Northland Securities Has Negative View of ATMU Q3 Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Stock analysts at Northland Securities cut their Q3 2026 earnings per share (EPS) estimates for shares of Atmus Filtration Technologies in a report released on Friday, August 14th. Northland Securities analyst B. Brooks now expects that the company will post earnings per share of $0.74 for the quarter, down from their prior forecast of $0.77. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.94 per share. Northland Securities also issued estimates for Atmus Filtration Technologies’ Q4 2026 earnings at $0.77 EPS and FY2026 earnings at $3.02 EPS.

ATMU has been the subject of several other reports. Robert W. Baird decreased their price objective on shares of Atmus Filtration Technologies from $66.00 to $63.00 and set an “outperform” rating for the company in a research report on Monday, May 4th. Wall Street Zen downgraded shares of Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a research report on Sunday, June 14th. Wells Fargo & Company assumed coverage on shares of Atmus Filtration Technologies in a research note on Monday, August 3rd. They set an “equal weight” rating and a $56.00 price target on the stock. JPMorgan Chase & Co. decreased their price target on shares of Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating for the company in a report on Monday, May 4th. Finally, Weiss Ratings upgraded shares of Atmus Filtration Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, August 11th. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Atmus Filtration Technologies currently has an average rating of “Moderate Buy” and an average price target of $62.00.

Atmus Filtration Technologies Price Performance

Shares of ATMU stock opened at $51.22 on Tuesday. Atmus Filtration Technologies has a fifty-two week low of $41.82 and a fifty-two week high of $66.50. The firm has a market capitalization of $4.18 billion, a price-to-earnings ratio of 19.62, a PEG ratio of 2.17 and a beta of 1.19. The company has a debt-to-equity ratio of 2.18, a quick ratio of 1.83 and a current ratio of 2.65. The stock’s 50-day simple moving average is $51.35 and its 200-day simple moving average is $55.65.

Atmus Filtration Technologies (NYSE:ATMU) last announced its 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. Atmus Filtration Technologies had a return on equity of 59.85% and a net margin of 11.32%.The company had revenue of $527.90 million for the quarter, compared to analyst estimates of $507.02 million. During the same period in the prior year, the company posted $0.75 EPS. The firm’s quarterly revenue was up 16.5% compared to the same quarter last year. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Allworth Financial LP purchased a new stake in Atmus Filtration Technologies in the 2nd quarter worth approximately $25,000. Jones Financial Companies Lllp increased its holdings in shares of Atmus Filtration Technologies by 143.1% during the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock valued at $26,000 after purchasing an additional 412 shares in the last quarter. Essex Investment Management Co. LLC acquired a new position in shares of Atmus Filtration Technologies in the 4th quarter valued at $37,000. GHP Investment Advisors Inc. acquired a new position in shares of Atmus Filtration Technologies in the 1st quarter valued at $44,000. Finally, PNC Financial Services Group Inc. boosted its holdings in Atmus Filtration Technologies by 87.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock worth $44,000 after buying an additional 397 shares in the last quarter. 32.73% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Atmus Filtration Technologies

In other Atmus Filtration Technologies news, CFO Jack Kienzler sold 5,132 shares of Atmus Filtration Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $232,223.00. Following the completion of the transaction, 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 position. 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, CEO Stephanie Disher sold 25,652 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $45.25, for a total value of $1,160,753.00. Following the completion of the transaction, the chief executive officer directly owned 363,024 shares of the company’s stock, valued at approximately $16,426,836. This trade represents a 6.60% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 36,240 shares of company stock worth $1,639,860 in the last three months. Company insiders own 0.43% of the company’s stock.

Atmus Filtration Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Thursday, August 27th will be given a dividend of $0.06 per share. The ex-dividend date of this dividend is Thursday, August 27th. This represents a $0.24 annualized dividend and a yield of 0.5%. This is an increase from Atmus Filtration Technologies’s previous quarterly dividend of $0.06. Atmus Filtration Technologies’s payout ratio is 9.20%.

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.