AYI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $308.76
Capitalizzazione di Mercato (MRQ) $9.29B
P/E (TTM) 20.5
EPS (TTM) $15.08
Ricavi (TTM) $4.61B
Rendimento div. 0.22%
ROE (TTM) 17.4%
D/E Debito/Patrimonio (MRQ) 0.2
Intervallo 52 sett. $257–$380

AYI Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Acuity Inc. Common Stock Panoramica della società da 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 ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti13.800 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$4.35B
2019-08-31 → 2025-08-31
EPS$12.53
2019-08-31 → 2025-08-31
Flusso di cassa libero$533M
2019-08-31 → 2025-08-31
Margine netto10.3%
2019-08-31 → 2025-08-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni AYI media 5 anni Mediana dei peer Verdetto
P/E (TTM) 20.5 · 31.0 Sottovalutato
P/S (TTM) 2.0 · 2.3 Valore equo
P/B (MRQ) 3.3 · 3.3 Valore equo
EV / EBITDA 14.2 · 16.4 Sottovalutato
Prezzo / FCF (TTM) 14.5 · · ·
Prezzo / Flusso di cassa (TTM) 12.9 · 14.1 Più costoso
EV / Revenue (EV / Ricavi) 2.3 · · ·
EV / FCF 18.6 · · ·
Prezzo / Valore contabile tangibile (MRQ) 5.1 · · ·
PEG Ratio ≈1.4 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield0.22%
Rapporto di Distribuzione Utili5.2%
Pagamento annualizzato≈$0.80Pagato trimestralmente
CAGR Dividendi 5Y≈5.5%Per azione, rettificato per lo split
Striscia di crescita≈2Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Lug 17, 2026$0,20USD≈0.23%
Apr 17, 2026$0,20USD≈0.25%
Feb 2, 2026$0,20USD≈0.22%
Ott 17, 2025$0,17USD≈0.19%
Lug 18, 2025$0,17USD≈0.23%
Apr 17, 2025$0,17USD≈0.28%
Feb 3, 2025$0,17USD≈0.20%
Ott 18, 2024$0,15USD≈0.20%
Lug 18, 2024$0,15USD≈0.23%
Apr 16, 2024$0,15USD≈0.22%
Feb 2, 2024$0,15USD≈0.23%
Ott 17, 2023$0,13USD≈0.29%
Lug 17, 2023$0,13USD≈0.31%
Apr 14, 2023$0,13USD≈0.33%
Feb 3, 2023$0,13USD≈0.27%
Ott 14, 2022$0,13USD≈0.32%
Lug 14, 2022$0,13USD≈0.32%
Apr 14, 2022$0,13USD≈0.30%
Gen 19, 2022$0,13USD≈0.25%
Ott 14, 2021$0,13USD≈0.25%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 4.5%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
31 Dicembre 2026 $5.77 $5.62 2.7%
30 Settembre 2026 Ott 1, 2026 $5.77 $5.62 2.7%
30 Giugno 2026 $5.31 $5.24 1.4%
31 Marzo 2026 $4.14 $4.04 2.5%
31 Dicembre 2025 $4.69 $4.64 1.2%
30 Settembre 2025 $5.20 $4.89 6.4%
30 Giugno 2025 $5.12 $4.47 14.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 17
Metrica Tendenza 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
Stato Patrimoniale 29
Metrica Tendenza 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
Flusso di cassa 18
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%
Liquidità e Solvibilità 5
Metrica Tendenza 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
Efficienza 3
Metrica Tendenza 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
Per Azione 7
Metrica Tendenza 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
Tassi di Crescita 10
Metrica Tendenza 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%···········
Valutazione (TTM) 17
Metrica Tendenza 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

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-08-312025-05-312025-02-282024-11-302024-08-31
Ricavi $4.35B · · · $3.84B
Margine Lordo % 47.8% · · · 46.4%
Margine Operativo % 13.0% · · · 14.4%
Utile netto $397M · · · $423M
EPS Diluito $12.53 · · · $13.44

Proprietari istituzionali (13F) 692 filer · $12.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 692
Valore detenuto $12.0B
Nuove posizioni 114
Posizioni chiuse 52
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
114 (+18 vs trimestre precedente) 52 (-45 vs trimestre precedente) 219 (+13 vs trimestre precedente) 189 (+8 vs trimestre precedente) +1.2M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
FMR LLC $1.357.509.193 3.604.071 11,35% Azioni
BlackRock, Inc. $1.121.983.364 2.978.769 9,38% Azioni
VANGUARD GROUP INC $1.066.377.634 2.961.831 8,92% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $541.153.072 1.436.715 4,53% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $515.811.387 1.369.435 4,31% Azioni
AQR CAPITAL MANAGEMENT LLC $471.010.054 1.274.516 3,94% Azioni
STATE STREET CORP $363.849.902 966.017 3,04% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $290.830.600 772.130 2,43% Azioni
GEODE CAPITAL MANAGEMENT, LLC $289.485.217 768.419 2,42% Azioni
DIMENSIONAL FUND ADVISORS LP $288.700.929 766.536 2,41% Azioni
AMERICAN CENTURY COMPANIES INC $280.013.188 743.411 2,34% Azioni
JPMORGAN CHASE & CO $262.651.132 713.050 2,20% Azioni
WELLINGTON MANAGEMENT GROUP LLP $247.922.507 658.213 2,07% Azioni
Boston Partners $201.607.163 535.556 1,69% Azioni
UBS Group AG $194.270.305 515.771 1,62% Azioni
FIRST TRUST ADVISORS LP $163.556.248 434.229 1,37% Azioni
FIL Ltd $159.614.195 423.762 1,33% Azioni
GOLDMAN SACHS GROUP INC $143.971.616 382.232 1,20% Azioni
MORGAN STANLEY $136.831.617 363.273 1,14% Azioni
ALLEN OPERATIONS LLC $129.608.706 344.100 1,08% Azioni
Fisher Asset Management, LLC $122.647.874 325.619 1,03% Azioni
NORGES BANK $119.390.674 316.972 1,00% Azioni
NORTHERN TRUST CORP $110.883.054 294.385 0,93% Azioni
BANK OF AMERICA CORP /DE/ $106.018.491 281.470 0,89% Azioni
Allianz Asset Management GmbH $103.947.990 275.973 0,87% Azioni
Boston Trust Walden Corp $101.940.016 270.642 0,85% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $97.637.429 259.219 0,82% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $92.191.169 244.768 0,77% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $82.804.558 219.839 0,69% Azioni
EARNEST PARTNERS LLC $79.537.032 211.164 0,67% Azioni
Bank of New York Mellon Corp $77.212.327 204.992 0,65% Azioni
D. E. Shaw & Co., Inc. $74.420.106 197.579 0,62% Azioni
VANGUARD FIDUCIARY TRUST CO $71.848.272 190.751 0,60% Azioni
Greenstone Partners & Co., LLC $67.689.569 179.710 0,57% Azioni
Greenstone Partners, L.P. $66.425.943 192.880 0,56% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $59.266.810 211.501 0,50% Azioni
SEIZERT CAPITAL PARTNERS, LLC $56.021.395 148.732 0,47% Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC $51.377.931 136.404 0,43% Azioni
JUPITER ASSET MANAGEMENT LTD $51.272.090 136.123 0,43% Azioni
STOREBRAND ASSET MANAGEMENT AS $47.052.744 124.921 0,39% Azioni
Quantinno Capital Management LP $46.293.182 122.904 0,39% Azioni
Gotham Asset Management, LLC $46.188.686 122.627 0,39% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $40.040.465 106.304 0,33% Azioni
Invesco Ltd. $39.185.069 104.033 0,33% Azioni
Alyeska Investment Group, L.P. $38.648.329 102.608 0,32% Azioni
ASR Vermogensbeheer N.V. $38.039.600 100.996 0,32% Azioni
Triodos Investment Management BV $35.029.380 93.000 0,29% Azioni
JANE STREET GROUP, LLC $33.579.616 89.151 0,28% Azioni
Arbejdsmarkedets Tillaegspension $33.296.744 88.400 0,28% Azioni
DEUTSCHE BANK AG\ $33.087.698 87.845 0,28% Azioni

Mostra tutti i 692 proprietari istituzionali →

Insider aziendali 43 insider · 20 dirigenti · 24 direttori

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Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Neil Ashe President & CEO 24 Ottobre 2025 F 72.202 0 0 $0
James S Balloun Chairman & CEO 20 Gennaio 2004 A 46.173 0 0 $0
Karen J Holcom SVP & Chief Financial Officer 01 Settembre 2026 S 17.447 0 3 $-2.826.669
Jeremy M Quick EVP & CFO 08 Novembre 2010 S 31.024 0 0 $0
Edward H Bastian Former SVP & CFO 20 Luglio 2005 D 0 0 0 $0
Barry R Goldman SVP & General Counsel 02 Luglio 2026 S 4.856 0 10 $-3.802.651
Dianne S Mills SVP & Chief HR Officer 24 Ottobre 2025 F 15.293 0 0 $0
Richard K Reece Executive Vice President 26 Ottobre 2021 F 93.483 0 0 $0
Vernon J Nagel Executive Chairman 25 Ottobre 2020 F 223.909 0 0 $0
Laurent J Vernerey Executive Vice President 01 Novembre 2018 F 16.220 0 0 $0
Mark A Black EVP 03 Novembre 2017 M 23.208 0 0 $0
Dan C. Smith SVP, Treasurer and Secretary 06 Aprile 2011 F 18.647 0 0 $0
John T. Hartman EVP & Chief Commercial Officer 06 Gennaio 2009 F 45.467 0 0 $0
Kenyon W Murphy EVP,CAO and General Counsel 20 Dicembre 2007 G 31.241 0 0 $0
John K Morgan Executive Vice President 29 Settembre 2007 F 123.897 0 0 $0
William A Holl Executive Vice President 06 Giugno 2007 F 25.472 0 0 $0
Joseph G Parham JR Senior Vice President HR 31 Gennaio 2007 M 54.152 0 0 $0
Wesley E Wittich SVP, Audit Risk & Mgmt. 29 Novembre 2006 F 45.042 0 0 $0
Kenneth W Honeycutt Executive Vice President 10 Dicembre 2005 F 45.796 0 0 $0
James H Heagle Executive Vice President 23 Agosto 2005 A 37.550 0 0 $0
Nicholas Tzitzon Direttore 24 Settembre 2026 A · 0 0 $0
Maya Leibman Direttore 30 Aprile 2026 P 400 1 0 $57.766
Laura O'Shaughnessy Direttore 08 Aprile 2026 P 3.111 1 0 $282.980
George Douglas Dillard JR Direttore 21 Gennaio 2026 A 796 0 0 $0
Mark Sachleben Direttore 21 Gennaio 2026 A 112 0 0 $0
Patrick W. Battle Direttore 21 Gennaio 2026 A 3.238 0 0 $0
Marcia J Avedon Direttore 21 Gennaio 2026 A · 0 0 $0
James H Hance JR Direttore 21 Gennaio 2026 A 18.618 0 0 $0
Mary A Winston Direttore 24 Gennaio 2024 A 4.027 0 0 $0
Dominic J Pileggi Direttore 05 Gennaio 2022 A 745 0 0 $0
Ray M Robinson Direttore 05 Gennaio 2022 A 5.462 0 0 $0
Robert F Mccullough Direttore 06 Gennaio 2021 A 6.984 0 0 $0
Julia B North Direttore 01 Novembre 2019 A 3.734 0 0 $0
Norman H Wesley Direttore 01 Novembre 2018 A 6.343 0 0 $0
Gordon D Harnett Direttore 01 Novembre 2017 A 2.981 0 0 $0
George C Guynn Direttore 02 Novembre 2015 A 4.484 0 0 $0
Neil Williams Direttore 01 Agosto 2012 A 12.677 0 0 $0
John L Clendenin Direttore 05 Novembre 2010 M 9.886 0 0 $0
Earnest W Deavenport JR Direttore 01 Agosto 2007 A · 0 0 $0
Jay M Davis Direttore 01 Novembre 2006 A 5.000 0 0 $0
Leslie M Baker JR Direttore 01 Dicembre 2003 A · 0 0 $0
Michael J Bender · 21 Gennaio 2026 A · 0 0 $0
Peter C Browning · 10 Maggio 2021 S 429 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 89 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
EPSV · Harbor ETF Trust 1,88% 349 NS 31 Luglio 2026 N-PORT
CCSO · Tidal Trust II 0,97% 1.350 NS 31 Luglio 2026 N-PORT
MCOW · Pacer Funds Trust 0,93% 30 NS 31 Luglio 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,82% 22.660 NS 31 Luglio 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,73% 368 NS 31 Luglio 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0,73% 33.505 NS 31 Luglio 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0,70% 3.765 NS 31 Luglio 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,55% 9.747 NS 31 Luglio 2026 N-PORT
SMDX · Tidal Trust III 0,52% 2.074 NS 31 Luglio 2026 N-PORT
QIDX · Spinnaker ETF Series 0,52% 618 NS 31 Luglio 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,40% 20.206 SH 19 Agosto 2026 Giornaliero
FXR · First Trust Exchange-Traded AlphaDE… 0,39% 8.827 NS 31 Luglio 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,36% 3.649 NS 31 Luglio 2026 N-PORT
MADE · iShares Trust 0,33% 611 SH 11 Settembre 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 0,32% 4.147 SH 01 Ottobre 2026 Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS 0,31% 48.683 SH 19 Agosto 2026 Giornaliero
PTMC · Pacer Funds Trust 0,28% 3.303 NS 31 Luglio 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,26% 5.103 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,24% 441.355 SH 19 Agosto 2026 Giornaliero
TRFM · ETF Series Solutions 0,23% 1.721 NS 31 Luglio 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 13.298 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,21% 18.864 SH 11 Settembre 2026 Giornaliero
MIDU · Direxion Shares ETF Trust 0,21% 442 NS 31 Luglio 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,21% 8.276 SH 19 Agosto 2026 Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 49.887 NS 31 Luglio 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,20% 8.204 NS 31 Luglio 2026 N-PORT
NUSC · Nushares ETF Trust 0,19% 7.480 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,19% 88.491 NS 31 Luglio 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,19% 7.514 SH 01 Ottobre 2026 Giornaliero
FSMD · FIDELITY COVINGTON TRUST 0,18% 13.838 NS 31 Luglio 2026 N-PORT
ISCG · iShares Trust 0,17% 5.201 SH 11 Settembre 2026 Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 4.341 NS 31 Luglio 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,17% 2.925 NS 31 Luglio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,16% 71.566 NS 31 Luglio 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,15% 34.945 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,14% 695.361 SH 19 Agosto 2026 Giornaliero
FTLS · First Trust Exchange-Traded Fund III 0,14% 10.328 NS 31 Luglio 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,14% 9.472 NS 31 Luglio 2026 N-PORT
SMMD · iShares Trust 0,13% 16.113 SH 11 Settembre 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,13% 345.615 SH 19 Agosto 2026 Giornaliero
IYJ · iShares Trust 0,12% 7.188 SH 11 Settembre 2026 Giornaliero
BSCU · Invesco Exchange-Traded Self-Indexe… 0,12% 3.710.000 01 Ottobre 2026 Giornaliero
VFQY · VANGUARD WELLINGTON FUND 0,11% 1.416 SH 19 Agosto 2026 Giornaliero
IWS · iShares Trust 0,09% 45.383 SH 11 Settembre 2026 Giornaliero
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 1.240 NS 31 Luglio 2026 N-PORT
WSML · iShares Trust 0,08% 1.778 SH 11 Settembre 2026 Giornaliero
RECS · Columbia ETF Trust I 0,08% 13.445 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,07% 123.721 SH 11 Settembre 2026 Giornaliero
PFIG · Invesco Exchange-Traded Fund Trust … 0,06% 90.000 01 Ottobre 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,06% 27.009 NS 31 Luglio 2026 N-PORT
LRND · New York Life Investments ETF Trust 0,06% 676 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 3.874 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 843 NS 31 Luglio 2026 N-PORT
LRGF · iShares Trust 0,05% 5.667 SH 11 Settembre 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,04% 1.109 SH 01 Ottobre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,04% 57.112 NS 31 Luglio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,03% 2.368 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,03% 3.421 NS 31 Luglio 2026 N-PORT
VEGN · ETF Series Solutions 0,03% 178 NS 31 Luglio 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,03% 18.241 SH 19 Agosto 2026 Giornaliero
IWD · iShares Trust 0,03% 67.160 SH 11 Settembre 2026 Giornaliero
DSI · iShares Trust 0,03% 4.347 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,02% 7.587 SH 01 Ottobre 2026 Giornaliero
TILT · FlexShares Trust 0,02% 1.458 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,02% 962.771 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 4.989 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,02% 2.547 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,02% 6.832 SH 19 Agosto 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,02% 7.141 NS 31 Luglio 2026 N-PORT
IUSG · iShares Trust 0,02% 18.386 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,01% 21.459 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,01% 8.783 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,01% 8.546 NS 31 Luglio 2026 N-PORT
IYY · iShares Trust 0,01% 1.270 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,01% 39.279 SH 11 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 25.709 SH 19 Agosto 2026 Giornaliero
IUSV · iShares Trust 0,01% 8.431 SH 11 Settembre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 928 SH 01 Ottobre 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
IJH · iShares Trust · 1.056.895 SH 11 Settembre 2026 Giornaliero
IJK · iShares Trust · 118.632 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 49.039 SH 21 Agosto 2026 Giornaliero
XJH · iShares Trust · 4.114 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.361 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 3.080 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 42.391 SH 11 Settembre 2026 Giornaliero

AYI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 12 analisti COMPRA
Target mediano $390.00 +26,3%
3 25,0% Acquisto forte
5 41,7% Compra
4 33,3% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

7 analisti · 2026-09-27

Target medio $398.29 +29,0%

← Sotto tutti i target Prezzo attuale $308.76
Basso$358.00 Media$398.29 Alto$465.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

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26

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Fonte: SEC 10-Q depositato Giu 25, 2026