.2% | $1.39 — $1.39 | 12% YoY | 1 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $31.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $14.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $5.1M | DOUBLED |
| MORGAN STANLEY | $4.0M | ADD |
| FMR LLC | $3.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Beech Robert | A | $22.5K |
| Apr 1, 2026 | BROWN RONALD | A | $22.5K |
8 institutional holders with $62.9M total value (3,435,349 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,693,733 | $31.0M | 49.3% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 804,052 | $14.7M | 23.4% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 276,310 | $5.1M | 8.0% | DOUBLED +224.0% |
| 4 | MORGAN STANLEY | 216,133 | $4.0M | 6.3% | ADD +27.1% |
| 5 | FMR LLC | 168,600 | $3.1M | 4.9% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 140,320 | $2.6M | 4.1% | DOUBLED +134.8% |
| 7 | BANK OF AMERICA CORP /DE/ | 101,825 | $1.9M | 3.0% | ADD +54.1% |
| 8 | WELLS FARGO & COMPANY/MN | 34,376 | $629.8K | 1.0% | ADD +60.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 59,774 | 140,320 | +134.8% | $2.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 66,067 | 101,825 | +54.1% | $1.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 21,367 | 34,376 | +60.9% | $629.8K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 79,591 | 257,871 | +224.0% | $6.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 14,748 | 21,367 | +44.9% | $504.5K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 58,189 | 75,108 | +29.1% | $1.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 59,037 | — | $1.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 17,535 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 36,068 | 99,572 | +176.1% | $1.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 10,098 | 14,623 | +44.8% | $284.0K | 2024-Q4 |
| MORGAN STANLEY | ADD | 114,835 | 146,004 | +27.1% | $2.4M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 80,243 | — | $1.3M | 2024-Q3 |
2 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Beech Robert P. | Director | A | 1,200 | $18.75 | $22.5K |
| Apr 1, 2026 | BROWN RONALD D | Director | A | 1,200 | $18.75 | $22.5K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 0 neutral. Avg impact: 7.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 89% buy across 9 analysts — 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$30.50 mean target (Jan 2026)
$30.00 Low
$31.00 High
| Metric | Value |
|---|---|
| Current Price | $22.54 |
| Target Low | $30.00 |
| Target Mean | $30.50 |
| Target Median | $30.50 |
| Target High | $31.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.37 | $0.37 | $0.37 | 8.8% | -9.8% | 0↑ 1↓ | $0.2B | 42.0% | 1 |
| Next Q 2026-09-30 |
$0.36 | $0.36 | $0.36 | 16.1% | -14.3% | 0↑ 1↓ | $0.2B | 46.0% | 1 |
| Current FY 2026-06-30 |
$1.24 | $1.24 | $1.24 | 15.9% | +2.5% | 1↑ 0↓ | $0.7B | 17.7% | 1 |
| Next FY 2027-06-30 |
$1.39 | $1.39 | $1.39 | 12.1% | -9.2% | 0↑ 1↓ | $0.9B | 30.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.370 | |
| 7d ago | $0.380 | -0.010 |
| 30d ago | $0.410 | -0.040 |
| 60d ago | $0.360 | +0.010 |
| 90d ago | $0.360 | +0.010 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 27, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jan 23, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 23, 2026
earnings_calendar
LYTS Q3 2026 Earnings Scheduled — 2026-04-23