Acuity, Inc. (NYSE:AYI) Given Consensus Rating of “Moderate Buy” by Brokerages

Acuity, Inc. (NYSE:AYI) has received a consensus rating of “Moderate Buy” from the ten brokerages that are currently covering the firm, MarketBeat.com reports. Four research analysts have rated the stock with a hold recommendation and six have issued a buy recommendation on the company. The average 12 month price objective among brokerages that have covered the stock in the last year is $397.6667.

Several research firms have weighed in on AYI. William Blair reissued an “outperform” rating on shares of Acuity in a research report on Tuesday, December 30th. Wall Street Zen lowered Acuity from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Morgan Stanley lifted their price objective on Acuity from $365.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 2nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Acuity in a research note on Monday, December 29th. Finally, Oppenheimer raised their price target on shares of Acuity from $380.00 to $435.00 and gave the stock an “outperform” rating in a research note on Thursday, October 2nd.

Insider Transactions at Acuity

In other Acuity news, SVP Barry R. Goldman sold 4,489 shares of Acuity stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $365.11, for a total value of $1,638,978.79. Following the completion of the sale, the senior vice president directly owned 6,056 shares of the company’s stock, valued at approximately $2,211,106.16. The trade was a 42.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 2.90% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in AYI. Orion Porfolio Solutions LLC grew its position in shares of Acuity by 50,220.2% in the second quarter. Orion Porfolio Solutions LLC now owns 2,268,433 shares of the electronics maker’s stock valued at $676,764,000 after purchasing an additional 2,263,925 shares during the period. Durable Capital Partners LP boosted its stake in Acuity by 9.1% in the 3rd quarter. Durable Capital Partners LP now owns 1,363,619 shares of the electronics maker’s stock worth $469,617,000 after buying an additional 113,720 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in Acuity by 6.4% in the 2nd quarter. JPMorgan Chase & Co. now owns 840,508 shares of the electronics maker’s stock worth $250,759,000 after buying an additional 50,491 shares during the last quarter. American Century Companies Inc. grew its holdings in Acuity by 2.1% in the 3rd quarter. American Century Companies Inc. now owns 815,050 shares of the electronics maker’s stock valued at $280,695,000 after buying an additional 17,011 shares during the period. Finally, Boston Partners increased its stake in shares of Acuity by 10.1% during the 3rd quarter. Boston Partners now owns 633,060 shares of the electronics maker’s stock valued at $218,071,000 after acquiring an additional 58,085 shares during the last quarter. Hedge funds and other institutional investors own 98.21% of the company’s stock.

Acuity Stock Performance

NYSE:AYI opened at $326.00 on Monday. The company has a current ratio of 2.07, a quick ratio of 1.39 and a debt-to-equity ratio of 0.29. The company has a market capitalization of $10.00 billion, a P/E ratio of 25.08, a price-to-earnings-growth ratio of 1.75 and a beta of 1.50. The firm has a 50-day moving average price of $361.70 and a two-hundred day moving average price of $340.30. Acuity has a twelve month low of $216.81 and a twelve month high of $380.17.

Acuity (NYSE:AYI) last released its quarterly earnings results on Thursday, January 8th. The electronics maker reported $4.69 EPS for the quarter, beating the consensus estimate of $4.45 by $0.24. Acuity had a net margin of 9.04% and a return on equity of 20.97%. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.14 billion. During the same period in the prior year, the business earned $3.97 earnings per share. The company’s quarterly revenue was up 20.2% on a year-over-year basis. As a group, research analysts expect that Acuity will post 15.86 earnings per share for the current fiscal year.

Key Acuity News

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Q1 results beat expectations — Acuity reported adjusted EPS of $4.69 (beat) and delivered ~20% net sales growth and higher adjusted operating profit, which underscores healthy demand and margin expansion. Acuity Reports Fiscal 2026 First-Quarter Results
• Positive Sentiment: Management emphasized strategic financial moves and improved adjusted diluted EPS and margins on the earnings call, supporting the thesis of profitable growth. Acuity Inc (AYI) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Revenue came in roughly in line with expectations (~$1.14B), so top-line performance supported the beat but did not materially surprise on upside. Acuity Brands’s Q4 CY2025 Earnings Results
• Neutral Sentiment: FY26 guidance was updated to EPS $19.00–$20.50 and revenue $4.7B–$4.9B — a range that brackets the Street but introduces some uncertainty around cadence and the midpoint. Investors are parsing the range rather than seeing a crisp upside revision. (Guidance referenced in company materials and call.) Earnings Slide Deck / Call
• Negative Sentiment: Management flagged a Q2 seasonality shift and backlog normalization — items that can temper near-term growth expectations and lead investors to re-evaluate the pace of revenue recovery. Acuity signals Q2 seasonality shift and highlights 20% net sales growth amid backlog normalization
• Negative Sentiment: Some analysts trimmed near-term estimates (e.g., Zacks adjustments), and commentary that the guidance range is wider than ideal added selling pressure for traders focused on precision. Acuity (AYI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Broader market weakness (Nasdaq pullback) also weighed on sentiment for cyclical/tech-linked names like AYI, amplifying reactions to the mixed company-specific news. Nasdaq Falls Over 100 Points; Acuity Posts Upbeat Earnings

About Acuity

Acuity Brands, Inc (NYSE: AYI) is a leading provider of lighting fixtures, controls and building management solutions designed for commercial, institutional, industrial and residential markets. The company’s core offerings include a broad range of LED luminaires, lighting controls, sensors and networked building systems that enhance energy efficiency, occupant comfort and operational productivity. Acuity Brands’ portfolio spans indoor and outdoor lighting fixtures, emergency lighting, task lighting and architectural products, as well as advanced controls such as daylight harvesting, occupancy sensing and wireless sensor networks.

Beyond traditional lighting, Acuity Brands delivers integrated digital solutions through its Connected Building platform, which combines smart sensors, cloud-based analytics and mobile applications to enable real-time monitoring and remote management of lighting and environmental systems.