Atmus Filtration Technologies (NYSE:ATMU) Raised to “Strong-Buy” at Wall Street Zen

Atmus Filtration Technologies (NYSE:ATMU) was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research note issued on Saturday.

A number of other equities research analysts also recently weighed in on the stock. JPMorgan Chase & Co. lifted their price target on shares of Atmus Filtration Technologies from $60.00 to $64.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research report on Wednesday, January 21st. Wells Fargo & Company increased their price target on shares of Atmus Filtration Technologies from $52.00 to $54.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Finally, Zacks Research downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Three investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $50.50.

Atmus Filtration Technologies Stock Up 3.3%

ATMU stock opened at $64.17 on Friday. Atmus Filtration Technologies has a twelve month low of $30.94 and a twelve month high of $66.00. The company has a quick ratio of 1.41, a current ratio of 2.14 and a debt-to-equity ratio of 1.63. The company has a market cap of $5.23 billion, a PE ratio of 26.74, a price-to-earnings-growth ratio of 2.73 and a beta of 1.56. The business’s 50-day simple moving average is $55.86 and its 200 day simple moving average is $48.98.

Atmus Filtration Technologies (NYSE:ATMU) last announced its quarterly earnings data on Friday, February 13th. The company reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. Atmus Filtration Technologies had a return on equity of 76.84% and a net margin of 11.57%.The company had revenue of $446.60 million during the quarter, compared to the consensus estimate of $422.25 million. During the same quarter last year, the company earned $0.58 EPS. The company’s quarterly revenue was up 9.8% on a year-over-year basis. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. On average, research analysts anticipate that Atmus Filtration Technologies will post 2.52 earnings per share for the current year.

Hedge Funds Weigh In On Atmus Filtration Technologies

Several institutional investors have recently bought and sold shares of the business. Kestra Advisory Services LLC bought a new stake in shares of Atmus Filtration Technologies during the 4th quarter worth approximately $95,000. Marshall Wace LLP lifted its stake in Atmus Filtration Technologies by 18.3% during the fourth quarter. Marshall Wace LLP now owns 564,727 shares of the company’s stock worth $29,315,000 after purchasing an additional 87,193 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in shares of Atmus Filtration Technologies by 1,498.3% in 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. Advyzon Investment Management LLC boosted its holdings in shares of Atmus Filtration Technologies by 10.9% in the 4th quarter. Advyzon Investment Management LLC now owns 5,017 shares of the company’s stock valued at $260,000 after purchasing an additional 495 shares in the last quarter. Finally, Essex Investment Management Co. LLC bought a new position in shares of Atmus Filtration Technologies in the 4th quarter valued at $37,000. Institutional investors own 32.73% of the company’s stock.

Key Headlines Impacting Atmus Filtration Technologies

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Q4 beat and solid fundamentals: ATMU posted $0.66 EPS vs. a $0.57 consensus and revenue of $446.6M vs. ~$422M expected; revenue was up ~9.8% YoY, net margin ~11.6% and ROE ~76.8% — a clear earnings-driven catalyst. Read More.
• Positive Sentiment: Corporate announcement momentum: The company recently announced a dividend and shares hit a new 1‑year high, which supports positive investor sentiment around cash return and shareholder-friendly actions. Read More.
• Neutral Sentiment: FY‑2026 guidance roughly in line with consensus: Management guided EPS to $2.75–$3.00 and revenue to $1.9B–$2.0B (street ~ $2.86 EPS / ~$1.9B revenue). The range keeps expectations intact but leaves upside/back‑end risk tied to execution. Read More.
• Neutral Sentiment: Management commentary and next‑steps: The earnings call and transcript provide color on product mix, margins and any integration/partner deals (e.g., references to a potential Koch-related deal) that could affect future growth; details remain to be validated by execution. Read More. · Read More.
• Negative Sentiment: Street valuation headwinds: The published average analyst price target (~$50.50) is materially below recent trading levels, indicating some sell‑side skepticism on sustained upside at current multiples. Read More.

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.