Acuity (NYSE:AYI) Given New $390.00 Price Target at Robert W. Baird

Posted by Geri Gentry on Jun 26th, 2026

Acuity (NYSE:AYI – Get Free Report) had its target price lifted by stock analysts at Robert W. Baird from $315.00 to $390.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the electronics maker’s stock. Robert W. Baird’s price target suggests a potential upside of 8.68% from the stock’s current price.

AYI has been the topic of a number of other research reports. Wells Fargo & Company decreased their price objective on shares of Acuity from $385.00 to $370.00 and set an “overweight” rating on the stock in a report on Tuesday, March 3rd. The Goldman Sachs Group dropped their target price on shares of Acuity from $342.00 to $295.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Wall Street Zen raised Acuity from a “hold” rating to a “buy” rating in a research note on Sunday, June 21st. TD Cowen restated a “buy” rating on shares of Acuity in a report on Thursday. Finally, Weiss Ratings downgraded Acuity from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $381.67.

Check Out Our Latest Stock Analysis on Acuity

Acuity Trading Up 17.5%

NYSE:AYI opened at $358.85 on Friday. Acuity has a 1 year low of $257.04 and a 1 year high of $380.17. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.36 and a current ratio of 2.07. The stock has a fifty day moving average price of $296.32 and a two-hundred day moving average price of $307.72. The stock has a market capitalization of $10.88 billion, a price-to-earnings ratio of 26.31, a PEG ratio of 1.70 and a beta of 1.31.

Acuity (NYSE:AYI – Get Free Report) last issued its earnings results on Thursday, June 25th. The electronics maker reported $5.31 EPS for the quarter, topping the consensus estimate of $5.17 by $0.14. Acuity had a net margin of 9.37% and a return on equity of 20.74%. The company had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.18 billion. During the same period in the previous year, the firm earned $5.12 EPS. The business’s revenue was up 1.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Acuity will post 18.02 earnings per share for the current fiscal year.

Insider Activity at Acuity

In related news, Director Maya Leibman bought 200 shares of the stock in a transaction on Thursday, April 30th. The shares were purchased at an average price of $288.83 per share, for a total transaction of $57,766.00. Following the acquisition, the director owned 400 shares in the company, valued at $115,532. This represents a 100.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Laura O’shaughnessy acquired 1,000 shares of Acuity stock in a transaction dated Wednesday, April 8th. The stock was bought at an average price of $282.98 per share, for a total transaction of $282,980.00. Following the completion of the transaction, the director directly owned 3,111 shares of the company’s stock, valued at approximately $880,350.78. This represents a 47.37% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 2.90% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Assetmark Inc. boosted its holdings in shares of Acuity by 6.4% during the fourth quarter. Assetmark Inc. now owns 617 shares of the electronics maker’s stock worth $222,000 after purchasing an additional 37 shares during the last quarter. Brown Advisory Inc. grew its holdings in Acuity by 1.8% in the 2nd quarter. Brown Advisory Inc. now owns 2,134 shares of the electronics maker’s stock valued at $637,000 after buying an additional 37 shares during the period. Quadrant Capital Group LLC grew its holdings in Acuity by 1.6% in the third quarter. Quadrant Capital Group LLC now owns 2,488 shares of the electronics maker’s stock valued at $857,000 after purchasing an additional 38 shares during the period. Northwestern Mutual Investment Management Company LLC increased its position in Acuity by 0.6% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,805 shares of the electronics maker’s stock worth $2,450,000 after purchasing an additional 41 shares during the last quarter. Finally, Parallel Advisors LLC increased its position in Acuity by 1.8% during the first quarter. Parallel Advisors LLC now owns 2,338 shares of the electronics maker’s stock worth $655,000 after purchasing an additional 41 shares during the last quarter. Hedge funds and other institutional investors own 98.21% of the company’s stock.

Acuity News Summary

Here are the key news stories impacting Acuity this week:

Positive Sentiment: Acuity reported fiscal Q3 adjusted EPS of $5.31, topping consensus, while revenue of $1.20 billion also beat estimates, signaling solid operating execution. Acuity Reports Fiscal 2026 Third-Quarter Results
Positive Sentiment: Management highlighted strong AIS-led momentum, with the business continuing to drive growth and support better margins and cash flow. Acuity Brands Earnings Call Highlights AIS-Led Momentum
Positive Sentiment: The company said operating profit rose sharply and diluted EPS improved materially versus last year, reinforcing the view that Acuity is translating revenue growth into stronger earnings power. Acuity Inc (AYI) Q3 2026 Earnings Call Highlights
Neutral Sentiment: Acuity also completed its acquisition of Distech Controls, which may expand the company’s building-management and controls capabilities, but the immediate stock impact is less clear. Acuity Brands Completes Acquisition of Distech Controls
Neutral Sentiment: The board declared a quarterly dividend of $0.20 per share, a modest shareholder-return update that is supportive but unlikely to be the main driver of the move. Acuity Inc. Declares Quarterly Dividend

About Acuity

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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.