AYI
ACUITY INC. (DE)
$297.24
+2.99%
$9.0B
No data for this timeframe.
Vol
Market Cap$9.0B
Cap SizeMid Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity20 buys / 29 sells
Insider Activity2B / 2S
Insider Net $-$1.8M
SEC Reports2
Press Releases1
Recent Activity
Jun 1, 2026
Insider
HOLCOM KAREN J sold 2,076 shares
SVP & Chief Financial Officer @ $303.14 ($629.3K)
May 28, 2026
earnings
Acuity to Announce Fiscal 2026 Third-Quarter Results on June 25, 2026
<p align="justify">ATLANTA, May 28, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) (the “Company
Apr 30, 2026
Insider
Leibman Maya bought 200 shares
Director @ $288.83 ($57.8K)
Apr 21, 2026
SEC
Acuity Inc. reported Q2 fiscal 2026 results with $1.06B in revenue (4.9% YoY growth) and GAAP diluted EPS of $3.09 (26.1
8-K — Impact 7/10
Apr 8, 2026
Insider
O'Shaughnessy Laura bought 1,000 shares
Director @ $282.98 ($283.0K)
Apr 2, 2026
SEC
Acuity Inc. reported Q2 FY2026 earnings with GAAP EPS of $3.09 and adjusted EPS of $4.14, beating consensus of $4.00 by
PRESS-RELEASE — Impact 7/10
Inst.
FMR LLC — ADD
2,355,608 shares ($660.1M)
Inst.
FIRST TRUST ADVISORS LP — ADD
378,006 shares ($105.9M)
Price Targets
$352.50
+18.6% upside
Buy
Current $297.24
Low $295.00
Median $342.50
High $435.00
8 analysts
$295.00
$435.00
Analyst Ratings
3Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 6, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| Apr 6, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Mar 25, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Mar 3, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Jan 12, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $5.16 | $5.05 — $5.46 | 1% YoY | 8 |
| Next Q | $5.58 | $5.18 — $6.16 | 7% YoY | 8 |
| Current FY | $19.52 | $19.01 — $20.22 | 8% YoY | 9 |
| Next FY | $21.28 | $20.77 — $21.82 | 9% YoY | 9 |
Latest Reports
BEARISH
8-K
7/10
Acuity Inc. reported Q2 fiscal 2026 results with $1.06B in revenue (4.9% YoY growth) and GAAP diluted EPS of $3.09 (26.1
Apr 21, 2026
BULLISH
PRESS-RELEASE
7/10
Acuity Inc. reported Q2 FY2026 earnings with GAAP EPS of $3.09 and adjusted EPS of $4.14, beating consensus of $4.00 by
Apr 2, 2026
NEUTRAL
Press
3/10
Acuity Inc. announced a quarterly dividend of $0.20 per share, payable on May 1, 2026, to shareholders of record as of A
Mar 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $858.3M | — |
| FMR LLC | $660.1M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $396.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $385.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | HOLCOM KAREN | SELL | $629.3K |
| Apr 30, 2026 | Leibman Maya | BUY | $57.8K |
| Apr 8, 2026 | O'Shaughnessy Laura | BUY | $283.0K |
| Jan 28, 2026 | HOLCOM KAREN | M | $215.1K |
| Jan 28, 2026 | HOLCOM KAREN | SELL | $1.5M |
50 institutional holders with $4.8B total value (17,151,220 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, FMR. Net selling activity: 29 institutions trimmed/exited vs 20 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 3,062,878 | $858.3M | 17.8% | — |
| 3 | FMR LLC | 2,355,608 | $660.1M | 13.7% | ADD +40.4% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,414,787 | $396.5M | 8.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,375,687 | $385.5M | 8.0% | — |
| 6 | STATE STREET CORP | 946,597 | $265.3M | 5.5% | — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 763,038 | $213.8M | 4.4% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 635,160 | $178.0M | 3.7% | — |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 549,645 | $154.0M | 3.2% | — |
| 10 | FIL Ltd | 424,614 | $119.0M | 2.5% | — |
| 11 | FIRST TRUST ADVISORS LP | 378,006 | $105.9M | 2.2% | ADD +32.2% |
| 12 | Durable Capital Partners LP | 355,729 | $99.7M | 2.1% | TRIM -56.4% |
| 13 | Allianz Asset Management GmbH | 295,772 | $82.9M | 1.7% | ADD +40.1% |
| 14 | Alyeska Investment Group, L.P. | 293,541 | $82.3M | 1.7% | TRIM -46.6% |
| 15 | BANK OF AMERICA CORP /DE/ | 283,456 | $79.4M | 1.7% | ADD +58.8% |
| 16 | MORGAN STANLEY | 264,209 | $74.0M | 1.5% | — |
| 17 | Boston Trust Walden Corp | 252,731 | $70.8M | 1.5% | — |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 224,691 | $63.0M | 1.3% | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 219,827 | $61.6M | 1.3% | — |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 213,801 | $59.9M | 1.2% | ADD +87.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,677,909 | 2,355,608 | +40.4% | $660.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 285,912 | 378,006 | +32.2% | $105.9M | 2026-Q1 |
| Durable Capital Partners LP | TRIM | 815,322 | 355,729 | -56.4% | $99.7M | 2026-Q1 |
| Allianz Asset Management GmbH | ADD | 211,156 | 295,772 | +40.1% | $82.9M | 2026-Q1 |
| Alyeska Investment Group, L.P. | TRIM | 549,659 | 293,541 | -46.6% | $82.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 178,466 | 283,456 | +58.8% | $79.4M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 113,765 | 213,801 | +87.9% | $59.9M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 20,717 | 158,207 | +663.7% | $44.3M | 2026-Q1 |
| Clark Capital Management Group, Inc. | TRIM | 192,466 | 134,453 | -30.1% | $37.7M | 2026-Q1 |
| Invesco Ltd. | TRIM | 264,004 | 118,075 | -55.3% | $33.1M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 74,812 | 93,935 | +25.6% | $26.3M | 2026-Q1 |
| Assenagon Asset Management S.A. | DOUBLED | 20,321 | 71,678 | +252.7% | $20.1M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 42,665 | 61,168 | +43.4% | $17.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 274,074 | 42,537 | -84.5% | $11.9M | 2026-Q1 |
| Gotham Asset Management, LLC | TRIM | 64,378 | 42,281 | -34.3% | $11.8M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 14,357 | 41,121 | +186.4% | $11.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 136,963 | 30,071 | -78.0% | $8.4M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 15,206 | 24,935 | +64.0% | $7.0M | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | ADD | 13,247 | 20,725 | +56.5% | $5.8M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | ADD | 9,081 | 15,750 | +73.4% | $4.4M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | NEAR_EXIT | 98,837 | 15,396 | -84.4% | $4.2M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 595 | 13,642 | +2192.8% | $3.8M | 2026-Q1 |
| Amundi | DOUBLED | 4,137 | 13,601 | +228.8% | $3.8M | 2026-Q1 |
| Swiss Life Asset Management Ltd | TRIM | 22,787 | 10,968 | -51.9% | $3.1M | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 692,189 | 10,651 | -98.5% | $3.0M | 2026-Q1 |
3 unique insiders with 5 transactions. Net insider value: -$1.8M ($340.7K bought, $2.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | SELL | 2,076 | $303.14 | $629.3K |
| Apr 30, 2026 | Leibman Maya | Director | BUY | 200 | $288.83 | $57.8K |
| Apr 8, 2026 | O'Shaughnessy Laura | Director | BUY | 1,000 | $282.98 | $283.0K |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | EXERCISE | 897 | $239.76 | $215.1K |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | SELL | 4,974 | $309.23 | $1.5M |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
Current analyst consensus: Buy (69% buy). Based on 13 analysts: 3 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$352.50 mean target
+18.6% upside
Buy (1.89)
$295.00 Low
$435.00 High
| Metric | Value |
|---|---|
| Current Price | $297.24 |
| Target Low | $295.00 |
| Target Mean | $352.50 |
| Target Median | $342.50 |
| Target High | $435.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.89) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$5.16 | $5.05 | $5.46 | 0.8% | +0.0% | 1↑ 6↓ | $1.2B | -0.2% | 8 |
| Next Q 2026-08-31 |
$5.58 | $5.18 | $6.16 | 7.4% | +0.0% | 0↑ 7↓ | $1.2B | 2.5% | 8 |
| Current FY 2026-08-31 |
$19.52 | $19.01 | $20.22 | 8.4% | +0.0% | 0↑ 8↓ | $4.6B | 6.5% | 9 |
| Next FY 2027-08-31 |
$21.28 | $20.77 | $21.82 | 9.0% | +0.0% | 1↑ 8↓ | $4.9B | 5.1% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $5.162 | |
| 7d ago | $5.162 | |
| 30d ago | $5.162 | |
| 60d ago | $5.162 | |
| 90d ago | $5.296 | -0.134 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 6, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 6, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Mar 25, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Mar 3, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| May 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Mar 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Feb 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% | |
| Jan 1, 2026 | 3 | 6 | 4 | 0 | 0 | 69% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 28, 2026
earnings
Acuity to Announce Fiscal 2026 Third-Quarter Results on June 25, 2026
<p align="justify">ATLANTA, May 28, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) (the “Company”) will release fiscal 2026 third-quarter results
May 18, 2026
dark_pool
Dark Pool: AYI — 0.4M shares, 20,745 trades
Week starting 2026-05-18. Total ATS volume: 448,171 shares across 20,745 trades.
May 11, 2026
dark_pool
Dark Pool: AYI — 0.4M shares, 22,943 trades
Week starting 2026-05-11. Total ATS volume: 427,448 shares across 22,943 trades.
May 4, 2026
dark_pool
Dark Pool: AYI — 0.5M shares, 19,233 trades
Week starting 2026-05-04. Total ATS volume: 455,555 shares across 19,233 trades.
Apr 27, 2026
dark_pool
Dark Pool: AYI — 0.5M shares, 27,802 trades
Week starting 2026-04-27. Total ATS volume: 528,541 shares across 27,802 trades.
Apr 20, 2026
dark_pool
Dark Pool: AYI — 0.6M shares, 25,139 trades
Week starting 2026-04-20. Total ATS volume: 598,935 shares across 25,139 trades.
Apr 13, 2026
dark_pool
Dark Pool: AYI — 1.0M shares, 27,814 trades
Week starting 2026-04-13. Total ATS volume: 1,003,367 shares across 27,814 trades.
Apr 6, 2026
dark_pool
Dark Pool: AYI — 0.8M shares, 31,937 trades
Week starting 2026-04-06. Total ATS volume: 845,206 shares across 31,937 trades.
Apr 2, 2026
earnings
Acuity Reports Fiscal 2026 Second-Quarter Results
<p align="center"><em>Strong Execution Delivers Sales Growth, Margin Expansion and EPS Improvement</em></p>
Apr 2, 2026
earnings_calendar
AYI Q2 2026 Earnings Scheduled — 2026-04-02
Mar 30, 2026
dark_pool
Dark Pool: AYI — 0.8M shares, 27,009 trades
Week starting 2026-03-30. Total ATS volume: 781,811 shares across 27,009 trades.
Mar 26, 2026
dividend
Acuity Inc. Declares Quarterly Dividend
<p align="justify">Atlanta, March 26, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) will pay a quarterly dividend of 20 cents per share. The divi
Mar 23, 2026
dark_pool
Dark Pool: AYI — 0.9M shares, 26,727 trades
Week starting 2026-03-23. Total ATS volume: 929,129 shares across 26,727 trades.
Mar 16, 2026
dark_pool
Dark Pool: AYI — 0.5M shares, 23,080 trades
Week starting 2026-03-16. Total ATS volume: 450,607 shares across 23,080 trades.
Mar 9, 2026
dark_pool
Dark Pool: AYI — 0.6M shares, 23,309 trades
Week starting 2026-03-09. Total ATS volume: 637,459 shares across 23,309 trades.