Acuity, Inc. $AYI Stock Position Increased by Osaic Holdings Inc.

Osaic Holdings Inc. grew its position in Acuity, Inc. (NYSE:AYI) by 345.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 20,280 shares of the electronics maker’s stock after purchasing an additional 15,730 shares during the period. Osaic Holdings Inc. owned approximately 0.07% of Acuity worth $6,050,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in AYI. Orion Porfolio Solutions LLC boosted its position in shares of Acuity by 50,220.2% during the second quarter. Orion Porfolio Solutions LLC now owns 2,268,433 shares of the electronics maker’s stock worth $676,764,000 after buying an additional 2,263,925 shares during the period. Durable Capital Partners LP boosted its position in Acuity by 13.8% during the 2nd quarter. Durable Capital Partners LP now owns 1,249,899 shares of the electronics maker’s stock worth $372,895,000 after acquiring an additional 151,414 shares during the period. JPMorgan Chase & Co. grew its stake in shares of Acuity by 6.4% in the second quarter. JPMorgan Chase & Co. now owns 840,508 shares of the electronics maker’s stock worth $250,759,000 after purchasing an additional 50,491 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of Acuity by 34.6% during the first quarter. AQR Capital Management LLC now owns 613,217 shares of the electronics maker’s stock valued at $157,910,000 after purchasing an additional 157,790 shares during the period. Finally, Boston Partners raised its stake in shares of Acuity by 64.0% during the second quarter. Boston Partners now owns 574,975 shares of the electronics maker’s stock valued at $171,580,000 after purchasing an additional 224,469 shares in the last quarter. Institutional investors and hedge funds own 98.21% of the company’s stock.

Insider Buying and Selling at Acuity

In other news, SVP Barry R. Goldman sold 4,687 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $368.01, for a total transaction of $1,724,862.87. Following the sale, the senior vice president owned 10,545 shares in the company, valued at $3,880,665.45. The trade was a 30.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 2.90% of the stock is currently owned by company insiders.

Acuity Price Performance

Shares of NYSE:AYI opened at $368.29 on Tuesday. The company has a market capitalization of $11.31 billion, a PE ratio of 29.39, a price-to-earnings-growth ratio of 1.95 and a beta of 1.49. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.33 and a current ratio of 1.95. The stock has a fifty day moving average of $361.75 and a 200-day moving average of $331.54. Acuity, Inc. has a one year low of $216.81 and a one year high of $379.17.

Acuity (NYSE:AYI) last announced its earnings results on Wednesday, October 1st. The electronics maker reported $5.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.84 by $0.36. Acuity had a return on equity of 20.81% and a net margin of 9.13%.The company had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same period in the previous year, the firm earned $4.30 earnings per share. Acuity’s revenue for the quarter was up 17.1% compared to the same quarter last year. Acuity has set its FY 2026 guidance at 19.000-20.500 EPS. As a group, equities analysts anticipate that Acuity, Inc. will post 15.86 EPS for the current fiscal year.

Acuity Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, November 3rd. Shareholders of record on Friday, October 17th were issued a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Friday, October 17th. Acuity’s dividend payout ratio (DPR) is presently 5.43%.

Analyst Ratings Changes

Several equities analysts have commented on AYI shares. TD Cowen raised their target price on shares of Acuity from $330.00 to $390.00 and gave the company a “buy” rating in a research note on Thursday, October 2nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Acuity in a research note on Monday, December 15th. Morgan Stanley upped their target price on Acuity from $365.00 to $425.00 and gave the stock an “overweight” rating in a research report on Thursday, October 2nd. Zacks Research lowered Acuity from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Oppenheimer lifted their price target on Acuity from $380.00 to $435.00 and gave the company an “outperform” rating in a research report on Thursday, October 2nd. Six investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $395.17.

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.