Atmus Filtration Technologies (NYSE:ATMU) Updates FY 2026 Earnings Guidance

Atmus Filtration Technologies (NYSE:ATMU) updated its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 2.850-3.000 for the period, compared to the consensus estimate of 2.940. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ATMU. Weiss Ratings lowered Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 15th. Robert W. Baird decreased their target price on shares of Atmus Filtration Technologies from $66.00 to $63.00 and set an “outperform” rating on the stock in a research report on Monday, May 4th. JPMorgan Chase & Co. lowered their price objective on Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating on the stock in a research note on Monday, May 4th. Wall Street Zen cut shares of Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a research report on Sunday, June 14th. Finally, Wells Fargo & Company assumed coverage on shares of Atmus Filtration Technologies in a research report on Monday. They set an “equal weight” rating and a $56.00 price target on the stock. Three equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $62.00.

Atmus Filtration Technologies Stock Performance

Atmus Filtration Technologies stock opened at $54.62 on Friday. Atmus Filtration Technologies has a 1 year low of $37.42 and a 1 year high of $66.50. The company has a debt-to-equity ratio of 2.47, a current ratio of 2.53 and a quick ratio of 1.70. The company has a market capitalization of $4.46 billion, a P/E ratio of 21.42, a P/E/G ratio of 2.30 and a beta of 1.19. The business has a 50 day moving average of $50.83 and a 200-day moving average of $55.97.

Atmus Filtration Technologies (NYSE:ATMU) last announced its quarterly earnings results on Friday, August 7th. The company reported $0.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.78 by $0.04. The firm had revenue of $527.90 million during the quarter, compared to analysts’ expectations of $507.02 million. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS. On average, equities research analysts predict that Atmus Filtration Technologies will post 2.97 earnings per share for the current year.

Atmus Filtration Technologies Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Tuesday, May 26th were issued a dividend of $0.055 per share. The ex-dividend date was Tuesday, May 26th. This represents a $0.22 annualized dividend and a yield of 0.4%. Atmus Filtration Technologies’s dividend payout ratio (DPR) is presently 8.63%.

Insider Activity at Atmus Filtration Technologies

In related news, CFO Jack Kienzler sold 5,132 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $45.25, for a total transaction of $232,223.00. Following the completion of the sale, the chief financial officer owned 75,804 shares in the company, valued at approximately $3,430,131. This trade represents a 6.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Gretchen R. Haggerty bought 1,973 shares of the company’s stock in a transaction on Tuesday, May 12th. The stock was bought at an average price of $55.74 per share, for a total transaction of $109,975.02. Following the completion of the purchase, the director owned 25,741 shares of the company’s stock, valued at approximately $1,434,803.34. The trade was a 8.30% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 36,240 shares of company stock valued at $1,639,860 over the last quarter. 0.43% of the stock is currently owned by company insiders.

Institutional Trading of Atmus Filtration Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Jones Financial Companies Lllp boosted its stake in Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock worth $26,000 after purchasing an additional 412 shares during the period. Essex Investment Management Co. LLC bought a new stake in Atmus Filtration Technologies during the 4th quarter worth approximately $37,000. PNC Financial Services Group Inc. lifted its stake in Atmus Filtration Technologies by 87.8% in the 4th quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock worth $44,000 after purchasing an additional 397 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in Atmus Filtration Technologies by 93.6% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock valued at $49,000 after purchasing an additional 644 shares during the period. Finally, Smartleaf Asset Management LLC grew its position in shares of Atmus Filtration Technologies by 1,498.3% during the 4th quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock valued at $50,000 after purchasing an additional 899 shares in the last quarter. 32.73% of the stock is currently owned by institutional investors.

Atmus Filtration Technologies Company Profile

Atmus Filtration Technologies is a global developer and manufacturer of high-performance filter media and filtration solutions. The company designs and produces advanced materials that capture airborne particles across a range of applications, from heating, ventilation and air-conditioning (HVAC) systems to industrial and cleanroom environments. By focusing on proprietary meltblown and nanofiber technologies, Atmus delivers media that balances efficiency, airflow and durability for both original equipment manufacturers (OEMs) and aftermarket customers.

The company’s product portfolio encompasses pleated and panel filter media, depth filtration products and specialty laminates used in industries such as commercial buildings, healthcare, transportation and power generation.