William Blair Weighs in on Acuity Brands, Inc.’s Q3 2025 Earnings (NYSE:AYI)

Acuity Brands, Inc. (NYSE:AYI) – William Blair issued their Q3 2025 EPS estimates for Acuity Brands in a research note issued to investors on Thursday, June 27th. William Blair analyst R. Merkel expects that the electronics maker will post earnings of $4.12 per share for the quarter. The consensus estimate for Acuity Brands’ current full-year earnings is $14.16 per share. William Blair also issued estimates for Acuity Brands’ FY2025 earnings at $15.54 EPS.

AYI has been the subject of several other research reports. Wells Fargo & Company lowered shares of Acuity Brands from an “overweight” rating to an “equal weight” rating and lowered their target price for the company from $295.00 to $260.00 in a research note on Friday, June 28th. The Goldman Sachs Group upped their price target on shares of Acuity Brands from $227.00 to $261.00 and gave the stock a “neutral” rating in a research report on Thursday, April 4th. Oppenheimer upped their price target on shares of Acuity Brands from $250.00 to $315.00 and gave the stock an “outperform” rating in a research report on Thursday, April 4th. StockNews.com lowered shares of Acuity Brands from a “strong-buy” rating to a “buy” rating in a research report on Wednesday, June 26th. Finally, Robert W. Baird lowered their price target on shares of Acuity Brands from $286.00 to $280.00 and set a “neutral” rating for the company in a research report on Tuesday, June 18th. Three analysts have rated the stock with a hold rating and two have assigned a buy rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $279.00.

Acuity Brands Stock Up 1.0 %

AYI stock opened at $243.74 on Monday. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.77 and a quick ratio of 2.15. Acuity Brands has a 1-year low of $155.34 and a 1-year high of $272.74. The firm has a fifty day moving average price of $254.07 and a two-hundred day moving average price of $245.43. The firm has a market cap of $7.50 billion, a price-to-earnings ratio of 19.82, a PEG ratio of 1.70 and a beta of 1.42.

Acuity Brands (NYSE:AYI) last released its earnings results on Thursday, June 27th. The electronics maker reported $4.15 earnings per share for the quarter, beating the consensus estimate of $3.82 by $0.33. Acuity Brands had a net margin of 10.12% and a return on equity of 20.97%. The firm had revenue of $968.10 million during the quarter, compared to analyst estimates of $996.52 million. During the same quarter in the previous year, the firm earned $3.50 earnings per share. The firm’s revenue for the quarter was down 3.2% compared to the same quarter last year.

Institutional Investors Weigh In On Acuity Brands

A number of institutional investors and hedge funds have recently bought and sold shares of AYI. HighTower Advisors LLC acquired a new stake in Acuity Brands in the 3rd quarter valued at about $320,000. Envestnet Asset Management Inc. lifted its stake in Acuity Brands by 35.7% during the third quarter. Envestnet Asset Management Inc. now owns 54,664 shares of the electronics maker’s stock valued at $9,310,000 after buying an additional 14,392 shares in the last quarter. Tower Research Capital LLC TRC lifted its stake in Acuity Brands by 53.9% during the third quarter. Tower Research Capital LLC TRC now owns 3,450 shares of the electronics maker’s stock valued at $588,000 after buying an additional 1,208 shares in the last quarter. Gotham Asset Management LLC lifted its stake in Acuity Brands by 41.5% during the third quarter. Gotham Asset Management LLC now owns 16,132 shares of the electronics maker’s stock valued at $2,747,000 after buying an additional 4,735 shares in the last quarter. Finally, Rehmann Capital Advisory Group lifted its stake in Acuity Brands by 13.1% during the third quarter. Rehmann Capital Advisory Group now owns 2,177 shares of the electronics maker’s stock valued at $371,000 after buying an additional 253 shares in the last quarter. 98.21% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Karen J. Holcom sold 7,745 shares of the company’s stock in a transaction dated Thursday, April 4th. The shares were sold at an average price of $262.24, for a total value of $2,031,048.80. Following the completion of the sale, the chief financial officer now owns 20,287 shares of the company’s stock, valued at $5,320,062.88. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, Director Maya Leibman acquired 200 shares of Acuity Brands stock in a transaction that occurred on Thursday, April 25th. The stock was acquired at an average price of $248.91 per share, with a total value of $49,782.00. Following the completion of the acquisition, the director now directly owns 200 shares of the company’s stock, valued at approximately $49,782. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Karen J. Holcom sold 7,745 shares of the company’s stock in a transaction dated Thursday, April 4th. The shares were sold at an average price of $262.24, for a total transaction of $2,031,048.80. Following the completion of the sale, the chief financial officer now directly owns 20,287 shares of the company’s stock, valued at $5,320,062.88. The disclosure for this sale can be found here. Corporate insiders own 1.50% of the company’s stock.

Acuity Brands Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 1st. Investors of record on Thursday, July 18th will be issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.25%. The ex-dividend date is Thursday, July 18th. Acuity Brands’s payout ratio is currently 4.88%.

About Acuity Brands

Acuity Brands, Inc provides lighting, lighting controls, building management system, location-aware applications in the United States and internationally. The company operates in two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the A-Light, Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Gotham, Healthcare Lighting, Holophane, Hydrel, Indy, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, nLight, OPTOTRONIC, Peerless, RELOCWiring Solutions, and Sensor Switch.