Acuity Inc. (AYI)

Over the past six months, Acuity, Inc. reported strong fiscal Q4 2025 and Q1 2026 earnings, with net sales reaching $1.2 billion and $1.14 billion respectively. The company increased its quarterly dividend by 17% to $0.20 per share. Analyst activity has been generally positive, with varied target prices and a consensus rating of 'Moderate Buy.' There have been insider transactions with SVP Barry R. Goldman and CFO Karen Holcom selling shares. Institutional investors have adjusted their holdings. As of February 5, 2026, the stock price was $315.96, with a 7.22% increase over the last six months.

Acuity, Inc.'s revenues are influenced by weather conditions, seasonal demand in construction and installation, and customer budget cycles, with historically highest sales in the last two quarters of its fiscal year. The cyclical nature of the construction market and broader economic conditions can impact demand.

Acuity, Inc. is an industrial technology company specializing in lighting, lighting controls, and intelligent building solutions, operating through Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS). ABL focuses on commercial, architectural, and specialty lighting, including luminaires and control systems, with brands like Aculux and Lithonia Lighting, and recently acquired Arize horticulture lighting. AIS provides building management and audio/visual solutions, including building automation and cloud-based AVC technology, marketed under brands like Distech Controls and Atrius, and significantly enhanced its capabilities with the acquisition of QSC in January 2025.

Acuity, Inc. has a broad geographic presence in North America, Europe, and Asia, operating 19 manufacturing facilities across North America and Europe, including sites in the United States, Mexico, and Europe, with its largest U.S. facility in Crawfordsville, Indiana. Sales and distribution are managed through sales forces in North America, Europe, and an international sales group.

Acuity, Inc.'s brand reputation has been shaped by its corporate rebranding from 'Acuity Brands, Inc.' to 'Acuity Inc.,' strategic acquisitions like QSC and Arize, strong financial performance with increased net sales and adjusted diluted EPS, a 17% increase in the quarterly dividend, and a 'Moderate Buy' consensus rating from analysts.

Institutional investors hold a significant majority (98.21%) of Acuity, Inc.'s shares, with major holders including The Vanguard Group, Inc. and BlackRock, Inc. Insider ownership stands at approximately 2.80%, while retail and public investors hold less than 1.0% of the shares.