LYTSNasdaqElectric Lighting & Wiring EquipmentFiscal year ends June 30
LSI INDUSTRIES INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 3, 2026
$19.49−0.23 (-1.17%)
Close on Oct 19, 2026
- Market cap
- $734.13M
- P/E (TTM)
- 29.1
- Dividend yield
- 1.03%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.1%
34M of 37M shares
Institutional holders
174
24 new, 36 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
2 buys · 17 sales
Net sold $8.36M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 3,986,196 | 10.90% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 2,568,025 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| Systematic Financial Management LP | 2,378,909 | 6.68% | 13G (passive) amendment | Jun 30, 2026 |
| Royce & Associates LP | 1,836,591 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LYTS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,986,196 | 10.70% | $105.95M | +3,777,681 | 0.00% |
| BlackRock, Inc. | 2,713,253 | 7.28% | $72.12M | +591,702 | 0.00% |
| Systematic Financial Management LP | 2,378,908 | 6.38% | $63.23M | −124,240 | 1.26% |
| Royce & Associates LP | 1,836,591 | 4.93% | $48.82M | +318,242 | 0.39% |
| Vanguard Capital Management LLC | 1,556,802 | 4.18% | $41.38M | +94,413 | 0.00% |
| AltraVue Capital, LLC | 1,391,553 | 3.73% | $36.99M | −62,310 | 2.67% |
| Wellington Management Group Llp | 1,372,841 | 3.68% | $36.49M | +70,033 | 0.01% |
| Dimensional Fund Advisors LP | 1,366,433 | 3.67% | $36.32M | −97,689 | 0.01% |
| Thrivent Financial for Lutherans | 1,013,342 | 2.72% | $26.94K | +39,514 | 0.05% |
| Geode Capital Management, LLC | 908,007 | 2.44% | $24.14M | +184,019 | 0.00% |
| Boston Partners | 802,988 | 2.16% | $21.07M | +17,819 | 0.02% |
| Juniper Investment Company, LLC | 781,399 | 2.10% | $20.77M | +10,650 | 5.50% |
| State Street Corp | 779,806 | 2.09% | $20.73M | +151,464 | 0.00% |
| Owls Nest Partners IA, LLC | 728,895 | 1.96% | $19.37M | New | 6.29% |
| Kennedy Capital Management LLC | 708,793 | 1.90% | $18.84M | +34,980 | 0.33% |
| First Eagle Investment Management, LLC | 681,648 | 1.83% | $18.12M | +396,226 | 0.02% |
| Renaissance Technologies LLC | 604,122 | 1.62% | $16.06M | −183,830 | 0.02% |
| WealthTrust Axiom LLC | 569,344 | 1.53% | $15.13M | −6,990 | 3.38% |
| Legato Capital Management LLC | 395,601 | 1.06% | $10.52M | +2,689 | 0.87% |
| Northern Trust Corp | 326,589 | 0.88% | $8.68M | +77,558 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 174 | 34M | 90.1% | 24 / 73 | 49 / 36 | 8M | 4M |
| Q1 2026 | 189 | 29M | 79.2% | 54 / 62 | 53 / 18 | 8M | 1M |
| Q4 2025 | 156 | 24M | 64.0% | 17 / 71 | 47 / 27 | 2M | 1M |
| Q3 2025 | 169 | 23M | 62.0% | 26 / 53 | 65 / 14 | 2M | 1M |
| Q2 2025 | 159 | 22M | 59.9% | 22 / 58 | 59 / 18 | 1M | 1M |
| Q1 2025 | 157 | 23M | 60.6% | 22 / 50 | 59 / 15 | 2M | 1M |
| Q4 2024 | 151 | 22M | 60.0% | 30 / 62 | 37 / 16 | 1M | 1M |
| Q3 2024 | 139 | 22M | 58.3% | 21 / 48 | 48 / 19 | 3M | 1M |
| Q2 2024 | 138 | 22M | 57.8% | 28 / 49 | 47 / 12 | 1M | 1M |
| Q1 2024 | 124 | 22M | 58.7% | 12 / 41 | 52 / 18 | 1M | 1M |
| Q4 2023 | 131 | 22M | 58.2% | 23 / 48 | 43 / 18 | 3M | 2M |
| Q3 2023 | 128 | 21M | 56.4% | 15 / 45 | 43 / 10 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LYTS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | 1,492,141 | 4.00% | $34.90M | 0.14% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,098,589 | 2.95% | $29.20M | 0.00% | Jun 30, 2026 |
| Thrivent Small-Mid Cap Equity ETF | 1,013,342 | 2.72% | $26.93M | 2.56% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 859,255 | 2.31% | $22.84M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 423,075 | 1.14% | $11.25M | 0.01% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 398,620 | 1.07% | $10.60M | 0.75% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 365,677 | 0.98% | $8.55M | 0.03% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 295,527 | 0.79% | $6.91M | 0.24% | Jul 31, 2026 |
| Fidelity Low-Priced Stock K6 Fund | 269,816 | 0.72% | $6.31M | 0.14% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 255,825 | 0.69% | $6.80M | 0.04% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II | 254,704 | 0.68% | $6.17M | 0.76% | May 31, 2026 |
| Calamos Timpani Small Cap Growth Fund | 230,403 | 0.62% | $5.39M | 0.70% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 196,763 | 0.53% | $4.60M | 0.03% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 190,700 | 0.51% | $4.62M | 0.00% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 172,660 | 0.46% | $4.59M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James Anthony Clark | CEO and President, Director | 595,734 | 1.60% | Aug 27, 2026 |
| Thomas A. Caneris | EVP, HR and General Counsel | 73,109 | 0.20% | Aug 27, 2026 |
| James E. Galeese | Executive VP; CFO | 185,962 | 0.50% | Aug 27, 2026 |
| Ernest W. Marshall Jr | Director | 28,643 | 0.08% | Aug 24, 2026 |
| Wilfred T. Ogara | Director | 166,597 | 0.45% | Aug 21, 2026 |
| Chantel E. Lenard | Director | 44,064 | 0.12% | Aug 21, 2026 |
| Amy Hanson | Director | 72,309 | 0.19% | Aug 21, 2026 |
| Ronald D. Brown | Director | 79,228 | 0.21% | Aug 21, 2026 |
| Robert P. Beech | Director | 107,006 | 0.29% | Aug 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas A. Caneris EVP, HR and General Counsel | Aug 26, 2026 | Sale | −3,170 | $20.28 | $64.29K | 73,109 |
| James Anthony Clark CEO and President, Director | Aug 26, 2026 | Sale | −13,907 | $20.28 | $282.03K | 595,734 |
| James E. Galeese Executive VP; CFO | Aug 26, 2026 | Sale | −4,778 | $20.28 | $96.90K | 185,962 |
| Thomas A. Caneris EVP, HR and General Counsel | Aug 25, 2026 | Sale | −5,560 | $20.09 | $111.70K | 76,279 |
| James Anthony Clark CEO and President, Director | Aug 25, 2026 | Sale | −23,706 | $20.09 | $476.25K | 609,641 |
| James E. Galeese Executive VP; CFO | Aug 25, 2026 | Sale | −8,269 | $20.09 | $166.12K | 190,740 |
| Thomas A. Caneris EVP, HR and General Counsel | Aug 24, 2026 | Sale | −5,474 | $19.78 | $108.28K | 81,839 |
| James Anthony Clark CEO and President, Director | Aug 24, 2026 | Sale | −23,340 | $19.78 | $461.67K | 633,347 |
| James E. Galeese Executive VP; CFO | Aug 24, 2026 | Sale | −8,141 | $19.78 | $161.03K | 199,009 |
| Ernest W. Marshall Jr Director | Aug 24, 2026 | Buy | +700 | $19.65 | $13.75K | 28,643 |
| Ernest W. Marshall Jr Director | Aug 24, 2026 | Buy | +1,300 | $19.77 | $25.70K | 27,943 |
| James Anthony Clark CEO and President, Director | Aug 19, 2026 | Award | +124,689 | – | – | 656,687 |
| James Anthony Clark CEO and President, Director | Aug 19, 2026 | Award | +69,122 | – | – | 531,998 |
| James Anthony Clark CEO and President, Director | Aug 19, 2026 | Award | +41,563 | – | – | 462,876 |
| Ernest W. Marshall Jr Director | Aug 19, 2026 | Award | +1,455 | $24.06 | $35.01K | 26,643 |
| James E. Galeese Executive VP; CFO | Aug 19, 2026 | Award | +8,978 | – | – | 182,266 |
| James E. Galeese Executive VP; CFO | Aug 19, 2026 | Award | +24,884 | – | – | 207,150 |
| Thomas A. Caneris EVP, HR and General Counsel | Aug 19, 2026 | Award | +7,316 | – | – | 72,106 |
| Thomas A. Caneris EVP, HR and General Counsel | Aug 19, 2026 | Award | +15,207 | – | – | 87,313 |
| Chantel E. Lenard Director | Aug 19, 2026 | – | +1,455 | $24.06 | $35.01K | 44,064 |
| Wilfred T. Ogara Director | Aug 19, 2026 | Award | +1,455 | $24.06 | $35.01K | 110,977 |
| Robert P. Beech Director | Aug 19, 2026 | Award | +1,455 | $24.06 | $35.01K | 107,006 |
| Ronald D. Brown Director | Aug 19, 2026 | Award | +1,455 | $24.06 | $35.01K | 79,228 |
| Amy Hanson Director | Aug 19, 2026 | Award | +1,455 | $24.06 | $35.01K | 72,309 |
| Amy Hanson Director | Jul 1, 2026 | Award | +3,410 | $26.39 | $89.99K | 70,854 |
| Chantel E. Lenard Director | Jul 1, 2026 | Award | +3,410 | $26.39 | $89.99K | 42,609 |
| Ronald D. Brown Director | Jul 1, 2026 | Award | +3,410 | $26.39 | $89.99K | 77,773 |
| Ernest W. Marshall Jr Director | Jul 1, 2026 | Award | +3,410 | $26.39 | $89.99K | 25,188 |
| Robert P. Beech Director | Jul 1, 2026 | Award | +3,410 | $26.39 | $89.99K | 105,551 |
| Ronald D. Brown Director | Jul 1, 2026 | Award | +853 | $26.39 | $22.51K | 75,216 |
| Wilfred T. Ogara Director | Jul 1, 2026 | Award | +853 | $26.39 | $22.51K | 106,965 |
| Ernest W. Marshall Jr Director | Jul 1, 2026 | Award | +853 | $26.39 | $22.51K | 22,631 |
| Amy Hanson Director | Jul 1, 2026 | Award | +853 | $26.39 | $22.51K | 68,297 |
| Chantel E. Lenard Director | Jul 1, 2026 | – | +853 | $26.39 | $22.51K | 40,052 |
| Robert P. Beech Director | Jul 1, 2026 | Award | +853 | $26.39 | $22.51K | 102,994 |
| James Anthony Clark CEO and President, Director | Jun 30, 2026 | Award | +7,125 | – | – | 217,366 |
| Thomas A. Caneris EVP, HR and General Counsel | Jun 30, 2026 | Award | +3,925 | – | – | 163,652 |
| James E. Galeese Executive VP; CFO | Jun 30, 2026 | Award | +2,463 | – | – | 79,412 |
| Wilfred T. Ogara Director | Jun 1, 2026 | Sale | −10,369 | $24.09 | $249.79K | 103,686 |
| Wilfred T. Ogara Director | Jun 1, 2026 | Sale | −10,369 | $24.09 | $249.79K | 103,686 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Option exercise | +75,606 | $3.83 | $289.57K | 248,894 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Option exercise | +38,386 | $4.94 | $189.63K | 211,674 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Sale | −38,386 | $24.29 | $932.40K | 173,288 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Sale | −22,586 | $24.29 | $548.61K | 173,288 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Option exercise | +22,586 | $6.80 | $153.58K | 195,874 |
| James E. Galeese Executive VP; CFO | May 28, 2026 | Sale | −75,606 | $24.29 | $1.84M | 173,288 |
| Thomas A. Caneris EVP, HR and General Counsel | May 28, 2026 | Option exercise | +60,000 | $4.04 | $242.40K | 174,016 |
| Thomas A. Caneris EVP, HR and General Counsel | May 28, 2026 | Sale | −41,075 | $24.29 | $997.71K | 64,790 |
| Thomas A. Caneris EVP, HR and General Counsel | May 28, 2026 | Sale | −60,000 | $24.29 | $1.46M | 114,016 |
| Thomas A. Caneris EVP, HR and General Counsel | May 28, 2026 | Sale | −8,151 | $24.29 | $197.99K | 105,865 |
| Amy Hanson Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 67,436 |
| Chantel E. Lenard Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 39,191 |
| Ernest W. Marshall Jr Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 21,770 |
| Wilfred T. Ogara Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 106,104 |
| Ernest W. Marshall Jr Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 21,770 |
| Amy Hanson Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 67,436 |
| Chantel E. Lenard Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 39,191 |
| Robert P. Beech Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 102,141 |
| Ronald D. Brown Director | Apr 1, 2026 | Award | +1,200 | $18.75 | $22.50K | 74,363 |
| Amy Hanson Director | Jan 2, 2026 | Award | +1,218 | $18.47 | $22.50K | 66,236 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| O'Gara Wilfred Director | Jun 1, 2026 | 10,369 | $249.79K | Jun 1, 2026 | Exercised Shares |
| Caneris Thomas Officer | May 28, 2026 | 109,226 | $2.65M | May 28, 2026 | Stock Option Exercise |
| Galeese James Officer | May 28, 2026 | 136,578 | $3.32M | May 28, 2026 | Stock Option Exercise |
| A. Clark (LYTS) James Officer, Director, President, CEO and Director | Sep 9, 2025 | 500,000 | $11.50M | Sep 9, 2025 | Stock Option Exercise |
| Galeese James Officer | Sep 8, 2025 | 54,575 | $1.27M | Sep 8, 2025 | Stock Option Exercise |
| Galeese, James E. Officer | Jun 14, 2024 | 18,421 | $270.50K | Jun 13, 2024 | Stock Option Exercise |
| James E. Galeese Officer | May 23, 2023 | 50,000 | $69.50K | May 19, 2023 | Vesting of equity based units from compensation for services rendered as employee. |
| Jeffery S. Bastian Officer | May 23, 2023 | 24,481 | $327.80K | May 18, 2023 | Vesting of equity based units from compensation for services rendered as employee. |