Allspring Global Investments Holdings LLC trimmed its holdings in Atmus Filtration Technologies Inc. (NYSE:ATMU – Free Report) by 40.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 740,503 shares of the company’s stock after selling 509,454 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.91% of Atmus Filtration Technologies worth $38,810,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also added to or reduced their stakes in ATMU. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings 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 valued at $1,832,000 after purchasing an additional 2,176 shares in the last quarter. Millennium Management LLC lifted its holdings in Atmus Filtration Technologies by 17.5% during the 1st quarter. Millennium Management LLC now owns 219,639 shares of the company’s stock worth $8,067,000 after buying an additional 32,727 shares in the last quarter. Jones Financial Companies Lllp boosted its position in Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock valued at $26,000 after buying an additional 412 shares during the last quarter. Caxton Associates LLP acquired a new stake in shares of Atmus Filtration Technologies in the 1st quarter valued at $283,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Atmus Filtration Technologies by 2.2% in 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 buying an additional 3,419 shares during the period. Institutional investors and hedge funds own 32.73% of the company’s stock.
Wall Street Analyst Weigh In
ATMU has been the topic of several research reports. Citigroup reaffirmed an “outperform” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, February 18th. Wells Fargo & Company reduced their price objective on shares of Atmus Filtration Technologies from $67.00 to $58.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Robert W. Baird dropped their target price on shares of Atmus Filtration Technologies from $69.00 to $66.00 and set an “outperform” rating for the company in a research report on Monday. Weiss Ratings restated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. lowered their price target on Atmus Filtration Technologies from $73.00 to $70.00 and set an “overweight” rating for the company in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $58.25.
Atmus Filtration Technologies Stock Down 0.8%
Atmus Filtration Technologies stock opened at $57.65 on Friday. The company has a 50 day moving average of $60.22 and a 200-day moving average of $53.07. The company has a quick ratio of 1.66, a current ratio of 2.42 and a debt-to-equity ratio of 1.43. Atmus Filtration Technologies Inc. has a twelve month low of $30.94 and a twelve month high of $66.50. The stock has a market capitalization of $4.71 billion, a PE ratio of 23.06, a price-to-earnings-growth ratio of 2.61 and a beta of 1.58.
Atmus Filtration Technologies (NYSE:ATMU – Get Free Report) last issued 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. The business had revenue of $446.60 million for the quarter, compared to analyst estimates of $422.25 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The firm’s quarterly revenue was up 9.8% on a year-over-year basis. During the same period last year, the business posted $0.58 earnings per share. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. On average, equities research analysts anticipate that Atmus Filtration Technologies Inc. will post 2.52 EPS for the current fiscal year.
Atmus Filtration Technologies Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were paid a $0.055 dividend. This represents a $0.22 annualized dividend and a yield of 0.4%. The ex-dividend date was Friday, February 20th. Atmus Filtration Technologies’s payout ratio is presently 8.80%.
Key Headlines Impacting Atmus Filtration Technologies
Here are the key news stories impacting Atmus Filtration Technologies this week:
- Positive Sentiment: Northland Securities raised its forward earnings view for FY2027, forecasting $3.20 EPS (quarterly: Q2 $0.89, Q3 $0.84, Q4 $0.85). That outlook sits notably above the current consensus (~$2.52), suggesting potential upside to valuation if results follow.
- Positive Sentiment: Atmus expanded its French laboratory to boost testing capabilities — an operational/organic growth move that should help product validation and support sales in Europe over time. Read More.
- Neutral Sentiment: JPMorgan lowered its price target from $73 to $70 but kept an “overweight” rating, signaling continued confidence in the company’s longer-term prospects despite trimming near-term upside. Read More.
- Neutral Sentiment: ATMU is being tracked on major market sites (e.g., CNN Markets), which is standard coverage without new company-specific catalysts. Read More.
- Negative Sentiment: Wells Fargo cut its price target sharply from $67 to $58 and moved to an “equal weight” rating — a more cautious near-term view that reduces the implied upside and may pressure sentiment. Read More. Read More.
- Negative Sentiment: Robert W. Baird lowered its expectations for ATMU, adding to the cluster of downgrades and contributing to today’s selling pressure. Read More.
Atmus Filtration Technologies 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.
Further Reading
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