Zacks Research Weighs in on Acuity’s Q2 Earnings (NYSE:AYI)

Acuity, Inc. (NYSE:AYI) – Research analysts at Zacks Research decreased their Q2 2026 earnings per share estimates for Acuity in a note issued to investors on Thursday, January 22nd. Zacks Research analyst Team now expects that the electronics maker will earn $3.82 per share for the quarter, down from their previous estimate of $3.99. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Acuity’s current full-year earnings is $15.86 per share.

Other analysts have also recently issued reports about the stock. Wells Fargo & Company lifted their target price on shares of Acuity from $380.00 to $405.00 and gave the stock an “overweight” rating in a research note on Thursday, October 2nd. Robert W. Baird set a $375.00 target price on shares of Acuity in a research note on Friday, January 9th. William Blair restated an “outperform” rating on shares of Acuity in a research note on Tuesday, December 30th. The Goldman Sachs Group lifted their target price on Acuity from $312.00 to $356.00 and gave the company a “neutral” rating in a research note on Thursday, October 2nd. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Acuity in a research report on Monday, December 29th. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Acuity currently has an average rating of “Moderate Buy” and a consensus price target of $395.17.

Acuity Stock Performance

Acuity stock opened at $315.65 on Monday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.39 and a current ratio of 2.07. The company has a market capitalization of $9.68 billion, a price-to-earnings ratio of 24.28, a PEG ratio of 1.71 and a beta of 1.50. Acuity has a fifty-two week low of $216.81 and a fifty-two week high of $380.17. The stock has a fifty day moving average of $353.24 and a two-hundred day moving average of $341.21.

Acuity (NYSE:AYI) last posted its quarterly earnings results on Thursday, January 8th. The electronics maker reported $4.69 earnings per share for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $1.14 billion. During the same period in the prior year, the company posted $3.97 EPS. The business’s revenue for the quarter was up 20.2% on a year-over-year basis.

Acuity Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Monday, February 2nd will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Monday, February 2nd. This is a boost from Acuity’s previous quarterly dividend of $0.17. This represents a $0.80 dividend on an annualized basis and a yield of 0.3%. Acuity’s payout ratio is presently 5.23%.

Insider Buying and Selling

In other news, SVP Barry R. Goldman sold 4,489 shares of the stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $365.11, for a total transaction of $1,638,978.79. Following the transaction, the senior vice president owned 6,056 shares in the company, valued at $2,211,106.16. This represents a 42.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 2.90% of the stock is owned by corporate insiders.

Institutional Trading of Acuity

Several large investors have recently modified their holdings of the company. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of Acuity by 25.6% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 152 shares of the electronics maker’s stock valued at $52,000 after purchasing an additional 31 shares during the last quarter. Clearstead Advisors LLC grew its holdings in shares of Acuity by 0.5% in the 3rd quarter. Clearstead Advisors LLC now owns 6,269 shares of the electronics maker’s stock worth $2,159,000 after purchasing an additional 31 shares during the last quarter. Illumine Investment Management LLC boosted its holdings in shares of Acuity by 1.2% in the 3rd quarter. Illumine Investment Management LLC now owns 2,872 shares of the electronics maker’s stock worth $989,000 after acquiring an additional 33 shares in the last quarter. Diversified Trust Co grew its holdings in shares of Acuity by 0.6% during the third quarter. Diversified Trust Co now owns 5,577 shares of the electronics maker’s stock worth $1,921,000 after purchasing an additional 35 shares during the last quarter. Finally, Assetmark Inc. raised its stake in shares of Acuity by 6.4% in the fourth quarter. Assetmark Inc. now owns 617 shares of the electronics maker’s stock worth $222,000 after acquiring an additional 37 shares during the last quarter. 98.21% of the stock is owned by institutional investors.

Acuity Company Profile

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.