Acuity (AYI) General Counsel Barry R Goldman Sells $1.2M of Stock

By TradeTexts Research Desk Oct 27, 2026, 5:01 PM EDT

Key Points

Barry R Goldman, Acuity's SVP & General Counsel, sold 3,800 shares at $321.48 each, totaling approximately $1.22 million.
Following this sale, Goldman now holds 6,580 shares, cutting his stake by about 36.61%.
As of October 27, 2026, Acuity Inc. shares traded around $323.11, slightly above its 50-day and 200-day moving averages.

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On October 27, 2026, Barry R Goldman, Acuity Inc.'s SVP & General Counsel, sold 3,800 shares of the company for about $1.22 million at a price of $321.48 per share. This transaction was reported in a Form 4 filing with the SEC.

Goldman reduced his holdings significantly, now owning 6,580 shares after the sale, which represents a 36.61% decrease in his stake. This sale is notable as it reflects a significant move by an insider, especially in the context of recent trading activity.

AYI Acuity Inc.

$318.72 -14.41% year to date

Daily close · Oct 23, 2026

Other Institutional Activity in Acuity Inc.

FMR increased its stake in Acuity Inc. by 677,699 shares, bringing its total to 2.36 million shares worth about $866 million. Allianz Asset Management added 84,616 shares, ending with 295,772 shares valued at approximately $111.4 million. Intech Investment Management also boosted its holdings by 17,897 shares, resulting in 49,130 shares worth around $18.5 million. These moves by major funds show continued interest in Acuity despite recent insider selling.

Acuity Inc. Stock Up 1.4%

As of October 27, 2026, Acuity Inc. shares were recently trading around $323.11, which is about equal to the closing price on the same day. The stock is above its 50-day moving average of $317.15 and its 200-day average of $309.51, indicating it has been performing well in the context of its recent trading history.

Recent Earnings

Acuity Inc. reported trailing twelve-month revenue of approximately $4.64 billion and an EPS of $17.05. The company has shown a year-over-year revenue growth of 2.9% and a net margin of 11.4%. Its next earnings report is scheduled for January 7, 2027.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

D+ 45/100

Reported Jun 25, 2026

Forward outlook
Analyst view held steady after the report.
EPS & revenue
EPS beat estimates by 1.4%. Revenue missed estimates by 11.1%.
Profit surprise
Pre-earnings setup
Expectations were about average going in.
Analyst signal
Earnings quality

Earnings Call Summary

Acuity had a mixed quarter. Reported revenue of $1.06 billion was $5 billion above last year but missed consensus by $132 million. The lighting business fell 3 percent year-over-year but gross margins improved 70 basis points to 45.7 percent through pricing and productivity. The spaces unit grew strongly, with sales up $77 million, driven by Distech controls and QSC audio-visual gear. They cut full-year guidance because the lighting market remains weak, with customers releasing projects slowly despite a full pipeline.

Guidance Management cut the full-year lighting sales outlook to flat to down low single digits year-over-year, from an earlier expectation of up low single digits. They cited soft market conditions, project delays from government shutdown, and data center competition for contractors as main pressures. The spaces business still expects low to mid-teens growth for the full year.

Negative report. Results or guidance disappointed and expectations are likely to move lower.

Dividend

Acuity Inc. pays an annual dividend of $0.80 per share, yielding about 0.25%. The company has a dividend payout ratio of 4.9%, indicating a sustainable approach to returning value to shareholders.

Insider Buying and Selling at Acuity Inc.

Since June, there have been several insider transactions. Karen J Holcom, the Chief Financial Officer, sold 2,000 shares on September 1 at $329.62 each, totaling about $659,240. Goldman himself sold 1,200 shares on July 2 at $365.65 each, amounting to approximately $438,780. These sales reflect ongoing activity among insiders amid the company's stock performance.

Analysts Set New Price Targets

On September 28, 2026, William Blair downgraded Acuity to a Market Perform rating. Baird maintained a Neutral rating with a target of $360.00 on September 29, down from $390.00. Morgan Stanley also maintained its Overweight rating on October 20, lowering its target from $410.00 to $380.00. The consensus among analysts is generally positive, with a recommendation key of "buy" and a mean target price of $370.17.

About Acuity Inc.

Acuity Inc. is involved in providing lighting solutions, control systems, and management platforms in the U.S. and internationally. The company operates through two main segments: Acuity Brands Lighting and Acuity Intelligent Spaces. This insider sale comes as the company navigates its market position amid ongoing analyst coverage and institutional interest.

Bottom Line

Investors should watch for Acuity's upcoming earnings report on January 7, 2027, to gauge its performance after this insider transaction. As the market continues to react to both insider activities and institutional investments, further developments could impact the stock's trajectory.