GHP Investment Advisors Inc. Has $2.30 Million Stake in Acuity, Inc. $AYI

GHP Investment Advisors Inc. increased its position in shares of Acuity, Inc. (NYSE:AYI) by 89.6% during the 1st quarter, Holdings Channel reports. The firm owned 8,200 shares of the electronics maker’s stock after purchasing an additional 3,876 shares during the quarter. GHP Investment Advisors Inc.’s holdings in Acuity were worth $2,298,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Millennium Management LLC grew its position in shares of Acuity by 98.4% during the 3rd quarter. Millennium Management LLC now owns 571,017 shares of the electronics maker’s stock valued at $196,653,000 after purchasing an additional 283,203 shares in the last quarter. AEGON ASSET MANAGEMENT UK Plc purchased a new position in Acuity during the fourth quarter valued at $2,019,000. American Century Companies Inc. grew its stake in shares of Acuity by 2.1% in the third quarter. American Century Companies Inc. now owns 815,050 shares of the electronics maker’s stock worth $280,695,000 after acquiring an additional 17,011 shares during the period. Thrivent Financial for Lutherans increased its position in Acuity by 499.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 164,275 shares of the electronics maker’s stock valued at $59,145,000 after acquiring an additional 136,879 shares during the last quarter. Finally, CIBC Bancorp USA Inc. bought a new stake in Acuity during the third quarter valued at approximately $54,514,000. 98.21% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Acuity

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

Acuity Stock Performance

Shares of Acuity stock opened at $361.71 on Friday. Acuity, Inc. has a 52 week low of $257.04 and a 52 week high of $380.17. The company has a 50 day moving average price of $297.99 and a 200 day moving average price of $308.10. The company has a quick ratio of 1.36, a current ratio of 2.05 and a debt-to-equity ratio of 0.24. The firm has a market capitalization of $10.97 billion, a P/E ratio of 23.99, a PEG ratio of 1.99 and a beta of 1.31.

Acuity (NYSE:AYI) last released its earnings results on Thursday, June 25th. The electronics maker reported $5.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.17 by $0.14. Acuity had a return on equity of 20.26% and a net margin of 10.25%.The firm had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.18 billion. During the same period in the prior year, the firm earned $5.12 EPS. The firm’s revenue was up 1.6% on a year-over-year basis. Sell-side analysts expect that Acuity, Inc. will post 18.02 EPS for the current year.

Acuity Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages have recently issued reports on AYI. Wells Fargo & Company reduced their price objective on shares of Acuity from $385.00 to $370.00 and set an “overweight” rating for the company in a research note on Tuesday, March 3rd. The Goldman Sachs Group boosted their price target on shares of Acuity from $295.00 to $358.00 and gave the stock a “neutral” rating in a research report on Friday. Robert W. Baird increased their price target on Acuity from $315.00 to $390.00 and gave the company a “neutral” rating in a report on Friday. Oppenheimer set a $465.00 price objective on shares of Acuity in a research note on Friday. Finally, Weiss Ratings cut shares of Acuity from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $397.17.

Acuity News Summary

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Acuity reported Q3 adjusted EPS of $5.31 versus estimates around $5.17 and revenue of $1.20 billion versus $1.18 billion expected, reinforcing investor confidence in execution. Acuity Reports Fiscal 2026 Third-Quarter Results
• Positive Sentiment: Management raised the outlook, guiding FY2026 revenue to $4.8 billion and non-GAAP EPS to $19.75, both above consensus, which suggests the strong quarter may continue. Acuity: Q3 Earnings Brighten The Company’s Outlook
• Positive Sentiment: The Intelligent Spaces segment was a standout, with revenue up nearly 15%, gross margins above 60%, and operating margin expanding more than 800 basis points to 18.6%, highlighting improving profitability. Acuity: Q3 Earnings Brighten The Company’s Outlook
• Positive Sentiment: Analysts highlighted the beat, while a recent price-target increase from Robert W. Baird to $390 also reflects improved sentiment around the stock. Benzinga
• Neutral Sentiment: Acuity also confirmed its quarterly dividend and announced completion of the Distech Controls acquisition, which adds to the company’s strategic positioning but is less directly tied to the stock move. Acuity Brands Completes Acquisition of Distech Controls

Acuity 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.