Robeco Institutional Asset Management B.V. Sells 37,681 Shares of Acuity, Inc. $AYI

Robeco Institutional Asset Management B.V. decreased its position in shares of Acuity, Inc. (NYSE:AYI) by 34.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 71,016 shares of the electronics maker’s stock after selling 37,681 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.23% of Acuity worth $24,457,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orion Porfolio Solutions LLC raised 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 acquiring an additional 2,263,925 shares during the last quarter. Durable Capital Partners LP increased its position in Acuity by 13.8% in the second quarter. Durable Capital Partners LP now owns 1,249,899 shares of the electronics maker’s stock worth $372,895,000 after purchasing an additional 151,414 shares during the period. JPMorgan Chase & Co. raised its holdings in Acuity by 6.4% during the 2nd 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 during the last quarter. Boston Partners raised its holdings in Acuity by 64.0% during the 2nd quarter. Boston Partners now owns 574,975 shares of the electronics maker’s stock worth $171,580,000 after purchasing an additional 224,469 shares during the last quarter. Finally, Balyasny Asset Management L.P. acquired a new position in Acuity during the 2nd quarter valued at about $119,587,000. 98.21% of the stock is owned by institutional investors and hedge funds.

Acuity Trading Down 12.8%

AYI opened at $322.53 on Friday. The firm’s fifty day moving average is $362.49 and its two-hundred day moving average is $339.23. The firm has a market cap of $9.90 billion, a PE ratio of 25.74, a price-to-earnings-growth ratio of 1.98 and a beta of 1.50. Acuity, Inc. has a twelve month low of $216.81 and a twelve month high of $380.17. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.33 and a current ratio of 1.95.

Acuity (NYSE:AYI) last released its quarterly earnings data on Thursday, January 8th. The electronics maker reported $4.69 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $0.24. The business had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.14 billion. Acuity had a net margin of 9.13% and a return on equity of 20.81%. The firm’s quarterly 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. Equities research analysts anticipate that Acuity, Inc. will post 15.86 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Zacks Research cut shares of Acuity from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Wells Fargo & Company raised their price objective on shares of Acuity from $380.00 to $405.00 and gave the company an “overweight” rating in a research note on Thursday, October 2nd. The Goldman Sachs Group lifted their target price on shares of Acuity from $312.00 to $356.00 and gave the stock a “neutral” rating in a report on Thursday, October 2nd. Morgan Stanley upped their target price on shares of Acuity from $365.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 2nd. Finally, William Blair restated an “outperform” rating on shares of Acuity in a research report on Tuesday, December 30th. Six equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $395.17.

Key Acuity News

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS of $4.69 topped the Street, delivered ~20% year-over-year net sales growth and expanded adjusted operating profit and margins; management highlighted solid top-line execution. Acuity Reports Fiscal 2026 First-Quarter Results
• Positive Sentiment: Multiple outlets note the EPS beat and sharp sales growth, reinforcing that the quarter showed operational strength and demand recovery. Acuity Brands posts Q1 earnings beat on sharp sales growth
• Neutral Sentiment: Revenue broadly came in line with consensus (roughly $1.14B reported vs. expectations), so the beat was driven mainly by margin/adjustments rather than a large top-line surprise. Acuity Brands’s (NYSE:AYI) Q4 CY2025 Earnings Results: Revenue In Line With Expectations
• Neutral Sentiment: Pre- and post-earnings analyst notes (Zacks previews/metrics comparisons) flagged the quarter’s beats but also contain modest estimate tweaks and a “Hold” stance from Zacks, suggesting cautious analyst positioning. Acuity (AYI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Management flagged a Q2 seasonality shift and “backlog normalization,” comments investors may interpret as a signal of more mixed near-term demand or a slower sequential cadence — a likely drag on sentiment despite the beat. Acuity signals Q2 seasonality shift and highlights 20% net sales growth amid backlog normalization
• Negative Sentiment: Broader market weakness (Nasdaq decline) amplified selling pressure on cyclical/technology-related names, contributing to the stock’s pullback on the day. Nasdaq Falls Over 100 Points; Acuity Posts Upbeat Earnings

Insider Activity

In other Acuity news, SVP Barry R. Goldman sold 4,489 shares of the stock in a transaction dated Tuesday, October 28th. The stock was 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 in the company, valued at $2,211,106.16. This represents a 42.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 2.90% of the stock is owned by company insiders.

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.