Zacks Research Issues Negative Outlook for Acuity Earnings

Acuity, Inc. (NYSE:AYI) – Stock analysts at Zacks Research reduced their Q2 2026 EPS estimates for shares of Acuity in a research report issued on Thursday, January 22nd. Zacks Research analyst Team now expects that the electronics maker will post earnings of $3.82 per share for the quarter, down from their previous estimate of $3.99. Zacks Research currently 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 posted its quarterly earnings results on Thursday, January 8th. The electronics maker reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.24. The business had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.14 billion. Acuity had a return on equity of 20.97% and a net margin of 9.04%.The firm’s revenue was up 20.2% on a year-over-year basis. During the same period last year, the company earned $3.97 EPS.

Other equities research analysts also recently issued research reports about the stock. Wells Fargo & Company upped their target price 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. Robert W. Baird set a $375.00 target price on Acuity in a research note on Friday, January 9th. William Blair reaffirmed an “outperform” rating on shares of Acuity in a research report on Tuesday, December 30th. Wall Street Zen lowered Acuity from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 10th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Acuity in a report on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $395.17.

Acuity Price Performance

Shares of AYI opened at $313.25 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 stock has a market cap of $9.60 billion, a P/E ratio of 24.10, a price-to-earnings-growth ratio of 1.69 and a beta of 1.50. The stock’s 50-day moving average price is $351.99 and its two-hundred day moving average price is $341.38. Acuity has a 1 year low of $216.81 and a 1 year high of $380.17.

Acuity Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be given a $0.20 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This is a boost from Acuity’s previous quarterly dividend of $0.17. This represents a $0.80 annualized dividend and a dividend yield of 0.3%. Acuity’s payout ratio is currently 5.23%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of Acuity by 25.6% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 152 shares of the electronics maker’s stock valued at $52,000 after purchasing an additional 31 shares during the last quarter. Clearstead Advisors LLC grew its holdings in Acuity by 0.5% in the 3rd quarter. Clearstead Advisors LLC now owns 6,269 shares of the electronics maker’s stock valued at $2,159,000 after buying an additional 31 shares in the last quarter. Illumine Investment Management LLC lifted its holdings in shares of Acuity by 1.2% during the third quarter. Illumine Investment Management LLC now owns 2,872 shares of the electronics maker’s stock worth $989,000 after buying an additional 33 shares in the last quarter. Diversified Trust Co lifted its holdings in shares of Acuity by 0.6% during the third quarter. Diversified Trust Co now owns 5,577 shares of the electronics maker’s stock worth $1,921,000 after buying an additional 35 shares in the last quarter. Finally, Assetmark Inc. boosted its position in shares of Acuity by 6.4% in the fourth quarter. Assetmark Inc. now owns 617 shares of the electronics maker’s stock valued at $222,000 after acquiring an additional 37 shares during the period. Institutional investors and hedge funds own 98.21% of the company’s stock.

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.