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AYI Acuity Inc.

Industrials, filed as ACUITY INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $3M

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Thomas Gayner, Markel Group). Not free-float ownership.

  1. Thomas Gayner 0.02%

Who owns AYI

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 0.02% Hold 9,750 $3M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AYI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AYI insider trades
  • $363K bought by 2 insiders
  • $1.7M sold by 1 insider outside a trading plan
  • $12.5M sold by 2 insiders under 10b5-1 plans
  1. Neil Ashe CEO
    Planned sale
    $9.7M 30,247 shares at $319.25 28% of stake
    Traded Oct 28–29 Filed Oct 30
    ↗
  2. Barry R Goldman SVP & General Counsel
    Sale
    $1.2M 3,800 shares at $321.48 37% of stake
    Traded Oct 27 Filed Oct 27
    ↗
  3. Laura O'Shaughnessy Director
    Buy
    $22K 73 shares at $302.32 +2.3% to stake
    Traded Oct 16 Filed Oct 20
    ↗
  4. Karen J Holcom CFO
    Planned sale
    $659K 2,000 shares at $329.62 10% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  5. Barry R Goldman SVP & General Counsel
    Sale
    $439K 1,200 shares at $365.65 20% of stake
    Traded Jul 2 Filed Jul 6
    ↗
  6. Karen J Holcom CFO
    Planned sale
    $629K 2,076 shares at $303.14 9.6% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  7. Maya Leibman Director
    Buy
    $58K 200 shares at $288.83 +100% to stake
    Traded Apr 30 Filed May 4
    ↗
  8. Laura O'Shaughnessy Director
    Buy
    $283K 1,000 shares at $282.98 +47% to stake
    Traded Apr 8 Filed Apr 10
    ↗
  9. Karen J Holcom CFO
    Planned sale
    $1.5M 4,974 shares at $309.23 19% of stake
    Traded Jan 28 Filed Jan 30
    ↗
  10. Barry R Goldman SVP & General Counsel
    Sale
    $1.6M 4,489 shares at $365.11 43% of stake
    Traded Oct 28, 2025 Filed Oct 30, 2025
    ↗
  11. Barry R Goldman SVP & General Counsel
    Sale
    $1.7M 4,687 shares at $368.01 31% of stake
    Traded Oct 24, 2025 Filed Oct 27, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 8 stock grants, 7 share withholdings for taxes, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 6 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $3.95B $3.84B $4.35B $4.64B
Gross profit $1.71B $1.78B $2.08B $2.35B
Gross margin * 43.3% 46.4% 47.8% 50.6%
Net income $346M $422.6M $396.6M $531.3M
Net margin * 8.8% 11.0% 9.1% 11.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.4B $1.87B $1.65B $1.86B
Total non-current assets * $2.01B $1.94B $3.1B $3.01B
Total assets $3.41B $3.81B $4.76B $4.87B
Total current liabilities $0.595B $0.688B $0.846B $1.1B
Total non-current liabilities * $0.798B $0.748B $1.18B $0.802B
Total equity $2.02B $2.38B $2.72B $2.97B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $578.1M $619.2M $601.4M $825.6M
Cash from investing -$0.091B -$0.065B -$1.28B -$0.079B
Cash from financing -$312.9M -$104.5M $255.4M -$536.5M
Net change in cash $174.7M $447.9M -$423.3M $213.8M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.