Northland Securities Has Positive View of ATMU Q1 Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Research analysts at Northland Securities upped their Q1 2026 earnings per share (EPS) estimates for Atmus Filtration Technologies in a research note issued to investors on Wednesday, February 18th. Northland Securities analyst B. Brooks now expects that the company will earn $0.64 per share for the quarter, up from their prior forecast of $0.59. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.52 per share. Northland Securities also issued estimates for Atmus Filtration Technologies’ Q2 2026 earnings at $0.79 EPS, Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.78 EPS and FY2026 earnings at $2.96 EPS.

Atmus Filtration Technologies (NYSE:ATMU) last issued its earnings results on Friday, February 13th. The company reported $0.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.57 by $0.09. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.The firm had revenue of $446.60 million for the quarter, compared to analysts’ expectations of $422.25 million. During the same period in the previous year, the firm posted $0.58 earnings per share. The business’s revenue was up 9.8% compared to the same quarter last year. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

Several other analysts also recently weighed in on the stock. Zacks Research downgraded shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Wells Fargo & Company lifted their target price on Atmus Filtration Technologies from $54.00 to $67.00 and gave the company an “equal weight” rating in a research report on Tuesday. JPMorgan Chase & Co. upped their target price on Atmus Filtration Technologies from $60.00 to $64.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Robert W. Baird increased their price target on Atmus Filtration Technologies from $59.00 to $69.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $59.75.

Atmus Filtration Technologies Stock Performance

ATMU stock opened at $64.99 on Thursday. Atmus Filtration Technologies has a twelve month low of $30.94 and a twelve month high of $66.00. The firm has a market cap of $5.30 billion, a price-to-earnings ratio of 26.00, a PEG ratio of 2.93 and a beta of 1.56. The business’s fifty day simple moving average is $56.86 and its two-hundred day simple moving average is $49.70. The company has a quick ratio of 1.41, a current ratio of 2.42 and a debt-to-equity ratio of 1.43.

Atmus Filtration Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 4th. Investors of record on Friday, February 20th will be issued a dividend of $0.055 per share. The ex-dividend date of this dividend is Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.3%. Atmus Filtration Technologies’s payout ratio is 8.80%.

Institutional Trading of Atmus Filtration Technologies

Large investors have recently made changes to their positions in the business. Eminence Capital LP grew its position in shares of Atmus Filtration Technologies by 1.1% during the 3rd quarter. Eminence Capital LP now owns 6,522,404 shares of the company’s stock valued at $294,095,000 after acquiring an additional 73,411 shares during the period. Price T Rowe Associates Inc. MD boosted its position in Atmus Filtration Technologies by 14.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,677,884 shares of the company’s stock worth $242,830,000 after purchasing an additional 596,553 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in Atmus Filtration Technologies by 5.4% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,200,311 shares of the company’s stock valued at $166,128,000 after purchasing an additional 163,659 shares during the period. Invesco Ltd. increased its position in shares of Atmus Filtration Technologies by 22.7% in the fourth quarter. Invesco Ltd. now owns 2,728,470 shares of the company’s stock valued at $141,635,000 after buying an additional 504,647 shares in the last quarter. Finally, Geode Capital Management LLC increased its position in shares of Atmus Filtration Technologies by 2.3% in the fourth quarter. Geode Capital Management LLC now owns 2,428,684 shares of the company’s stock valued at $126,088,000 after buying an additional 54,376 shares in the last quarter. 32.73% of the stock is owned by hedge funds and other institutional investors.

Atmus Filtration Technologies News Summary

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

• Positive Sentiment: Northland Securities raised EPS estimates across every quarter and lifted FY‑2026 to $2.96 (from $2.70), with quarter-by-quarter boosts (Q1 $0.64, Q2 $0.79, Q3 $0.75, Q4 $0.78). The upgrades suggest analysts are modeling continued benefit from Atmus’s recent revenue/earnings beat and the company’s FY‑2026 guidance. Northland Estimates
• Positive Sentiment: Robert W. Baird raised its price target to $69 and maintained an “Outperform” rating, signaling buy-side momentum and providing upside vs. recent levels. That target increase supports the rally by validating higher earnings expectations. Baird PT Raise
• Positive Sentiment: Coverage noting bullish views (e.g., a Wells Fargo analyst cited by AmericanBankingNews) further amplifies demand as multiple brokers align above prior consensus. Wells Fargo Commentary
• Neutral Sentiment: Media/analysis pieces are comparing Atmus to peers (Strattec Security) to assess relative valuation; these pieces may influence longer‑term investor views but are less likely to drive immediate price moves than the analyst upgrades. Zacks Comparison

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.