Market Cap
$9.3B
AYI
ACUITY INC. (DE)
$308.76 ▲ +3.17%
Prev close $299.28Market cap$9.3B
ConsensusBuy
12-mo target$384.43 (+24.5%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on AYI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$9.0B
Inst. Activity
33 buys / 17 sells
Insider Activity
$340.7K buy / $3.3M sell
Insider Net $
-$2.9M
SEC Reports
5
Press Releases
1
Price chart 30d -6.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Acuity Reports Fiscal 2026 Fourth-Quarter and Full-Year Results
Solid Execution Delivers Net Sales Growth, Improved Operating Performance, and Strong Cash Flow Soli
Sep 24, 2026 Insider
Tzitzon Nicholas was granted 296 shares
Director @ $306.74 ($90.8K)
Sep 1, 2026 Insider
Aug 28, 2026 SEC HOLCOM KAREN J sold 2,000 shares
SVP & Chief Financial Officer @ $329.62 ($659.2K)
Acuity Inc. reported Q3 2026 EPS of $5.31, missing the consensus estimate of $5.66 by 6.2%, and revenue of $1.25B in lin
PRESS-RELEASE — Impact 6/10
A large institutional cluster in AYI shows a strong net buying bias of $1.30B from 23 buyers, dominated by mega-passive
INST-CLUSTER — Impact 4/10
Jul 2, 2026 Insider
GOLDMAN BARRY R sold 1,200 shares
SVP & General Counsel @ $365.65 ($438.8K)
Jun 30, 2026 Inst.
FMR LLC — ADD
3,604,071 shares ($1.4B)
Jun 30, 2026 Inst.
FULLER & THALER ASSET — ADD
772,130 shares ($290.8M)
Analyst ratings buy % -2.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 29, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 28, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| Jul 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 26, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jun 26, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Apr 6, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Apr 6, 2026 | Baird | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% | |
| Aug 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% | |
| 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% |
Price targets
Where 7 covering analysts think AYI trades over the next 12 months.
$384.43 +24.5% upside Strong Buy
Current$308.76 Low$345.00 Median$388.00 High$440.00 7 analysts
$345.00$440.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 1 neutral · avg impact 5.8/10.Plus 1 press releases.
BEARISHPRESS-RELEASE6/10
Acuity Inc. reported Q3 2026 EPS of $5.31, missing the consensus estimate of $5.66 by 6.2%, and reve
Aug 28, 2026
NEUTRALINST-CLUSTER4/10
A large institutional cluster in AYI shows a strong net buying bias of $1.30B from 23 buyers, domina
Aug 21, 2026
BULLISHPRESS-RELEASE5/10
Acuity Inc. reported Q3 fiscal 2026 adjusted diluted EPS of $5.31, beating consensus of $5.19 by 2.3
Jun 25, 2026
BEARISH8-K7/10
Acuity Inc. reported Q2 fiscal 2026 results with $1.06B in revenue (4.9% YoY growth) and GAAP dilute
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Acuity Reports Fiscal 2026 Fourth-Quarter and Full-Year Results
Solid Execution Delivers Net Sales Growth, Improved Operating Performance, and Strong Cash Flow Solid Execution Delivers Net Sales Growth, Improved Op
Oct 1, 2026
earnings_calendar
AYI Q4 2026 Earnings Before Market Open — 2026-10-01
Sep 24, 2026
dividend
Acuity Inc. Declares Quarterly Dividend
Atlanta, Sept. 24, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) will pay a quarterly dividend of 20 cents per share. The dividend is payable on No
Sep 7, 2026
dark_pool
Dark Pool: AYI — 0.2M shares, 16,048 trades
Week starting 2026-09-07. Total ATS volume: 241,444 shares across 16,048 trades.
Aug 31, 2026
dark_pool
Dark Pool: AYI — 0.2M shares, 16,807 trades
Week starting 2026-08-31. Total ATS volume: 240,324 shares across 16,807 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.04 | $4.87–$5.27 | 7.4% | -1.1% | 3↑ 0↓ | $1.2B | 6 |
| Next Q | $4.49 | $4.17–$4.81 | 8.5% | -2.0% | 2↑ 2↓ | $1.1B | 6 |
| Current FY | $21.29 | $20.85–$21.76 | 7.0% | -1.8% | 8↑ 0↓ | $4.8B | 7 |
| Next FY | $23.34 | $22.90–$23.85 | 9.6% | -2.1% | 5↑ 0↓ | $5.1B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.038 | — |
| 7d ago | $5.093 | -0.055 |
| 30d ago | $5.093 | -0.055 |
| 60d ago | $5.093 | -0.055 |
| 90d ago | $5.093 | -0.055 |
Institutional ownership
Which big funds own AYI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.0B total value (23,895,921 shares) as of 2026-Q2. Top holders: Erste, FMR, BlackRock,. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| FMR LLC | 3,604,071 | $1.4B | 15.1% | ADD +53.0% |
| BlackRock, Inc. | 2,978,769 | $1.1B | 12.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,436,715 | $541.2M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,369,435 | $515.8M | 5.7% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,274,516 | $471.0M | 5.2% | — |
| STATE STREET CORP | 966,017 | $363.8M | 4.0% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 772,130 | $290.8M | 3.2% | ADD +40.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 768,419 | $289.5M | 3.2% | ADD +33.3% |
| DIMENSIONAL FUND ADVISORS LP | 766,536 | $288.7M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,355,608 | 3,604,071 | +53.0% | $1.4B |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 549,645 | 772,130 | +40.5% | $290.8M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 576,447 | 768,419 | +33.3% | $289.5M |
| UBS Group AG | DOUBLED | 224,658 | 515,771 | +129.6% | $194.3M |
| GOLDMAN SACHS GROUP INC | ADD | 201,765 | 382,232 | +89.4% | $144.0M |
| MORGAN STANLEY | ADD | 264,209 | 363,273 | +37.5% | $136.8M |
| NORGES BANK | NEW | — | 316,972 | — | $119.4M |
| Quantinno Capital Management LP | ADD | 70,662 | 122,904 | +73.9% | $46.3M |
| Gotham Asset Management, LLC | DOUBLED | 42,281 | 122,627 | +190.0% | $46.2M |
| Alyeska Investment Group, L.P. | TRIM | 293,541 | 102,608 | -65.0% | $38.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 8 transactions. Net -$2.9M — $340.7K bought, $3.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Tzitzon Nicholas | Director | AWARD | 296 | $306.74 | $90.8K |
| Sep 1, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | SELL | 2,000 | $329.62 | $659.2K |
| Jul 2, 2026 | GOLDMAN BARRY R | SVP & General Counsel | SELL | 1,200 | $365.65 | $438.8K |
| 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 | SELL | 4,974 | $309.23 | $1.5M |
| Jan 28, 2026 | HOLCOM KAREN J | SVP & Chief Financial Officer | EXERCISE | 897 | $239.76 | $215.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AYI.
Shares short
1,080,311
Settlement Sep 15, 2026
Change vs prior
+4.9%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈3.6%
Estimate — not % of float
All AYI filing & press-release reports (6)
- PRESS-RELEASE reportAug 28, 2026
- INST-CLUSTER reportAug 21, 2026
- PRESS-RELEASE reportJun 25, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportApr 2, 2026
- PRESS-RELEASE reportMar 26, 2026