LSI Industries (NASDAQ:LYTS) Downgraded by Wall Street Zen to Hold

Wall Street Zen cut shares of LSI Industries (NASDAQ:LYTS) from a buy rating to a hold rating in a research note released on Friday morning.

Other research analysts also recently issued reports about the company. Zacks Research upgraded LSI Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Canaccord Genuity Group lifted their price target on shares of LSI Industries from $25.00 to $27.00 and gave the company a “buy” rating in a research report on Friday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of LSI Industries in a report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $28.33.

LSI Industries Trading Down 4.8%

Shares of LYTS stock opened at $22.14 on Friday. The firm has a market capitalization of $688.33 million, a PE ratio of 27.00 and a beta of 0.18. LSI Industries has a 1-year low of $13.77 and a 1-year high of $25.38. The business’s fifty day moving average price is $18.90 and its 200 day moving average price is $20.33. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.19 and a quick ratio of 1.36.

LSI Industries (NASDAQ:LYTS) last released its quarterly earnings data on Thursday, January 22nd. The construction company reported $0.20 earnings per share for the quarter, beating the consensus estimate of $0.17 by $0.03. LSI Industries had a return on equity of 11.10% and a net margin of 4.34%.The firm had revenue of $147.00 million during the quarter, compared to the consensus estimate of $140.11 million. As a group, sell-side analysts forecast that LSI Industries will post 0.7 EPS for the current fiscal year.

LSI Industries Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Monday, February 2nd will be given a $0.05 dividend. This represents a $0.20 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, February 2nd. LSI Industries’s dividend payout ratio (DPR) is 24.39%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Thrivent Financial for Lutherans bought a new position in LSI Industries during the third quarter valued at about $10,288,000. Royce & Associates LP boosted its holdings in LSI Industries by 50.0% during the third quarter. Royce & Associates LP now owns 1,045,225 shares of the construction company’s stock valued at $24,678,000 after purchasing an additional 348,598 shares in the last quarter. Kennedy Capital Management LLC boosted its stake in LSI Industries by 163.7% in the 3rd quarter. Kennedy Capital Management LLC now owns 339,495 shares of the construction company’s stock valued at $8,015,000 after buying an additional 210,728 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of LSI Industries by 402.4% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 198,433 shares of the construction company’s stock valued at $4,685,000 after purchasing an additional 158,934 shares in the last quarter. Finally, Archon Capital Management LLC grew its stake in LSI Industries by 67.8% during the second quarter. Archon Capital Management LLC now owns 284,872 shares of the construction company’s stock worth $4,846,000 after buying an additional 115,124 shares during the last quarter. Hedge funds and other institutional investors 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: Q2 fiscal 2026 results beat expectations — EPS $0.20 vs. $0.17 consensus and revenue $147M vs. ~$140M est.; management highlighted improving margins and a stronger lighting mix. LSI Industries Inc (LYTS) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Analyst support increased: Canaccord raised its price target from $25 to $27 and kept a Buy rating, signaling analyst conviction in upside from lighting growth. LYTS price target raised by Canaccord
• Positive Sentiment: Board declared a quarterly cash dividend of $0.05 per share (record Feb 2, payable Feb 10), adding modest income support and signaling confidence in cash flow.
• Neutral Sentiment: Management commentary (call/transcript) emphasized lighting segment strength and solid cash metrics; this supports the growth thesis but did not include a material guidance change. Q2 2026 Earnings Call Transcript
• Negative Sentiment: The stock is trading lower today on heavier volume despite the beat — likely profit-taking after the post-earnings run and recent gains (one-year high ~25.38) rather than fresh fundamental deterioration. Short-term downward pressure could also reflect investors needing more visible reacceleration in top-line trends or clearer forward guidance. Why LSI Industries Stock Surged Today

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.