17,306 Shares in Acuity, Inc. $AYI Acquired by SEB Asset Management AB

SEB Asset Management AB bought a new stake in shares of Acuity, Inc. (NYSE:AYI) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 17,306 shares of the electronics maker’s stock, valued at approximately $4,849,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Regents Gate Capital LLP bought a new position in shares of Acuity in the first quarter valued at $1,193,000. Swiss National Bank boosted its stake in shares of Acuity by 0.3% during the 1st quarter. Swiss National Bank now owns 60,640 shares of the electronics maker’s stock worth $16,993,000 after acquiring an additional 160 shares in the last quarter. California Public Employees Retirement System boosted its stake in shares of Acuity by 3.4% during the 1st quarter. California Public Employees Retirement System now owns 71,436 shares of the electronics maker’s stock worth $20,018,000 after acquiring an additional 2,368 shares in the last quarter. Copeland Capital Management LLC acquired a new position in shares of Acuity in the 1st quarter worth $8,902,000. Finally, Lightrock Netherlands B.V. raised its position in shares of Acuity by 176.5% during the first quarter. Lightrock Netherlands B.V. now owns 44,803 shares of the electronics maker’s stock worth $12,555,000 after purchasing an additional 28,600 shares during the period. 98.21% of the stock is currently owned by institutional investors.

Key Stories Impacting Acuity

Here are the key news stories impacting Acuity this week:

• Positive Sentiment: Zacks Research lifted Acuity’s FY2027 EPS estimate to $20.26 from $20.07 and FY2028 EPS to $21.96 from $21.77, suggesting stronger longer-term earnings power.
• Positive Sentiment: The firm also raised its Q3 2027 estimate to $5.53 from $5.32 and Q4 2027 estimate to $5.60 from $5.57, indicating continued confidence in near-term performance.
• Positive Sentiment: Several revised estimates remain above the current full-year consensus of $18.44 EPS, reinforcing the view that Acuity may outperform expectations.
• Neutral Sentiment: Zacks also trimmed a few quarterly estimates, including Q4 2026 to $5.14 from $5.23, Q2 2027 to $4.31 from $4.40, and Q1 2028 to $5.09 from $5.11, which slightly tempers the overall bullish tone.

Insiders Place Their Bets

In other Acuity news, Director Maya Leibman bought 200 shares of the company’s stock in a transaction dated Thursday, April 30th. The shares were bought at an average price of $288.83 per share, for a total transaction of $57,766.00. Following the acquisition, the director directly owned 400 shares of the company’s stock, valued at approximately $115,532. This trade represents a 100.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 2.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have recently commented on AYI. Wall Street Zen raised Acuity from a “hold” rating to a “buy” rating in a report on Sunday, June 21st. Oppenheimer set a $465.00 price objective on Acuity in a report on Friday, June 26th. TD Cowen reaffirmed a “buy” rating on shares of Acuity in a research note on Thursday, June 25th. Morgan Stanley raised their target price on shares of Acuity from $400.00 to $410.00 and gave the stock an “overweight” rating in a report on Wednesday, July 1st. Finally, The Goldman Sachs Group lifted their target price on shares of Acuity from $295.00 to $358.00 and gave the stock a “neutral” rating in a research report on Friday, June 26th. Five investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $397.17.

Acuity Price Performance

AYI opened at $331.82 on Thursday. The firm has a market capitalization of $9.93 billion, a P/E ratio of 22.00, a PEG ratio of 1.77 and a beta of 1.27. The stock has a fifty day moving average of $316.73 and a 200-day moving average of $304.70. The company has a quick ratio of 1.47, a current ratio of 2.05 and a debt-to-equity ratio of 0.24. Acuity, Inc. has a 12-month low of $257.04 and a 12-month high of $380.17.

Acuity (NYSE:AYI) last issued its quarterly earnings results on Thursday, June 25th. The electronics maker reported $5.31 earnings per share for the quarter, beating analysts’ consensus estimates of $5.17 by $0.14. The business had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.18 billion. Acuity had a return on equity of 20.26% and a net margin of 10.25%.Acuity’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.12 earnings per share. Equities analysts forecast that Acuity, Inc. will post 18.44 EPS for the current fiscal year.

Acuity Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Friday, July 17th will be paid a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Friday, July 17th. Acuity’s payout ratio is 5.31%.

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.