ACUITY INC.
In the published model solve dated 2026-Q2, anchored at $335.16, ACUITY INC. (AYI) is priced for +13.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Sixty-one percent of revenue reaches this company through independent sales agents rather than its own salespeople, a distribution structure that keeps fixed costs low and puts the customer relationship one step away from the manufacturer. • The growth is arriving through the smaller half of the business: the intelligent-spaces segment lifted operating profit to ⟦$76.1 million (10.0% of AIS net sales)⟧ in fiscal 2025 from $43.6 million a year earlier, and grew net sales 14.9% in the quarter en
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562 institutional managers reported holding AYI in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 43%. 65 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AYI has cut its share count 15.2% over the past five years, spending $1.31B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight; the current rate is $0.66 a share annually. Cash returned over the past three years: $60.60M in dividends and $487.50M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AYI over the trailing three years: 2024: 1 buy totaling $50k. 5 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AYI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-10-27 | +6.1% | -7.3% |
| 2023-01-10 | +3.6% | +9.2% |
| 2023-04-05 | -11.8% | +2.1% |
| 2023-10-27 | +6.9% | +29.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AYI's latest 8-K filings: 2026-06-25 (items 2.02, 9.01); 2026-05-13 (items 1.01, 2.03, 9.01); 2026-04-02 (items 2.02, 9.01); 2026-01-23 (items 5.07); 2026-01-08 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.