Why Acuity Inc. (AYI) Stock Is Down Today

Acuity Inc. (AYI) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The pullback appears tied less to the headline quarter and more to investor reaction to the outlook and segment mix. Acuity posted higher fourth-quarter sales and adjusted earnings, but its legacy lighting business was roughly flat to down, while fiscal 2027 guidance suggests only moderate growth and includes margin pressure from higher memory costs in the Intelligent Spaces segment.

Details:

Acuity reported fiscal fourth-quarter net sales of about $1.2 billion, up roughly 3% year over year, while adjusted diluted EPS rose to $5.77.

The Acuity Brands Lighting segment generated about $959 million of quarterly sales, slipping slightly from a year earlier, which may have reinforced concern about demand in the core business.

Management guided fiscal 2027 net sales to a range of $4.7 billion to $4.9 billion and adjusted diluted EPS to a range of $20.50 to $22.00, a framework that looks solid but not strong enough to excite investors after the recent run in the shares.

The company also said higher memory costs are expected to pressure margins in Acuity Intelligent Spaces during fiscal 2027, even as that segment continues to grow at a faster pace than lighting.

Sources:

Acuity Inc. Investor Relations, SEC, StockAnalysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AYI Insider Trading Activity

$AYI insiders have traded $AYI stock on the open market 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $AYI stock by insiders over the last 6 months:

KAREN J HOLCOM (SVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 4,076 shares for an estimated $1,288,558.
BARRY R GOLDMAN (SVP & General Counsel) sold 1,200 shares for an estimated $438,780
LAURA O'SHAUGHNESSY purchased 1,000 shares for an estimated $282,980
MAYA LEIBMAN purchased 200 shares for an estimated $57,766

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AYI Hedge Fund Activity

We have seen 314 institutional investors add shares of $AYI stock to their portfolio, and 232 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 1,248,463 shares (+53.0%) to their portfolio in Q2 2026, for an estimated $470,246,073
AQR CAPITAL MANAGEMENT LLC added 838,610 shares (+192.4%) to their portfolio in Q2 2026, for an estimated $315,870,842
JPMORGAN CHASE & CO added 713,050 shares (+inf%) to their portfolio in Q2 2026, for an estimated $268,577,413
UBS GROUP AG added 291,113 shares (+129.6%) to their portfolio in Q2 2026, for an estimated $109,650,622
DURABLE CAPITAL PARTNERS LP removed 287,083 shares (-80.7%) from their portfolio in Q2 2026, for an estimated $108,132,682
ACADIAN ASSET MANAGEMENT LLC removed 247,924 shares (-42.5%) from their portfolio in Q2 2026, for an estimated $93,383,053
ALUA CAPITAL MANAGEMENT LP removed 226,168 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $85,188,438

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AYI Price Targets

Multiple analysts have issued price targets for $AYI recently. We have seen 3 analysts offer price targets for $AYI in the last 6 months, with a median target of $390.0.

Here are some recent targets:

Chris Snyder from Morgan Stanley set a target price of $410.0 on 07/01/2026
Timothy Wojs from Baird set a target price of $390.0 on 06/26/2026
Brian Lee from Goldman Sachs set a target price of $358.0 on 06/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.