Inside the research

Acuity Inc.

AYI Research profile · latest available data

Price overview

$319.42

▲ +9.97 (+3.2%)

52w hi$376.44
52w lo$257.46
Vol478.00K
As of25 Sep 2026

The Verdict

Strong Buy

Our score +2.34

Short+4.87
Medium+0.91
Long+0.16

computed 2026-09-27

Key fundamentals

Acuity Inc.

Industrials · Electrical Equipment & Parts

Market cap$9.56B
Enterprise value$9.89B
Trailing P/E21.24x
Forward P/E14.72x
EV / EBITDA13.26x
P / S (ttm)2.08x
Profit margin10.3%
Return on equity17.4%
Revenue growth+1.6%
Earnings growth+46.2%
Debt / equity28.21

Layer Breakdown

LayerRawContribution
Fundamental+0.34
Sector-0.01
Technical-0.26
Earnings+0.67
Sentiment+0.65

macro × 1.00 · 2026-09-27

Business overview

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics under the Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions, and SensorSwitch brand names. This segment serves electrical distributors, consumer retailers, large corporate accounts, and original equipment manufacturer customers. The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes; Q-SYS, a full-stack audio, video, and control platform, and QSC Audio, an audio technology for live entertainers and sound reinforcement professionals. This segment serves retail stores, airports, universities, enterprise campuses, sports venues, themed entertainment, and hospitality sectors through system integrators. It offers its products and solutions under the Atrius, Distech Controls, QSC, and KE2 Therm Solutions brands. Acuity Inc. was formerly known as Acuity Brands, Inc. and changed its name to Acuity Inc. in March 2025. Acuity Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.

United States · www.acuityinc.com

Risk Metrics

Beta vs SPX1.25
Corr SPX0.57
Annual vol35.3%
Annual ret+14.2%
Sharpe0.40
Max DD-33.7%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$352.50
High / Low$435.00 / $295.00
Median$342.50
Analysts8
Strong Buy2
Buy4
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-04-06Goldman Sachs→ Neutral
2026-04-06Baird→ Neutral
2026-03-25Baird→ Neutral
2026-03-03Wells Fargo→ Overweight
2026-01-12Morgan Stanley→ Overweight
2025-10-02Wells Fargo→ Overweight

Material Events

DateEvent8-K
2026-06-25Earnings Release, Exhibitsread
2026-05-13Material Agreement, Material Obligation…read
2026-04-02Earnings Release, Exhibitsread
2026-01-23Shareholder Voteread
2026-01-08Earnings Release, Exhibitsread
2025-10-01Earnings Release, Exhibitsread
2025-06-26Earnings Release, Exhibitsread
2025-04-03Earnings Release, Exhibitsread
2025-03-12Bylaws Amendment, Reg FD Disclosure…read
2025-02-13Officer / Director Changeread
2025-01-24Shareholder Voteread
2025-01-08Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-02GOLDMAN BARRY RSVP & General CounselSell1.20K$438.78K
2026-06-01HOLCOM KAREN JSVP & Chief Financial OffSell2.08K$629.32K
2026-04-30Leibman MayaBuy200$57.77K
2026-04-08O'Shaughnessy LauraBuy1.00K$282.98K
2026-01-28HOLCOM KAREN JSVP & Chief Financial OffOption exercise897$215.06K
2026-01-28HOLCOM KAREN JSVP & Chief Financial OffSell4.97K$1.54M
2026-01-21HANCE JAMES H JRGrant546$175.04K

Flow & Concentration

Insider 180d net-$727.35K
Insider buys / sells2 / 2
Insider biasNeutral
13F holders8
Top-5 share99.8%
HHI3,766 (concentrated)

Top Holders

HolderValueShares
Fidelity / FMR LLC$1.36B3.60M
AQR Capital Management$471.01M1.27M
State Street Corp$363.85M966.02K
Capital Research / Capital World$194.27M515.77K
Citadel Advisors$46.80M124.25K
Bridgewater Associates$2.91M7.73K
Millennium Management$618.85K1.64K
T. Rowe Price Group$203.95K541.46K

As of 2026-06-30

Dividends

Yield (TTM)0.18%
$ / share (TTM)$0.57
5y CAGR+5.5%

Annual dividend per share

2021$0.52
2022$0.52
2023$0.52
2024$0.60
2025$0.68
2026$0.40

SEC Filings

DateFormDoc
2026-07-064view
2026-06-2611-Kview
2026-06-258-Kview
2026-06-2510-Qview
2026-06-034view
2026-05-138-Kview
2026-05-044view
2026-04-104view
2026-04-0210-Qview
2026-04-028-Kview
2026-01-304view
2026-01-234view
2026-01-234view
2026-01-234view
2026-01-238-Kview

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$3.95B+6.5%
Gross profit$1.71B+6.3%
Operating income$563.90M+8.1%
Net income$346.00M+10.6%
Cash from ops$601.40M+14.3%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$312.71$319.64$309.91$319.42478.00K
Sep 24$303.18$314.63$303.18$309.45368.30K
Sep 23$309.60$314.82$305.25$306.06332.50K
Sep 22$310.09$313.51$307.70$310.77254.70K
Sep 21$306.88$308.65$300.03$306.46264.60K

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