Acuity Inc. (AYI) is down 7.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a mix of pre-earnings caution and lingering concern about soft demand in Acuity’s lighting segment. This could be because investors are reducing exposure ahead of the company’s fiscal third-quarter report on June 25, 2026, especially after management previously signaled a weaker full-year outlook for that business.
Details:
Acuity has scheduled its fiscal 2026 third-quarter results for June 25, 2026, creating a near-term event risk that can pressure shares when expectations are uncertain.In its most recent quarterly release, Acuity posted second-quarter net sales of about $1.1 billion, up roughly 5% year over year, while adjusted diluted EPS rose to $4.14.That same quarter showed weakness in Acuity Brands Lighting, where sales fell about 2.8% from a year earlier, even as the company continued to show strength in its intelligent spaces business.Management later indicated full-year sales for the lighting segment were expected to be flat to down low single digits, which helps explain why traders may be reacting defensively ahead of the next update.Sources:
Acuity Inc. Investor Relations, Acuity Inc. earnings call transcript, Investing.com
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 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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 7,050 shares for an estimated $2,167,428.
- LAURA O'SHAUGHNESSY purchased 1,000 shares for an estimated $282,980
- MAYA LEIBMAN purchased 200 shares for an estimated $57,766
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$AYI Hedge Fund Activity
We have seen 279 institutional investors add shares of $AYI stock to their portfolio, and 321 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- M&T BANK CORP added 681,696 shares (+6496.7%) to their portfolio in Q4 2025, for an estimated $245,437,827
- FMR LLC added 677,699 shares (+40.4%) to their portfolio in Q1 2026, for an estimated $189,904,813
- DURABLE CAPITAL PARTNERS LP removed 459,593 shares (-56.4%) from their portfolio in Q1 2026, for an estimated $128,787,150
- MILLENNIUM MANAGEMENT LLC removed 447,493 shares (-91.7%) from their portfolio in Q1 2026, for an estimated $125,396,488
- PALESTRA CAPITAL MANAGEMENT LLC removed 370,529 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $103,829,636
- ALYESKA INVESTMENT GROUP, L.P. removed 256,118 shares (-46.6%) from their portfolio in Q1 2026, for an estimated $71,769,385
- POINT72 ASSET MANAGEMENT, L.P. removed 236,638 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $66,310,700
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 Analyst Ratings
Wall Street analysts have issued reports on $AYI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/12/2026
To track analyst ratings and price targets for $AYI, check out Quiver Quantitative's $AYI forecast page.
$AYI Price Targets
Multiple analysts have issued price targets for $AYI recently. We have seen 4 analysts offer price targets for $AYI in the last 6 months, with a median target of $342.5.
Here are some recent targets:
- Timothy Wojs from Baird set a target price of $315.0 on 04/06/2026
- Brian Lee from Goldman Sachs set a target price of $295.0 on 04/06/2026
- Joseph O'Dea from Wells Fargo set a target price of $370.0 on 03/03/2026
- Christopher Snyder from Morgan Stanley set a target price of $410.0 on 01/12/2026
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.
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Acuity (AYI) Falls as Investors Brace for Earnings and Weigh Soft Lighting Demand
Acuity Inc. (AYI) is down 7.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a mix of pre-earnings caution and lingering concern about soft demand in Acuity’s lighting segment. This could be because investors are reducing exposure ahead of the company’s fiscal third-quarter report on June 25, 2026, especially after management previously signaled a weaker full-year outlook for that business.
Details:
Sources:
Acuity Inc. Investor Relations, Acuity Inc. earnings call transcript, Investing.com
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 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AYI stock by insiders over the last 6 months:
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 279 institutional investors add shares of $AYI stock to their portfolio, and 321 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
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 Analyst Ratings
Wall Street analysts have issued reports on $AYI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $AYI, check out Quiver Quantitative's $AYI forecast page.
$AYI Price Targets
Multiple analysts have issued price targets for $AYI recently. We have seen 4 analysts offer price targets for $AYI in the last 6 months, with a median target of $342.5.
Here are some recent targets:
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.
Read full article here »