Equities Analysts Offer Predictions for Acuity Q2 Earnings

Acuity, Inc. (NYSE:AYI) – Analysts at Zacks Research cut their Q2 2026 EPS estimates for Acuity in a research report issued on Thursday, January 22nd. Zacks Research analyst Team now anticipates that the electronics maker will post earnings of $3.82 per share for the quarter, down from their prior 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.

Acuity (NYSE:AYI) last released its earnings results on Thursday, January 8th. The electronics maker reported $4.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.45 by $0.24. The firm had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.14 billion. Acuity had a return on equity of 20.97% and a net margin of 9.04%.The company’s revenue was up 20.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.97 EPS.

Several other equities analysts have also recently weighed in on AYI. Oppenheimer raised their target price on shares of Acuity from $380.00 to $435.00 and gave the company an “outperform” rating in a research note on Thursday, October 2nd. William Blair reiterated an “outperform” rating on shares of Acuity in a research note on Tuesday, December 30th. Wells Fargo & Company increased their price target on Acuity from $380.00 to $405.00 and gave the company an “overweight” rating in a research note on Thursday, October 2nd. Morgan Stanley reduced their target price on shares of Acuity from $425.00 to $410.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Finally, Robert W. Baird set a $375.00 price objective on Acuity in a research report on Friday, January 9th. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Acuity currently has a consensus rating of “Moderate Buy” and a consensus target price of $395.17.

Acuity Stock Performance

Shares of AYI opened at $315.65 on Monday. The company has a current ratio of 2.07, a quick ratio of 1.39 and a debt-to-equity ratio of 0.29. The firm has a fifty day simple moving average of $353.24 and a 200 day simple moving average of $341.21. The stock 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 12 month low of $216.81 and a 12 month high of $380.17.

Institutional Trading of Acuity

Hedge funds have recently added to or reduced their stakes in the stock. NewEdge Advisors LLC boosted its holdings in Acuity by 8,338.5% in the 1st quarter. NewEdge Advisors LLC now owns 1,097 shares of the electronics maker’s stock worth $289,000 after buying an additional 1,084 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Acuity by 17.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 76,543 shares of the electronics maker’s stock valued at $20,158,000 after purchasing an additional 11,144 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Acuity by 585.2% in the 2nd quarter. Farther Finance Advisors LLC now owns 740 shares of the electronics maker’s stock valued at $221,000 after purchasing an additional 632 shares in the last quarter. Public Employees Retirement System of Ohio grew its holdings in shares of Acuity by 23.4% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 29,685 shares of the electronics maker’s stock valued at $8,856,000 after purchasing an additional 5,637 shares during the last quarter. Finally, Clean Yield Group raised its position in Acuity by 33.1% in the 2nd quarter. Clean Yield Group now owns 932 shares of the electronics maker’s stock worth $278,000 after purchasing an additional 232 shares during the period. Institutional investors own 98.21% of the company’s stock.

Insider Transactions at Acuity

In other Acuity news, SVP Barry R. Goldman sold 4,489 shares of the company’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $365.11, for a total value of $1,638,978.79. Following the completion of the sale, the senior vice president directly owned 6,056 shares of the company’s stock, valued at approximately $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 is accessible through the SEC website. Insiders own 2.90% of the company’s stock.

Acuity Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be issued a $0.20 dividend. 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 dividend yield of 0.3%. The ex-dividend date is Monday, February 2nd. Acuity’s dividend payout ratio is 5.23%.

About Acuity

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.