Acuity Brands (AYI) Stock Insights

AYI price $325.10 +8.02 +2.53%

Ticker
AYI
Price
$325.10
Change
+8.02 +2.53%
Market cap ?
$9.73B
P/E ?
18.11
Forward P/E ?
15.22
Dividend yield ?
0.25%
Beta ?
1.30
Sector
Industrials
Industry
Electrical Equipment & Parts
Stocklytics score
61
Value
58
Quality
67
Growth
58

Stocklytics score rationale: value 58, quality 67, growth 58.

Financials

2017201820192020202120222023202420252026
3505100000368010000036727000003326300000346100000040061000003952200000384100000043456000004641800000

Acuity Brands, Inc. operates as a global provider of advanced lighting and building management solutions, serving markets both within North America and internationally. The company's operations are divided into two principal segments: Acuity Brands Lighting and Lighting Controls (ABL), and the Intelligent Spaces Group (ISG). The ABL division offers a comprehensive portfolio of commercial, architectural, and…

Fair value

AYI fair value $450.11. Price $325.10. Price is 28% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 78% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 747.90M. Growth 8.98%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.44% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 29.94M. Net debt 172.60M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare AYI

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-14—5.09—1.17B
2026-10-015.775.571.24B1.24B
2026-06-255.315.171.20B1.18B
2026-04-024.144.001.06B1.08B
2026-01-084.694.521.14B1.14B
2025-10-015.204.831.21B1.23B
2025-06-265.124.441.18B1.15B
2025-04-033.733.691.01B1.03B
2025-01-083.973.87951.60M1.03B
2024-10-014.304.281.03B1.02B
2024-06-274.154.07968.10M996.52M
2024-04-033.383.24905.90M907.75M
2024-01-093.723.23934.70M931.13M
2023-10-043.973.571.01B929.60M
2023-06-293.753.721.00B1.06B
2023-04-043.062.72943.60M958.47M
2023-01-093.292.92997.90M984.46M
2022-10-043.953.591.11B1.08B
2022-06-303.522.961.06B985.42M
2022-04-052.572.37909.10M884.62M
2022-01-072.852.41926.10M883.09M
2021-10-063.272.85992.70M877.55M
2021-07-012.772.27899.70M839.75M
2021-03-312.121.73776.60M768.36M
2021-01-072.031.84792.00M714.94M
2020-10-082.352.03891.20M769.85M
2020-06-301.941.22776.20M488.13M
2020-04-021.841.90824.20M851.08M
2020-01-092.132.17834.70M866.05M
2019-10-022.752.81938.10M958.57M
2019-07-022.532.45947.60M917.64M
2019-04-031.991.79854.40M768.53M
2019-01-092.322.14932.60M860.24M
2018-10-032.682.621.06B1.04B
2018-07-032.372.18944.00M864.34M
2018-04-041.892.11832.10M928.96M
2018-01-091.942.10842.80M912.31M
2017-10-042.552.43957.60M908.78M
2017-06-292.152.03891.60M841.84M
2017-04-041.771.83804.70M831.98M

Dividends

Yield 0.25%. Payout ratio 4.48%. Frequency Quarterly.

Safety score 91/100 · Safe. Payout ratio is 4% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 25 separate years. Yield is 0.2%, which is low.

Ex-dateDividendRecordPaymentFrequency
2026-10-16$0.202026-10-162026-11-02Quarterly
2026-07-17$0.202026-07-172026-08-03Quarterly
2026-04-17$0.202026-04-172026-05-01Quarterly
2026-02-02$0.202026-02-022026-02-13Quarterly
2025-10-17$0.172025-10-172025-11-03Quarterly
2025-07-18$0.172025-07-182025-08-01Quarterly
2025-04-17$0.172025-04-182025-05-01Quarterly
2025-02-03$0.172025-02-032025-02-14Quarterly
2024-10-18$0.152024-10-182024-11-01Quarterly
2024-07-18$0.152024-07-182024-08-01Quarterly
2024-04-16$0.152024-04-172024-05-01Quarterly
2024-02-02$0.152024-02-052024-02-14Quarterly
2023-10-17$0.132023-10-182023-11-01Quarterly
2023-07-17$0.132023-07-182023-08-01Quarterly
2023-04-14$0.132023-04-172023-05-01Quarterly
2023-02-03$0.132023-02-062023-02-14Quarterly
2022-10-14$0.132022-10-172022-11-01Quarterly
2022-07-14$0.132022-07-152022-08-01Quarterly
2022-04-14$0.132022-04-182022-05-02Quarterly
2022-01-19$0.132022-01-202022-02-01Quarterly
2021-10-14$0.132021-10-152021-11-01Quarterly
2021-07-15$0.132021-07-162021-08-02Quarterly
2021-04-15$0.132021-04-162021-05-03Quarterly
2021-01-19$0.132021-01-202021-02-01Quarterly
2020-10-16$0.132020-10-192020-11-02Quarterly
2020-07-16$0.132020-07-172020-08-03Quarterly
2020-04-16$0.132020-04-172020-05-01Quarterly
2020-01-16$0.132020-01-202020-02-03Quarterly
2019-10-17$0.132019-10-182019-11-01Quarterly
2019-07-16$0.132019-07-172019-08-01Quarterly
2019-04-16$0.132019-04-172019-05-01Quarterly
2019-01-17$0.132019-01-182019-02-01Quarterly
2018-10-17$0.132018-10-182018-11-01Quarterly
2018-07-17$0.132018-07-182018-08-01Quarterly
2018-04-16$0.132018-04-172018-05-01Quarterly
2018-01-19$0.132018-01-222018-02-01Quarterly
2017-10-17$0.132017-10-182017-11-01Quarterly
2017-07-14$0.132017-07-182017-08-01Quarterly
2017-04-12$0.132017-04-172017-05-01Quarterly
2017-01-19$0.132017-01-232017-02-01Quarterly
2016-10-14$0.132016-10-182016-11-01Quarterly
2016-07-14$0.132016-07-182016-08-01Quarterly
2016-04-14$0.132016-04-182016-05-02Quarterly
2016-01-15$0.132016-01-202016-02-01Quarterly
2015-10-15$0.132015-10-192015-11-02Quarterly
2015-07-16$0.132015-07-202015-08-03Quarterly
2015-04-15$0.132015-04-172015-05-01Quarterly
2015-01-16$0.132015-01-212015-02-02Quarterly
2014-10-15$0.132014-10-172014-11-03Quarterly
2014-07-16$0.132014-07-182014-08-01Quarterly
2014-04-15$0.132014-04-172014-05-01Quarterly
2014-01-16$0.132014-01-212014-02-03Quarterly
2013-10-16$0.132013-10-182013-11-01Quarterly
2013-07-16$0.132013-07-182013-08-01Quarterly
2013-04-15$0.132013-04-172013-05-01Quarterly
2013-01-16$0.132013-01-182013-02-01Quarterly
2012-10-16$0.132012-10-182012-11-01Quarterly
2012-07-16$0.132012-07-182012-08-01Quarterly
2012-04-13$0.132012-04-172012-05-01Quarterly
2012-01-13$0.132012-01-182012-02-01Quarterly
2011-10-14$0.132011-10-182011-11-01Quarterly
2011-07-14$0.132011-07-182011-08-01Quarterly
2011-04-14$0.132011-04-182011-05-02Quarterly
2011-01-13$0.132011-01-182011-02-01Quarterly
2010-10-13$0.132010-10-152010-11-01Quarterly
2010-07-15$0.132010-07-192010-08-02Quarterly
2010-04-15$0.132010-04-192010-05-03Quarterly
2010-01-14$0.132010-01-192010-02-01Quarterly
2009-10-14$0.132009-10-162009-11-02Quarterly
2009-07-15$0.132009-07-172009-08-03Quarterly
2009-04-15$0.132009-04-172009-05-01Quarterly
2009-01-15$0.132009-01-202009-02-02Quarterly
2008-10-15$0.132008-10-172008-11-03Quarterly
2008-07-15$0.132008-07-172008-08-01Quarterly
2008-04-15$0.132008-04-172008-05-01Quarterly
2008-01-16$0.132008-01-212008-02-01Quarterly
2007-11-01$8.00——Monthly
2007-10-15$0.152007-10-172007-11-01Quarterly
2007-07-12$0.152007-07-162007-08-01Quarterly
2007-04-12$0.152007-04-162007-05-01Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-27GOLDMAN BARRY RSell3.80K$321.481.22M
2026-10-24HOLCOM KAREN JBuy12.20K——
2026-10-24HOLCOM KAREN JSell6.07K$318.721.93M
2026-10-24GOLDMAN BARRY RBuy7.39K——
2026-10-24GOLDMAN BARRY RSell3.48K$318.721.11M
2026-10-24ASHE NEILBuy55.45K——
2026-10-24ASHE NEILSell26.75K$318.728.53M
2026-10-23HOLCOM KAREN JSell225$318.7271.71K
2026-10-23GOLDMAN BARRY RSell128$318.7240.80K
2026-10-23Dadyar SaraSell103$318.7232.83K
2026-10-23ASHE NEILSell661$318.72210.67K
2026-10-22ASHE NEILBuy8.08K——
2026-10-22HOLCOM KAREN JBuy2.65K——
2026-10-22GOLDMAN BARRY RBuy1.73K——
2026-10-22Dadyar SaraBuy1.39K——
2026-10-16O'Shaughnessy LauraBuy73$302.3222.07K
2026-09-24Dadyar SaraOther0——
2026-09-24Tzitzon NicholasBuy296$306.7490.80K
2026-09-24Tzitzon NicholasOther0——
2026-09-01HOLCOM KAREN JSell2.00K$329.62659.24K
2026-07-02GOLDMAN BARRY RSell1.20K$365.65438.78K
2026-04-30Leibman MayaBuy200$288.8357.77K
2026-04-08O'Shaughnessy LauraBuy1.00K$282.98282.98K
2026-01-28HOLCOM KAREN JBuy897$239.76215.06K
2026-01-28HOLCOM KAREN JSell4.97K$309.231.54M
2026-01-28HOLCOM KAREN JSell897$239.76215.06K
2026-01-21Sachleben MarkBuy546——
2026-01-21O'Shaughnessy LauraBuy546——
2026-01-21Leibman MayaBuy546——
2026-01-21HANCE JAMES H JRBuy546$320.59175.04K
2026-01-21DILLARD GEORGE DOUGLAS JRBuy546——
2026-01-21Bender Michael JBuy546——
2026-01-21Battle W. PatrickBuy546——
2026-01-21AVEDON MARCIA JBuy546——
2025-10-28GOLDMAN BARRY RSell1.01K$362.80365.34K
2025-10-28GOLDMAN BARRY RSell378$363.79137.51K
2025-10-28GOLDMAN BARRY RSell1.84K$364.94671.12K
2025-10-28GOLDMAN BARRY RSell470$365.75171.90K
2025-10-28GOLDMAN BARRY RSell102$366.6537.40K
2025-10-28GOLDMAN BARRY RSell493$368.49181.67K
2025-10-28GOLDMAN BARRY RSell200$370.2374.05K
2025-10-24ASHE NEILBuy43.47K——
2025-10-24ASHE NEILSell22.41K$370.348.30M
2025-10-24GOLDMAN BARRY RBuy2.94K$116.36341.63K
2025-10-24GOLDMAN BARRY RBuy6.32K——
2025-10-24GOLDMAN BARRY RSell1.84K$367.54675.91K
2025-10-24GOLDMAN BARRY RBuy1.75K$156.39273.84K
2025-10-24GOLDMAN BARRY RSell3.71K$370.341.37M
2025-10-24GOLDMAN BARRY RSell2.85K$368.321.05M
2025-10-24GOLDMAN BARRY RSell2.94K$116.36341.63K
2025-10-24GOLDMAN BARRY RSell1.75K$156.39273.84K
2025-10-24HOLCOM KAREN JBuy10.43K——
2025-10-24HOLCOM KAREN JSell5.82K$370.342.16M
2025-10-24MILLS DIANNE SBuy6.32K——
2025-10-24MILLS DIANNE SSell2.89K$370.341.07M
2025-10-23ASHE NEILBuy6.75K——
2025-10-23GOLDMAN BARRY RBuy1.30K——
2025-10-23HOLCOM KAREN JBuy2.30K——
2025-07-01GOLDMAN BARRY RBuy2.33K$239.76557.44K
2025-07-01GOLDMAN BARRY RSell2.33K$298.64694.34K
2025-07-01GOLDMAN BARRY RSell1.80K$297.87536.17K
2025-07-01GOLDMAN BARRY RSell2.33K$239.76557.44K
2025-06-27HOLCOM KAREN JSell6.00K$301.041.81M
2025-01-22Sachleben MarkBuy397——
2025-01-22Sachleben MarkBuy321——
2025-01-22Sachleben MarkBuy534——
2025-01-22O'Shaughnessy LauraBuy534——
2025-01-22Leibman MayaBuy534——
2025-01-22HANCE JAMES H JRBuy534$328.00175.15K
2025-01-22DILLARD GEORGE DOUGLAS JRBuy534——
2025-01-22Bender Michael JBuy534——
2025-01-22Battle W. PatrickBuy534——
2025-01-22AVEDON MARCIA JBuy534——
2024-10-28GOLDMAN BARRY RBuy2.15K$207.80445.73K
2024-10-28GOLDMAN BARRY RSell5.12K$305.001.56M
2024-10-28GOLDMAN BARRY RSell2.15K$207.80445.73K
2024-10-26GOLDMAN BARRY RSell244$303.0973.95K
2024-10-26HOLCOM KAREN JSell613$303.09185.79K
2024-10-26MILLS DIANNE SSell216$303.0965.47K
2024-10-25ASHE NEILBuy36.23K——
2024-10-25ASHE NEILSell17.11K$303.095.19M
2024-10-25GOLDMAN BARRY RBuy3.86K——
2024-10-25GOLDMAN BARRY RSell1.76K$303.09533.74K
2024-10-25HOLCOM KAREN JBuy7.25K——
2024-10-25HOLCOM KAREN JSell3.78K$303.091.15M
2024-10-25MILLS DIANNE SBuy4.83K——
2024-10-25MILLS DIANNE SSell2.08K$303.09629.82K
2024-10-24MILLS DIANNE SBuy1.41K——
2024-10-24MILLS DIANNE SSell183$298.9754.71K
2024-10-24MILLS DIANNE SSell201$298.9760.09K
2024-10-24HOLCOM KAREN JBuy2.58K——
2024-10-24HOLCOM KAREN JSell369$298.97110.32K
2024-10-24HOLCOM KAREN JSell474$298.97141.71K
2024-10-24GOLDMAN BARRY RBuy1.41K——
2024-10-24GOLDMAN BARRY RSell221$298.9766.07K
2024-10-24GOLDMAN BARRY RSell242$298.9772.35K
2024-10-24ASHE NEILBuy6.27K——
2024-10-24ASHE NEILSell767$298.97229.31K
2024-10-24ASHE NEILSell1.26K$298.97377.90K
2024-04-25Leibman MayaBuy200$248.9149.78K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 655, holders +57 vs prior quarter. Ownership 100.15%.

HolderSharesChangeChange %Value
FMR LLC3.60M1.25M+53.00%1.36B
BLACKROCK, INC.2.98M-84.11K-2.75%1.12B
VANGUARD PORTFOLIO MANAGEMENT LLC1.44M21.93K+1.55%541.15M
VANGUARD CAPITAL MANAGEMENT LLC1.37M-6.25K-0.45%515.81M
AQR CAPITAL MANAGEMENT LLC1.27M838.61K+192.38%471.01M
STATE STREET CORP966.02K19.42K+2.05%363.85M
FULLER & THALER ASSET MANAGEMENT, INC.772.13K222.49K+40.48%290.83M
GEODE CAPITAL MANAGEMENT, LLC768.42K191.97K+33.30%289.49M
DIMENSIONAL FUND ADVISORS LP766.54K131.38K+20.68%288.70M
AMERICAN CENTURY COMPANIES INC743.41K-5.57K-0.74%280.01M
JPMORGAN CHASE & CO713.05K-58.17K-7.54%262.65M
WELLINGTON MANAGEMENT GROUP LLP658.21K-104.83K-13.74%247.92M
PRICE T ROWE ASSOCIATES INC /MD/541.46K99.93K+22.63%203.95M
BOSTON PARTNERS535.56K-64.28K-10.72%201.61M
UBS GROUP AG515.77K291.11K+129.58%194.27M
FIRST TRUST ADVISORS LP434.23K56.22K+14.87%163.56M
FIL LTD423.76K-852-0.20%159.61M
GOLDMAN SACHS GROUP INC382.23K180.47K+89.44%143.97M
MORGAN STANLEY363.27K99.06K+37.49%136.83M
ALLEN OPERATIONS LLC344.10K00.00%129.61M
ACADIAN ASSET MANAGEMENT LLC335.12K-247.92K-42.52%126.20M
FISHER ASSET MANAGEMENT, LLC325.62K-7.87K-2.36%122.65M
NORGES BANK316.97K316.97KNew119.39M
NORTHERN TRUST CORP294.38K-1.95K-0.66%110.88M
BANK OF AMERICA CORP /DE/281.47K-1.99K-0.70%106.02M

Insights

Revenue by product
PeriodValue
FY2021Acuity Brands Lighting, Inc.: 3287300000.0, Intelligent Spaces Group: 190000000.0
FY2022Acuity Brands Lighting and Lighting Controls: 3810100000.0, Intelligent Spaces Group: 216100000.0
FY2023Acuity Brands Lighting and Lighting Controls: 3722800000.0, Intelligent Spaces Group: 252700000.0
FY2024Acuity Brands Lighting and Lighting Controls: 3573400000.0, Intelligent Spaces Group: 291900000.0
FY2025Intersegment Eliminations: -30900000.0
FY2026Acuity Brands Lighting: 3576400000.0, Intelligent Spaces Group: 1106600000.0, Sales Channel, Through Direct Sales Network: 314200000.0, Sales Channel, Through Independent Sales Network: 2702700000.0
Revenue by region
PeriodValue
FY2011Domestic Country: 1604500000.0, Segment, Geographical, Groups of Countries, Group One: 191200000.0
FY2012Domestic Country: 1728100000.0, Segment, Geographical, Groups of Countries, Group One: 205600000.0
FY2013Segment, Geographical, Groups of Countries, Group One: 234200000.0
FY2014International: 238500000.0
FY2015Non-US: 256600000.0
FY2016Non-US: 363000000.0
FY2017Non-US: 382000000.0
FY2018Non-US: 387500000.0
FY2019Domestic Country: 3277400000.0, Non-US: 395300000.0
FY2020Domestic Country: 2925000000.0, Non-US: 401300000.0
FY2021Domestic Country: 2982400000.0, Non-US: 478600000.0
FY2022Domestic Country: 3486400000.0, Non-US: 519700000.0
FY2023Domestic Country: 3412900000.0, Non-US: 539300000.0
FY2024Domestic Country: 3262900000.0, Non-US: 578100000.0
FY2025Non-US: 588900000.0
FY2026Non-US: 587500000.0

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Acuity Brands (AYI) Stock Insights

AYI$325.10+8.02 +2.53%

$9.73B

Market Cap

18.11

P/E

15.22

Forward P/E

61

Score

Price History