KLP Kapitalforvaltning AS Sells 2,500 Shares of Acuity, Inc. $AYI

10 Jan 2026, 05:30 by Scott Moore · The Cerbat Gem

KLP Kapitalforvaltning AS decreased its holdings in Acuity, Inc. (NYSE:AYI – Free Report) by 9.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,700 shares of the electronics maker’s stock after selling 2,500 shares during the period. KLP Kapitalforvaltning AS owned about 0.08% of Acuity worth $8,162,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Consulate Inc. bought a new position in shares of Acuity in the 3rd quarter worth $26,000. Hantz Financial Services Inc. grew its stake in Acuity by 1,100.0% in the second quarter. Hantz Financial Services Inc. now owns 96 shares of the electronics maker’s stock valued at $29,000 after purchasing an additional 88 shares during the last quarter. Ameritas Advisory Services LLC purchased a new position in Acuity in the second quarter valued at about $32,000. Migdal Insurance & Financial Holdings Ltd. bought a new position in Acuity in the second quarter worth about $36,000. Finally, True Wealth Design LLC lifted its position in shares of Acuity by 5,200.0% during the third quarter. True Wealth Design LLC now owns 106 shares of the electronics maker’s stock valued at $37,000 after buying an additional 104 shares during the last quarter. Institutional investors own 98.21% of the company’s stock.

Acuity Trading Up 1.2%

NYSE:AYI opened at $326.00 on Friday. Acuity, Inc. has a 12 month low of $216.81 and a 12 month high of $380.17. The firm has a fifty day simple moving average of $361.70 and a 200-day simple moving average of $339.54. The company has a current ratio of 2.07, a quick ratio of 1.33 and a debt-to-equity ratio of 0.29. The company has a market capitalization of $10.01 billion, a P/E ratio of 25.08, a PEG ratio of 1.73 and a beta of 1.50.

Acuity (NYSE:AYI – Get Free Report) last released its earnings results on Thursday, January 8th. The electronics maker reported $4.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.45 by $0.24. Acuity had a return on equity of 20.97% and a net margin of 9.04%.The firm had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.14 billion. During the same period in the prior year, the firm earned $3.97 EPS. The firm’s revenue was up 20.2% on a year-over-year basis. On average, equities research analysts anticipate that Acuity, Inc. will post 15.86 earnings per share for the current year.

Acuity News Summary

Here are the key news stories impacting Acuity this week:

Positive Sentiment: Q1 results beat expectations — Acuity reported adjusted EPS of $4.69 (beat) and delivered ~20% net sales growth and higher adjusted operating profit, which underscores healthy demand and margin expansion. Acuity Reports Fiscal 2026 First-Quarter Results
Positive Sentiment: Management emphasized strategic financial moves and improved adjusted diluted EPS and margins on the earnings call, supporting the thesis of profitable growth. Acuity Inc (AYI) Q1 2026 Earnings Call Highlights
Neutral Sentiment: Revenue came in roughly in line with expectations (~$1.14B), so top-line performance supported the beat but did not materially surprise on upside. Acuity Brands’s Q4 CY2025 Earnings Results
Neutral Sentiment: FY26 guidance was updated to EPS $19.00–$20.50 and revenue $4.7B–$4.9B — a range that brackets the Street but introduces some uncertainty around cadence and the midpoint. Investors are parsing the range rather than seeing a crisp upside revision. (Guidance referenced in company materials and call.) Earnings Slide Deck / Call
Negative Sentiment: Management flagged a Q2 seasonality shift and backlog normalization — items that can temper near-term growth expectations and lead investors to re-evaluate the pace of revenue recovery. Acuity signals Q2 seasonality shift and highlights 20% net sales growth amid backlog normalization
Negative Sentiment: Some analysts trimmed near-term estimates (e.g., Zacks adjustments), and commentary that the guidance range is wider than ideal added selling pressure for traders focused on precision. Acuity (AYI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Negative Sentiment: Broader market weakness (Nasdaq pullback) also weighed on sentiment for cyclical/tech-linked names like AYI, amplifying reactions to the mixed company-specific news. Nasdaq Falls Over 100 Points; Acuity Posts Upbeat Earnings

Insider Activity at Acuity

In related news, SVP Barry R. Goldman sold 4,489 shares of Acuity stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $365.11, for a total transaction of $1,638,978.79. Following the completion of the sale, the senior vice president owned 6,056 shares of the company’s stock, valued at $2,211,106.16. The trade was a 42.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 2.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

AYI has been the subject of several recent analyst reports. Oppenheimer boosted their price objective on shares of Acuity from $380.00 to $435.00 and gave the stock an “outperform” rating in a research note on Thursday, October 2nd. Morgan Stanley lifted their price target on shares of Acuity from $365.00 to $425.00 and gave the stock an “overweight” rating in a report on Thursday, October 2nd. Wall Street Zen downgraded Acuity from a “strong-buy” rating to a “buy” rating in a research report on Saturday. William Blair reiterated an “outperform” rating on shares of Acuity in a report on Tuesday, December 30th. Finally, Robert W. Baird set a $375.00 target price on Acuity in a research note on Friday. Six analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Acuity has a consensus rating of “Moderate Buy” and a consensus target price of $397.67.

View Our Latest Report on AYI

About Acuity

(Free Report)

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.