Acuity Inc. (AYI)

Industrials · NYQ

$308.92+0.04% today

Price as at 30 Sept 2026, 16:17 UTC. Quotes are delayed.

Fundamentals

Market cap$9.80B
P/E ratio21.7
Dividend yield0.24%
Revenue growth (YoY)+1.6%
Profit margin10.3%
Return on equity17.4%
52-week range$257.04 to $380.17

Valuation and ratings

Fair value estimate$579.81
Upside to fair value+87.7%
Analyst target (mean)$398.29
Analyst range$358.00 to $465.00
Analysts with price targets7
Consensus viewbuy
Moat score57/100
Overall rating67/100, good quality

Fair value: $579.81 (+87.7%), see how we got there

Acuity Inc. trades at $308.92, which is 88% below the $579.81 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.

Our moat model scores it 57 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 21.7 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

AYI dividend history

Dividend yield0.24%
Paid, trailing 12 months$0.770 per share
Most recent payment$0.200, ex 17 Jul 2026
5-year growth (p.a.)+5.5%
Consecutive years of growth2
Consecutive years paid24

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$0.6003
2025$0.6804
2024$0.6004
2023$0.5204
2022$0.5204
2021$0.5204
2020$0.5204
2019$0.5204
2018$0.5204
2017$0.5204
2016$0.5204

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

AYI earnings and analyst estimates

EPS estimate, next year$21.64
Expected EPS growth+9.8%
Expected revenue growth+5.0%

Recommendation mix, 8 published ratings

5 buy3 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Acuity Inc.

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics under the Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions, and SensorSwitch brand names. This segment serves electrical distributors, consumer retailers, large corporate accounts, and original equipment manufacturer customers. The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes; Q-SYS, a full-stack audio, video, and control platform, and QSC Audio, an audio technology for live entertainers and sound reinforcement professionals. This segment serves retail stores, airports, universities, enterprise campuses, sports venues, themed entertainment, and hospitality sectors through system integrators. It offers its products and solutions under the Atrius, Distech Controls, QSC, and KE2 Therm Solutions brands. Acuity Inc. was formerly known as Acuity Brands, Inc. and changed its name to Acuity Inc. in March 2025. Acuity Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.

Industry: Electrical Equipment & PartsEmployees: 13,800HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

AYI passes 3 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in AYI

We hold 7 disclosed trades in AYI by members of Congress and executive-branch officials. The latest 5:

  • Greg Gianforte · HouseSell · $100,001 - $250,000 · traded 29 Apr 2020 · disclosed 7 May 2020
  • Greg Gianforte · HouseBuy · $50,001 - $100,000 · traded 17 Apr 2019 · disclosed 26 Apr 2019
  • Donna Shalala · HouseSell · $1,001 - $15,000 · traded 16 Apr 2019 · disclosed 27 Apr 2020
  • Donna Shalala · HouseSell · $1,001 - $15,000 · traded 3 Apr 2019 · disclosed 27 Apr 2020
  • Greg Gianforte · HouseBuy · $50,001 - $100,000 · traded 24 Dec 2018 · disclosed 2 Feb 2019

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

AYI peers

The largest companies in the same industry (Electrical Equipment & Parts), then in the same sector.

Every industrials company we cover is on the Industrials hub.

Common questions

Is Acuity Inc. (AYI) undervalued?

Against our fair value estimate of $579.81, AYI at $308.92 is 88% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own AYI?

13 of the institutions we track reported a position in AYI in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

What is AYI's P/E ratio?

AYI trades at 21.7 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does Acuity Inc. (AYI) pay a dividend?

Yes. Acuity Inc. yields 0.24% at the current share price. It has paid $0.770 per share over the trailing twelve months. It has paid a dividend in each of the last 24 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its AYI data?

Fundamentals for AYI come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 16:17 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for AYI, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.