William Blair Issues Positive Estimate for Acuity Earnings

Acuity, Inc. (NYSE:AYI) – Investment analysts at William Blair raised their Q1 2026 earnings estimates for shares of Acuity in a report released on Tuesday, June 24th. William Blair analyst R. Merkel now anticipates that the electronics maker will earn $4.21 per share for the quarter, up from their prior forecast of $4.19. The consensus estimate for Acuity’s current full-year earnings is $15.86 per share. William Blair also issued estimates for Acuity’s Q4 2026 earnings at $4.69 EPS and FY2026 earnings at $17.59 EPS.

Acuity (NYSE:AYI) last issued its quarterly earnings data on Thursday, June 26th. The electronics maker reported $5.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.44 by $0.68. Acuity had a net margin of 10.53% and a return on equity of 19.73%. The business had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the firm earned $4.15 EPS. The company’s quarterly revenue was up 21.7% compared to the same quarter last year.

Several other analysts also recently weighed in on AYI. Wall Street Zen upgraded shares of Acuity from a “hold” rating to a “buy” rating in a research note on Friday, May 2nd. Morgan Stanley set a $335.00 price objective on Acuity in a research report on Friday, April 4th. Robert W. Baird set a $315.00 price target on shares of Acuity and gave the stock a “neutral” rating in a research report on Wednesday, June 18th. Finally, Wells Fargo & Company lifted their target price on Acuity from $275.00 to $285.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 17th. Three equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.60.

Acuity Stock Performance

Shares of AYI stock opened at $304.39 on Wednesday. The company has a current ratio of 1.95, a quick ratio of 1.36 and a debt-to-equity ratio of 0.40. The company’s fifty day moving average price is $261.72 and its 200-day moving average price is $282.82. The stock has a market cap of $9.41 billion, a PE ratio of 23.08, a price-to-earnings-growth ratio of 1.82 and a beta of 1.60. Acuity has a 12 month low of $216.81 and a 12 month high of $345.30.

Institutional Trading of Acuity

A number of institutional investors and hedge funds have recently bought and sold shares of AYI. Kohmann Bosshard Financial Services LLC bought a new stake in Acuity in the 4th quarter worth approximately $29,000. Cullen Frost Bankers Inc. increased its position in Acuity by 525.0% in the first quarter. Cullen Frost Bankers Inc. now owns 125 shares of the electronics maker’s stock worth $33,000 after purchasing an additional 105 shares during the last quarter. True Wealth Design LLC purchased a new stake in Acuity during the fourth quarter valued at $42,000. National Bank of Canada FI raised its stake in Acuity by 50.5% during the fourth quarter. National Bank of Canada FI now owns 161 shares of the electronics maker’s stock valued at $47,000 after purchasing an additional 54 shares in the last quarter. Finally, UMB Bank n.a. lifted its position in Acuity by 45.3% during the first quarter. UMB Bank n.a. now owns 250 shares of the electronics maker’s stock valued at $66,000 after purchasing an additional 78 shares during the last quarter. 98.21% of the stock is currently owned by institutional investors.

Acuity Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 1st. Investors of record on Friday, July 18th will be paid a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a yield of 0.22%. The ex-dividend date of this dividend is Friday, July 18th. Acuity’s dividend payout ratio (DPR) is presently 5.16%.

Acuity Company Profile

Acuity Brands, Inc provides lighting, lighting controls, building management system, location-aware applications in the United States and internationally. The company operates in two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the A-Light, Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Gotham, Healthcare Lighting, Holophane, Hydrel, Indy, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, nLight, OPTOTRONIC, Peerless, RELOCWiring Solutions, and Sensor Switch.