AYI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $308.76
Capitalización Bursátil (MRQ) $9.29B
P/E (TTM) 20.5
BPA (TTM) $15.08
Ingresos (TTM) $4.61B
Rendimiento div. 0.22%
ROE (TTM) 17.4%
Deuda/Capital (MRQ) 0.2
Rango 52S $257–$380

AYI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Acerca de Acuity Inc. Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Acuity Inc. is an industrial technology company headquartered in Atlanta, Georgia, with operations throughout North America and in Europe and Asia. As of 2024 the company has approximately 12,000 employees and recorded net sales of $3.84 billion for the fiscal year. In terms of market share, Acuity Brands is the largest lighting manufacturer in North America.

History

The roots of Acuity Brands date back to 1919 when Isadore M. Weinstein founded the Atlanta Linen Supply company. Weinstein had previously been employed in the towel supply business in Cleveland, and after serving in World War I, he started his own business renting towels, uniforms, and linens. He opened several locations throughout the south, changing the name to the Southern Linen Service Corporation in 1920. The company went public in 1928 as National Linen Service Corporation and continued to grow, eventually expanding to markets in the southwest and west coast. By 1944, the company was listed on the New York Stock Exchange.

Following World War II, Weinstein's son, Milton, had taken over the company. In the 1950s, National Linen faced an antitrust suit due to its dominance in the otherwise fragmented linens industry. The suit was settled in 1956, and in an effort to assuage future antitrust concerns, the company began to diversify. National Linen's first acquisition outside of linens and uniforms was Zep Manufacturing Company, an Atlanta-based chemical and janitorial supply manufacturer, in 1962. Zep became synonymous with NSI's chemical division, acquiring Selig Chemical Industries in 1968 and several smaller acquisitions throughout the 1970s and 1980s. To better reflect its new variety of business units, National Linen became National Service Industries (NSI) in 1964. Zep co-founder Erwin Zaban, who had stayed on following the company's acquisition and was also Weinstein's neighbor, took over NSI's operation in 1966.

In 1969, NSI acquired Lithonia Lighting Inc., a light fixture manufacturer founded in Georgia in 1946, and established a lighting division. Along with the chemical division that grew out of the Zep acquisition, the lighting division that grew out of the Lithonia Lighting acquisition formed the foundation for what would eventually become Acuity Brands. NSI acquired several other lighting manufacturers over the next 30 years, the largest of which occurred in 1999, when Ohio-based Holophane Corporation, a large outdoor and industrial lighting manufacturer, was purchased. Zaban continued NSI's new expansion strategy of acquiring profitable companies without much consideration for synergy among the company's increasing number of business units throughout the 1970s and 1980s. Six business units remained at the core of NSI's operations: linens, chemicals, lighting, insulation, envelopes, and printing. However, the total number of business units ebbed and flowed throughout this period as Zaban acquired companies in a variety of other industries and divested as soon as they became unprofitable.

By the 1990s, NSI's lighting and chemical divisions made up more than half of the company's revenues and operating incomes combined, and both divisions were still rapidly growing. In 1992, NSI added Graham Group, Europe's second-largest specialty chemical manufacturer at the time, and Kleen Canada to its chemical division. NSI added outdoor lighting company Infranor Canada in 1995 and invested in a fluorescent lighting manufacturing facility in Monterrey, Mexico that would serve the entire North American market. The chemical division expanded further in 1997 with the acquisition of Enforcer Products and Pure Corporation.

In 2001, National Service Industries announced it would combine the lighting and chemical divisions and spin off that combined entity as a separate, publicly traded company. Initially incorporated as L&C Spinco in June 2001, it was renamed Acuity Brands in November of the same year.

James S. Balloun, who had taken over as CEO of NSI in the mid-1990s, moved with the spinoff to serve as the president, CEO, and chairman of the board. Balloun retired in September 2004 and was replaced by Vernon J. Nagel, who had joined the firm as executive vice president and chief financial officer in December 2001.

Effective July 2007, the company's chemical division, Acuity Specialty Products, spun off as Zep, Inc. and included the Zep, Enforcer, and Selig brands. The remaining Acuity Brands, Inc. became the holding company for Acuity Brands Lighting, which included the Lithonia Lighting, Holophane, Peerless, and Mark Architectural brands, among others.

Nagel's tenure as CEO saw the transition of the lighting industry to LED lighting as well as the rise of smart lighting and the internet of things. Acuity grew with these changes in technology, launching the Atrius IoT brand in 2017 after the acquisitions of Sensor Switch and organic creation of brands such as nLight and ROAM. In January 2020, after 16 years as president and CEO, Nagel stepped aside to become executive chairman, and Neil Ashe was named the new head of the company. In July 2024, Sach Sankpal was named president of Acuity Brands Lighting and Lighting Controls (ABL).

Products

The firm's products include luminaires, lighting controls, building system controllers, prismatic skylights, drivers, power supplies and integrated systems for indoor and outdoor applications in commercial, industrial, institutional, infrastructure and residential spaces.

They include recessed, surface, suspended, downlight, decorative, track and emergency indoor luminaires as well as outdoor lighting for street and roadway, parking, flood, landscape, site, area and underwater applications. It also provides digital networked lighting, building management and IoT. modular wiring, LED drivers, photo controls, occupancy sensors, dimming panels, relay panels, integrated lighting control systems, and products and services related to networked technology, building automation and building analytics.

The firm markets its products and services under a variety of brand names including Aculux, Eureka, Holophane, Juno, nLight, Pathway, and Distech.

== Acquisitions ==

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorIndustrials industriaElectrical Equipment empleados13 000 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$4.35B
2019-08-31 → 2025-08-31
BPA$12.53
2019-08-31 → 2025-08-31
Flujo de caja libre$533M
2019-08-31 → 2025-08-31
Margen neto10.3%
2019-08-31 → 2025-08-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años AYI promedio 5A Mediana de Pares Veredicto
P/E (TTM) 20.5 · 31.0 Infravalorado
P/S (TTM) 2.0 · 2.3 Valor razonable
P/C (MRQ) 3.3 · 3.3 Valor razonable
EV / EBITDA 14.2 · 16.4 Infravalorado
Precio / FCF (TTM) 14.5 · · ·
Precio / Flujo de Caja (TTM) 12.9 · 14.1 Más caro
EV / Revenue (EV / Ingresos) 2.3 · · ·
EV / FCF 18.6 · · ·
Precio / Valor Contable Tangible (MRQ) 5.1 · · ·
PEG Ratio (Ratio PEG) ≈1.4 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo0.22%
Ratio de Pago5.2%
Pago anualizado≈$0.80Pago trimestral
CAGR de Dividendos a 5 años≈5.5%Por acción, ajustado por splits
Racha de Crecimiento≈2Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Jul 17, 2026$0,20USD≈0.23%
Abr 17, 2026$0,20USD≈0.25%
Feb 2, 2026$0,20USD≈0.22%
Oct 17, 2025$0,17USD≈0.19%
Jul 18, 2025$0,17USD≈0.23%
Abr 17, 2025$0,17USD≈0.28%
Feb 3, 2025$0,17USD≈0.20%
Oct 18, 2024$0,15USD≈0.20%
Jul 18, 2024$0,15USD≈0.23%
Abr 16, 2024$0,15USD≈0.22%
Feb 2, 2024$0,15USD≈0.23%
Oct 17, 2023$0,13USD≈0.29%
Jul 17, 2023$0,13USD≈0.31%
Abr 14, 2023$0,13USD≈0.33%
Feb 3, 2023$0,13USD≈0.27%
Oct 14, 2022$0,13USD≈0.32%
Jul 14, 2022$0,13USD≈0.32%
Abr 14, 2022$0,13USD≈0.30%
Ene 19, 2022$0,13USD≈0.25%
Oct 14, 2021$0,13USD≈0.25%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 4.5%
PeríodoInformeEPS ActualEPS est.Sorpresa
31 de diciembre de 2026 $5.77 $5.62 2.7%
30 de septiembre de 2026 Oct 1, 2026 $5.77 $5.62 2.7%
30 de junio de 2026 $5.31 $5.24 1.4%
31 de marzo de 2026 $4.14 $4.04 2.5%
31 de diciembre de 2025 $4.69 $4.64 1.2%
30 de septiembre de 2025 $5.20 $4.89 6.4%
30 de junio de 2025 $5.12 $4.47 14.5%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $4.35B$3.84B$3.95B$4.01B$3.46B$3.33B$3.67B$3.68B$3.51B$3.29B$2.71B$2.39B
Cost of Revenue $2.27B$2.06B$2.24B$2.33B$1.99B$1.92B$2.19B$2.19B$2.02B$1.86B$1.56B$1.41B
Gross Profit $2.08B$1.78B$1.71B$1.67B$1.48B$1.40B$1.48B$1.49B$1.48B$1.44B$1.15B$979M
R&D Expense $140M$102M$97M$95M$88M$82M$75M$64M$52M$47M$41M·
SG&A Expense $1.48B$1.23B$1.21B$1.16B$1.04B$1.03B$1.01B$1.02B$942M$946M$757M$680M
Operating Income $564M$553M$473M$510M$428M$354M$463M$461M$528M$475M$376M$299M
Interest Expense ··$28M$27M$24M$26M$36M$36M$34M$33M$33M$33M
Interest Income $20M$30M$9M$2M$1M$3M$3M$2M$2M$1M$1M$500.0K
Other Non-op $-42M$-9M$-8M$9M$-8M$-6M$-5M$-1M$-2M$2M$-1M$-1M
Pretax Income $500M$549M$447M$494M$396M$325M$425M$426M$493M$445M$344M$266M
Income Tax $104M$126M$101M$110M$90M$76M$94M$76M$171M$154M$122M$90M
Net Income $397M$423M$346M$384M$306M$248M$330M$350M$322M$291M$222M$176M
EPS (Basic) $12.85$13.68$10.88$11.23$8.44$6.29$8.32$8.54$7.46$6.67$5.13$4.07
EPS (Diluted) $12.53$13.44$10.76$11.08$8.38$6.27$8.29$8.52$7.43$6.63$5.09$4.05
Shares (Basic) 30,859,00030,885,00031,806,00034,182,00036,284,00039,453,00039,700,00040,900,00043,100,00043,500,00043,100,00042,800,000
Shares (Diluted) 31,641,00031,445,00032,164,00034,645,00036,554,00039,601,00039,800,00041,000,00043,300,00043,800,00043,400,00043,000,000
EBITDA $697M$644M$567M$604M$528M$455M$551M$535M$593M$538M$422M$342M
Balance general 29
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents $422M$846M$398M$223M$491M$561M$461M$129M$311M$413M$757M$552M
Receivables $594M$563M$555M$666M$572M$500M$561M$638M$573M$573M$412M$373M
Inventory $527M$388M$368M$486M$399M$320M$341M$412M$329M$295M$225M$212M
Prepaid Expense $108M$75M$74M$91M$82M$59M$79M$32M$33M$42M$20M$27M
Other Current Assets ·······$32M$33M$42M$20M$48M
Current Assets $1.65B$1.87B$1.40B$1.47B$1.54B$1.44B$1.44B$1.21B$1.25B$1.32B$1.41B$1.19B
PP&E (Net) $343M$304M$298M$276M$269M$270M$277M$287M$288M$268M$175M$152M
PP&E (Gross) $1.10B$1000M$962M$892M$845M$803M$758M$729M$688M$646M$527M$500M
Accum. Depreciation $754M$696M$664M$615M$576M$532M$480M$442M$400M$378M$352M$347M
Goodwill $1.50B$1.10B$1.10B$1.08B$1.09B$1.08B$967M$971M$901M$948M$565M$569M
Intangibles $1.10B$440M$481M$529M$573M$606M$466M$499M$449M$381M$223M$232M
Other Non-current Assets $45M$32M$50M$48M$34M$30M$18M$19M$13M···
Total Assets $4.76B$3.81B$3.41B$3.48B$3.58B$3.49B$3.17B$2.99B$2.90B$2.95B$2.41B$2.17B
Accounts Payable $454M$352M$286M$398M$392M$326M$339M$451M$395M$401M$311M$287M
Short-term Debt ·$0$0$18M$0·······
Current Liabilities $846M$688M$595M$734M$692M$618M$596M$683M$601M$672M$521M$470M
Capital Leases $84M$58M$76M$67M$47M$57M······
Deferred Tax $25M$26M$59M$102M$101M$95M$93M$92M$108M$75M$32M$58M
Other Non-current Liabilities $139M$130M$129M$800.0K$9M$2M$5M$8M$6M$11M$9M$9M
Total Liabilities $2.03B$1.44B$1.39B$1.57B$1.53B$1.36B$1.25B$1.27B$1.23B$1.29B$1.05B$1.00B
Long-term Debt ····$494M$401M$357M$357M$357M$355M$352M$352M
Total Debt $897M$496M$496M$513M$494M$401M$357M$357M$357M$355M$352M$354M
Common Stock $500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K$500.0K
Retained Earnings $4.29B$3.91B$3.51B$3.18B$2.81B$2.52B$2.30B$2.00B$1.66B$1.36B$1.09B$894M
Treasury Stock $2.65B$2.53B$2.44B$2.18B$1.66B$1.23B$1.16B$1.07B$776M$419M$420M$420M
AOCI $-76M$-115M$-113M$-126M$-98M$-133M$-151M$-115M$-100M$-139M$-110M$-72M
Stockholders' Equity $2.72B$2.38B$2.02B$1.91B$2.04B$2.13B$1.92B$1.72B$1.67B$1.66B$1.36B$1.16B
Liabilities + Equity $4.76B$3.81B$3.41B$3.48B$3.58B$3.49B$3.17B$2.99B$2.90B$2.95B$2.41B$2.17B
Shares Outstanding 30,700,00030,800,00031,100,00032,500,00035,200,00038,900,00039,500,00040,000,00041,800,00043,700,00043,300,00042,862,662
Flujo de Efectivo 18
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $133M$91M$93M$95M$100M$101M$88M$80M$75M$63M$46M$43M
Stock-based Comp $45M$47M$42M$37M$32M$38M$29M$32M$32M$28M$18M$18M
Deferred Tax $-45M$-34M$-48M$600.0K$-3M$-7M$9M$-38M$-8M$-8M$3M$-500.0K
Amort. of Intangibles $76M$40M$42M$41M$41M$42M$31M$28M$28M$21M$11M$11M
Restructuring $30M$0$27M$0$3M$20M$2M$6M$11M$15M$12M$-200.0K
Other Non-cash $72M$92M$145M$-200M$-28M$124M$38M$-71M$-104M$-27M$200.0K$-3M
Operating Cash Flow $601M$619M$578M$316M$409M$505M$495M$352M$337M$388M$289M$233M
CapEx $68M$64M$67M$56M$44M$55M$53M$44M$67M$84M$56M$35M
Investing Cash Flow $-1.28B$-65M$-91M$-62M$-118M$-360M$-53M$-204M$-49M$-705M$-72M$-34M
Debt Issued $600M$0$0$0$494M$400M$86M·$1M$2M$0$0
Net Debt Issued $400M·$0$0$93M$-351M$-400.0K$-400.0K$1M$2M··
Stock Repurchased $118M$89M$267M$515M$435M$69M$82M$298M$358M$0$0$0
Net Stock Activity $-118M$-89M$-267M$-515M$-435M$-69M$-82M$-298M$-358M$0·$0
Dividends Paid $21M$18M$17M$18M$19M$21M$21M$21M$23M$23M$23M$22M
Financing Cash Flow $255M$-104M$-313M$-512M$-363M$-50M$-108M$-327M$-392M$-23M$-4M$-6M
Net Change in Cash $-423M$448M$175M$-268M$-69M$100M$332M$-182M$-102M$-344M$204M$193M
Free Cash Flow $533M$555M$511M$260M$365M$450M$442M$310M$249M$262M$232M$198M
Levered FCF ··$490M$239M$346M$430M$413M$280M$227M$240M$211M$176M
Rentabilidad 8
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 47.8%46.4%43.4%41.8%42.6%42.2%40.3%40.4%42.3%43.6%42.3%40.9%
Operating Margin 13.0%14.4%12.0%12.7%12.3%10.6%12.6%12.3%14.8%14.4%13.9%12.5%
Net Margin 9.1%11.0%8.8%9.6%8.8%7.5%9.0%9.5%9.2%8.8%8.2%7.3%
Pretax Margin 11.5%14.3%11.3%12.3%11.5%9.8%11.6%11.6%14.1%13.5%12.7%11.1%
EBITDA Margin 16.0%16.8%14.3%15.1%15.2%13.7%15.0%14.5%16.9%16.3%15.6%14.3%
ROA 8.5%11.7%10.1%10.9%8.7%7.4%10.7%11.9%11.0%10.9%9.7%8.6%
ROE 15.1%18.2%17.4%20.1%15.0%11.8%17.4%21.1%19.4%19.3%17.6%16.3%
ROIC 12.3%14.8%14.6%16.3%13.0%10.7%15.8%18.0%16.8%15.4%14.2%13.0%
Liquidez y Solvencia 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 2.02.72.32.02.22.32.41.82.12.02.82.5
Quick Ratio 1.22.01.61.21.51.71.71.11.51.52.22.0
Debt / Equity 0.30.20.20.30.20.20.20.20.20.20.30.3
LT Debt / Equity 0.30.20.20.30.20.20.20.20.20.20.30.3
Interest Coverage ··17.018.917.713.412.712.815.214.311.59.2
Eficiencia 3
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.91.11.11.11.01.01.21.21.21.21.21.2
Inventory Turnover 5.05.45.25.35.55.85.85.96.57.17.16.8
Receivables Turnover 7.56.96.56.56.56.36.16.16.16.76.96.9
Por Acción 7
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $88.76$77.23$64.80$58.82$58.08$54.69$48.58$42.92·$37.91$31.41$27.14
Revenue / Share $137.34$122.15$122.88$115.63$94.56$84.00$92.28$89.76$80.95$75.14$62.37$55.66
Cash Flow / Share $19.01$19.69$17.97$9.13$11.17$12.75$12.43$8.61$7.30$7.89$6.66$5.42
Cash / Share $13.76$27.46$12.79$6.87$13.96$14.41$11.67$3.23·$9.44$17.48$12.89
Dividend / Share $0.66$0.58$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52
Dividend Paid / Share ··$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52
EPS (TTM) $12.53$13.44$10.76$11.08$8.38$6.27$8.29$8.52$7.43$6.63$5.09$4.05
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 13.1%-2.8%-1.4%15.8%4.0%·······
Revenue CAGR 3Y 2.8%3.5%5.9%·········
Revenue CAGR 5Y 5.5%···········
EPS YoY -6.8%24.9%-2.9%32.2%33.7%·······
EPS CAGR 3Y 4.2%17.1%19.7%·········
EPS CAGR 5Y 14.8%···········
Net Income YoY -6.2%22.1%-9.9%25.4%23.4%·······
Net Income CAGR 3Y 1.1%11.3%11.7%·········
Net Income CAGR 5Y 9.8%···········
Dividends Paid CAGR 5Y -0.19%···········
Valoración (TTM) 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $4.35B$3.84B$3.95B$4.01B$3.46B$3.33B$3.67B$3.68B$3.51B$3.29B$2.71B$2.39B
Net Income TTM $397M$423M$346M$384M$306M$248M$330M$350M$322M$291M$222M$176M
Market Cap $10.02B$7.84B$5.02B$5.33B$6.50B$4.25B$4.95B$6.11B·$12.05B$8.44B$5.31B
Enterprise Value $10.50B$7.50B$5.11B$5.62B$6.50B$4.09B$4.85B$6.34B·$11.99B$8.03B$5.11B
P/E 26.119.015.014.822.017.415.117.923.841.538.330.6
P/S 2.32.01.31.31.91.31.31.7·3.73.12.2
P/B 3.73.32.52.83.22.02.63.6·7.36.24.6
P / Tangible Book 76.99.311.517.917.29.6······
P / Cash Flow 16.712.78.716.815.98.410.017.3·34.829.222.8
P / FCF 18.814.19.820.517.89.411.219.7·46.036.326.8
EV / EBITDA 15.111.69.09.312.39.08.811.9·22.319.014.9
EV / FCF 19.713.510.021.617.89.111.020.5·45.834.625.8
EV / Revenue 2.42.01.31.41.91.21.31.7·3.63.02.1
Dividend Yield 0.21%0.23%0.33%0.34%0.29%0.49%0.42%0.35%·0.19%0.27%0.42%
Earnings Yield 3.8%5.3%6.7%6.8%4.5%5.7%6.6%5.6%4.2%2.4%2.6%3.3%
Payout Ratio 5.2%4.3%4.9%4.7%6.2%8.4%6.3%6.1%7.1%7.9%10.2%12.8%
Annual Payout $21M$18M$17M$18M$19M$21M$21M$21M$23M$23M$23M$22M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-08-312025-05-312025-02-282024-11-302024-08-31
Ingresos $4.35B · · · $3.84B
Margen Bruto % 47.8% · · · 46.4%
Margen Operativo % 13.0% · · · 14.4%
Beneficio neto $397M · · · $423M
EPS Diluido $12.53 · · · $13.44

Propietarios institucionales (13F) 689 declarantes · $12.0B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 689
Valor en tenencia $12.0B
Nuevas posiciones 114
Posiciones cerradas 52
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
114 (+18 vs trimestre anterior) 52 (-45 vs trimestre anterior) 219 (+13 vs trimestre anterior) 189 (+8 vs trimestre anterior) +1.2M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
FMR LLC $1 357 509 193 3 604 071 11,35% Acciones
BlackRock, Inc. $1 121 983 364 2 978 769 9,38% Acciones
VANGUARD GROUP INC $1 066 377 634 2 961 831 8,92% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $541 153 072 1 436 715 4,53% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $515 811 387 1 369 435 4,31% Acciones
AQR CAPITAL MANAGEMENT LLC $471 010 054 1 274 516 3,94% Acciones
STATE STREET CORP $363 849 902 966 017 3,04% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $290 830 600 772 130 2,43% Acciones
GEODE CAPITAL MANAGEMENT, LLC $289 485 217 768 419 2,42% Acciones
DIMENSIONAL FUND ADVISORS LP $288 700 929 766 536 2,41% Acciones
AMERICAN CENTURY COMPANIES INC $280 013 188 743 411 2,34% Acciones
JPMORGAN CHASE & CO $262 651 132 713 050 2,20% Acciones
WELLINGTON MANAGEMENT GROUP LLP $247 922 507 658 213 2,07% Acciones
Boston Partners $201 607 163 535 556 1,69% Acciones
UBS Group AG $194 270 305 515 771 1,62% Acciones
FIRST TRUST ADVISORS LP $163 556 248 434 229 1,37% Acciones
FIL Ltd $159 614 195 423 762 1,34% Acciones
GOLDMAN SACHS GROUP INC $143 971 616 382 232 1,20% Acciones
MORGAN STANLEY $136 831 617 363 273 1,14% Acciones
ALLEN OPERATIONS LLC $129 608 706 344 100 1,08% Acciones
Fisher Asset Management, LLC $122 647 874 325 619 1,03% Acciones
NORGES BANK $119 390 674 316 972 1,00% Acciones
NORTHERN TRUST CORP $110 883 054 294 385 0,93% Acciones
BANK OF AMERICA CORP /DE/ $106 018 491 281 470 0,89% Acciones
Allianz Asset Management GmbH $103 947 990 275 973 0,87% Acciones
Boston Trust Walden Corp $101 940 016 270 642 0,85% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $97 637 429 259 219 0,82% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $92 191 169 244 768 0,77% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $82 804 558 219 839 0,69% Acciones
EARNEST PARTNERS LLC $79 537 032 211 164 0,67% Acciones
Bank of New York Mellon Corp $77 212 327 204 992 0,65% Acciones
D. E. Shaw & Co., Inc. $74 420 106 197 579 0,62% Acciones
VANGUARD FIDUCIARY TRUST CO $71 848 272 190 751 0,60% Acciones
Greenstone Partners & Co., LLC $67 689 569 179 710 0,57% Acciones
Greenstone Partners, L.P. $66 425 943 192 880 0,56% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $59 266 810 211 501 0,50% Acciones
SEIZERT CAPITAL PARTNERS, LLC $56 021 395 148 732 0,47% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $51 377 931 136 404 0,43% Acciones
JUPITER ASSET MANAGEMENT LTD $51 272 090 136 123 0,43% Acciones
STOREBRAND ASSET MANAGEMENT AS $47 052 744 124 921 0,39% Acciones
Quantinno Capital Management LP $46 293 182 122 904 0,39% Acciones
Gotham Asset Management, LLC $46 188 686 122 627 0,39% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $40 040 465 106 304 0,33% Acciones
Invesco Ltd. $39 185 069 104 033 0,33% Acciones
Alyeska Investment Group, L.P. $38 648 329 102 608 0,32% Acciones
ASR Vermogensbeheer N.V. $38 039 600 100 996 0,32% Acciones
Triodos Investment Management BV $35 029 380 93 000 0,29% Acciones
JANE STREET GROUP, LLC $33 579 616 89 151 0,28% Acciones
Arbejdsmarkedets Tillaegspension $33 296 744 88 400 0,28% Acciones
DEUTSCHE BANK AG\ $33 087 698 87 845 0,28% Acciones

Mostrar todos los 689 propietarios institucionales →

Informantes de la empresa 43 insiders · 20 directivos · 24 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Neil Ashe President & CEO 24 de octubre de 2025 F 72 202 0 0 $0
James S Balloun Chairman & CEO 20 de enero de 2004 A 46 173 0 0 $0
Karen J Holcom SVP & Chief Financial Officer 1 de septiembre de 2026 S 17 447 0 3 $-2 826 669
Jeremy M Quick EVP & CFO 8 de noviembre de 2010 S 31 024 0 0 $0
Edward H Bastian Former SVP & CFO 20 de julio de 2005 D 0 0 0 $0
Barry R Goldman SVP & General Counsel 2 de julio de 2026 S 4 856 0 10 $-3 802 651
Dianne S Mills SVP & Chief HR Officer 24 de octubre de 2025 F 15 293 0 0 $0
Richard K Reece Executive Vice President 26 de octubre de 2021 F 93 483 0 0 $0
Vernon J Nagel Executive Chairman 25 de octubre de 2020 F 223 909 0 0 $0
Laurent J Vernerey Executive Vice President 1 de noviembre de 2018 F 16 220 0 0 $0
Mark A Black EVP 3 de noviembre de 2017 M 23 208 0 0 $0
Dan C. Smith SVP, Treasurer and Secretary 6 de abril de 2011 F 18 647 0 0 $0
John T. Hartman EVP & Chief Commercial Officer 6 de enero de 2009 F 45 467 0 0 $0
Kenyon W Murphy EVP,CAO and General Counsel 20 de diciembre de 2007 G 31 241 0 0 $0
John K Morgan Executive Vice President 29 de septiembre de 2007 F 123 897 0 0 $0
William A Holl Executive Vice President 6 de junio de 2007 F 25 472 0 0 $0
Joseph G Parham JR Senior Vice President HR 31 de enero de 2007 M 54 152 0 0 $0
Wesley E Wittich SVP, Audit Risk & Mgmt. 29 de noviembre de 2006 F 45 042 0 0 $0
Kenneth W Honeycutt Executive Vice President 10 de diciembre de 2005 F 45 796 0 0 $0
James H Heagle Executive Vice President 23 de agosto de 2005 A 37 550 0 0 $0
Nicholas Tzitzon Consejero 24 de septiembre de 2026 A · 0 0 $0
Maya Leibman Consejero 30 de abril de 2026 P 400 1 0 $57 766
Laura O'Shaughnessy Consejero 8 de abril de 2026 P 3 111 1 0 $282 980
George Douglas Dillard JR Consejero 21 de enero de 2026 A 796 0 0 $0
Mark Sachleben Consejero 21 de enero de 2026 A 112 0 0 $0
Patrick W. Battle Consejero 21 de enero de 2026 A 3 238 0 0 $0
Marcia J Avedon Consejero 21 de enero de 2026 A · 0 0 $0
James H Hance JR Consejero 21 de enero de 2026 A 18 618 0 0 $0
Mary A Winston Consejero 24 de enero de 2024 A 4 027 0 0 $0
Dominic J Pileggi Consejero 5 de enero de 2022 A 745 0 0 $0
Ray M Robinson Consejero 5 de enero de 2022 A 5 462 0 0 $0
Robert F Mccullough Consejero 6 de enero de 2021 A 6 984 0 0 $0
Julia B North Consejero 1 de noviembre de 2019 A 3 734 0 0 $0
Norman H Wesley Consejero 1 de noviembre de 2018 A 6 343 0 0 $0
Gordon D Harnett Consejero 1 de noviembre de 2017 A 2 981 0 0 $0
George C Guynn Consejero 2 de noviembre de 2015 A 4 484 0 0 $0
Neil Williams Consejero 1 de agosto de 2012 A 12 677 0 0 $0
John L Clendenin Consejero 5 de noviembre de 2010 M 9 886 0 0 $0
Earnest W Deavenport JR Consejero 1 de agosto de 2007 A · 0 0 $0
Jay M Davis Consejero 1 de noviembre de 2006 A 5 000 0 0 $0
Leslie M Baker JR Consejero 1 de diciembre de 2003 A · 0 0 $0
Michael J Bender · 21 de enero de 2026 A · 0 0 $0
Peter C Browning · 10 de mayo de 2021 S 429 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 89 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
EPSV · Harbor ETF Trust 1,88% 349 NS 31 de julio de 2026 N-PORT
CCSO · Tidal Trust II 0,97% 1 350 NS 31 de julio de 2026 N-PORT
MCOW · Pacer Funds Trust 0,93% 30 NS 31 de julio de 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,82% 22 660 NS 31 de julio de 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,73% 368 NS 31 de julio de 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,73% 33 505 NS 31 de julio de 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0,70% 3 765 NS 31 de julio de 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,55% 9 747 NS 31 de julio de 2026 N-PORT
SMDX · Tidal Trust III 0,52% 2 074 NS 31 de julio de 2026 N-PORT
QIDX · Spinnaker ETF Series 0,52% 618 NS 31 de julio de 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,40% 20 206 SH 19 de agosto de 2026 Diario
FXR · First Trust Exchange-Traded AlphaDE… 0,39% 8 827 NS 31 de julio de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,36% 3 649 NS 31 de julio de 2026 N-PORT
MADE · iShares Trust 0,33% 611 SH 11 de septiembre de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,31% 48 683 SH 19 de agosto de 2026 Diario
QVMM · Invesco Exchange-Traded Fund Trust … 0,30% 4 147 SH 2 de octubre de 2026 Diario
PTMC · Pacer Funds Trust 0,28% 3 303 NS 31 de julio de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,26% 5 103 NS 31 de julio de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,24% 441 355 SH 19 de agosto de 2026 Diario
TRFM · ETF Series Solutions 0,23% 1 721 NS 31 de julio de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 13 298 NS 31 de julio de 2026 N-PORT
ESML · iShares Trust 0,21% 18 864 SH 11 de septiembre de 2026 Diario
MIDU · Direxion Shares ETF Trust 0,21% 442 NS 31 de julio de 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,21% 8 276 SH 19 de agosto de 2026 Diario
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 49 887 NS 31 de julio de 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,20% 8 204 NS 31 de julio de 2026 N-PORT
NUSC · Nushares ETF Trust 0,19% 7 480 NS 31 de julio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,19% 88 491 NS 31 de julio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,18% 13 838 NS 31 de julio de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,18% 7 514 SH 2 de octubre de 2026 Diario
ISCG · iShares Trust 0,17% 5 201 SH 11 de septiembre de 2026 Diario
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 4 341 NS 31 de julio de 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,17% 2 925 NS 31 de julio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,16% 71 566 NS 31 de julio de 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,15% 34 945 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,14% 695 361 SH 19 de agosto de 2026 Diario
FTLS · First Trust Exchange-Traded Fund III 0,14% 10 328 NS 31 de julio de 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,14% 9 472 NS 31 de julio de 2026 N-PORT
SMMD · iShares Trust 0,13% 16 113 SH 11 de septiembre de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,13% 345 615 SH 19 de agosto de 2026 Diario
IYJ · iShares Trust 0,12% 7 188 SH 11 de septiembre de 2026 Diario
BSCU · Invesco Exchange-Traded Self-Indexe… 0,12% 3 710 000 2 de octubre de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,11% 1 416 SH 19 de agosto de 2026 Diario
IWS · iShares Trust 0,09% 45 383 SH 11 de septiembre de 2026 Diario
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 1 240 NS 31 de julio de 2026 N-PORT
WSML · iShares Trust 0,08% 1 778 SH 11 de septiembre de 2026 Diario
RECS · Columbia ETF Trust I 0,08% 13 445 NS 31 de julio de 2026 N-PORT
IWR · iShares Trust 0,07% 123 721 SH 11 de septiembre de 2026 Diario
PFIG · Invesco Exchange-Traded Fund Trust … 0,06% 90 000 2 de octubre de 2026 Diario
DFUV · Dimensional ETF Trust 0,06% 27 009 NS 31 de julio de 2026 N-PORT
LRND · New York Life Investments ETF Trust 0,06% 676 NS 31 de julio de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 3 874 NS 31 de julio de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 843 NS 31 de julio de 2026 N-PORT
LRGF · iShares Trust 0,05% 5 667 SH 11 de septiembre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,04% 1 111 SH 2 de octubre de 2026 Diario
DFAC · Dimensional ETF Trust 0,04% 57 112 NS 31 de julio de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,03% 2 368 NS 31 de julio de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,03% 3 421 NS 31 de julio de 2026 N-PORT
VEGN · ETF Series Solutions 0,03% 178 NS 31 de julio de 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,03% 18 241 SH 19 de agosto de 2026 Diario
IWD · iShares Trust 0,03% 67 160 SH 11 de septiembre de 2026 Diario
DSI · iShares Trust 0,03% 4 347 SH 11 de septiembre de 2026 Diario
PRF · Invesco Exchange-Traded Fund Trust 0,02% 7 587 SH 2 de octubre de 2026 Diario
TILT · FlexShares Trust 0,02% 1 458 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,02% 962 771 SH 19 de agosto de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 4 989 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,02% 2 547 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,02% 6 832 SH 19 de agosto de 2026 Diario
DFAU · Dimensional ETF Trust 0,02% 7 141 NS 31 de julio de 2026 N-PORT
IUSG · iShares Trust 0,02% 18 386 SH 11 de septiembre de 2026 Diario
IWB · iShares Trust 0,01% 21 459 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,01% 8 783 SH 11 de septiembre de 2026 Diario
DFUS · Dimensional ETF Trust 0,01% 8 546 NS 31 de julio de 2026 N-PORT
IYY · iShares Trust 0,01% 1 270 SH 11 de septiembre de 2026 Diario
ITOT · iShares Trust 0,01% 39 279 SH 11 de septiembre de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 25 709 SH 19 de agosto de 2026 Diario
IUSV · iShares Trust 0,01% 8 431 SH 11 de septiembre de 2026 Diario
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 928 SH 2 de octubre de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
IJH · iShares Trust · 1 056 895 SH 11 de septiembre de 2026 Diario
IJK · iShares Trust · 118 632 SH 11 de septiembre de 2026 Diario
IJJ · iShares Trust · 49 039 SH 21 de agosto de 2026 Diario
XJH · iShares Trust · 4 114 SH 8 de septiembre de 2026 Diario
ISCB · iShares Trust · 1 361 SH 11 de septiembre de 2026 Diario
ISCV · iShares Trust · 3 080 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 42 391 SH 11 de septiembre de 2026 Diario

AYI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 12 analistas COMPRA
Objetivo mediano $368.00 +19,2%
3 25,0% Compra fuerte
5 41,7% Compra
4 33,3% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

6 analistas · 2026-10-04

Objetivo medio $379.33 +22,9%

← Por Debajo de Todos los Objetivos Precio Actual $308.76
Mín$345.00 Media$379.33 Máx$440.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
AYI $10.02B 26.1 13.1% 9.1% 15.1% 47.8%
HUBB $23.65B 26.9 3.8% 15.2% 24.5% 35.3%
VICR · 42.0 26.1% 26.2% 18.5% 57.3%
NXT · 31.4 20.3% 16.5% 27.1% 32.6%
GNRC · 50.7 -2.0% 3.8% 6.2% 38.3%
RRX $9.32B 33.4 -1.7% 4.7% 4.3% 37.4%
POWL $3.68B 20.5 9.1% 16.4% 30.6% 29.4%
ENS $6.33B 22.6 3.7% 7.8% 15.4% 29.3%
ST · 158.5 -5.8% 0.84% 1.1% ·
ATKR $2.11B -139.4 -11.0% -0.53% -1.1% 23.7%
PLUG · -1.4 12.9% -229.8% -120.3% -34.1%

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Jun 25, 2026