SG Americas Securities LLC Increases Stock Holdings in Acuity, Inc. $AYI

SG Americas Securities LLC increased its stake in shares of Acuity, Inc. (NYSE:AYI) by 981.6% during the 1st quarter, HoldingsChannel.com reports. The fund owned 38,322 shares of the electronics maker’s stock after purchasing an additional 34,779 shares during the period. SG Americas Securities LLC’s holdings in Acuity were worth $10,739,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Diversified Trust Co raised its stake in shares of Acuity by 1.6% during the first quarter. Diversified Trust Co now owns 6,301 shares of the electronics maker’s stock valued at $1,766,000 after purchasing an additional 100 shares during the period. World Investment Advisors acquired a new stake in Acuity during the 4th quarter valued at $358,000. Corient Private Wealth LLC grew its holdings in Acuity by 25.4% during the 4th quarter. Corient Private Wealth LLC now owns 15,215 shares of the electronics maker’s stock valued at $5,479,000 after purchasing an additional 3,082 shares in the last quarter. AG Campbell Advisory LLC purchased a new stake in Acuity during the 4th quarter worth $799,000. Finally, Rehmann Capital Advisory Group increased its stake in Acuity by 3.9% during the 4th quarter. Rehmann Capital Advisory Group now owns 4,752 shares of the electronics maker’s stock worth $1,714,000 after buying an additional 177 shares during the period. Hedge funds and other institutional investors own 98.21% of the company’s stock.

Acuity Price Performance

AYI opened at $361.71 on Friday. The company has a 50-day moving average of $297.99 and a 200-day moving average of $308.10. The company has a market capitalization of $10.97 billion, a P/E ratio of 23.99, a PEG ratio of 1.99 and a beta of 1.31. Acuity, Inc. has a 1-year low of $257.04 and a 1-year high of $380.17. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.36 and a current ratio of 2.05.

Acuity (NYSE:AYI) last issued its quarterly earnings results on Thursday, June 25th. The electronics maker reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. The business had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.18 billion. Acuity had a net margin of 10.25% and a return on equity of 20.26%. The company’s quarterly revenue was up 1.6% compared to the same quarter last year. During the same quarter last year, the company posted $5.12 earnings per share. Equities analysts expect that Acuity, Inc. will post 18.02 EPS for the current fiscal year.

Acuity Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Friday, July 17th will be issued a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Friday, July 17th. Acuity’s dividend payout ratio (DPR) is currently 5.87%.

Acuity News Roundup

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Acuity reported Q3 adjusted EPS of $5.31 versus estimates around $5.17 and revenue of $1.20 billion versus $1.18 billion expected, reinforcing investor confidence in execution. Acuity Reports Fiscal 2026 Third-Quarter Results
• Positive Sentiment: Management raised the outlook, guiding FY2026 revenue to $4.8 billion and non-GAAP EPS to $19.75, both above consensus, which suggests the strong quarter may continue. Acuity: Q3 Earnings Brighten The Company’s Outlook
• Positive Sentiment: The Intelligent Spaces segment was a standout, with revenue up nearly 15%, gross margins above 60%, and operating margin expanding more than 800 basis points to 18.6%, highlighting improving profitability. Acuity: Q3 Earnings Brighten The Company’s Outlook
• Positive Sentiment: Analysts highlighted the beat, while a recent price-target increase from Robert W. Baird to $390 also reflects improved sentiment around the stock. Benzinga
• Neutral Sentiment: Acuity also confirmed its quarterly dividend and announced completion of the Distech Controls acquisition, which adds to the company’s strategic positioning but is less directly tied to the stock move. Acuity Brands Completes Acquisition of Distech Controls

Insider Activity at Acuity

In other news, Director Maya Leibman purchased 200 shares of the stock in a transaction dated Thursday, April 30th. The stock was acquired at an average cost of $288.83 per share, for a total transaction of $57,766.00. Following the acquisition, the director owned 400 shares of the company’s stock, valued at $115,532. The trade was a 100.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Laura O’shaughnessy acquired 1,000 shares of Acuity stock in a transaction that occurred on Wednesday, April 8th. The shares were purchased at an average price of $282.98 per share, for a total transaction of $282,980.00. Following the completion of the purchase, the director directly owned 3,111 shares of the company’s stock, valued at $880,350.78. The trade was a 47.37% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 2.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on AYI shares. Wells Fargo & Company decreased their price objective on shares of Acuity from $385.00 to $370.00 and set an “overweight” rating for the company in a research report on Tuesday, March 3rd. The Goldman Sachs Group boosted their price target on Acuity from $295.00 to $358.00 and gave the stock a “neutral” rating in a research note on Friday. Weiss Ratings downgraded Acuity from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Wall Street Zen upgraded Acuity from a “hold” rating to a “buy” rating in a research note on Sunday, June 21st. Finally, TD Cowen restated a “buy” rating on shares of Acuity in a report on Thursday. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $397.17.

Acuity 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.