Atmus Filtration Technologies (NYSE:ATMU) Sees Strong Trading Volume Following Better-Than-Expected Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) shares saw unusually-strong trading volume on Friday after the company announced better than expected quarterly earnings. Approximately 861,395 shares traded hands during mid-day trading, an increase of 37% from the previous session’s volume of 626,793 shares.The stock last traded at $65.0530 and had previously closed at $62.12.

The company reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.09. Atmus Filtration Technologies had a net margin of 11.57% and a return on equity of 76.84%. The business had revenue of $446.60 million during the quarter, compared to analysts’ expectations of $422.25 million. During the same period last year, the firm posted $0.58 earnings per share. The business’s 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.

Atmus Filtration Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Friday, February 20th. Atmus Filtration Technologies’s dividend payout ratio (DPR) is presently 9.17%.

Atmus Filtration Technologies News Roundup

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.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Weiss Ratings restated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Zacks Research cut shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Wall Street Zen upgraded shares of Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Wells Fargo & Company boosted their target price on shares of Atmus Filtration Technologies from $52.00 to $54.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. increased their target price on shares of Atmus Filtration Technologies from $60.00 to $64.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Three investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $50.50.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Atmus Filtration Technologies by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 49,874 shares of the company’s stock worth $1,832,000 after acquiring an additional 2,176 shares in the last quarter. Millennium Management LLC boosted its stake in Atmus Filtration Technologies by 17.5% in the 1st quarter. Millennium Management LLC now owns 219,639 shares of the company’s stock worth $8,067,000 after purchasing an additional 32,727 shares during the period. Jones Financial Companies Lllp grew its position in Atmus Filtration Technologies by 143.1% during 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 in the last quarter. Caxton Associates LLP acquired a new stake in Atmus Filtration Technologies during the 1st quarter valued at $283,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Atmus Filtration Technologies by 2.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,638 shares of the company’s stock valued at $5,864,000 after purchasing an additional 3,419 shares during the period. 32.73% of the stock is currently owned by institutional investors and hedge funds.

Atmus Filtration Technologies Price Performance

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 stock has a fifty day moving average price of $55.86 and a 200-day moving average price of $48.98. The company has a debt-to-equity ratio of 1.63, a current ratio of 2.14 and a quick ratio of 1.41.

About Atmus Filtration Technologies

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.