Acuity Inc. (AYI) Stock Price & Analysis
Acuity Inc. (AYI) closed at USD 301.87 on Thursday, October 15, 2026, up 1.68% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 296.87; the Oct 15, 2026 session ranged USD 293.25–303.6 on volume of 258,479 shares. Market capitalization is $9.04B, with a 52-week range of USD 257.04–380.17 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AYI.md
Key facts (AYI)
- Last four reported quarters (through May 31, 2026): revenue $4.61B, net income $472M (10.3% margin), free cash flow $639M (SEC filings).
- Valuation: P/E 19.1x (avg 20.0x at the last 3 fiscal year-ends), EV/EBITDA 11.2x, net debt $285M.
- 2 of 80 tracked superinvestors hold AYI (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.29 on a 1–5 scale) (7 analysts), mean target USD 375.17 (range 345–415).
- Total return with dividends: 1Y -16.2% vs S&P 500 +18.1%; 5Y +47.1% vs S&P 500 +85.1%.
- Next earnings: 2026-10-01, EPS estimate USD 5.08, revenue estimate $1.17B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AYI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.95B | $3.84B | $4.35B | $4.61B |
| Gross profit | $1.48B | $1.67B | $1.71B | $1.78B | $2.08B | — |
| Operating income | $428M | $510M | $473M | $553M | $564M | $667M |
| Net income | $306M | $384M | $346M | $423M | $397M | $472M |
| EPS (diluted) | $8.38 | $11.08 | $10.76 | $13.44 | $12.53 | — |
| Free cash flow | $365M | $260M | $511M | $555M | $533M | $639M |
| Gross margin | 42.6% | 41.8% | 43.3% | 46.4% | 47.8% | — |
| Operating margin | 12.4% | 12.7% | 12.0% | 14.4% | 13.0% | 14.5% |
| Net margin | 8.9% | 9.6% | 8.8% | 11.0% | 9.1% | 10.3% |
| Revenue growth | +4.0% | +15.7% | -1.3% | -2.8% | +13.1% | — |
| Cash + short-term investments | $491M | $223M | $398M | $846M | $423M | — |
| Total debt | $494M | $513M | $496M | $496M | $897M | — |
Fiscal years end Aug. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through May 31, 2026) (AYI)
P/E 19.1x · P/S 2.0x · EV/EBITDA 11.2x · EV/Sales 2.0x · P/FCF 14.1x · P/B 3.2x · FCF yield 7.08% · Earnings yield 5.23% · Dividend yield (paid, TTM) 0.25% · Buyback yield (TTM) 2.85% · Net debt $285M · EV $9.32B
P/E at fiscal year-ends: Aug 2025 26.0x, Aug 2024 19.0x, Aug 2023 15.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (AYI)
2 of 80 tracked investors hold AYI. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Henry Ellenbogen | Durable Capital Partners | 0.25% | $25.9M | Reduced -80.7% |
| Thomas Gayner | Markel Group | 0.03% | $3.7M | Unchanged |
Analysts (AYI)
Consensus Buy (mean 2.29 on a 1–5 scale), 7 analysts; mean target USD 375.17 (low 345, high 415).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Oppenheimer | Target lowered | Outperform | $440 → $415 |
| 2026-10-02 | Baird | Target lowered | Neutral | $360 → $348 |
| 2026-09-29 | Baird | Target lowered | Neutral | $390 → $360 |
| 2026-09-28 | William Blair | Downgrade | Outperform → Market Perform | |
| 2026-07-01 | Morgan Stanley | Target raised | Overweight | $400 → $410 |
| 2026-06-26 | Goldman Sachs | Target raised | Neutral | $295 → $358 |
| 2026-06-26 | Baird | Target raised | Neutral | $315 → $390 |
Total return (dividends reinvested) (AYI)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -16.2% | +47.1% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -16.2% | +8.0% |
| Volatility (annualized) | 38.1% | 30.0% |
| Max drawdown | -31.5% (Jan 2026→Mar 2026) | -31.6% (Jan 2025→Apr 2025) |
Key Statistics (as of October 16, 2026 at 05:20 UTC)
| Price | USD 301.87 |
|---|---|
| Change | ▲ 1.68% (up) |
| Previous Close | USD 296.87 |
| Open | USD 294.15 |
| Day Range | USD 293.25 – 303.6 |
| 52-Week Range | USD 257.04 – 380.17 |
| Volume | 258,479 shares |
| Market Cap | $9.04B |
| Exchange | NYQ |
Technical Analysis (AYI)
Nexqual's technical model rates AYI "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:20 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 42.82 (neutral) |
| vs SMA50 | Below (USD 323.37) |
| MACD | -5.87 (negative) |
Analyst Ratings (AYI)
Wall Street analysts rate AYI "Buy" based on 7 analysts, with a mean price target of USD 375.17 (range USD 345–415), per Nexqual as of October 16, 2026 at 05:20 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 375.17 |
| High Target | USD 415 |
| Low Target | USD 345 |
| Buy / Hold / Sell | 3 / 4 / 0 |
Earnings (AYI)
| Next Earnings Date | 2026-10-01 |
|---|---|
| EPS Estimate | USD 5.08 |
| Revenue Estimate | $1.17B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 5.77 vs est 5.56 ▲ beat |
| 2026-05-31 | USD 5.31 vs est 5.19 ▲ beat |
| 2026-02-28 | USD 4.14 vs est 4 ▲ beat |
| 2025-11-30 | USD 4.69 vs est 4.59 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financials & Fundamentals (AYI)
| Total Revenue | $4.64B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.90% |
| Gross Margin | +49.54% |
| Operating Margin | +16.06% |
| Profit Margin | +11.45% |
| ROE | +18.64% |
| Debt / Equity | 0.23 |
| Current Ratio | 1.7 |
| Total Cash | $636.30M |
| Total Debt | $697.40M |
| Free Cash Flow (fiscal year ended Aug 2025, SEC 10-K) | $533.00M (12.3% of revenue) |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financial Health Score (AYI)
Nexqual rates Acuity Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:20 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 50%, operating 16% |
| Balance Sheet | Strong — $636M cash vs $697M debt |
| Cash Flow | Solid — FCF $533M (FY ended Aug 2025, 10-K), 12% margin |
| Efficiency | Solid — ROE 19%, ROA 8.9% |
Ownership (AYI)
| Insider Ownership | +0.42% |
|---|---|
| Institutional Ownership | +103.02% |
| Shares Outstanding | 29.94M |
| Float | 29.75M |
| Short % of Float | +3.59% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Leadership (AYI)
Acuity Inc. is led by Neil M. Ashe (age 57), Chairman, President & CEO, per Nexqual as of October 16, 2026 at 05:20 UTC.
| Chairman, President & CEO | Neil M. Ashe (age 57) |
|---|---|
| Senior VP & CFO | Karen J. Holcom (age 56) |
| Vice President of Investor Relations | Charlotte McLaughlin |
| Senior Vice President of Corporate Marketing & Communications | April Johnson Appling |
| Senior Vice President of Corporate Development & Strategy | Philippe Brzusczak |
Major Backers & Investors (AYI)
Notable institutional backers of Acuity Inc. include FMR, LLC, Fidelity, AQR Capital Management, LLC, according to Nexqual as of October 16, 2026 at 05:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 12.04% |
| Fidelity | 5.52% |
| AQR Capital Management, LLC | 4.26% |
| American Century Companies Inc | 4.12% |
| Fuller & Thaler Asset Management Inc. | 2.58% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 16.38% |
| BlackRock | 13.47% |
| State Street | 3.23% |
| Geode Capital | 2.57% |
| Dimensional Fund Advisors | 2.56% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AEIS | Advanced Energy Industries, Inc | USD 252.08 | ▼ 8.55% |
| FPS | Forgent Power Solutions, Inc. | USD 32.37 | ▼ 10.51% |
| ENS | EnerSys | USD 172.82 | ▼ 2.58% |
| POWL | Powell Industries, Inc. | USD 170.82 | ▼ 6.55% |
| NVT | nVent Electric plc | USD 145.73 | ▼ 9.75% |
| HUBB | Hubbell Inc | USD 464.71 | ▼ 2.77% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:20 UTC. This page is informational and not investment advice.
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