Corient Private Wealth LLC Increases Position in Acuity, Inc. $AYI

Corient Private Wealth LLC lifted its holdings in shares of Acuity, Inc. (NYSE:AYI) by 25.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,215 shares of the electronics maker’s stock after buying an additional 3,082 shares during the period. Corient Private Wealth LLC’s holdings in Acuity were worth $5,479,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Elyxium Wealth LLC acquired a new position in Acuity in the 4th quarter valued at about $25,000. Entrust Financial LLC acquired a new stake in Acuity during the 4th quarter worth approximately $27,000. Miller Capital Partners Inc. purchased a new position in shares of Acuity in the 4th quarter valued at approximately $27,000. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Acuity in the fourth quarter valued at approximately $36,000. Finally, Torren Management LLC purchased a new stake in shares of Acuity during the fourth quarter worth approximately $39,000. Hedge funds and other institutional investors own 98.21% of the company’s stock.

Trending Headlines about Acuity

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Acuity posted adjusted earnings of $5.31 per share, topping estimates, while revenue rose to about $1.20 billion and also came in ahead of expectations. Acuity Reports Fiscal 2026 Third-Quarter Results
• Positive Sentiment: Management said the quarter showed solid execution, with higher adjusted operating profit, improved EPS, and strong cash flow, which supports the stock’s rally. Acuity Brands Earnings Call Highlights AIS-Led Momentum
• Positive Sentiment: Analysts and news coverage pointed to strong AIS growth as a key driver, helping offset market softness and reinforcing optimism around the company’s business mix. Acuity Inc (AYI) Q3 2026 Earnings Call Highlights
• Positive Sentiment: Acuity completed its acquisition of Distech Controls, a strategic move that may expand its building-management and controls capabilities over time. Acuity Brands Completes Acquisition of Distech Controls
• Neutral Sentiment: The company also announced a quarterly dividend of $0.20 per share, a routine capital-return update that is supportive but not a major short-term catalyst. Acuity Inc. Declares Quarterly Dividend

Acuity Trading Up 17.5%

NYSE:AYI opened at $358.85 on Friday. The stock has a fifty day moving average price of $296.32 and a two-hundred day moving average price of $307.72. The stock has a market capitalization of $10.88 billion, a price-to-earnings ratio of 26.31, a PEG ratio of 1.70 and a beta of 1.31. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.36 and a current ratio of 2.07. Acuity, Inc. has a 1 year low of $257.04 and a 1 year high of $380.17.

Acuity (NYSE:AYI) last issued its earnings results on Thursday, June 25th. The electronics maker reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. Acuity had a net margin of 9.37% and a return on equity of 20.74%. The company had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.18 billion. During the same period in the previous year, the firm earned $5.12 EPS. The business’s revenue was up 1.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Acuity, Inc. will post 18.02 earnings per share for the current fiscal year.

Acuity Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Friday, July 17th will be issued a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, July 17th. This represents a $0.80 dividend on an annualized basis and a yield of 0.2%. Acuity’s payout ratio is currently 5.87%.

Analysts Set New Price Targets

Several brokerages recently weighed in on AYI. Wall Street Zen raised Acuity from a “hold” rating to a “buy” rating in a report on Sunday, June 21st. Robert W. Baird cut their price objective on shares of Acuity from $320.00 to $315.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Weiss Ratings downgraded shares of Acuity from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Wells Fargo & Company dropped their price target on shares of Acuity from $385.00 to $370.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 3rd. Finally, TD Cowen restated a “buy” rating on shares of Acuity in a research report on Thursday. Five investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $369.17.

Insider Transactions at Acuity

In related news, Director Laura O’shaughnessy purchased 1,000 shares of Acuity stock in a transaction dated Wednesday, April 8th. The stock was bought at an average cost of $282.98 per share, for a total transaction of $282,980.00. Following the transaction, the director owned 3,111 shares in the company, valued at approximately $880,350.78. The trade was a 47.37% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Maya Leibman purchased 200 shares of Acuity stock in a transaction dated Thursday, April 30th. The shares were bought at an average price of $288.83 per share, with a total value of $57,766.00. Following the completion of the transaction, the director owned 400 shares in the company, valued at approximately $115,532. This trade represents a 100.00% increase in their position. The SEC filing for this purchase provides additional information. 2.90% of the stock is currently owned by insiders.

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.