Acuity CFO Executes Significant Stock Transaction
Acuity's CFO, Karen J. Holcom, exercised options and sold 4,974 shares worth approximately $1.5 million, reducing her direct holdings by 18.77%. Despite a recent stock decline, Acuity has shown strong long-term performance, outperforming the S&P 500 over five years. Analysts have
Acuity Brands (NYSE:AYI) Passes Key Quality Investing Screen
Acuity Brands Inc. (NYSE:AYI) has been identified through the "Caviar Cruise" stock screen as a strong candidate for quality investing. The company meets strict criteria for lasting growth, outstanding capital use with a high ROIC, sound financial condition, and superior earnings, indicating a robust and operationally sound business. While its valuation shows fair aspects, the company's strong fundamentals in profitability and financial condition, coupled with its alignment with long-term trends, suggest it warrants further non-numerical investigation by investors.
Acuity, Inc. (NYSE:AYI) Receives Consensus Rating of "Moderate Buy" from Analysts
Acuity, Inc. (NYSE:AYI) has received a consensus "Moderate Buy" rating from nine research firms, with an average 1-year price target of $395.17. The company recently exceeded Q4 EPS estimates and reported a 20.2% year-over-year revenue increase while increasing its quarterly dividend. Insider selling by CFO Karen Holcom and significant institutional ownership changes were also noted.
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The Truth About Acuity Brands Inc: Why Wall Street Is Quietly Obsessed
Acuity Brands Inc (AYI) is presented as a quiet, yet potentially lucrative, investment in smart building technology and energy efficiency, contrasting sharply with high-hype AI stocks. The article highlights AYI's focus on smart lighting systems, strong financials, and strategic position between traditional industry and new technology, making it attractive to long-term investors despite its low social media profile. It draws a comparison with competitor Signify, emphasizing Acuity's strength in North American B2B markets.
Strs Ohio Decreases Stake in Acuity, Inc. $AYI
Strs Ohio significantly reduced its stake in Acuity, Inc. (NYSE:AYI) by 88.9% in the third quarter, selling 5,927 shares and retaining 738 shares valued at approximately $254,000. Despite this reduction, Acuity delivered strong Q3 earnings, beating analyst estimates with an EPS of $4.69 and revenue of $1.14 billion, up 20.2% year-over-year, and also increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts, although the CFO recently sold a substantial number of shares, while institutional investors hold approximately 98% of the stock.
A Look At Acuity Brands (AYI) Valuation After A 17% Dividend Increase
Acuity Brands (AYI) recently increased its quarterly dividend by 17% to US$0.20 per share, highlighting its focus on shareholder income. Despite a recent share price pullback, Acuity is estimated to be 15% intrinsically undervalued, with its last close of $316.62 below the fair value estimate of $391.25. The company's investments in electronics, including lighting controls and the acquisition of QSC, are expected to drive future revenue growth and margin expansion, though it faces risks from tariff pressures and successful integration of QSC.
Acuity CFO Holcom sells $1.53 million in shares
Acuity Brands Inc.'s CFO Karen J. Holcom sold 4,974 shares of common stock for $1.53 million on January 28, 2026, as part of a Rule 10b5-1 trading plan. She also exercised options for 897 shares. This transaction follows strong Q1 2026 financial results for Acuity, which exceeded EPS expectations, raised its quarterly dividend, and received an "Outperform" rating from Oppenheimer.
Acuity CFO Holcom sells $1.53 million in shares By Investing.com
Acuity Brands Inc. CFO Karen J. Holcom sold 4,974 shares of common stock for over $1.5 million and exercised options for additional shares. This transaction follows Acuity Inc.'s strong Q1 fiscal year 2026 results, exceeding EPS expectations and increasing its quarterly dividend. Oppenheimer reiterated an Outperform rating for Acuity Brands with a $435 price target, highlighting the company's efforts in managing market conditions and shareholder value.
Acuity, Inc. $AYI Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG recently reduced its stake in Acuity, Inc. (AYI) by 14.1% in Q3, selling 10,318 shares and now holding 62,646 shares worth approximately $21.58 million. Despite this, Acuity reported strong Q3 earnings, exceeding expectations with $4.69 EPS and $1.14 billion in revenue, leading analysts to maintain a "Moderate Buy" rating with an average target price of $395.17. The company also increased its quarterly dividend to $0.20, resulting in an annualized dividend of $0.80 and a 0.3% yield.
Acuity Buys QSC and Q-SYS for $1.2 Billion
Acuity Brands has acquired QSC, including its Q-SYS platform, for $1.215 billion. QSC will become part of Acuity's Intelligent Spaces Group, aiming to integrate AV technology with smart space solutions and leverage data interoperability to create smarter, safer, and greener environments. The acquisition is expected to enhance Acuity's offerings and be accretive to its fiscal 2025 adjusted diluted earnings per share.
Is It Time To Reassess Acuity Brands (AYI) After The Recent Share Price Pullback
Acuity Brands (AYI) has recently experienced a share price pullback, prompting a re-evaluation of its valuation. Simply Wall St's analysis, using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio approaches, suggests that Acuity is currently undervalued. The DCF model indicates a 15.7% discount to its estimated intrinsic value, while its P/E ratio of 23.4x is below industry and peer averages, further supporting an undervalued assessment.
Acuity, Inc. $AYI Shares Acquired by Vest Financial LLC
Vest Financial LLC significantly increased its stake in Acuity, Inc. (NYSE: AYI) by 121.3% in Q3, now holding 9,312 shares worth approximately $3.21 million. This increase follows Acuity beating quarterly earnings estimates with $4.69 EPS and revenue of $1.14 billion, marking 20.2% year-over-year growth. The company also raised its quarterly dividend to $0.20 per share, yielding about 0.3%.
Acuity Inc (AYI) Has Strong Upside Despite Target Price Cut
Despite recent price target cuts from Morgan Stanley and Baird, Acuity Inc. (AYI) maintains a "Buy" rating from analysts, suggesting strong upside potential. The stock experienced a 13% drop after fiscal Q1 EPS beat expectations due to weaker margins in its ABL segment, but analysts view this as an attractive entry point. The article also includes promotional content for other AI-related investment opportunities.
Acuity Inc. (NYSE:AYI) Named Among 10 Most Undervalued Industrial Stocks, Price Target Cut to $410
Acuity Inc. (NYSE:AYI) has been identified as one of the 10 most undervalued industrial stocks, despite analysts cutting its price target. Morgan Stanley reduced its target to $410 from $425, maintaining a Buy rating, while Baird lowered its target to $375 from $408 due to concerns about margins. The stock dropped 13% after its fiscal Q1 EPS beat expectations, but analysts view this pullback as an attractive entry point for investors.
Acuity, Inc. (NYSE:AYI) Plans Quarterly Dividend of $0.20
Acuity, Inc. (NYSE:AYI) declared a quarterly dividend of $0.20 per share, a 17.6% increase from its previous dividend, payable on February 13th to shareholders of record on February 2nd. The dividend implies about a 0.3% yield and is considered highly sustainable with a 3.6% payout ratio, as analysts project future earnings per share to easily cover it. The electronics maker recently beat EPS estimates and reported strong revenue growth of 20.2% year-over-year.
Acuity Announces Increase in Quarterly Dividend
Acuity Inc. (NYSE: AYI) announced that its Board of Directors has increased the quarterly dividend by 17% to 20 cents per share from 17 cents per share. This dividend is scheduled to be paid on February 13, 2026, to shareholders of record as of February 2, 2026. Acuity Inc. is an industrial technology company based in Atlanta, Georgia, focusing on lighting, controls, and building management solutions.
Acuity Brands (AYI) Boosts Dividend by 17%
Acuity Brands (AYI) has announced a 17% increase in its quarterly dividend, raising it from 17 cents to 20 cents per share, reflecting confidence in its financial stability. The company, a leading player in industrial technology focusing on lighting and intelligent building solutions, exhibits strong financial health with robust profitability and prudent financial management. Despite some insider selling, the overall financial health, strong institutional ownership, and positive analyst sentiment suggest a promising outlook for the stock.
Acuity Announces Increase in Quarterly Dividend
Acuity Inc. (NYSE: AYI) announced that its Board of Directors has increased the quarterly dividend by 17% to 20 cents per share, up from 17 cents. The dividend will be payable on February 13, 2026, to shareholders of record as of February 2, 2026. Acuity is an industrial technology company specializing in lighting, lighting controls, and building management solutions.
Acuity Announces Increase in Quarterly Dividend
Acuity Inc. (NYSE: AYI) announced that its Board of Directors has increased the quarterly dividend by 17%, raising it from 17 cents to 20 cents per share. The dividend is scheduled to be paid on February 13, 2026, to shareholders of record as of February 2, 2026. Acuity is a market-leading industrial technology company focusing on spaces, light, and building management solutions.
Acuity Brands Raises Quarterly Dividend to $0.20 per Share From $0.17, Payable Feb. 13 to Holders of Record on Feb. 2
Acuity Brands (AYI) has announced an increase in its quarterly dividend from $0.17 to $0.20 per share. The new dividend will be payable on February 13, 2026, to shareholders of record as of February 2, 2026. This news comes shortly after the company reported strong first-quarter earnings, topping analyst views and affirming its full-year outlook.
Assessing Acuity Brands (AYI) Valuation After Strong Q1 Earnings And Ongoing Buybacks
Acuity Brands (AYI) is attracting investor attention after reporting strong first-quarter earnings with US$1,143.7 million in sales and US$120.5 million in net income, alongside continued share buybacks. Despite a recent share price decline, the company's valuation appears undervalued with a P/E of 23.2x, lower than industry averages and estimated fair value, and a discounted cash flow model suggesting further upside. Investors are encouraged to assess whether the market fully reflects Acuity's growth potential and consider related risks.
North America Commercial Lighting Control Market Valuation
The North America Commercial Lighting Control Market is projected to reach USD 7.32 billion by 2032, growing at a CAGR of 15% from 2026. The market is being transformed by AI and machine learning, which optimize energy consumption, enable predictive maintenance, and enhance occupant comfort. Key drivers include stringent energy efficiency regulations and the growth of smart buildings, while challenges involve high upfront costs and integration complexity.
Led Lighting Market Set for Rapid Growth, Demand, Scope, Size,
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Short Interest in Acuity, Inc. (NYSE:AYI) Drops By 21.8%
Short interest in Acuity, Inc. (NYSE:AYI) decreased by 21.8% in December to 516,401 shares, representing about 1.7% of outstanding shares and a days-to-cover ratio of 1.8. Analysts have a "Moderate Buy" consensus rating with an average price target of $395.17. The company recently reported an EPS beat of $4.69 and revenue of $1.14 billion, with the stock currently trading near $320.53.
Acuity, Inc. $AYI Shares Acquired by ASR Vermogensbeheer N.V.
ASR Vermogensbeheer N.V. increased its holdings in Acuity, Inc. (NYSE:AYI) by 6.9% in the third quarter, bringing its total ownership to 99,560 shares valued at approximately $34.29 million. Institutional investors collectively own about 98.21% of Acuity's stock, while insiders hold around 2.90%. The company recently reported strong quarterly earnings, beating expectations with an EPS of $4.69 and revenue of $1.14 billion.
Acuity Brands's Q4 Earnings Call: Our Top 5 Analyst Questions
Acuity Brands's Q4 earnings met revenue expectations and slightly beat profit forecasts, but the market reacted negatively due to persistent challenges like tariff pressures and a normalizing backlog. Analysts questioned management on gross margin sustainability, cross-segment sales durability, and market growth strategies, with the company emphasizing productivity, customer-driven approaches, and expansion into new verticals. Future performance will depend on sales growth normalization, margin maintenance, and continued momentum in intelligent spaces.
Acuity, Inc. (NYSE:AYI) Given Consensus Rating of "Moderate Buy" by Brokerages
Acuity, Inc. (NYSE:AYI) has received a consensus "Moderate Buy" rating from brokerages, based on six buy and four hold recommendations, with an average 12-month price target of $397.67. Recent analyst upgrades by Morgan Stanley and Oppenheimer raised price targets to $425 and $435 respectively. Despite beating Q1 EPS and achieving 20% net sales growth, management's FY26 guidance introduces some near-term uncertainty due to a Q2 seasonality shift.
A Look At Acuity Brands (AYI) Valuation After Strong Q1 Beat And Intelligent Spaces Growth
Acuity Brands (AYI) exceeded Q1 earnings expectations with over 20% revenue growth, driven by its Intelligent Spaces business. Despite recent share price declines, the analysis suggests the company is undervalued by about 15% with a 20% upside to analyst targets. Future valuation hinges on sustained revenue expansion, improving margins, and successful integration of acquisitions.
Acuity Brands, Inc. (NYSE:AYI) Q1 2026 Earnings Call Transcript
Acuity Brands (NYSE: AYI) reported strong Q1 2026 results, exceeding earnings expectations with EPS of $4.69. The company saw significant growth in net sales and adjusted operating profit, driven by both its Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS) segments. Management highlighted the continued success of their product vitality strategy, expansion into new markets, and effective capital allocation, while also discussing the impact of elevated backlog and market conditions on future seasonality.
Precision Trading with Acuity Brands Inc. (AYI) Risk Zones
This article from Stock Traders Daily provides a detailed analysis of Acuity Brands Inc. (AYI) with precision trading strategies based on AI models. It highlights weak near-term sentiment but long-term strength, offering specific entry zones, targets, and stop losses for position trading, momentum breakout, and risk hedging strategies. The analysis also includes multi-timeframe signal analysis, providing support and resistance levels across different horizons.
Acuity Remains Well Positioned to Deliver Long-Term Margin Expansion
Acuity Brands (AYI) is an industrial technology company specializing in lighting, controls, and intelligent building solutions. Morningstar maintains its view that Acuity is well-positioned for long-term margin expansion, despite near-term headwinds. The company's business strategy and impressive margin performance have led to a raised fair value estimate in previous reports.
Why Acuity Brands (AYI) Stock Is Down Today
Shares of Acuity Brands (AYI) fell 15% after the company reported fourth-quarter 2025 financial results that, despite beating profit expectations with adjusted earnings of $4.69 per share and revenue of $1.14 billion, failed to impress investors. The negative reaction is attributed to concerns about decelerating revenue growth projections for the next 12 months, indicating potential demand headwinds. This significant drop is rare for Acuity Brands, whose shares are not typically volatile, suggesting the news heavily impacted market perception.
Why Acuity Brands (AYI) Shares Are Falling Today
Acuity Brands (AYI) saw its stock price drop by 15% despite beating profit expectations in its fourth-quarter 2025 earnings report. While the company exceeded analyst profit predictions and met revenue forecasts, investors expected an even stronger performance. Concerns about future revenue growth slowing for its lighting and building management products are believed to be contributing to the negative market sentiment, although the company has a history of stable performance and significant growth in its intelligent spaces division.
Acuity Squeezes Out Growth in “Tepid” Lighting Market
Acuity Brands (AYI) reported a 1% increase in its lighting segment sales for the quarter ending November 30, 2025, a notable gain in an otherwise flat lighting market. Despite this, shares fell after the company maintained its full-year guidance, though adjusted earnings per share were ahead of expectations. Acuity continues to emphasize its Intelligent Spaces segment, which boasts significantly higher gross margins compared to its core lighting business, and is focusing on strategic verticals like convenience stores.
Acuity Brands, Inc. (NYSE:AYI) Q1 2026 earnings call transcript
This article provides the Q1 2026 earnings call transcript for Acuity Brands, Inc. (NYSE:AYI). The content is exclusively the transcript of the company's financial results discussion. This allows investors and interested parties to review the exact dialogue from the earnings call.
ACUITY INC. (DE) SEC 10-Q Report
ACUITY INC. (DE) (AYI) has released its Q3 10-Q report, demonstrating strong financial and operational growth. The company reported net sales of $1,143.7 million, a 20.2% increase, driven by the acquisition of QSC and growth in its Acuity Intelligent Spaces (AIS) segment. Net income rose by 12.9% to $120.5 million, with diluted EPS up 14.0% to $3.82, and the company anticipates continued growth through strategic integration and expansion.
Acuity Inc (NYSE:AYI) Reports Mixed Q1 Results with EPS Beat, Revenue Slight Miss
Acuity Inc (NYSE:AYI) reported mixed financial results for its fiscal first quarter, with adjusted diluted EPS of $4.69 beating analyst estimates, but net sales of $1.14 billion falling slightly short of expectations. The company saw strong growth in its Acuity Intelligent Spaces (AIS) segment, while its Acuity Brands Lighting (ABL) segment had more modest growth. Despite the earnings beat, the stock experienced a slight pre-market decline, as investors weighed the revenue miss.
Acuity Inc (AYI) Reports Strong Q1 Results, EPS Beats Estimates
Acuity Inc. reported strong Q1 fiscal 2026 results, with EPS of $4.69, beating expectations and an 18.1% increase year-over-year. Revenue was $1.14 billion, up 20.2%, driven by growth in both its Lighting and Intelligent Spaces segments. The company maintains an optimistic outlook, planning to leverage strong cash flow for strategic investments and continued market expansion.
Acuity Brands (AYI) Deep Dive: From Light Fixtures to the Intelligent Edge
Acuity Brands (AYI) is undergoing a significant transformation from a traditional light fixture manufacturer to an industrial technology leader focused on intelligent building management and the Internet of Things (IoT). The company's Fiscal Q1 2026 earnings report confirms this pivot, showing strong growth in its Intelligent Spaces segment, driven by strategic acquisitions and rebranding to Acuity Inc. Despite a "tepid" traditional construction market, Acuity is capitalizing on the high-growth smart-building renaissance.
Acuity Brands (AYI) Deep Dive: From Light Fixtures to the Intelligent Edge
Acuity Brands, historically a lighting manufacturer, is aggressively transforming into an industrial technology powerhouse focused on the "Internet of Things" and intelligent building management, reflected in its recent rebranding to Acuity Inc. The company's Q1 2026 earnings report highlights strong financial performance driven by its high-growth Intelligent Spaces segment, which now complements its stable Lighting and Lighting Controls business. This deep dive explores Acuity's strategic shift, its dual-segment business model, robust financial performance, and future opportunities in the smart building market, despite risks related to market cyclicality and integration post-acquisition.
Acuity Brands (AYI) Margin Decline Challenges Bullish Earnings Narratives Heading Into Q1 2026
Acuity Brands (AYI) is entering its Q1 2026 earnings season with trailing net profit margins decreasing from 11% to 9.1%, despite recent revenue growth. While bullish narratives focus on acquisitions and high-value electronics, current forecasts show revenue and earnings growth below broader US market averages. This margin compression and slower growth challenge the company's P/E valuation, which sits below peers but remains vulnerable to further setbacks.
Tesco, RPM, Acuity Brands, and more set to report earnings Thursday
Several notable companies, including Tesco, RPM International, Acuity Brands, Commercial Metals, and WD-40 Company, are scheduled to report their earnings on Thursday. These announcements will cover various sectors, from retail to industrial manufacturing and consumer goods, with many firms providing estimated revenues and EPS figures before and after the market closes. Investors are advised to check Investing.com for real-time updates and additional insights into the ongoing earnings season.
Acuity Brands stock hits all-time high at $379.72 By Investing.com
Acuity Brands Inc. (AYI) stock reached an all-time high of $379.72, marking a significant milestone after a 24.07% rise over the past year. The company, which specializes in lighting solutions, currently has a market capitalization of $11.44 billion and a P/E ratio of 29.71. Analysts from William Blair and Oppenheimer have maintained an Outperform rating for Acuity Brands, indicating strong investor confidence and solid growth prospects.
Acuity Brands stock hits all-time high at $379.72
Acuity Brands Inc. stock has reached an all-time high of $379.72, marking a significant milestone with a 24.07% rise over the past year. This surge reflects strong investor confidence and solid market performance for the lighting solutions provider, despite being somewhat overvalued compared to its Fair Value according to InvestingPro data. Analysts like William Blair and Oppenheimer maintain "Outperform" ratings, anticipating continued growth and positive earnings.
AYI Stock: Acuity Brands Walks a Tightrope Between Quiet Strength and Market Caution
Acuity Brands (AYI) stock has demonstrated quiet outperformance against the broader market over the past year, despite recent trading showing hesitation. The company boasts a solid balance sheet and is pushing into smart infrastructure with technology-enabled solutions. Wall Street analysts maintain a "Hold" to "Buy" consensus, recognizing the stock's quality but awaiting stronger catalysts for aggressive re-rating.
Lighting the Way: Acuity Brands Approaches Q1 Earnings at Record Heights as Industrial Tech Pivot Gains Momentum
Acuity Brands, recently rebranded as Acuity Inc., is about to release its Q1 2026 earnings, which are expected to highlight its successful transformation from a traditional lighting manufacturer into an industrial technology powerhouse. The company's strategic pivot into "Intelligent Spaces" and the acquisition of QSC have driven significant stock outperformance, positioning it as a key player in the smart-building market. Investors are keenly watching to see if its high-margin tech segment can continue to offset slower growth in traditional lighting and maintain its impressive valuation.
William Blair reiterates Outperform rating on Acuity Brands stock
William Blair has maintained its Outperform rating on Acuity Brands (NYSE:AYI), citing strong execution in a challenging market and projected solid EPS growth. The firm expects in-line fiscal first-quarter results with sales of $1.14 billion and EPS of $4.52, while forecasting low single-digit growth for Acuity Brands Lighting. Despite the stock trading near its 52-week high and InvestingPro data suggesting it's slightly overvalued, William Blair remains positive, supported by the company's strong balance sheet and healthy gross profit margin.
William Blair reiterates Outperform rating on Acuity Brands stock By Investing.com
William Blair has reiterated its Outperform rating on Acuity Brands (NYSE:AYI), expecting the company to deliver an in-line fiscal first quarter despite a flat lighting market. While the stock is trading near its 52-week high and InvestingPro suggests it's slightly overvalued, William Blair projects solid sales and EPS, maintaining an optimistic outlook due to strong execution, share gains, and a robust balance sheet. The firm anticipates the company will reaffirm its 2026 EPS guidance, supported by InvestingPro's forecast of $20.45 for FY2026.
William Blair reiterates Outperform rating on Acuity Brands stock By Investing.com
William Blair has reiterated its Outperform rating on Acuity Brands (NYSE:AYI), expecting an in-line fiscal first quarter despite the stock being near its 52-week high and deemed slightly overvalued by InvestingPro. The firm anticipates sales of $1.14 billion and EPS of $4.52, aligning with Street estimates, and projects strong execution and EPS growth for fiscal 2026. This outlook is supported by a strong balance sheet and anticipated share gains in a challenging lighting market.
