Hsbc Holdings PLC Increases Stock Position in Acuity, Inc. $AYI

10 Sep 2026, 08:52 by Mitch Edgeman · The Markets Daily

Hsbc Holdings PLC lifted its position in shares of Acuity, Inc. (NYSE:AYI – Free Report) by 54.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,477 shares of the electronics maker’s stock after purchasing an additional 4,728 shares during the period. Hsbc Holdings PLC’s holdings in Acuity were worth $5,062,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Thrivent Financial for Lutherans increased its position in shares of Acuity by 499.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 164,275 shares of the electronics maker’s stock valued at $59,145,000 after acquiring an additional 136,879 shares during the last quarter. Intech Investment Management LLC boosted its position in Acuity by 57.0% in the fourth quarter. Intech Investment Management LLC now owns 31,233 shares of the electronics maker’s stock worth $11,245,000 after purchasing an additional 11,341 shares during the last quarter. Arbejdsmarkedets Tillaegspension purchased a new position in Acuity in the fourth quarter worth $22,572,000. Havemeyer Place LP bought a new position in Acuity in the 4th quarter valued at $1,259,000. Finally, ABN AMRO Bank N.V. bought a new position in Acuity in the 2nd quarter valued at $9,736,000. 98.21% of the stock is owned by institutional investors.

Acuity Stock Performance

Shares of AYI stock opened at $321.51 on Thursday. The stock has a market capitalization of $9.63 billion, a P/E ratio of 21.32, a PEG ratio of 1.59 and a beta of 1.29. The company has a current ratio of 2.05, a quick ratio of 1.47 and a debt-to-equity ratio of 0.24. The firm’s 50 day moving average is $340.26 and its 200 day moving average is $309.20. Acuity, Inc. has a 12 month low of $257.04 and a 12 month high of $380.17.

Acuity (NYSE:AYI – Get Free Report) last released its quarterly earnings data on Thursday, June 25th. The electronics maker reported $5.31 earnings per share for the quarter, beating analysts’ consensus estimates of $5.17 by $0.14. Acuity had a net margin of 10.25% and a return on equity of 20.26%. The business had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.18 billion. During the same period in the previous year, the business earned $5.12 EPS. Acuity’s revenue was up 1.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Acuity, Inc. will post 18.49 earnings per share for the current year.

Acuity Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Friday, July 17th were given a $0.20 dividend. The ex-dividend date was Friday, July 17th. This represents a $0.80 annualized dividend and a dividend yield of 0.2%. Acuity’s payout ratio is 5.31%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on AYI shares. Morgan Stanley lifted their target price on Acuity from $400.00 to $410.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 1st. TD Cowen restated a “buy” rating on shares of Acuity in a research report on Thursday, June 25th. The Goldman Sachs Group raised their price objective on shares of Acuity from $295.00 to $358.00 and gave the stock a “neutral” rating in a report on Friday, June 26th. Oppenheimer set a $465.00 target price on shares of Acuity in a research note on Friday, June 26th. Finally, Robert W. Baird increased their target price on shares of Acuity from $315.00 to $390.00 and gave the company a “neutral” rating in a research report on Friday, June 26th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Acuity has an average rating of “Moderate Buy” and an average target price of $397.17.

Read Our Latest Stock Report on AYI

Insider Buying and Selling at Acuity

In related news, CFO Karen Holcom sold 2,000 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $329.62, for a total transaction of $659,240.00. Following the sale, the chief financial officer directly owned 17,447 shares in the company, valued at approximately $5,750,880.14. The trade was a 10.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 2.90% of the company’s stock.

Acuity Company Profile

(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.